i use docusign for electronic signature.
I ask if i can add a document after creating the envelopeId in the second signing
You can add additional documents to the envelope as long as you have not sent the envelope yet. Once you send it (and the envelope has changed to sent status) you will not be able to add more documents. Put another way, you can only add documents to draft envelopes.
To add document(s) to a draft envelope use the EnvelopeDocuments: update API
Ex:
PUT /v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}
Related
I have a DocuSign with multiple signature field (one primary and others secondary), I need to send a form to primary signer where there are few additional email fields which the primary signer will fill and the document needs to go to those email ids (which primary signer has provided in the form). Primary recipient has to sign first signature field and then send the same form to another recipient and he has to sign other signature field keeping the previous recipient signature and so on and I have to set the recipients programmatically in envelop. Is it possible? and how can I implement that?
The answer to this is 'sort of.' We do have a feature that can take care of this for you, or you can programmatically add in additional recipients based on formdata.
The recipient role is an agent managed envelope, specifically Address Recipients. What this role does is allows that person to set the name / email address of any future recipients in the signing order. You would essentially create a placeholder role with the tab information for the additional recipients. Once your Address Recipients role fills in the names / emails, they're automatically processed per your template / envelope.
The other option would be to either update existing envelope roles from dummy information to the intended recipients programmatically. The reference guide for creating a new recipient on an envelope can be found here: https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipients/create/ -- you should be able to add in additional signers as long as the envelope has not reached a 'Completed' status. I would advise adding a sort of placeholder / approver role after the initial signer fills in the email information so the envelope doesn't automatically complete.
The reference page for updating an existing recipient can be found here: https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipients/update/
Regards,
Matt
The way it worked for me is -
Created a template envelop with a recipient role (Update Recipients) and few dummy signers.
In the code just pick the first recipient and send the document to that recipient.
When the recipient with role "Update Recipients" receives the document he can further modify the dummy recipients and the email goes to them for their signature.
When all the recipients signs the document the workflow completes.
But I have one problem: When all the recipients complete their signature and workflow completes, I want to further do some processing in my code so how I can specify a "return url" which will be called when workflow is completed.
I have successfully created a system to use a document template to create a new envelope.
The system has a tabbed UI and iframe that fetches new URLs from the Docusign API every time a tab is changed, and when a URL expires.
My problem is that now, some clients will either be sign in-person or sign via email. After reading the docs, I don't see a way to change from an in-person to an email signer after the envelope has been created. Is that correct?
Is it possible to set whether a role will be in-person or email sign at the time of envelope creation, without affecting the original template?
If that is not possible, Is my best option to create a template with duplicate fields for both in-person and email signing, and only use the appropriate ones based on my case?
If you need to change an in-person signer to a remote signer, or vice-versa, or any other recipient type into another recipient type you have two options:
Perform an Envelope Correction
Remove then Add the Recipient back to the in-process envelope as a different type.
For option #1, using an envelope correction you can edit things like recipients, tabs, and even documents if they have not been signed yet. Make the following API call to request the correction URL of an envelope:
POST /v2/accounts/{accountId}/envelopes/{envelopeId}/views/correct
API Docs: https://docs.docusign.com/esign/restapi/Envelopes/EnvelopeViews/createCorrect/
For option #2, the system does not let you convert a recipient into another recipient type - HOWEVER - you can delete a recipient from an envelope then add them back in as a different type. For instance, delete an in-person signer and then add them back in as a signer.
You can see the needed calls through the EnvelopeRecipients Resource.
I am using embedded sign flow. I am able to show signHereTabs in the document, but I also want to show docusign id of the owner. I am not able to find any option in the api on how to show account owner's docusign id (name, sign & company) in the document. Is there any specific anchor for that ?
In order to get that information on the envelope then the sender (or owner) will need to also be a recipient on the envelope and have those tags added.
Another option would be to add data fields for the signer that are locked and populate it with the senders information.
I think there are a few possible solutions here:
Add the sender as a recipient to the envelope (i.e. a Carbon Copy recipient or a Signer).
Use envelope custom fields to pass the data you need.
For #1 if the sender is already a recipient you can add corresponding name, company, email, and other tags to the envelope. If you don't want them to be a signer of the envelope you can probably get away with adding them as a CC recipient (so that they simply get a copy of the doc) and give them the same routingOrder as the one signer.
Alternatively, for #2 you can use envelope customFields which are traditionally used to pass meta data about the envelope around but you can use to store the sender data instead. See the DocuSign Dev Center and API Guides for more info.
I created an envelope via Docusign Web Service in my application now i get an requirement that we have to insert/update or change document from existing envelope.
I have read few articles which stated that we can change document with in template or basically from draft envelope.
Is there any way/functionality through which we can update document from existing/already send or in-process envelope.
Using the DocuSign REST API:
Documents can only be removed from a DRAFT ENVELOPE. Once an envelope has been Sent, Documents cannot be removed.
Documents can only be added to a DRAFT ENVELOPE. Once an envelope has been Sent, Documents cannot be added.
I believe, however, that it IS possible to add/remove documents from an "in-process" Envelope (i.e., an Envelope that's already been sent) by using the DocuSign SOAP API.
I have a requirement to add a new tab to a recipient on an existing envelope. The only catch is the envelope is already sent (but not signed) by the time the logic needs to add it.
The documentation mentions "This adds one or more tabs for a recipient to a draft envelope":
DocuSign REST Guide - Add Tabs for Recipient:
http://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST API References/Add Tabs for a Recipient.htm%3FTocPath%3DREST%20API%20References%7C_____61
Is there a way to fulfill my requirement?
No you can not add recipient tabs to In-Process (or sent) envelopes. As you've read in the documentation you can only add recipient tabs to draft envelopes, or add them during the envelope creation step of course.
Once an envelope has been sent, you can only edit: email, userName, signerName, routingOrder, faxNumber, and deliveryMethod. That's directly from this page of the DocuSign REST Api Guide:
http://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST API References/Modify or Correct and Resend Recipient Information.htm%3FTocPath%3DREST%20API%20References%7C_____57
EDIT
However, I have found out that the ability to add recipient tabs to a sent envelope IS in the works, and should be available with v3 of the api. Not sure when that comes out yet though...