I am attempting to use the SignHere tabs in conjunction with TemplateRoles.
SignHere tabs take a RecipientId parameter. Does a TemplateRole have a RecipientId or is there a workaround to use SignHere tabs with TemplateRoles?
The template will define the recipient(s) as role(s), including the role names, and their SignHere tab(s).
Then, when you want to use a template, you specify the role name when setting the recipients.
See an example recipe.
Figured this out, sharing how I got it working.
I was able to accomplish this by using a different set of Tabs(containing SignHere tabs) for each TemplateRole.
My Structure is the following:
So my template created in DocuSign has 2 default Roles.
Then when creating my envelope I was able to add a dynamic number of Roles beyond my default 2 on the template using TemplateRoles.
Each TemplateRole then has its own set of Tabs containing related SignHere Tabs for that specific TemplateRole.
This allows me to use a Template in conjunction with a custom generated document leveraging the CompositeTemplate envelope property.
Related
Hi guys I'm working to build a document based on several composite templates and I'm having problems at the time to populate the data in the document...
This is my use case:
I'll have 4 signers and 7 sections(each of these are separated composite templates)
the signer 1 will sign section 1,2,4,6 with different tabs values
the signers 2 and 3 will sign the sections 1,3,5(a new copy for each one so I create a composite for each signer)
the signer 4 signs the sections 6 and 7
for each template that needs to be signed for more than one person, I create a custom template and a Signer object for each one, like this
documentsSequence.incrementAndGet();
CompositeTemplate templateS6CompositeTemplate = new CompositeTemplate();
templateS6CompositeTemplate.setCompositeTemplateId(documentsSequence.toString());
Recipients recipientsS6 = new Recipients();
recipientsS6.signers(signer);
ServerTemplate templateS6ServerTemplate = new ServerTemplate();
templateS6ServerTemplate.setSequence("1");
templateS6ServerTemplate.setTemplateId(templateS6);
InlineTemplate templateS6InlineTemplate = new InlineTemplate();
templateS6InlineTemplate.setSequence("2");
templateS6InlineTemplate.setRecipients(recipientsS6);
templateS6CompositeTemplate.addServerTemplatesItem(templateS6ServerTemplate);
templateS6CompositeTemplate.addInlineTemplatesItem(templateS6InlineTemplate);
envelopeDefinition.addCompositeTemplatesItem(templateS6CompositeTemplate);
the problem appears when I try to populate the data bc if I create a Signer for each section that I need to sign I get from the DocuSign side more than 4 signers bc I repeat the signer for some sections so for DocuSign are different(makes sense bc I create a new Signer obj for each one) and I set the Tabs for each one and I get all the document populated in the right way but at the signing time, I have more than the 4 real signers.
If I use the same signer object the tabs are overridden and I just populate the last tabs that were set for that signer
so IDK how to set the Tabs and Signers on each composite template when I'll have the same signer in different composites templates.
The tech stack that I use is Java and DocuSign api v3.3.0
Could you help me with this?
envelope json https://drive.google.com/file/d/1kK9V869m-2NXOgNLz13HsKT0IfQxZEG0/view?usp=sharing
Thanks
Try setting the query parameter merge_roles_on_draft to true
I am sending the document in an envelope to sign along with the template Id to be applied. In this case, I have defined SignHere tabs for 10 signers using AnchorString. Sometimes the signer's count passed to sign the document would 2 sometime it would be 10.
What I am trying to achieve is, when there is only 1 matching signer then the rest of the AnchorString should be removed from documents, and space for those fields should also be managed accordingly.
Like, In below screen, there is only one signer passed for document as Signer2. So, in this case Signer and Signer3 should be removed.
Is that possible to remove those non-matched AnchorString from document and manage the space accordignly using c# DocuSign SDK?
Do I need to set any Envelope property to handle that case or any other configuration need to be done while sending an Envelope?
