We are using the EnvelopeView: CreateSender endpoint on the server side and are authenticated under a service account we have dedicated for this process. Ultimately, we send a URL such as https://demo.docusign.net/Member/StartInSession.aspx?StartConsole=1&t=<GUID>&DocuEnvelope=<ENVELOPEID>&send=1 back to the end user to pick the signers, and populate tags.
All works fantastically, however, we were hoping to make it so the user can only see and populate the information for this single document. Currently, once the user clicks the link they are essentially authenticated as our backend service account and if they open another tab in their browser and go to (https://demo.docusign.net) they can see all documents and even change the password of the account if they wanted.
Is there a way to restrict this in any way? Would the experience be different if purchased an “API” account not tried to use an actual user account on the backend? Yes, we know about OAuth, but we don’t really want to impersonate the sender and prefer to keep a dedicated service account.
An "API" account would give you the same issues as dedicating one of your current users as a "Services Account," so I don't think that's a solution.
Instead, I suggest that you move all of the functionality that's needed upstream into your app. That way you will not need to present the Sender view to your users.
Your app can enable your users to:
choose who the envelope will be sent to
choose/edit the email messages, etc
choose the documents that will be sent
etc
If you have preset templates that include the document tabs/fields for the signers then there is no reason for the sender to deal with the sending screen for picking the tab/field locations on the documents.
This type of app will also give a smoother user experience to your users since they'll stay in your app rather than bouncing over to DocuSign for part of the task.
Related
I've signed up for a developer account with Docusign. We have about 15 users that access a Windows Forms page from another program where they fill out the proper information and click a button that calls a NET Core Web API which creates an envelope and sends to the signer. Those 15 users don't have accounts in Docusign and don't need them to. I want to use one admin or service account that will send and receive the emails, but I can't figure out how to do this.
I used my name for the developer account and now all my (test) Docusign emails show they are from me and once the signer signs, my email receives the signed documents. I've tried creating another "Admin" account, but I don't see any way to associate that user as an "API User". When I try using that user's GUID as the ImpersonatedUserID, my RequestJWTUserToken request comes back with "consent_required". But, when I go to the link I just get an error with "The client id provided is not registered with Docusign".
Everything in the Web API is working perfectly except for the emails showing they are from me and then the signed docs coming back to my email. This should be an easy thing to change the user, but apparently it's not, or I just can't figure it out.
You were on your way to fix this, but didn't follow through.
Create new user (you did it)
Find the new userId (you did)
Update JRequestJWTUserToken (you did)
Consent error - expected, the new user did not consent.
Obtain consent. You need to have a URL built correctly like this to do this:
https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature%20impersonation&client_id=7c2b8d7e-xxxx-xxxx-xxxx-cda8a50dd73f&redirect_uri=http://example.com/callback/
Once you do 5, you need to log in with the same new user account you created (you may be automatically logged in with your original developer account, so log out) and provide consent.
Then step 4 will work just fine.
https://developers.docusign.com/platform/auth/consent/obtaining-individual-consent/
First of all, I apologize for eventual noob questions, we are very new to the DocuSign API and are currently trying to wrap our heads around which is the most correct way of accessing the API.
I will start with an overview of our use case. We recently purchased a DocuSign prod. Account with an Organization enabled.
We have a Partner which uses a CMS Tooling which integrates with said DocuSign Account. This Tool allows for the Backoffice to create envelopes with documents inside and a url which leads to the signin ceremony through the Templates that we create inside the DocuSign Account. This url is afterwards send to the customer for them to sign the documents in the envelope. This Part is working and is currently being used.
Now what we want to achieve on our side, we have a nextJS web-app which allows the same customers (Which are the receivers of the created envelopes in the step above, same e-mail in both steps) to sign-in our web-app. We want to show the customer in a dashboard, if there are envelopes for him open that he can sign and if this is the case we want to show him the url which leads to the signin ceremony.
We were able to see that as soon as an envelope for a certain User is created through the CMS Tooling, we can see that envelope in our DocuSign Prod Account.
Now our thought process was, to show our customer his open envelopes, we just fetch all open envelopes in our DocuSign Account which match the customers E-Mail.
Is there anything wrong with this process or are we overlooking something?
And if it is okay to proceed this way which of the OAuth Flows is the correct one to use for this case?
From my understanding, the JWT Flow seems like the most reasonable one? Since the Customers that need to sign the documents, will not have any DocuSign accounts.
What have you tried to solve the issue?
We tried using the direct API Access, which worked when set up correctly but since we didn't have a OAuth Flow in place the Access token is only valid for restricted amount of time obviously and has to be refreshed. Hence we have to think first about how to grant access correctly
I would love to hear, what the right approach would be to achieve our desired result.
Once again Apologies for this kind of question, just trying to have a better understanding before we start building :)
Best regards!
According to the use case you mentioned using JWT Grant is fine as users of your integration will use a single system account to log in, you should use JWT Grant.
I would recommend going with the below link to know more regards different use cases and check the knowledge
https://developers.docusign.com/platform/auth/choose/
https://developers.docusign.com/platform/auth/oauth2-requirements-migration/
We're using the DocuSign API to integrate DocuSign functionality with our application. We are using the 21 CFR Part 11 compliance module, so we aren't able to do embedded signing.
During our process, we're creating a DocuSign account for the user based on the credentials they use to register for our application. However, currently they have to go outside of our system to their email to verify their DocuSign account, then they return to our app.
I'm curious if there's any way to retrieve that Account Activation URL for that specific user, so at least we could save them a trip to their email inbox and just show them the link so they could jump straight from our app to DocuSign to verify their account.
