I am doing the docusign integration with my application.
I have a powerform in my demo account which is opened every time a user request to sign a contract. When the user opened the powerform there are about 12 fields he have to fill. except the email field which is autofill by the docusign.
Now i want the functionality that if a user opened that powerform he already have the options which he filled during the signup process.
Like first name last name phone no. Can i do this from api? i have searched the api but did not succeeded.
P.S : right now i am opening the form by the powerform url. It redirects the user to that powerform to open and fill it. Email is automatically being filled but not the name and other fields.
You cannot mix Powerform and API, API cannot fill document triggered from Powerform. It better to use API if you want to do proper integration with DocuSign. But if you want to do integration with Powerform then you can send the values of the DS label added in your document by doing below:
If you DS Servertemplate has multiple text tabs like, PhoneNumber, Salary etc then using HTTP GET, you can populate tab value like below:
{PowerformUrl}&PhoneNumber={PhoneNumberValue}&Salary={SalaryValue}&activateonly=1
where PhoneNumberValue and SalaryValue are the values which you want to prepopulate in the document. Also if you have an HTML form for the customer to collect these values then call DS Powerform URL with signer's email and name along with the doc label values like below:
{PowerformUrl}&PhoneNumber={PhoneNumberValue}&Salary={SalaryValue}&SignerRole_UserName={SignerName}&SignerRole_Email={SignerEmail}&activateonly=1
SignerRole will the role which you added in the DS Server Template, on which you have created a Powerform.
Doing this way Powerform will automatically be triggerd from your HTML Form/Application, and intermediatery page where signer needs to add all Signer's email and name will be skipped.
More details on implementation is available here
Related
Is it possible to sign on a envelope without entering the user information such as email-id in the case of embedded signing?
Is it possible to sign a power form without entering the details like name & email-id?
Basic idea about requirement
User fills out a form
Clicking on a button will load the power form/ embedded signing envelope url on a iframe or something like that.
Condition 1 :In case of Power Form we have to enter the information like mail-id and name to load the document and begin signing.
Our requirement is to sign the document without entering user information.
(Like skipping the Condition 1)
In the case of Envelope Url, the signers need to login. How can we sign the envelope without login/user information?
Yes, it requires some additional setup on the template the PowerForm is based on. What you need to do is lock the recipient from being editable, then place a full name and email tab on the template itself. When the PowerForm link is engaged, it should take the recipient directly into the signing session where the Full Name and Email are required tabs that they must fill prior to completing the envelope.
An overview of the process can be found here: https://support.docusign.com/en/guides/ndse-user-guide-bypass-powerform-signer-info-page
Regards,
Matt
I am working in a implementation using Docusign to e-sing some documents , I am able to create the envelope successfully a, but when I use the API to get the document in order to show to the user the document before to be signed the document is empty without the custom fields (tabs) that I have set in the template, so my question is : is there any way to get a document with all custom fields populated even is the document had not been signed?
I have tried using the Docusign REST-APIS to get the document:
GET/v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}
That works I am able to get the PDF file but I dont know why the custom fields are not present in the document
If you want to get PDF with the prepopulated tabs data and want to send for review to Sales Officer then you can achieve it by two ways:
If envelope is created with sent status, then you can add Sales
Officer as the first Recipient as Signer Type and add a Approve Tab
for that signer, that way if Sales Officer approves then DocuSign
will move to next recipient in the workflow and if Sales Officer
declines then workflow will stop. So with this approach, everything
is handled by DocuSign and you do not need to get PDF copy and then
get approval via Email by sending PDF as an attachment, also approval
or decline is captured in the audit trail and also in CoC.
If envelope is created with draft status, then you can download the
PDF with prepopulated tab data by using below API call,
https://{{EnvironmentVal}}/restapi/v2/accounts/{{AccountIdVal}}/envelopes/{{envelopeId}}/documents/{{documentId}}?show_changes=true
to make any of the above solution work, you need to need to enable a Sending Setting under Admin at an Account Level which will show the Tab Value on the document for everyone.
