For bulk sending I followed the steps mentioned in DocuSign user guide (Reference: https://support.docusign.com/guides/cdse-user-guide-advanced-sending-using-the-bulk-recipient-feature). However I would like to implement the same using REST API. Please suggest how to go about it. Any reference link would really be helpful.
In my application I am using REST API V2.
After using POST /accounts/[accountnumber]/envelopes to create a draft envelope, use the PUT /accounts/[accountnumber]/envelopes/[envelopeID]/recipients/[recipientID]/bulk_recipients to upload your csv file.
Or more specifically, you don't send the file, you send the contents. You Content-Type for the PUT is text/csv. The body of the put would be the csv contents just like you'd be viewing them in notepad.
After the put, use the envelopes POST again to change the status to "sent" and it's done.
The response from the final call provides a bulk send batch ID that can be used for checking status.
Information on utilizing bulk send with the DocuSign REST API can be found here.
Related
I'm not very familiar with DocuSign or its API and after playing around in Postman I'm still not sure if I'm able to:
Create an Envelope based on a Template
Attach a pdf doc to said Envelope
Send for signing.
In case I got it all wrong, I'm trying to do the following:
Get the pdf doc from a third party and send it for signing via DocuSign. The document will be the same format every time(same signature placement, names, etc) except for data in it and it will be sent to the same people for signatures.
Is it possible to do so? Am I looking at right stuff?
Yes, this is completely possible. We in fact have existing Postman requests that do just that:
https://www.postman.com/docusign/workspace/docusign-s-public-workspace/request/14257714-ef2d10ba-b540-4644-93a1-b0344c0dd82c
Examples number 15 to 18 are the ones you want to look at.
To get started with our Postman collection, you can watch our youtube video: https://www.youtube.com/watch?v=mV73U2tg9c0&t=6s
I have a Podio native webhook that posts to a service we created. That service then returns a PDF. Initially it was attaching the PDF as a file, but it is no longer doing that.
What does the incoming call need to look like to attach that PDF to the Podio item that sent the webhook?
Hope you've used the technique mentioned here - https://developers.podio.com/examples/files ?
The operation would first involve uploading the file and then attaching to an item. Two separate API calls would be required to do so. Later, could you please share the specific error you are facing? Snippets will help too.
So i am using docusign and testing the api with a simple index.php type project and i have successfully sent the document to the email provided in the
$signerEmail = 'test#test.com' using docusign api-client
now after it have signed the document and finish it by clicking at the finish button in docusign window. I want to retrieve the response and document on which it have given its information.
how can i achieve this and right now i am having difficulty to find it in the documentation.
There are 2 ways to do that, synchronously and asynchronously.
Or in other words, if you know the document is already complete, you can run the code, or you can use a webhook with notifications from DocuSign letting you know that the envelope is complete.
Regardless, the API to retrieve a document is this:
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}
or you can use it from the PHP SDK as well.
Hope this helps.
A full code example (in PHP as well) can be found here - https://developers.docusign.com/esign-rest-api/code-examples/code-example-download-envelope-documents
I have set a web hook URL for docusign API. when any update from document signer come, i will get update about envelop. but how can i get the response? What is the format. Can someone show me a example?
In order to receive and process webhook notifications from DocuSign Connect, you'll need to create an application to "listen" for (and process) the notifications. DocuSign provides sample applications like this in a variety of languages -- you can use this link to find those samples on GitHub: https://github.com/docusign?utf8=%E2%9C%93&q=connect.
For example, here's the webhook sample in PHP: https://github.com/docusign/recipe-010-webhook-php.
You will get response from DocuSign in an XML format, You can find more details at https://www.docusign.com/blog/dsdev-adding-webhooks-application/,
https://www.docusign.com/supportdocs/ndse-admin-guide/Content/connect-technical-details.htm and Guide is available at https://www.docusign.com/supportdocs/pdf/connect-guide.pdf
I have a pdf generator which generates a pdf and directs to data url, is it possible for me to take the pdf from dataurl and add as document ?
It's not possible to simply specify the URL where a file resides, and have DocuSign automatically read that file and add it to an Envelope. Instead, your application will need to read the file and then write the byte stream to the "Create Envelope" API call request body, when calling DocuSign to create the envelope.
As Kim mentions, you can not specify the document through a URL, however if you write the document bytes to a local file, then make the Request Signature on Document API call and supply that file in the request, you would be able to create a DocuSign envelope with the PDF(s) inside it.
Have you seen the DocuSign API Walkthroughs? There's sample Node.js code (and 5 other languages) that you can plug in your credentials and run- this gist in particular is for the Request Signature (Create Envelope) API call:
https://gist.github.com/Ergin008/5505764
And you can find the all the other sample code gists here:
https://www.docusign.com/developer-center/quick-start/api-explorer