I have the Docusign template with 3 document in that template. I have three button and on each button click i need to access the different of the template. How it can be accessed.
We consider an envelope a single unit. So we don't provide ways to just see 1 document in the envelope. You can create 3 different envelopes for your scenario if you want buttons in your app that goes to each of them separately.
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I have a template that is configured with a recipient that has read only fields and only a signature control. The read only fields/tabs are populated in the view request my API sends to DocuSign to get the signature url. However I'd like to create a new duplicate template that does not have the signature control and is configured to only require the recipient to view the document. This way the only signature event that is set by DocuSign is "viewing_complete" and not "signing_complete" when they're done viewing the template/document.
Edit: The purpose of this is it gives the user a read only view of the template/document so they can catch any errors in the mapped fields/tabs to give them a chance to correct it before signing a final version.
Not sure if you want to create this template from the API or from the web app.
You can easily do this from the web app and if you want to do from the API, you can get a log of the API calls to see how it was done.
When you create a template from the web app, in the first screen, you can pick recipients and there's a drop down with different types of recipients:
Select the "Needs to View" recipient type for your needs.
It's not possible to configure a template to accept populated tabs for a recipient that is set as Needs to View or to preview an envelope recipient view and have the tabs populated, but not show the Signature control.
We have a production integrated Docusign and it works well. We want to test some features and created a new developer account, it worked well. When we switched to an old developer account created 2 years ago, there are a issue for the recipient view.The recipient view only show the original document defined in the template without any fields, such as name, signature filed, appearing on the document, and only showed the 'FINISH' button on the top bar. The code and template definition are same, only the accounts are different. Compared the setting between these 2 accounts, looks like they are same. Any reason for this issue?
One guess is that you use AutoPlace or anchor tags and that the scope was set for document in one account and template in the other. That would explain this. You would have to contact DocuSign customer support to change this setting for your other account.
We are trying to use DocuSign Pwerforms from Salesforce. Previously we tested DocuSign Templates and are able to populate the merge fields data from SFDC. Is there any way to populate Powerforms fields the way templates merge fields are populated.
That depends if you know their value when the user click the powerform link. Powerforms are creating the envelope from a template after the user click the link and fills a few fields. You can modify the url (see here - https://support.docusign.com/en/guides/ndse-user-guide-populate-custom-document-fields-in-a-web-powerform) and if you can provide the information at that point - you can do it.
I am trying to setup a template using Docusign for Salesforce. My template is 20 page long and has about 50 merge fields to be populated from Saleforce. These merge fields are read only. We have multiple signer roles - 6 signer roles to be specific. In the template, all 6 signer roles should see all the merge fields.
Problem is when these merge fields are added to template by drag and drop, you have to select a single role and then drag and drop a field on template.
Is there a way to prepare a template so that merge field display on the template can be added for all roles in a single go?
Docusign support was able to resolve the question.
We need to edit the tags after they are added to the template. Click on each tag and go to Collaboration and check the box to "Recipients Can Collaborate.
I am new to docusign and the APIs.
However I am trying to understand what would be the best way to achieve my usecase.
I have a document which can have (1+) middle pages apart from the first and last page where user has to sign the document.
To optimize this is a solution i am thinking but not nearing the answer.
Create a template with three pages.
While sending envelope to user depending upon the scenario (the middle pages can be 1+...) I am trying to create the pages dynamically and trying to insert between the exising document of template.
Is this possible?
Or should i need to try Composite Template API for this by making the inital Template as Two seperate template and insert the dynamic one as "inline" template?
One Envelope with three documents presented to Signer: use Composite Template form of envelope per your final suggestion of the following structure (REST OR SOAP):
Composite Templates
Composite Template
Server Template (Static Document PDF and Recipient Role and Tabs)
Inline Template
Recipient Role
Composite Template
Server Template (structure PDF and Tabs)
Document (actual PDF bytes for dynamic document)
Composite Template
Server Template (Static Document PDF and Recipient Role and Tabs)
This is NOT the solution if your want one document (not one PDF) in the Envelope presented to the Signer