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.
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We've set up our template to include signature blocks and we're able to send the recipient's name and email address with the envelope. These recipients appear in the recipient list and when you sign in to DocuSign you're able to select one of the recipients from the list and position it appropriately.
We're looking at removing this manual step so that we can say, for example, the first signature we send across in the envelope corresponds to signature block one in our template and the second to the second as so on.
When we create the signature blocks in our template we can assign roles and the DocuSign documentation suggests that if we send a role across with the envelope we should be able to achieve the automatic positioning that we're after.
What we're wondering is whether we can also do this with the recipient id rather than the role?
There are multiple ways to position tabs (signature blocks) for recipients.
One approach is to specific x/y coordinates where the tab should be located inside the document (also specify page #)
Another approach is to use AnchorTags which is specific text that the tab (or tag) would be located in. This can be used with white-on-white text in the document, that could be invisible to the signer but allows the tag to be placed there. This can also be a real part of the document (like 'Date:') and you can specify an offset to improve your positioning.
Read more how to use AnchorTags in the API here - https://developers.docusign.com/esign-soap-api/reference/sending-group/using-anchor-tags
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.
Tell me if this is correct: suppose I have an envelope with a couple of documents that need signing and a couple that just can be viewed. The template is set up to place signing tabs at specific anchor text spots in the document. I use the same template for all the documents. Can I create just a signer for all these documents and they will not be asked to sign anything on the view only documents because there are no anchor tags to match up? There is no way that they would be made to perform some action on the documents to be only viewed?
If the Recipient is of type Signer and have tabs assigned on an envelope then the recipient will not be able to add any additional tabs. This applies to the entire envelope, individual documents does not matter.
However if the Recipient has no tabs assigned then the recipient will have the option of Free form signing.
Free-form signing occurs when no tags are placed on a document submitted via DocuSign. This means that the signer will be presented with a palette of signature options (Signature, Initial, Full Name, etc.) which can be applied to the document at will.
So for your case, if you assign the Signer a Tab on the first document then the Signer will not be able to add new tabs on any document.
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.