I am using the DocuSign REST API via the DocuSign.eSign library on Nuget.
I am able to create and send an envelope via the rest API sandbox, and it all works except the SignedDate tab which is always in US date format.
I have set the Admin account I use to send the requests to UK format dates, but when the envelope is opened on DocuSign by a recipient the date is always in US format.
I also tried setting the language of the recipient to en_GB to see if that would work. Anyone else had this issue?
The only way to set the format of the DocuSign dateSigned tab is through the admin console. Please ensure that you are creating an envelope for the same account in which you are also updating the format in the admin console.
Further to Luis' answer, it's worth noting that the format for 'dateSigned' tab is stored separately to the sender's date preference, and from the account's Regional Settings.
The dateSigned formatting settings can be found in Admin > Signing and Sending > Signing Settings.
Related
When i check format of XML notification for Docusign Connect event - i observe signed field for recipient which contains date time of signment.
When i check REST API for envelope recipients i see that signedDateTime for recipient is Reserved for DocuSign.
https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipients/list
Why in one place it is available while in another - it is not?
Does REST API is something newer than XML event?
What is the most correct way to determine signment date for each recipient?
making a call to get recipients using the DocuSign eSignature v2.1 API would include this data
See here
https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipients/list
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients
Check the info for dateSigned inside the json
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.
I have a web application integrated with DocuSign API, to pass in recipient details to a DocuSign template and initiate signing process. The template has tags for each recipient to enter relevant information and sign.
Once the document is completed/signed by all recipients, the information available in the document needs to be passed on to another web application bound to a DB. What are the options available in DocuSign to trigger document data(e.g. recipient1 signed date) transferred to a DB/other systems on document completion? Any advice on this is appreciated.
You probably need to provide more specific information but generally, you can use DocuSign Connect and configure your API source to integrate the data. After that, you will be able to use webhooks (or Connect) to send tabs data and signing statuses to your 'other systems'.
Once you get your Connect figured out, you can then have GET request using this
{{baseUrl}}/envelopes/{{envelopeId}}/recipients?include_tabs=true
and then have a wrapper class to export desired tabs (ex. Date Signed or other Text Tabs)
OR you can configure a webhook to sync your data between DocuSign and other systems:
Code Example: Using a Webhook to Track Envelope Status
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.
I am using the embedded signing api using JSON requests to create online signing sessions in the broswser. There is only one prospective configured in the template and the authencitcation method is email.
I do not want the email address that I am sending to receive an email notification. How do I turn this off. Ive looked at preferences--features to turn off email notification but cant find any setting.
Thanks in advance.
Login to the DocuSign web console as an Administrator in the sending DocuSign account, and navigate to Preferences >> Features. Enable (check) the Suppress Emails to Embedded Signers setting and Disable (uncheck) the Use Envelope Complete Email for (non-suppressed) Embedded Signers. Click the SAVE button (all the way at the bottom of the page) to save the changes.
These settings make it so that DocuSign will not send any emails to Recipients that you create via the API and specify as embedded/captive (i.e., by setting clientUserId property to indicate that they will be accessing the Envelope via your application).
Update
If you are using the New DocuSign Experience then follow the instructions here
See the Document delivery section.