We recently integrated Docusign to our CRM. What this did was allowed us to auto send our contract to clients when they filled out a form. This worked out great, however, the template we initially used did not have our CEO's signature already signed to it, so we have ~100 contracts in Docusign which are signed by the client but not by our CEO.
In docusign, is there a way for us to electronically sign a document already signed by the client?
You have two options
Create a new document using the completed PDF
Clone the original document and start over
Documentation here
Related
I am building a customer web portal or a self-service platform, one of the features of the portal is for customer to upload required documents. Customer would have to go through full authentication to access the web portal to upload required documents and perform other functions.
I want to embed DocuSign and use its signature capabilities for customer to fill out forms and provide signatures. Some of the documents requires multiple signatures from legal parties of an organization.
My questions:
How do I send DocuSign to multiple signers?
Would each signer have to authenticate to the portal to sign documents or is there a way DocuSign can route document to the signers without all of them authenticating to the portal?
Each signers/recipient can have their own unique URL which is different based on the recipient involved.
You can have multiple recipients sign the same document/envelope and each of time can sign, either in turn, or whenever based on the routing order.
URLs for signing should not be shared, as they are private for the signer.
Your app can either embed the URL inside, or if you would rather use remote signing, then each recipient would get an email with the link to sign.
There's no need for signers to authenticate, unless you wish them to do so, which is certainly more secure, but not a requirement of DocuSign.
Here is a code example for embedded signing in 7 languages.
Here is a code example for remote signing in 7 languages.
I am trying to implement embedded signing in our application. I followed the steps as mentioned in the guide - https://developers.docusign.com/esign-rest-api/guides/concepts/embedding
I am able to create the envelope, generate the recipient signing URL, use that URL to sign and complete the document. But I haven't received the completed signed document to the email that I mentioned as the Signer.
Is there any additional properties that I need to specify to receive the document signed via the recipient signing URL?
What is the other way to receive the signed document in this case, Can I use webhook to receive the completed document?
Yes, webhook is the better approach for this.
in Embedded signing there are no emails going to the signer. That's the purpose. Embedding it in your app unlike remote signing where emails are sent.
Your app can receive a webhook notification from connect and retrieve the complete document.
https://developers.docusign.com/esign-rest-api/code-examples/webhook-status provide some examples. There are other resources about how to use DocuSign Connect webhook.
There's an option for this in the esignature admin tool., Send completion emails to embedded signers
That setting is account-wide. So if your application is used by people in multiple accounts, you'll need to set it for each account.
Is it possible to sign a Microsoft word or excel document by a user without having Docusign account(embedded signing ceremony)? Can we download the signed document later in the same format(.doc or .xlsx) using API?
Re:
Is it possible to sign a Microsoft word or excel document by a user without having Docusign account(embedded signing ceremony)?
The signer does not need an account. But the sender, the person initiating the signing request does need a DocuSign account.
Re:
Can we download the signed document later in the same format(.doc or .xlsx) using API?
The regular DocuSign eSignature service changes all source files, including Word and Excel files to the PDF format before they are signed.
DocuSign offers the DocuSign Signature Appliance which can digitally sign Word and Excel files in their native format. The result is a signed Word/Excel file which can still be used as a Word/Excel file. But any changes invalidate the digital signature.
First question:
If you build an integration for someone else - they wouldn't need to have an account. Someone (you, your customer, etc.) would have to have an account, but not every signer.
Second question:
The complete document is only available as PDF. You can convert it to some other format, but I'm not sure the reason you need it. The idea is that end-users can't easily modify that document, as you wouldn't want someone to sign something and than you changed what they signed, right?
I am new to develop API for signing documents by DocuSign. Is it possible in DocuSign to place a digital signature on documents without opening documents? For example: In my site client see a list of documents on a page, now client does not want to open documents one by one and sign each document. Instead of this he just clicks SIGN button on my website and all documents signed in back end.
You need to place signature on each document, you cannot have documents signed in backend then their will be no auditing that who actually signed the document and can lead to forgery so DocuSign does not allow this to happen.
createSender creates a URL, which I would like to use to let the sender preview the document before it's send out. Hence the documents are created using templates and and the API.
The link which is created would lead me out of my UI. Does the user need to sign in? Future plan is to have many user's, which have no DocuSign account.
For embedded sending Your app will have to authenticate the user. If you are doing a Service Integration then your Api account will be used as the sender.
Once the sending url is generated using the createSenderView api, there is no authentication required to access the URL.
You also have an option to build a User Application using the docusign Api where your App can support sending from multiple accounts.
The createSenderView requires that the person is a DocuSign user (with their own account and password).
Only DocuSign users can send. We charge for sending, not for signing or receiving.
What exactly do you want to preview? (And why?)
the documents themselves? Use the EnvelopeDocuments resource. You can also preview the thumbnails of the documents.
the documents with the "fields" ("tabs") that indicate where people will sign? I'm not sure that is do-able.
or the recipients and their routing order? Use EnvelopeRecipients: list method.
Added
Another solution is to use a dummy certified delivery "recipient". Add this recipient as the first recipient. This will block the envelope from proceeding on the recipient routing.
Then get the envelope's documents to show as a preview.
Then, if ok, alter the envelope's recipients to remove the certified delivery recipient. The envelope will then continue on with the first "real" recipient.