I am using the embedded signing feature of DocuSign and I have integrated my application with DocuSign. I am using the SOBO functionality to create envelopes.
I am able to generate the URL and able to send it also. User also getting the envelope but when I login to my DocuSign account, I don't see the entries in sent items.
Please help me to understand what can be the issue here.If we leverage the SOBO functionality why can't we see the entries in Sent items?
If the signer is receiving the envelope, then you're sending it correctly.
In that case, if you're using SOBO, then the user that you're sending the envelope for should see it in her Sent items list, not in yours.
Eg, "System account 01" is an authorized SOBO user. It sends an envelope on behalf of Susan. Susan should see the envelope in her sent items list. And Susan should receive email notifications when the signer signs the documents, when the envelope is completed, etc.
Related
I have two problems with Docusign, first, always it sent the envelope with the same account, no matter who is logged always is sending using the same account, i don't know why.
Second, i want to change the subject and message, i am using the example for apex toolkit and i am using the template, but always it show the same subject Documents for your DocuSign signature.
https://www.docusign.com/blog/dsdev-sending-template-apex-toolkit
To change the subject of a message you can use the withEmail method and edit the emailSubject property. See the API reference for more details: https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelope.html
Do your salesforce users have the DocuSign Sender permission? I'm thinking that could be the reason that envelopes aren't being sent from their account.
Currently using the DocuSign API, I have a signer and an email to cc the completed documents to. Is it possible to send the completed documents to the docusign account of the (cc person)? For example, if I'm being cc'd the emails, I want my docusign account which is registered with the same email to be able to view my documents on the website. Can the API achieve this? I have already completed the part where the signer and the cc receives emails so for the most part everything is already working.
Yes, if the cc person has a DocuSign account, then they should be able to see the envelopes with their documents in it for envelopes they were cc'd on.
You can try this in the developer sandbox by adding a second user to your account. You can make the second user an admin or not.
I would second Larry's response, but point out that it's not enough for the email address to match exactly, but the full name must also match exactly what's in the DocuSign account. Otherwise - it will not be tied to the other account for this person.
I am using Remote Signing with the DocuSign api, but I want to know how to determine what action the recipient took (i.e. they signed, declined to sign, viewed, etc). How do I do this?
You want the status of the envelopes you sent?
Best technique is to create a webhook and have DocuSign call your server when the envelope's status changes.
You can create DocuSign notification message subscriptions at either the account level or at the individual envelope level.
See this blog entry for more info. Ask additional questions on StackOverflow if you have any difficulties.
createSender creates a URL, which I would like to use to let the sender preview the document before it's send out. Hence the documents are created using templates and and the API.
The link which is created would lead me out of my UI. Does the user need to sign in? Future plan is to have many user's, which have no DocuSign account.
For embedded sending Your app will have to authenticate the user. If you are doing a Service Integration then your Api account will be used as the sender.
Once the sending url is generated using the createSenderView api, there is no authentication required to access the URL.
You also have an option to build a User Application using the docusign Api where your App can support sending from multiple accounts.
The createSenderView requires that the person is a DocuSign user (with their own account and password).
Only DocuSign users can send. We charge for sending, not for signing or receiving.
What exactly do you want to preview? (And why?)
the documents themselves? Use the EnvelopeDocuments resource. You can also preview the thumbnails of the documents.
the documents with the "fields" ("tabs") that indicate where people will sign? I'm not sure that is do-able.
or the recipients and their routing order? Use EnvelopeRecipients: list method.
Added
Another solution is to use a dummy certified delivery "recipient". Add this recipient as the first recipient. This will block the envelope from proceeding on the recipient routing.
Then get the envelope's documents to show as a preview.
Then, if ok, alter the envelope's recipients to remove the certified delivery recipient. The envelope will then continue on with the first "real" recipient.
I'm trying to do Embedded Signing and I want to send the email to the Signers myself instead of having DocuSign send it.
I've found this post:
Docusign email notification for embedded signing case
That describes two parameters. I have not been able to find the second one (Use Envelope Complete Email for (non-suppressed) Embedded Signers) in my testing account.
Is this option no longer available? Is there any other way to achieve the same result?
For embedded signers DocuSign will never send an email letting the signer know they have a document awaiting signature. The two emails that are sent can either be Signature Notification and/or Completion email. Signature Notification is sent to the signer immediately after signing, while Completion emails are sent all at once only at the end when the last signer completes the envelope.
The options are both still available in the classic UI under Preferences --> Features.
Update
If you are using the New DocuSign Experience then follow the instructions here
See the Document delivery section.