DocuSign does not remove information from the documents provided so it can not remove the anchor strings that you didn't use in your document. As a workaround you can create your anchor strings with a white font so it matches the background and it will not be noticeable to the user. This will still leave the empty space in the document, to remove the empty space you will need to provide different documents based on the scenario
I'm evaluating DocuSign esignature API (c# SDK) for an e-signature solution.
Our scenario is easy:
single PDF
multiple signers
each signer has its own signature form field defined in the PDF
Is there a way to map specific signature form field inside PDF to specific signer?
What we already tried:
Anchor text is working but it is cumbersome for our clients to position anchor text, changed its color so it is invisible. Also it is error-prone
TransformPdfFields somewhat working but as I understand it is all or nothing it transforms all form fields and all signature fields are mapped to single signer (am I wrong here?)
Thanks.
With DocuSign, each field (SignHere fields, text input fields, etc) is owned by a specific signer or other recipient type. Fields are called tabs in the API.
At a schematic level, the object hierarchy is:
There are multiple ways to map signHere tabs to different signers and locations in your documents:
Use a template. You or your business person can create a template using the DocuSign web tool. Then your app can use the template id to create and send an envelope.
The different signers are referred to as roles in the template. Eg customer signer 1, internal signer etc. Your app assigns specific names / emails to the roles when it creates the envelope.
Assign the tabs (fields) to signers using the API. The tabs can be positioned using absolute locations or via anchor strings.
Use an HTML document as your source documents. You can specify the tab locations in the HTML. See docs.
Use a PDF Form as your source document. If you name the form's fields consistently then you can use the DocuSign composite templates feature to have the form's fields belong to different recipients/signers. I do not recommend this approach if you have control over the source documents. But if you are give PDF Forms as your source documents, you can make use of them.
Simple Question,
I have a document with about 100 read only text tabs, but only about 5 sign here / edittable text tabs...
In order to populate all the text tabs with the data on entry, I have had to send them with the signer(s) individually... is there a way to specify the read only text tabs as a "Document" Level... and then only use the edittable tabs in each particular signers section?
Tabs are always set with regards to particular recipient, for document level data there are Envelope Fields but those are used for custom meta data for the envelope and not during the signing experience.
One option I'm not sure will help you or not is Custom Fields (not to be confused with Envelope Fields) which are recipient level tabs you can create one-time then re-use in your requests/templates. You can test them easily by editing a template and going into the Custom Tab section in tagging palette on the left.
As you can see you can set the Initial Value and also make it Read Only then save the Custom Tab. Then in your code you can reference this tab where needed for your recipients to save some legwork.
DocuSign tabs need to be assigned to the recipients only, you cannot have DS Tabs on the envelope without assigning it to a recipient. If I understood your query, then you have multiple recipients on the envelope at the same routing order and each recipient should see the pre-populated data for each read only DS Tab on the document before signing. If yes, then there is one setting at an account level which will burnt the DS tab value on the document before any signer will start the signing ceremony. If you go to Admin --> Sending and Signing Section --> Sending Settings --> then select When an envelope is sent, write the initial value of the field for all recipients. With this setting enabled all recipients at the same routing order will be able to see the values of these read only tabs pre-populated from your application.
Tell me if this is correct: suppose I have an envelope with a couple of documents that need signing and a couple that just can be viewed. The template is set up to place signing tabs at specific anchor text spots in the document. I use the same template for all the documents. Can I create just a signer for all these documents and they will not be asked to sign anything on the view only documents because there are no anchor tags to match up? There is no way that they would be made to perform some action on the documents to be only viewed?
If the Recipient is of type Signer and have tabs assigned on an envelope then the recipient will not be able to add any additional tabs. This applies to the entire envelope, individual documents does not matter.
However if the Recipient has no tabs assigned then the recipient will have the option of Free form signing.
Free-form signing occurs when no tags are placed on a document submitted via DocuSign. This means that the signer will be presented with a palette of signature options (Signature, Initial, Full Name, etc.) which can be applied to the document at will.
So for your case, if you assign the Signer a Tab on the first document then the Signer will not be able to add new tabs on any document.