A little bit of background as to what my goal is and why I need to get the email from the Template (just in case there is a better way):
I added three signers to a docusign template I created, one who is supposed to get the information from my code and two who I have entered their info directly into the email fields. My issue is that when I look at the SDK/API I don't see a way to add the missing email\name and use the default information I added in the Docusign dashboard for the Template.
The solution I came up with was to get a list of the signers from the Template (to add them to the Envelope), but I am not seeing a way to do that in their documentation. Any help provided would be greatly appreciated!
You can get the list of signers from the template using below call
GET /v2/accounts/{accountId}/templates/{templateId}/recipients
Details are available at, TemplateRecipients: list.
Related
I am trying to include documents in my envelopes created via API that do not require signatures, but do require that only certain people see them.
I'm looking for a way to include these documents, keep them restricted to required parties. Any ideas? I'm still new to DocuSign API, so please let me know what other details I can share to help determine best course of action here.
Also, we are using C# for our APIs
Attempted to do this by having the people I need to see these documents as signers, but without the tags for where to sign and date. I am getting this error because we have the setting for "document visibility" set for this account, which is a requirement for this process.
*
"Error calling CreateEnvelope: {"errorCode":"ONESIGNALLSIGN_NOT_SATISFIED","message":"Freeform signing is not allowed for your account because it conflicts with other settings, please place signing tabs for each signer."}"*
Thanks!
For document visibility, each document needs at least on field (tab) placed on it. Whichever recipient the field belongs to will be able to see the document.
Plus, each signer recipient needs at least one tab or you're asking for free form signing, and that's not allowed with doc visibility.
The trick is that the field does not need to be a Sign here field. You could add a read-only (locked) text field. -- With no contents, so it would not be visible at all.
But at least one field per recipient is needed. If a doc has no fields then it is visible to all recipients.
Also, you can use confirmed cc recipients for people who won't sign but you want confirmation that they opened the envelope
See the docs
If you have more questions, ask a new stack overflow question
I have the template id and I want to fetch all the envelopes for this template. What is the right and the best way to get this information?
So, if your integration/app sent these envelopes and you put some code that will allow you to do in the future - you can do that.
However, if you have envelopes sent from a template without anything in there to indicate where they came from - there's no way to do that.
The system considers the envelope and template independent objects and there's no correlation (no FKs in the database). When you ask for an envelope to be created from a template, the template is simply copied into a fresh new envelope with everything in it. That's it.
So, for example, if you have unique documents, recipients, fields, etc. etc. you can use them to ascertain the template, but there's nothing directly tying the templateId.
Blog post that covers this topic -
https://www.docusign.com/blog/developers/the-trenches-track-your-templates-envelope-custom-fields
I was a user of Right Signature, where we can create merge fields, and we can send the data through post request,
I have recently migrated to Docusign,
I see that they have prefil fields.
What I want to achieve is, Create Prefil fields, like Owner Name, Owner Email, etc,
And supply this fields through DOCUSIGN API, and send them. Is this functionality even possible.
I could not find any documentation, or perhaps I do not have the right search. Can some one point me to it, what will be the syntax for sending the templates, with prefil fields.
Thanks.
Anything you can do from the web app - you can do from API.
The term "pre-fill fields" means something very specific, but I'm not sure exactly what you want.
Any field in DocuSign can be "pre-filled" such that the value is set by the sender. The field can be read-only or can be edited by the person that it is assigned to.
You can also use pre-fill fields that are specific for the sender and therefore cannot be modified by anyone except the sender.
All of this is possible with the API, I suggest you first try it with the web app to understand. You can do everything for free with a developer account - try it and see if it serves your need.
I have been trying merge DocuSign in my application to make the user sign the documents I upload. Currently DocuSign allows us to add the signature tag at a static location, where we can provide the co-ordinates programmatically.
I would like to have a functionality where the signer can move the Signature tag anywhere over the page and insert the signature at the selected location.
Is there any good way to do this using DocuSign API's. Are there any DocuSign API's currently which do this?
Can anyone help me with this?
You want the signer to have the ability to dynamically position where the signature will go? Just send the document with no tabs at all and the signer will be asked to select the type of signing field (signature, initials, date, etc) and then choose its placement.
However, this is typically not a good UI. Instead, it is better for the sender to pick where the signer should sign. This can also be done dynamically using the "Sender View."
Not entirely sure about the part where the signer can move the tabs. But Anchor-Tabs sound like something that might help. I have asked a question on it a few minutes ago with sample code.
DocusignApi - Attachment with SignHere tab on the third page
The following link might also help.
DocusignAPI - Sign here tabs
I want to make sure I am on the right track as I have been having some problems getting started with the API. I am looking to maintain a list of product application PDFs as templates on docusign. When a customer comes to our site and wants a particular product they need to fill out an application form. All the data would be collected on our site. I would then want to:
Create an envolope with the customer (and potentially other parties) that need to sign the document
Fill in the form fields from data collected on our site
Send the envelope out for signature and monitor the progress.
So in doing this I am trying to build this up a piece at a time and first task is to make sure that I can provide form data to docusign. I create a template with the docusign web user interface and all of the form fields seem to be preserved. However when I try and retrieve the template with API
https://demo.docusign.net/restapi/v2/accounts/xxxx/templates/yyyy
I see a very short response with an envelopeTemplateDefinition showing the correct name for the template but no documents object and no custom fields object. I have also tried this by creating an envelope with the document (in draft) but with similar results.
My apologies in advance for this newbie question.
I've repro'd the issue you describe -- i.e., the Response I get from a GET Template request contains only very limited information and is thereby not consistent with the expected Response as documented on pages 194-196 of the DocuSign REST API guide (http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf). Not sure if this is a bug with the GET Template operation or with the Documentation -- someone at DocuSign will need to confirm (#Ergin).
In light of this limitation with the GET Template operation, you can alternatively retrieve the recipient information (including tabs) and document information about a Template by using the GET Envelope Recipients and GET Envelope Documents operations -- just specify the TEMPLATE Id in place of the Envelope Id, as shown here:
GET https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/{templateId}/documents
GET https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/{templateId}/recipients?include_tabs=true