As I know word and excel documents have to have a signature line to be signed.
https://www.docusign.com/developer-center/dsa/local_02
I've added a signature line to the doc/docx-xls/xlsx documents programmatically.
My question is about for power point. There is no possible to add a signature line in power point (as default). So I can sign these type documents without adding a signature line like Pdf file?
for now I do not have chance to try it.
Yes, you can digitally sign a powerpoint file (pptx) to assure the recipients that:
it was indeed created by you, not by someone else (authentication)
that it has not been changed since you created it (document integrity)
and that you can't deny that it came from you (non-reputability)
See the Microsoft docs.
To digitally sign Powerpoint files, you can use the DocuSign Signing Appliance.
As an alternative, you can use Powerpoint to export a pdf version of your deck, and then sign it using the DocuSign Signature service (the cloud product).
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.
*
"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
I am opening the DocuSign power form from my salesforce org. When we open the form we pass few fields values along with power from URL (In encryption mode). I would like to know how to decrypt the values in DocuSign power form.
I'm sorry for the slow reply. Please be sure to always include the docusignapi tag with your questions. (We didn't see your question because of that issue.)
Answer
If you want to know the values that were entered by the signer into a DocuSign powerform, then you have a couple of choices:
Use the eSignature REST API to retrieve the values from the envelopes. Try the EnvelopeRecipients:list API method and include the query parameter include_tabs=true. You'll first need to get a list of the envelopes that were created because of your PowerForm.
Use the Connect web hook feature to receive notifications (which include the tab data) on your server.
If you have another question, please open a new question here on StackOverflow with the tag docusignapi Thank you.
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 just wanted to understand certain terms such as
1) what is a template in context of docusign
2) What is an envelope an when do we use it ?
3) What is embedding signature ?
Basically my client wants to populate a pdf contract form with certain data got from a form. Would liek to send the pdf form to get it signed by the client...
Although the form maybe same the data fields in it may change ..
so what approach should be taken
a) template or b) embedded ?
assuming a blank form needs ot be sent for signing how does that work ? does the form goto the client phsycially ? or do they come on your site to sign it ...
i am sorry if i am all over i just wanted to understand the process frolm a developers stand point.
I suggest you read up on the DocuSign Developer Center. In particular the Explore -> Features section has pages dedicated to Templates and Embedding (among other topics) that have much of this info.
what is a template in context of docusign
Templates help streamline the sending process by allowing you to - at design-time - save document(s), recipients (or placeholder roles for recipients), tab locations and types for those recipients, routing and workflow, and more. Then at real-time when you want to request a signature you simply match a recipient to a role on your template and they automatically inherit all that previously configured workflow. The data they enter into their fields will still be specific to them, but things like the location of the signature tabs you've placed for them will always be the same, any conditional or dynamic workflows will be the same, etc. Templates are very flexible and have many features and options so I suggest you read up on them both through the Features -> Templates page but also through the API docs.
An alternative to requesting a signature from a Template is to request a signature on a Document. This is a similar call except that you need to define the tab locations, recipients, routing, etc every time before sending. With a template you just define all of that stuff once, at design time.
What is an envelope an when do we use it?
Definition from Explore page overview: "An envelope is basically a "container" used to send documents to recipients. The envelope carries information about the sender and timestamps to indicate the progress of the delivery procedure. It can contain collections of Documents, Tabs and Recipients and is analogous to a physical envelope you would send through the mail".
An envelope can have as many documents as you want in it (I think there's a total size limitation but that it's set high) and can be addressed to 1 or more recipients (actually up to 1,000 if using Bulk Send feature). And once the last person is done signing the docs in the envelope a Certificate of Completion (CoC) PDF doc is automatically generated and placed inside the envelope as part of an audit trail for your review.
What is embedding signature ?
Embedding allows you Embed the signing workflow directly into your website or app or whatever you are building. The signing still takes place through a DocuSign endpoint but you can generate the unique signing URLs yourself and open in an iFrame or Webview. You can control the branding around the signing experience and you also have control over where the user is re-directed to after they sign. See the Features -> Embedding page.
Regarding your questions about form fields, yes DocuSign also supports that- you want to use Data Fields (called textFields in the API), see the Features -> Stick-eTabs page.
Lastly, in terms of what approach should be taken (Template or Embedded) - hopefully my first answer cleared this up but those are not mutually exclusive. You can create an envelope from a Template or from a Local Document(s), and you can either Embed the signing experience or have it remote (i.e. recipient receives an email to start signing). To make a recipient an Embedded one, you have to set their clientUserId property. See the links I've referenced.
DocuSign also has sample code in 6 different languages for 9 common API scenarios, including Embedding, Requesting a signature from a Template, on a Document, and more. See the API Walkthroughs:
http://iodocs.docusign.com/apiwalkthroughs
DocuSign has free code samples in 6 different languages
I have a web application that sends some details in an email to recipients and I need them to confirm the details and sign them. It's not a document I'm sending them just a few details inline.
What does DocuSign consider that? Document signing, embedded signing or something else?
You can put together a text file (not really a PDF or a Word Doc) and just send that. DocuSign supports that as well.
Check out the recipes to do that here: http://iodocs.docusign.com/APIWalkthrough/requestSignatureFromDocument