I am using docusign's SOAP api v3.0.
I want recipients to be able to view all recipient signatures in a contract. Right now, recipients are only able to see their own signature.
Can anyone give me some suggestions?
When you send an envelope with DocuSign, any recipient can see anything that was done before they viewed the document. So that if you use routing order, for example, recipient 2 can view the signatures of recipient 1. Recipient 1 would be able to go back to the document and view recipient 2 signatures once the envelope is complete and they get an email to that effect.
Hope that helps.
Related
I am integrating a WebApp with DocuSign and use Embedded Signing to allow users sign the envelopes I am creating (and updating recipients) on the fly out of some predefined templates.
Everything works ok in the simple cases but for the templates with the signing order set (Second recipient should sign the envelope only when the first one has done) I've got {"errorCode":"UNKNOWN_ENVELOPE_RECIPIENT","message":"The recipient you have identified is not a valid recipient of the specified envelope."} error message when creating Recipient View.
Could you advise is there a way to show the envelope for such recipient (second) if now is not her turn to sign? Or this is how Embedded Signing works and you are not able to create Recipient View for the recipient whose recipient order is not the current?
Thank you!
You can only show the embedded view for the current signer or recipient. You can have more than one current person at a time by setting their routing orders to the same number.
Eg, two signers can have routing order of 1.
Either change the template, or you may be able to update the routing order via a composite template when you send the envelope
using DocuSign API, when a document is send to multiple signers, is there any way to complete the envelope when anyone of the signer signs the document. Eg: Document abc.txt sent to Recipient 1 and Recipient 2. if any one of the Recipient 1 or Recipient 2 signs the document, the envelope status should be set to complete.
Depending on the specifics of your scenario, Signing Groups may enable you to achieve your goal (i.e., send to a group of people, and consider the envelope 'complete' once one of those people completes/submits the Envelope).
There is no optional signer in DocuSign. For the envelope to reach a completed status, all recipients marked as a signer, will have to finish the signing process
DocuSign supports other types of recipients. Read the documentation and see if the other recipient types fit your usecase.
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 am using DocusignAPI, I do want to view the envelope like recipient view. I searched for the "Post Recipient View", this can be done only for the sent envelope. In the "Post Envelope correction" I am able to see the tags and also able to delete/reupload the documents. I would like to view only the documents with their prefilled tag values. Is there any option to do this?
You can try the various DocuSign recipient types. For instance, there is the carbonCopy recipient who doesn't take any action on the envelope but just gets a copy and they can be inserted at any routing order in the envelope.
There's also some of the other recipient types with various permissions that can change recipient info for people who are later in the routing order, such as the agent and intermediary recipient types.
See this page from the REST API Docs
I need to create an envelope using DocuSign SOAP with two recipients and signature tags. In order to complete the envelope, I only need one of the recipient to sign the document. Both recipients should be in the same order but if either recipient signs the document, I want envelope status to be completed.
Is there a ways to accomplish this?
I tried using conditional fields - created separate checkbox tag(shared) and signature tag for each recipient. I applied condition to the signature tag so that it will only show if the checkbox is checked for that recipient.
When either recipient views the document, if he wants to sign the document, he will simply check the checkbox so that he will see the signature tag and sign the document.
While the other recipient views the document, he will see that the other recipient have signed the document so he will simply view the document and envelope gets completed.
It works but I think it is probably not the best solution out there. Also, it requires DocuSign account to be enabled for conditional fields.
Is there any alternative solution out there?
Probably your best bet is to use the Any Signer option as Andrew mentions in the above comment. With that feature you can setup a shared/group email alias that your signers can each be a member of and when requests are sent to that alias the envelope is complete as soon as the first person signs and completes.
Here's a how-to guide regarding the Any Signer option:
https://www.docusign.com/support/classic/documentation/cdse-user-guide/advanced-sending/using-any-signer-option