We are using basic api plan for production. Just received our production key. when a doc loads for signing, we see the ID check page.
Can it be skipped? We want to see our doc without this step
Depending on your Api plan, you can change the default Id Check authentication option in your account settings.
See this answer
Since you have a basic Api plan, you will have to contact DocuSign customer support to disable the default id Check authentication.
Related
I am trying to integrate our web app with DocuSign. We expect our web app customers will authenticate and grant consent to our app to make API calls on behalf of their DocuSign accounts. Then our app will create envelopes (using access tokens to customer DocuSign accounts) and allow our app users to sign them using embedded signing.
We've built a prototype using demo account and everything works like a charm.
The only thing what is still unclear for me is how it is supposed to work after going live.
Am I right that our customer will be charged each envelop sending, since our integration makes call on behalf of their account?
Is it enough for our customer to pay for Standard eSignature Plan to make embedded signing work, or they should choose Enhanced Plans (the one where API feature is listed)
Should our account plan (which holds Integration Key) be at least Advanced Developer to support embedded signing?
Could anyone advise on the matter. Thanks!
Am I right that our customer will be charged each envelope sending, since our integration makes call on behalf of their account?
A. Yes, you're right. If your customer logins in to DocuSign using their own DocuSign user account, then their DocuSign account is charged. Your own DocuSign account is not involved, at all, in this scenario. Your client id (integration key) can be used by any DocuSign account user with their own account, once they grant consent to it.
Is it enough for our customer to pay for Standard eSignature Plan to make embedded signing work, or they should choose Enhanced Plans (the one where API feature is listed)
A. I don't believe that the standard eSignature plan includes support for embedded signing.
Should our account plan (which holds Integration Key) be at least Advanced Developer to support embedded signing?
A. Either Advanced Developer or a "regular" eSig account that supports embedded signing. This is for your testing purposes. If you use a regular account that supports embedded signing then your other company groups can share the account for use in sending out agreements for signature.
Also
Please sign up as an ISV with DocuSign via https://partners.docusign.com
(no charge.) Being a registered partner provides you with additional information and enables you to use the partner use license to sell your app to DocuSign customers.
Pro-tip: use your developer account to automatically test your app. Preferably once a day. New releases are first launched on the developer system about a week before production. DocuSign has thousands of tests to guard against regression bugs. But it is possible for a bug to slip through. If you detect any issues on the developer system then DocuSign will typically stop the production deployment to fix the issue.
Added
Re error message when a feature is not enabled: see this question.
Re which plans include the embedded signing feature: sorry, I don't have that information.
We are using DocuSign API via demo account for signatures. We are using Authorization Code Grant workflow and are obtaining authorizations in our demo workflow. So real access tokens are being used.
But no API calls are being shown in our demo account API Dashboard.
But I can see via our monitoring tool we are hitting DocuSign. Plus the flow of the integration is all working properly.
Why are the calls not showing up? This is affecting our ability to proceed with app review process.
Notes
The model we're using is ISV
We use Authorization Code Grant workflow
We obtain user authorization for users outside of our account since we are an ISV
My question is similar to this one but we are using real access tokens.
The information in the dashboard may be outdate by 10-20 minutes as it takes some time for the process to get the API requests to the dashboard.
Please allow for a few minutes of delay and check the dashboard a bit later if you have new API calls you're trying to view in the dashboard.
Also, for ISVs, the portal only shows your own account. You must make the API calls from your own account that was used to create the IK. If you use a different account - it would not show in the developer dashboard.
I have a standard DocuSign account and I want to add an integration key but I am not able to add that key as there is no option to in my standard account to add the key. Further, I want to hit DocuSign API either through nodejs-sdk or postman to create and send an envelope with the use of the template. So, for this what should I do? Can anybody help, please?
Sounds like you're just getting started with the DocuSign eSignature API. Welcome! We have a variety of resources that you will find helpful.
I would start here on the DocuSign Developer Center.
To begin experimenting with our API, you'll first need to create a demo sandbox account. Within this account, you can provision your own integrator keys. Later down the road, you will follow our "Go-Live" process to transition your integration to our paid, production environment.
Once you have your account created, I would suggest you check out this quickstart code example.
That should get you started!
You should create a new developer/sandbox account to create an integration key. You cannot do that in production.
For node.JS we have a few different resources you can use, the most complete one is our code example "launcher" that can be used as a full app to try the code. We also have a quickstart that you an use without configuring the API authentication part.
I'm using the DocuSign API 3.0. We are not including the notificationField. It has always used the default settings setup in the Admin for DocuSign. How can I confirm the expiration on an envelope?
The SOAP API Doesn't appear to have a way to get Reminder and Expiration settings for an active envelope. You could log in to the web console, Correct an envelope and view them there.
For the REST API, There's a post about this on the DocuSign Developer Blog: An API call to the Envelopes::getNotificationSettings method will do it.
GET /v2/accounts/{accountId}/envelopes/{envelopeId}/notification returns the relevant information.
Can I delete Account Signing Groups in DocuSign using API?
If yes, could someone provide me with a sample or direct me to the API that describes this?
Documentation for managing signing groups via API can be found here. As that page shows, the HTTP Request for Delete Signing Group(s) is:
DELETE /v2/accounts/{accountId}/signing_groups
For more details about that specific operation, see here.