Currently using the Docusign API to create an envelope request.
Is there a way to set the Name field as NULL or BLANK and configure my docusign template to prompt the user to enter that field when its blank but to allow them to edit that data if its pre-populated ?
In some cases we know this value and in other cases its not known and the user would have to type that data in at the time they sign (e.g. if they are Company Signatory).
Is there a way to configure Docusign to support this type of logic ?
When you use a name or email tab in DocuSign, the system automatically populates those tabs with the recipient's name and email. If you want an editable name field do not use the name tab, use a text tab instead.
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I have an envelope which utilizes a template with read only text tabs. Using the Java API, I am able to initialize these tabs with dynamic values for each envelope created. These text tabs include information such as customer first name, customer last name, etc.
I have one recipient with signing order 1 and role 'Receives a Copy' (the agent) and another recipient with signing order 2 and role 'Needs to Sign' (the customer).
The issue I am having is that, upon initial CC to the agent, all of the dynamic read-only text tabs are empty. Is it possible for the CC recipient to receive these fields with data upon initial send of the document? Otherwise, is there an alternative way to fill in dynamic data within a document so that CC recipients can see the data?
The option you are looking for is under Settings > Sending Settings > When an envelope is sent, write the initial value of the field for all recipients.
With that checked, the pre-populated fields will appear even if the role they are assigned to has not taken action.
Just a suggestion. What about if you reverse the signing order for the 2 recipients. In my opinion "Receives a Copy" role should receive completed document. If the agent need to approve it first, then perhaps you should use different role for the agent. The dynamic read-only fields are related only to the customer and will be visible to the CC only when signed by the customer
I have created an online form to email to current customers so they can update their billing information.
The problem is when I try to include the current field values so the customer can update the fields based on whether or not the current values are correct, the form does not allow for two values for same field to exist on the form.
Is there a way to add the current field values and leave a blank text field on netsuite online forms?
Thanks!!!
You can add the values from the customer as part of the query string but the standard form will render those as fixed, non-editable fields.
What I do is pass in the customer id, an expiration timestamp and a hash of the id, expiration and a secret key.
Then I use a custom template for the form. The template includes a script that passes the id, expiration and hash to a suitelet. The suitelet validates the hash and if the time is not past the expiration will return customer values as a JSON object. The form's script will then populate the customer fields with current values that the customer can then update.
Not fool proof but it does put security in the hands of the customer. To increase security you can make the expiration duration short and have your suitelet offer to send a new email link to the customer's registered email address.
What I actually try to do (depending on whether you are asking the customer to respond or whether the customer has reason to respond) is to route the customer to a category page that requires login. Then I just build my form from scratch and have the backing suitelet accept the form post as well. The form posts into an iFrame and the result uses postMessage to report status/completion etc. This is way more secure.
I have SharePoint 2007 and SharePoint Designer 2007. I have a workflow that sends out an e-mail to admins when certain conditions are met. What I am struggling with is getting the Assigned To data in the TO part of the e-mail. I can do a lookup to get the Assigned To value in the body of the e-mail, but not in the actual To field (as Assigned To just isn't one of the options to select in this field, and any attempt to add this just doesn't translate at all into any sort of readable e-mail address).
So, my question is, how do I, using a workflow generated e-mail, send e-mail notifications utilizing the Assigned To field.
Thanks in advance.
I believe you'll need to have an action (preceding the "send email" action in the workflow) in which you set a variable equal to the value of the "Assigned To" field, retrieving the field value as an email address. Then use that variable as the recipient in your send email action.
I am using the docusign API on my website to allow users to sign documents. For this I have used tags such as [#<COMPANY>#] in my document before uploading it, so that it is visible to end user in the form of docusign tags of signing, entering text data, etc.
There is a certain document where I require user to enter multiple text fields. these are different text fields and hence he will be entering different values in them. For this I use [#<CUSTOMREQUIRED>#] and [#<CUSTOMTEXT>#] tags in document. However, whatever value user enters in one field is duplicated in the others. How do i distinguish between the tags?
If whatever value the user enters in one field is duplicated in the others, it's because the fields are "named" the same (i.e., have the same tab Label). If you want DocuSign to treat them as entirely separate fields, make sure that tabLabel (in REST API) [or TabLabel in the SOAP API] is set to a distinct value for each field.
I want to add new field on my custom form.
It should be 'Lookup' type and with target record type 'Email template'.
By default, CRM 2011 doesn't contains this entity in target records list.
Any suggestions?
Thanks!
I don't think you can do what you are looking for in that manner. If your goal is to ultimately send and email using the template you would have selected in your Lookup, you might try replacing it with an Option Set with values relating to your templates. Then in a workflow, you could check which item was selected in a Check Condition and then for each call the Send Email action specifying the template that corresponds to your selected value.
We have the same requirement for a client and managed to solved it. We built a Silverlight control that shows all the email templates and when clicked, it saves the GUID of the Email Template into a string field.
When the process runs to send the email it converts the string back into the GUID to get the Template record.