I am currently pre-populating a bunch of tabs for 3 different parties (Buyer, Seller, and Agent). I would love to display these pre-populated fields to all parties (not just the ones assigned to the tab) as it may be concerning for the buyer to sign the contract if they can't even see what the agent has written.
I tried making each tab include a param of locked: true but that did not fix anything. I've also tried to manually make each field read-only but that also did nothing.
Thanks!
If you are prepopulating values using API, then you can make it visible to all Signers by enabling one setting at the account level. You need to Go To Admin -> SIGNING AND SENDING -> Sending Settings -> select "When an envelope is sent, write the initial value of the field for all recipients" checkbox under "Fields and Properties" section.
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Simple Question,
I have a document with about 100 read only text tabs, but only about 5 sign here / edittable text tabs...
In order to populate all the text tabs with the data on entry, I have had to send them with the signer(s) individually... is there a way to specify the read only text tabs as a "Document" Level... and then only use the edittable tabs in each particular signers section?
Tabs are always set with regards to particular recipient, for document level data there are Envelope Fields but those are used for custom meta data for the envelope and not during the signing experience.
One option I'm not sure will help you or not is Custom Fields (not to be confused with Envelope Fields) which are recipient level tabs you can create one-time then re-use in your requests/templates. You can test them easily by editing a template and going into the Custom Tab section in tagging palette on the left.
As you can see you can set the Initial Value and also make it Read Only then save the Custom Tab. Then in your code you can reference this tab where needed for your recipients to save some legwork.
DocuSign tabs need to be assigned to the recipients only, you cannot have DS Tabs on the envelope without assigning it to a recipient. If I understood your query, then you have multiple recipients on the envelope at the same routing order and each recipient should see the pre-populated data for each read only DS Tab on the document before signing. If yes, then there is one setting at an account level which will burnt the DS tab value on the document before any signer will start the signing ceremony. If you go to Admin --> Sending and Signing Section --> Sending Settings --> then select When an envelope is sent, write the initial value of the field for all recipients. With this setting enabled all recipients at the same routing order will be able to see the values of these read only tabs pre-populated from your application.
This is thru the Rest Api. Suppose you have a signer and a document with a few signing tabs. I'm using a composite template and the signer has a template role. Suppose the template role does not match up, so the signing tabs aren't created. What you get is the left tools pane and the user can drop/drop signatures. My question: if no tabs can be created, is it possible to stop the left tool pane from showing up, that the person is basically just viewing the document? This situation may never happen, but I'd like to know if there is a way out if it does. I'm sure the answer is to prevent it from happening in the first place.
In DocuSign, recipients who are assigned the "Signer" role will always be given the opportunity to provide input -- either via tabs that you've assigned to them in the document(s) or via tabs that they place on the document(s) themselves (if you assign no tabs to them). If you specify a recipient as a "Signer" but include no tabs for them, they will get the "freeform" signing experience that you describe, where they can drag/drop tabs from the left panel onto the document(s) where ever they choose -- I don't believe there's any way to prevent this.
Scenario: Single document should be sent to two recipients, the 1'st recipient can only edit the fields and the 2'nd recipient has all the access.
Can anyone let me know, is there any possibilities that 1'st recipient can have only edit field access ( should not have sign access ) and other recipient should be able to edit fields and add sign in a single document in DocuSign.
There are currently seven different types of recipients you can use in your DocuSign transactions. See more information here
The DocuSign platform supports many different tab types and features. You can add signature, initial and information tabs to help your signers know precisely what actions you want them to take, where in the document you want them to sign, initial or add information, and in what order. You can also do things like pre-populate tabs with data, use calculated or conditional fields, and much more.
See more information here
If you do not add any tabs to an envelope then it becomes what's known as a Free-Form signing experience. During free-form signing the recipients decide where to place tabs on the documents as well as the location of those tabs, instead of the sender controlling those aspects.
In this case a menu list occurs on the screen listing multiple options (FirstName, LastName, Date, Signature, etc).
Now the question-
I am looking for one of the following behaviors-
1) Is there any way we can disable/ hide all options (FirstName, LastName, etc) in the above list except for the Signature field. In short I want to see just 'Signature field' in the menu. Is this possible?
2) Considering 'Free form signing' is the default behavior, is there any way to customize this default behavior?
I am actually signing the document using 'Anchor string' and if the anchor string is not present in the document I need to add a default 'Signature tab' at some default position. Is this possible?
Don't think of Free Form Signing as the default. Think of it as the fallback that your senders should not use.
Your senders should always add fields to their documents. To help ease the burden, you can use templates, your API program can place the fields on the document, etc.
At a high level, your senders want to get their documents signed by the signers. Making the signers figure out the Free Form Signing experience is a big mistake. Your senders are putting an unnecessary burden on your signers. The only thing that can accomplish is to delay or stop your signers from signing. And that's not in your senders' best interest.
1) There is no way to disable those various tabs during free form signing (FFS), or only display the 'signature tab'
2) If you enable 'document visibility', then FFS is not allowed and the envelope will not be allowed to be created in this case, if you want to consider this approach as a way to prevent FFS.
I have created two documents(attachments) in an envelop. I configured my account with envelope events( signed, completed etc) to be updated to my URL(BSP) in SAP. My requirement is user may sign one document(attachemnt) and may not another(attachement).I am able to recieve the XML response from Docusign to my URL(BSP) whenever signs the document but I am not able to capture the document statuses( like signed or not signed). I checked RequestDocumentPDF() method but it retrieves only PDFBytes(attachement) seperately but not the statuses. I want to capture document statuses seperately. Any help is highly appreciated.
Thanks.
I don't believe there's a way to determine programmatically whether or not a Signer actually supplied a signature for an Optional SignHereTab. DocuSign tracks Recipient status and Envelope status, but not Document status or Tab status. In other words:
If Envelope status = Completed, you can safely assume that each Recipient in the envelope workflow supplied all information that the Sender marked as Required.
If Recipient status = Completed, you can safely assume that the Recipient supplied all information that the Sender marked as Required for him/her.
For some tab types that you specify as optional (like a textTab, for example), you could programmatically determine whether a Recipient provided a value by simply examining the TabValue property in the XML structure. Unfortunately for a SignHereTab, the TabValue property is always empty, so you can't use that to determine whether or not a signature was actually applied.
You might consider using another type of DocuSign tab (for example, a Drop Down List or Radio Button Group) to control visibility of the Signature Tab that you consider "optional". For example, let's assume that the second signature is only required if the Signer wants to agree to the additional waiver language in the contract. You could set up the DocuSign document like this:
Update the document to add the question "Do you agree to the additional waiver?" Then add a (required) DocuSign Dropdown List tab with the values "Yes" and "No" - i.e., the signer will be required to select an answer using the Dropdown list.
Add a (required) Signature tab -- but make it Conditionally visible -- i.e., set tab properties such that it's only visible if the Dropdown List value "Yes" is selected in response to the question "Do you agree to the additional waiver?".
Then programmatically, you could check the value of the Dropdown List -- if the value is "No" then this means the second signature was NOT supplied (because the Signature Tab wouldn't have been visible to the signer) -- if the value is "Yes" then this means the second signature WAS supplied, because the Signature tab would have been visible to the Signer, and would have been required prior to the Signer being able to complete/submit the Envelope.