After initial browsing in Google, I couldn't work out the scope of DocuSign API.
I would like to know if it's feasible to implement these features
Multiple templates with custom form fields
Assign workflow to templates - multi-user e-signing by stages?
automate e-signing internally
User management/privileges - to create new document, recall/cancel, etc
Manage List of recipients - type association
Reporting such as; number of documents signed in the last month,
Please briefly explain what is DocuSign capable of and what needs to be developed differently
Thanks in advance
The general answer to your question is "yes." The DocuSign website, Developer Center, and Signature API reference documentation can help you understand the DocuSign Signature product and APIs.
If you have additional questions, you can talk with DocuSign staff, or try it for yourself. The Developer center enables you to create a free developer sandbox.
For API issues, you can also ask questions here on StackOverflow. Note that your questions should be much more specific than the questions you listed above. You also should show what you have already tried and what is not working for you.
Related
I need to present a form to customers to allow interaction with regard to back orders ... Cancel, wait, fill or Add to, etc. What facility does NetSuite offer for things like online forms or Suitelets and if so, do I need a site external to NetSuite?
thanks in advance for any help
Customer Center is included in Netsuite. It is possible to inject links to Suitelets into this to provide any missing functionality.
The devil is in the details though in terms of achieving any particular level of functionality and design.
External customer forms are meant as marketing tools.
How would one effectively implement a custom sign-in experience for multiple clients/customers while adhering to the DRY principle?
Requirements
The look and feel needs to be customized to our design but the same* for all customers
*The logo needs to be specific to the customer
Implementation Idea 1
I could create a policy for each customer/client and then a custom HTML page with the img/logo different in each page but this doesn't scale very well.
Idea
Is there a way to pass along parameter(s) to the Custom Page URI defined here?
Reference: I've gone through this demo example.
Unfortunately, multiple policies would be the only approach that would work to enable your scenario. The only fields we pass through right now is ui-locales, used to localize your HTML content based on the requested language.
If you're interested in bringing attention to this feature to the product team, please create an entry on https://feedback.azure.com/. You will also be notified by the product team if there is any change for that feature.
In Microsoft Word, there is an option to track changes/view revisions pertaining to a specific document. I would like to know if there is any API to access those changes via an Office Add-In.
Also, via this link, the consensus is that there is no such API available. But since, this is an old post, we would like to know if the situation has changed.
Furthermore, according to this link, there is the presence of Reviewer object for VBA shown. However, is it valid for Office Add-In? If yes, Is it supported in other programming languages like Node.js. If it does, are there any code samples available?
The functionality you are asking about is still not supported in the JavaScript API for Word. Please make sure to add this request (or vote for an existing one) in our user voice channel. thanks.
Looking for solution to be able to allow our CRM users to sign online documents on our site , is there opensource solution for this ?
basically we will be signing the documents on behalf of the customer for the supplier but of course customer himself will be signing online, so here we will use one certificate to sign for different customers... timestamp and other features required to be the legal,
and if there is open source solution or one of small cost product would cover Annex1 and Annex2 all the required points
http://www.berr.gov.uk/files/file49952.pdf
we found this but would this work on Linux servers http://www.signfiles.com/digital-certificates/ and ItextPDF but would any of this be ok for legal side of things ?
Thnx
You might want to check out a service like DocuSign which already has integrations with major CRMs. Your main issue here is proving that it actually happened and that it's legally binding. The best way to do this is not to have an open source solution that you control, but to rely on a trusted 3rd party.
Full disclosure: I work for DocuSign.
We are researching the various options that exist in our environment to create an Employee Directory. We have a SharePoint portal, AD and recently moved from Lotus Notes to Exchange. Our current employee search is a custom Notes DB that has since been retired.
Since moving to SharePoint an year ago, we've used a custom list using SharePoint Profiles that are updated from AD. But the simple list interface isn't very user friendly and is very slow. Sone of the requirements include type-ahead, pictures, and details of skills/certifications and other demographic information etc. We are considering building an ASP.NET or SilverLight application that can consume the information in the SharePoint list. With the introduction of Outlook and the Global Address List, we are now wondering if it might be easier to build something within Outlook.
Has anybody traveled a similar path and what would you advice us to do?
Microsoft has a huge set of offerings for Collaboration and Social Computing in Sharepoint.
See this document, pages 8 and 9 for information about features related to an employee directory, including details of skills/certifications and other demographic information.
A la carte availability of individual features (such as People Profiles and People Search) and pricing may be an issue, but you may want to look into buying something rather than building it (if you can get the pieces you want for a price you can afford).
Sharepoint can connect with Outlook to keep the lists synchronized if you want to use outlook. And there are definitely a lot of different ways to change the way the lists are presented in the Sharepoint portal to make them more user-friendly. Having those details on the portal will certainly be a boon when combined with the powerful search and indexing features in SharePoint so you can identify employees based on their profile details easily.
We use the people search for this pretty effectively. We populate data in AD, then connect profile properties to AD attributes. That's only if you have MOSS, though. If you're working with WSS, you'll have to build something more custom.
One gotcha, though, is that the People Search out of the box doesn't easily do partial searches (i.e. searching for "john" doesn't match "johnson"). That's a big downer in my mind. You can use Ramon Scott's approach of a Content Editor Webpart with a form and some Javascript to work around it, and you can also get there via the advanced search box (albeit indirectly), but it sure would be nice if it were easy to make the default search box do partial name searches.
I recently just discoverd a somewhat easy visual basic script that draws information from the active directory where you can specify which OU to draw from where it displays all user information in a simple .HTM page. it includes a search bar, recognizes patterns (address) (company telephone number) etc... If you would like i can post it for you. you only need to fill in a few sections (display name for directory, OU, OU display, and tags) and you can always change the way things look too.
This should be taken care of by using the My Site feature that's available within SharePoint. You will then be able to search SharePoint users by skills, certifications, projects, and educational qualification.
Please refer to the SharePoint Planning and Deployment material on TechNet for more info.
SH.