I want to open a new page displaying a preview of a DocuSign template depending on the template ID without the need to log into DocuSign, is this possible?
I have not found any guide for doing this in their documents, What they offer though is creating a template inside your app which is not what I want to do since I only want to display a preview of the template for double checking.
I want to open a new page displaying a preview of a DocuSign template depending on the template ID without the need to log into DocuSign, is this possible?
Do you mean you want to see the preview of the PDF document(s) in the temolate, complete with the fields (tabs) placed on the page? If so, then unfortunately this can not be done.
If you want to get the documents that the template includes and then display them to your user, you can do that by using the TemplateDocuments: get method.
You can also retrieve other information about the template and then display it to your user.
Related
Is it possible to get a PDF of the Envelope History that you can view from the DocuSign website when viewing the Envelope details and clicking on the More menu and selecting History:
which has the list of Activities that can be easily printed or saved as a PDF?
It looks like the listAuditEvents API endpoint returns the corresponding data but I was hoping to get this as PDF like on the History page as well. Is this one of the Documents that can be downloaded for an Envelope?
Is it possible to get a PDF of the Envelope History that you can view from the DocuSign website when viewing the Envelope details and clicking on the More menu and selecting History
No. But you just need to use the API call you noted, then create a PDF from the response data using one of the many PDF libraries available.
I have a PDF document. Can I modify it to include SignHere/InitialHere anchor text fields using DocuSign Account through UI and download the PDF in my server and use it later for embedded singing.
Well, I think there are two options here:
You are asking about modifying your PDF. You can do that, but you would have to use some other software/API for this. This would allow you to use AnchorTags with the modified text that you chose.
You could add the SignHere/InitialHere tags via the API when you create the envelope. Here is some code example that can get you started:
https://developers.docusign.com/esign-rest-api/code-examples/code-example-embedded-signing
I am unable to understand how forms work in shopware. I need to update the contact page with my own style but when I add content into the contact page cannot see that content on page when I browse it.
Could you please let me know how to create a page and what need to be done to add a form to that page?
You are aware that the contact form is handled via configuration that can be done in the shopware backend's content > form section? there you will find a list of existing forms that can be modified by clicking the pen icon. A window will open where you can configure the forms name, the recipient email address, subject, email template as well as the form html content that will be shown in the frontend and the message that appears after submitting the form.
If you intend to change the layout (html and/or css) of the forms you need to override the forms template files:
frontend/forms/elements.tpl
frontend/forms/header.tpl
frontend/forms/index.tpl
Kind regards!
I'm trying to download an unsigned envelope form a template.
The URL I'm hitting is https://demo.docusign.net/restapi/v2/accounts/{our account id}/envelopes/{envolopID}/documents/{documentId}. But this returns the empty template instead of the populated template. This seems to be the desired behavior but it looks like it is solvable. There isn't a clear explanation to how it was solved so I figured I'd ask again.
Are you using REST GET Documents to download docs from a DocuSign Envelope or Template? If from an envelope, you can enable the account setting in Features > Display SecureField initial value to all recipients. This will show the burned in initial values on the resulting PDF after the envelope is Sent. Downloading a Template's documents or a Draft (Created) Envelope's documents will not show these values. So if that is what you are trying to do, you'll want to get the tab values using the Get Tab Information for a Recipient call mentioned in the linked solution.
I want to make sure I am on the right track as I have been having some problems getting started with the API. I am looking to maintain a list of product application PDFs as templates on docusign. When a customer comes to our site and wants a particular product they need to fill out an application form. All the data would be collected on our site. I would then want to:
Create an envolope with the customer (and potentially other parties) that need to sign the document
Fill in the form fields from data collected on our site
Send the envelope out for signature and monitor the progress.
So in doing this I am trying to build this up a piece at a time and first task is to make sure that I can provide form data to docusign. I create a template with the docusign web user interface and all of the form fields seem to be preserved. However when I try and retrieve the template with API
https://demo.docusign.net/restapi/v2/accounts/xxxx/templates/yyyy
I see a very short response with an envelopeTemplateDefinition showing the correct name for the template but no documents object and no custom fields object. I have also tried this by creating an envelope with the document (in draft) but with similar results.
My apologies in advance for this newbie question.
I've repro'd the issue you describe -- i.e., the Response I get from a GET Template request contains only very limited information and is thereby not consistent with the expected Response as documented on pages 194-196 of the DocuSign REST API guide (http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf). Not sure if this is a bug with the GET Template operation or with the Documentation -- someone at DocuSign will need to confirm (#Ergin).
In light of this limitation with the GET Template operation, you can alternatively retrieve the recipient information (including tabs) and document information about a Template by using the GET Envelope Recipients and GET Envelope Documents operations -- just specify the TEMPLATE Id in place of the Envelope Id, as shown here:
GET https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/{templateId}/documents
GET https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/{templateId}/recipients?include_tabs=true