I'm thinking there may be some security holes there, so maybe this isn't even an option. Thank you.
I'm not sure if you can create a unique account activation URL for user (don't think that's possible) but what you CAN do is use a DocuSign Distributor that does not have the verify email option set.
A Distributor is basically a "package" that lets you span new DocuSign accounts that have whatever settings you want set. Within each distributor is an open that lets you skip the email verification part, that way you can create new users and accounts instantly and avoid the context-switch to email you're trying to avoid.
Only official DocuSign Partners have access to distributors (since a business relationship is required with DocuSign to span new accounts) but also for security reasons it's not available to all. You'll need to reach out to your DS Account Manager to have your distributor modified and/or have a new one created.
A 3rd party website is offering our service to their members. When they sign up, members have to agree to our contract. Currently this is handled manually, with envelopes being sent through email. We want to streamline this process allowing members to enter their information into the web site, and then immediately be presented with a contract to review and sign.
The 3rd party web site will collect the member information, then use the REST API to create a draft envelope based on a Template and information the the member enters on the website. The application will then display the contract in the web page so that the user can review and sign it. The document workflow will ensure that signed copies are routed to appropriate parties within our company via email for completion.
We want the 3rd party web site to have access to an account to which we can share templates. We want the 3rd party application to have very limited capabilities trhough the API:
Submit requests using a User ID and Integrator Key that we provide. These credentials need be different from other User Ids and Integrator Keys under our account
Create a draft envelope based on the templates we provide
Post a Recipient View allowing the application to display the document for review and siganture (in an IFrame)
Receive the signing status via the return URL provided in the Recipient View post
Possibly request status for an envelope
The external application should not have access to other templates, documents, or unnecessry API calls.
We want to be able to cancel the application's access at any time.
Question: Permissions and API Limitations
Is the above scenario feasible with respect to establishing limited access to the DocuSign REST API? How would we set this up?
Do account user permissions limit API use, if the API is enabled for the user? I found these settings in the user permissions section of the documentation. I can make guesses as to how to set them, but I need guidance on the actual implications of some settings.
Submit DocuSign API Requests: true
Manage Account: false
Send Envelope: true
Manage Templates: Use
DocuSign Desktop Client: false
Transfer Envelopes to User: false
Allow sender to set email language for recipients: false
I assume "Account-Wide Rights" should be false, but under that option in the documentation, it lists RequestStatus as one of calls covered. Will an application embedding the signing process still have sufficient permissions to complete the tasks listed above if "Account-Wide Rights" is false?
Are there other settings or issues I need to consider?
Firstly, thanks for using DocuSign. The answer to your question is in a few different parts. To clarify, I am answering assuming:
1.) You are a current customer (or about to be one) of DocuSign.
2.) You have a plan that is set up to allow integration (IE you aren't trying to do all of this with a personal plan, or something like that).
There are a couple of terms I will use... Sender and Recipient. In this scenario, the THird Party Website is "the sender" and they are Sending the documents through YOUR DocuSign account, using the API. The people who are signing up for your service are going to be Envelope Recipients.
Just like with the post office, someone has to send, and someone gets the envelope.
So far so good.
So what will happen is that the third party website will write some code that knows how to talk to the DocuSign API, and you will need to know:
-DocuSIgn Account ID (this is your DocuSign account)
-The Integrator Key (this is the key that you will need to certify before going live, which identifies all those API calls as coming from them)
-Credentials to access your account (this can be either the actual creds, or a token, etc).
Now, there are two ways to do it. You can either have the third party website make the and send all of the envelopes as if they all came from a single "user" in DocuSign (likely) or if you know that a particular user should send out things, you can do that too.
I am going to assume that all of the sign up packets will be sent as if they came from something like Signup#company.com.
So you will make sure you have a user in your DocuSIgn account with that Email address and name, and make sure that user has the ability to send via the API (there's a setting in DocuSign admin), and all envelopes will be sent as if that "person" sent them.
You will need the settings for that user (the one that will "send" all the envelopes), set as you showed above. You would need the Account Wide access if you wanted to send "on behalf of" a different user. But you aren't doing that, so you should be cool.
The last thing is that you will need to make sure you have an envelope based plan (as opposed to a seat based plan) because otherwise, that one mega-user will look suspicious (sending hundreds of envelopes in an automated fashion).
I hope this answers the question?
-Dan
I'm working on a web-based application, and looking to integrate each user's e-mail (gmail, yahoo, etc.) into it. I'd like to do an automatic sync (side detail: selective to specific e-mail addresses) of inbox and sent messages, i.e. any messages sent through the application will appear in the user's e-mail, and vice versa; any messages received in the application will appear in the e-mail, and vice versa.
My question: I realize this will probably involve IMAP. Is there a way to go about this without storing the user's e-mail passwords? I'm open to any language, infrastructure, etc.
If there's really no way around storing the passwords, would MD5 be sufficient? Any other thoughts would be greatly appreciated.
you would need to find an OAuth-based API for accessing the email provider. this would allow the user to authenticate themself, provide you with an access token for later use.
I believe you can do this with Gmail, Yahoo (see links)
A situation where this might arise is a private messaging system on a forum. A user might want PMs forwarded to their main email so that they don't have to remember to check the inbox on your site as well as their main email. Then when users reply to those messages, you want the reply to go as a PM to another forum user.
Forwarding PMs as emails is trivial. In order to allow replies, you need to have the email server on your site parse out some information in the email that indicates which user it should be forwarded to as a PM.
If you really want to allow a user to access their entire GMail inbox from within the interface on your site, rather than just messages that went through your site anyway, then you are facing a much larger task.