There's an account-wide setting for this.
Navigate to Go to Admin > Sending Settings > When an envelope is sent, write the initial value of the field for all recipients.
As far as I know this can't be toggled at the envelope level by the API.
I'm trying to build a POC for our internal application using DocuSign, but I have some issues.
The flow is:
create a template in docuSign with a set of dynamic fields to be populated from the client app
the template has 2 recipients that have to sign the document - client and buyer with empty emails. The emails should be populated dynamically based on the order, so they're not fixed
from the client app, create an envelope that will use the template, will populate automatically the fields from the template and will open an embedded page where the first user(client) can sign the document immediately(without going to mail)
immediately after the client finished signing the document, an email should be sent to the second recipient(buyer) to finish the signing
For now, I succeed to implement all the steps, except the last one - the document is not sent automatically to the second recipient for signing.
How can I do that?
I know that I can use a recipients lists for sending email to receipts, but this is not possible when using a template - I get an error.
Thanks in advance!
Check that your template definition has the two recipient roles defined with different Signing order values.
The first recipient will have signing order 1, second signing order 2.
When you create the envelope from the template, you set the clientUserId for just the first signer. That way the second signer is a regular ("remote") email recipient.
If you'd like more help, please EDIT your question to show the code you use for creating the envelope from the template.
I currently have 2 Powerforms and 2 Brands. I tried to set different redirect URL for each Powerform through "Bands > destination URLs > Signing Completed" (I already chose the brand for each template). Unfortunately, it didnt work.
It only works if I set the URL in "signing settings > in-session landing pages -> Signing Completed", however it will apply to all the Powerforms wiht the same URL.
When you create a Powerform there is an option to check Require Email Validation. Whiche means that Signer must verify their identity through email before accessing and signing the PowerForm. Recipient provides email address and then receives a validation code for the PowerForm. Recipient must retrieve the code and provide it in order to sign.
Please check https://support.docusign.com/guides/ndse-user-guide-create-a-powerform to see how to create an email powerform
So if you make an Email Powerform then it uses Brand and your Brand's Destination URL will be called. But when you use Direct Powerform then in-session landing pages will be called.
My bad, answered the wrong question... This might be relevant though so i'll leave it here.
My question was: DocuSign: Is it possible to send a custom payload via PowerForm link and get it back via webhook?
So according to this documentation: https://support.docusign.com/guides/ndse-user-guide-populate-custom-document-fields-in-a-web-powerform
You can set various fields. My mistake was that I was trying to set custom fields of the template - which have to be added to the document at some point and are visible.
The solution is simple - set an envelope custom field which are dynamic and can be created on the fly.
Here is what I did:
Created a Template in my Demo Account with three tabs. 3 default (Full name, Last name and Email) and 1 custom (BillingAddress)
Use the API to send this new template to a particular name and email address. (Using API Explorer and by going to "Request a Signature") and pass parameters for only one tab (Email).
The document goes for signature but the tab is not visible on the document.
Can someone guess what is going wrong? I have attached a partial screenshot of the API Explorer page as well.
Thanks
Rohit
Seems like perhaps you're misunderstanding how the Email tab works.
If you've placed an Email tab in the Template itself (i.e., when creating the Template using the DocuSign web console), then DocuSign will automatically put the Email Address of the recipient (who 'owns' that tab) in that location when the Envelope is created -- you don't ever need to supply a value for an Email tab (because its value is automatically set to the recipient's Email address when the Envelope is created).
On the other hand, if you're trying to add another (additional) value to the Envelope's document(s) -- that contains an email address you specify in the "Create Envelope" API request (i.e., not necessarily the Email Address that corresponds to the recipient who owns that tab) -- then you don't want to use an Email tab, you should use a Text tab instead. By using a Text tab, you get the ability to explicity set its value in the "Create Envelope" API request. When you create the text tab, be sure to populate (at a minimum) the fields I show populated here: