Where should I go about creating and setting the signer groups as I am unable to see them in my DocuSign dashboard currently?
Can I create the signer groups in the API before defaulting them in the embed and send api?
First you should note that Signing Groups functionality is not available on all DocuSign account plans so you should first verify your account plan. Signing groups are available through sandbox accounts so you should be able to test at least.
To access Signing Groups click your profile icon in top right and go to Admin -> Groups. If using Classic UI, go to Preferences -> Account Admin -> Groups. You can create and configure your signing groups from there.
Here are some additional resources regarding DocuSign Signing Groups:
https://support.docusign.com/en/videos/Creating-and-using-Signing-Groups
https://www.docusign.com/supportdocs/cdse-user-guide/Content/advanced-sending/send-with-signing-groups.htm
https://support.docusign.com/guides/cdse-user-guide-sending-with-signing-groups
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i have adocusign admin account: basic api plan, and i want to add new users.
In the test account i have a menu: Users and Groups which allow us to manage users but in the live account i can't find this menu.
Thanks.
The Basic API plan is a single-user account. You'll need to upgrade to a higher level of plan in order to gain access to the Users and Groups section in DocuSign Admin.
If you're not sure which level of account would be right for you, I'd recommend contacting the DocuSign Sales team: https://www.docusign.com/contact-sales
The Permission Set option "Allow view and manage envelope rights through API" automatically gives the API user access to view all envelopes in the account regardless of who owns/sent the envelope. Is it possible to restrict the user to only access their own envelopes/folders?
We have multiple teams sharing a DocuSign account. One team wants to build an API integration but we can't allow them to access or view envelopes sent by other teams in the same account. Do we need to move this team with an API integration to a separate account?
Create a new Permission Set or do not assign any permission set to API user which has Allow view and manage envelope rights through API setting enabled. If a permission set assigned to an API user does not have Allow view and manage envelope rights through API setting enabled then that API user will not be able to see any other's envelopes.
I am using the DocuSign API to create envelopes. I have that working. The application I am writing is being used by an organization, with multiple people needing access to documents created within the organization. Each person accessing the application (and subsequently the DocuSign API) has their own DocuSign account, and has granted permission to the application to use their docusign account. When I create envelopes via the DocuSign API, I need the documents to be available to be managed by any user setup in the Orgniazation at DocuSign. As it is right now, every documents I create via the API is owned by the user who created the document, other users within the organization can view the envelope/documents if provided a link to navigate directly to at DocuSign, but can't do anything with those documents. Ex: If I create a draft as one user, I want to be able finish/send the draft as another user, and both of these users are part of the same organization.
Questions:
Can an organization own a document (instead of a user)? and how?
How can I share documents between all users within the organization, and allow all those other users permission to edit/manage those documents? The number of documents is constantly changing as multiple employees are creating and editing many documents each day.
Please find my response for both your queries:
Can an organization own a document (instead of a user)? and how?
Organization can never be the owner of the envelope, it has to be a user only.
How can I share documents between all users within the organization,
and allow all those other users permission to edit/manage those
documents? The number of documents is constantly changing as multiple
employees are creating and editing many documents each day.
Yes, you can share the envelopes among other users in your DocuSign account. Sharing is enabled and managed by your DocuSign administrator. If your account administrator has enabled sharing for you, you can view and help manage the envelopes that are shared with you. If you are not able to follow the procedures in this topic, check with your DocuSign account administrator to see if sharing is set up for you.
DocuSign Account's Admin has to follow steps as explained in this link to enable the sharing of the envelopes between different users in the accounts. Once it is correctly set, then you can view envelopes sent from other users in your DocuSign account.
We have a DocuSign REST API application which creates and sends Envelopes to users. Everything works fine except that we need to have any of a group of users Counter Sign documents after end users have signed. We have a fairly high priced Enterprise account as well as Demo (https://appdemo.docusign.com/ ) account.
In the Demo account we do see something like 'XXX Corp. (already a customer)'. But, unlike the Enterprise account, we don't see any option to create a Signing Groups.
Can someone confirm that's the case for the Demo account, even for the paying customers? We are hesitant to promote our applications to production because we want to fully test in the Demo account. Hello DocuSign!!
Any other options to allow any of a group's members to counter sign so that the member's own name and signature are affixed on the document?
DocuSign Demo environment accounts should have full functionality, but in some cases they don't. Open a case with DocuSign Support requesting Signing Groups be enabled on that account and that can be added.
In the case, be sure to include the account id and specifiy that this is in demo.
DocuSign demo account should have all the capabilities that DocuSign offers.
From Documentation
Developer sandboxes are free, they don't expire, and they have enterprise level features enabled. Documents sent in the demo environment are not legally binding and have testing watermarks on them.
The signing groups in your production account will not be readily available in the Demo account. You will have to create new signing groups in the Demo account. See documentation here
Is it possible for one docusign admin account's template to be modified by another docusign admin account when the first admin account created the template and shared with the second admin account.
Under the Preferences-->Personal Info --> Sharing menu seems like the "Filter by Name Filter. Check the users who will be able to see and act on this user's folders " is all uncheked.
Answering my question, Yes, it is possible if the second user is also admin , and as by default all shared templates are shared with other admins.