I've successfully created DocuSign envelopes with a single button click from Salesforce through REST API by auto-populating documents, recipients and Document Visibility settings through this API call.
In order to achieve this, Document Visibility settings has been set to "Must sign to view unless Sender". Hence this section can be edited by any sender. The Document Visibility section in the Draft envelope should be locked/hidden for specific senders.
Is there any feature available to achieve this in New DocuSign Experience? Can this done through Apex REST API?
Any suggestions please?
No you cannot disable Document Visibility for the sender of an envelope. Since you are using API integration, you can send an envelope using API credentials and add the requestor of an envelope (logically a sender) as first recipient in the routing order as CC recipient. This way requestor can monitor the envelope but will not do any activity on an envelope including Document Visibility.
Related
I have two problems with Docusign, first, always it sent the envelope with the same account, no matter who is logged always is sending using the same account, i don't know why.
Second, i want to change the subject and message, i am using the example for apex toolkit and i am using the template, but always it show the same subject Documents for your DocuSign signature.
https://www.docusign.com/blog/dsdev-sending-template-apex-toolkit
To change the subject of a message you can use the withEmail method and edit the emailSubject property. See the API reference for more details: https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelope.html
Do your salesforce users have the DocuSign Sender permission? I'm thinking that could be the reason that envelopes aren't being sent from their account.
I'm using the Docusign API and programmatically create the envelope and add recipients. The sender is then redirected to the sender view URL, adds initial and signature tags and then sends the envelope. Works great.
The problem is sometimes that once the envelope is SENT, the senders then realize they forget to add these tags for multiple recipient. I can always generate another sender view URL with no problem and redirect the sender. The problem is that it takes them to a sort of "read only" view of the document and they have to click on "OTHER ACTIONS" and then "Correct". From there they can modify the envelope somewhat and the recipients and then click a button that reads "Edit Documents and tags" to get back to the original sender view where you place the signature tags.
Once an envelope is sent, is there any way to correct it like this but SKIPPING this "correction page" and going straight back into the view where you're actually placing the tags? Our web application does all the recipient adding and envelope creation. We don't want our users to be able to have any advanced options and possibly mess up the envelope.
Yes, you can use createCorrect API call for the sent envelope, API call is
POST /v2/accounts/{accountId}/envelopes/{envelopeId}/views/correct
More details are available at https://docs.docusign.com/esign/restapi/Envelopes/EnvelopeViews/createCorrect/
This call will directly open the envelope for editing.
I am using SOAP based API call "CreateAndSendEnvelope" to create an envelope into my DocuSign account for remote recipients. I haven't used captive recipients and I also have not created any envelopes from templates so far.
My main reason for not creating envelopes from templates is my document to be included in the DocuSign envelope is not static, it gets generated dynamically based upon certain conditions.
If I need to include recipients as captive recipients in an envelope, do I always have to create an envelope from a template?
As I mentioned earlier, I cannot create an envelope using template as then every time I need to create an envelope, I need to create a template first.
Is there a way to create an envelope first and then redirect a recipient to a signing page/console/URL?
I assume that as remote recipients, captive recipients need not be the DocuSign account users.
Yes you can definitely embed recipients without using any templates - they are two separate, unrelated things. To configure embedded recipients through the SOAP API you just need to set their captive info.
On each recipient there is CaptiveInfo property which has a clientUserId element that you need to set if you want to embed them. It's up to you what value to use for each recipient, but you just need to remember that info when later requesting the URL for them.
There's a whole page on the DocuSign Developer Center that discusses Embedding functionality and even though it's tailored for the REST API it will still give you some needed info:
https://www.docusign.com/developer-center/explore/features/embedding-docusign
Then to link it back to the SOAP API you can view sample code through the DocuSign SOAP SDK that's up on GitHub. It has 5 sample projects, written in Java, PHP, .NET, Ruby, and Salesforce (apex).
https://github.com/docusign/DocuSign-eSignature-SDK
I am using the embedded signing api using JSON requests to create online signing sessions in the broswser. There is only one prospective configured in the template and the authencitcation method is email.
I do not want the email address that I am sending to receive an email notification. How do I turn this off. Ive looked at preferences--features to turn off email notification but cant find any setting.
Thanks in advance.
Login to the DocuSign web console as an Administrator in the sending DocuSign account, and navigate to Preferences >> Features. Enable (check) the Suppress Emails to Embedded Signers setting and Disable (uncheck) the Use Envelope Complete Email for (non-suppressed) Embedded Signers. Click the SAVE button (all the way at the bottom of the page) to save the changes.
These settings make it so that DocuSign will not send any emails to Recipients that you create via the API and specify as embedded/captive (i.e., by setting clientUserId property to indicate that they will be accessing the Envelope via your application).
Update
If you are using the New DocuSign Experience then follow the instructions here
See the Document delivery section.
I have a requirement to add a new tab to a recipient on an existing envelope. The only catch is the envelope is already sent (but not signed) by the time the logic needs to add it.
The documentation mentions "This adds one or more tabs for a recipient to a draft envelope":
DocuSign REST Guide - Add Tabs for Recipient:
http://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST API References/Add Tabs for a Recipient.htm%3FTocPath%3DREST%20API%20References%7C_____61
Is there a way to fulfill my requirement?
No you can not add recipient tabs to In-Process (or sent) envelopes. As you've read in the documentation you can only add recipient tabs to draft envelopes, or add them during the envelope creation step of course.
Once an envelope has been sent, you can only edit: email, userName, signerName, routingOrder, faxNumber, and deliveryMethod. That's directly from this page of the DocuSign REST Api Guide:
http://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST API References/Modify or Correct and Resend Recipient Information.htm%3FTocPath%3DREST%20API%20References%7C_____57
EDIT
However, I have found out that the ability to add recipient tabs to a sent envelope IS in the works, and should be available with v3 of the api. Not sure when that comes out yet though...