I'm trying to create the following workflow for one signer in DocuSign :
- The signer access to an embeddded view of DocuSign. In this view, he can see the documents, refuse to sign or ask for more information but he can't sign anything or complete any field.
- He then clicks on "Finish", is redirected to my application.
- In my application, he has several steps to pass into (like giving bank information).
- Then, he can finally access to another emebdded view of DocuSign where he can sign, refuse to sign or ask for more information.
Today, I do not know how to make step 1 (visualisation without signing). Do you have any idea or solution to achieve this step ?
I'm aware of the "Certified copy" role but it's not what I want : a certified cannot refused to sign or ask for more information.
I've tried to simply define no tabs for this signer (both signer.setTabs(null) and signer.setTabs(new Tabs())). But DocuSign gives the possibility to the signer to add every field he wants, where he wants. Of course, it isn't the behaviour I'm looking for.
I'm using the REST Api in Java.
Even though a recipient may be defined as a "Signer" role, that does not necessarily mean there needs to be a signature/initials tab on the document. I'd recommend adding the desired optional/required fields, and do not specify any signature tabs. Once all required fields have been met on the document the signer/recipient will be able to hit Finish.
Related
I am trying to include documents in my envelopes created via API that do not require signatures, but do require that only certain people see them.
I'm looking for a way to include these documents, keep them restricted to required parties. Any ideas? I'm still new to DocuSign API, so please let me know what other details I can share to help determine best course of action here.
Also, we are using C# for our APIs
Attempted to do this by having the people I need to see these documents as signers, but without the tags for where to sign and date. I am getting this error because we have the setting for "document visibility" set for this account, which is a requirement for this process.
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"Error calling CreateEnvelope: {"errorCode":"ONESIGNALLSIGN_NOT_SATISFIED","message":"Freeform signing is not allowed for your account because it conflicts with other settings, please place signing tabs for each signer."}"*
Thanks!
For document visibility, each document needs at least on field (tab) placed on it. Whichever recipient the field belongs to will be able to see the document.
Plus, each signer recipient needs at least one tab or you're asking for free form signing, and that's not allowed with doc visibility.
The trick is that the field does not need to be a Sign here field. You could add a read-only (locked) text field. -- With no contents, so it would not be visible at all.
But at least one field per recipient is needed. If a doc has no fields then it is visible to all recipients.
Also, you can use confirmed cc recipients for people who won't sign but you want confirmation that they opened the envelope
See the docs
If you have more questions, ask a new stack overflow question
Hi #all DOCUSIGN users,
Instead of reviewing the document and sign in every pages of the envelop document, i need to make the process simple. We will show the documents as like Terms & Conditions with agree option. Thus required to get the customer signature, only once in a form (basically within the application) and automatically signed off on every template document, in respective places, with that eSignature. Please suggest me the possibility to do with Docusign in a better way.
Thanks.
One option for single-click is to use the DocuSign Click product with clickwraps.
Here is an example of using it for Terms and Conditions just like you asked.
See if this does what you want.
I was a user of Right Signature, where we can create merge fields, and we can send the data through post request,
I have recently migrated to Docusign,
I see that they have prefil fields.
What I want to achieve is, Create Prefil fields, like Owner Name, Owner Email, etc,
And supply this fields through DOCUSIGN API, and send them. Is this functionality even possible.
I could not find any documentation, or perhaps I do not have the right search. Can some one point me to it, what will be the syntax for sending the templates, with prefil fields.
Thanks.
Anything you can do from the web app - you can do from API.
The term "pre-fill fields" means something very specific, but I'm not sure exactly what you want.
Any field in DocuSign can be "pre-filled" such that the value is set by the sender. The field can be read-only or can be edited by the person that it is assigned to.
You can also use pre-fill fields that are specific for the sender and therefore cannot be modified by anyone except the sender.
All of this is possible with the API, I suggest you first try it with the web app to understand. You can do everything for free with a developer account - try it and see if it serves your need.
I have been trying merge DocuSign in my application to make the user sign the documents I upload. Currently DocuSign allows us to add the signature tag at a static location, where we can provide the co-ordinates programmatically.
I would like to have a functionality where the signer can move the Signature tag anywhere over the page and insert the signature at the selected location.
Is there any good way to do this using DocuSign API's. Are there any DocuSign API's currently which do this?
Can anyone help me with this?
You want the signer to have the ability to dynamically position where the signature will go? Just send the document with no tabs at all and the signer will be asked to select the type of signing field (signature, initials, date, etc) and then choose its placement.
However, this is typically not a good UI. Instead, it is better for the sender to pick where the signer should sign. This can also be done dynamically using the "Sender View."
Not entirely sure about the part where the signer can move the tabs. But Anchor-Tabs sound like something that might help. I have asked a question on it a few minutes ago with sample code.
DocusignApi - Attachment with SignHere tab on the third page
The following link might also help.
DocusignAPI - Sign here tabs
I would like send an envelope with below two options.
Here we go,
User should sign in SignTab if it is first page of document.
User can sign anywhere if it is other that first page.
Is it possible to have this option using docusign API.
If Yes, Please let me know what are the parameters should I send?
Unfortunately you can only have it one way or the other currently- either you make the signing experience a Free Form signing experience (meaning the recipients can place tabs anywhere they want on any page of the envelope), OR you set 1 or more tabs in the envelope document(s) and the recipient will only be able to take action on those tabs and they will not be able to place tabs wherever they want.
The DocuSign Developer Center has a page devoted to Stick-eTabs under the Features section, they also talk about Free Form signing further down:
https://www.docusign.com/developer-center/explore/features/stick-etabs