I am using DocusignAPI, I do want to view the envelope like recipient view. I searched for the "Post Recipient View", this can be done only for the sent envelope. In the "Post Envelope correction" I am able to see the tags and also able to delete/reupload the documents. I would like to view only the documents with their prefilled tag values. Is there any option to do this?
You can try the various DocuSign recipient types. For instance, there is the carbonCopy recipient who doesn't take any action on the envelope but just gets a copy and they can be inserted at any routing order in the envelope.
There's also some of the other recipient types with various permissions that can change recipient info for people who are later in the routing order, such as the agent and intermediary recipient types.
See this page from the REST API Docs
Related
I am using docusign's SOAP api v3.0.
I want recipients to be able to view all recipient signatures in a contract. Right now, recipients are only able to see their own signature.
Can anyone give me some suggestions?
When you send an envelope with DocuSign, any recipient can see anything that was done before they viewed the document. So that if you use routing order, for example, recipient 2 can view the signatures of recipient 1. Recipient 1 would be able to go back to the document and view recipient 2 signatures once the envelope is complete and they get an email to that effect.
Hope that helps.
I'm using the Docusign API and programmatically create the envelope and add recipients. The sender is then redirected to the sender view URL, adds initial and signature tags and then sends the envelope. Works great.
The problem is sometimes that once the envelope is SENT, the senders then realize they forget to add these tags for multiple recipient. I can always generate another sender view URL with no problem and redirect the sender. The problem is that it takes them to a sort of "read only" view of the document and they have to click on "OTHER ACTIONS" and then "Correct". From there they can modify the envelope somewhat and the recipients and then click a button that reads "Edit Documents and tags" to get back to the original sender view where you place the signature tags.
Once an envelope is sent, is there any way to correct it like this but SKIPPING this "correction page" and going straight back into the view where you're actually placing the tags? Our web application does all the recipient adding and envelope creation. We don't want our users to be able to have any advanced options and possibly mess up the envelope.
Yes, you can use createCorrect API call for the sent envelope, API call is
POST /v2/accounts/{accountId}/envelopes/{envelopeId}/views/correct
More details are available at https://docs.docusign.com/esign/restapi/Envelopes/EnvelopeViews/createCorrect/
This call will directly open the envelope for editing.
I have successfully created a system to use a document template to create a new envelope.
The system has a tabbed UI and iframe that fetches new URLs from the Docusign API every time a tab is changed, and when a URL expires.
My problem is that now, some clients will either be sign in-person or sign via email. After reading the docs, I don't see a way to change from an in-person to an email signer after the envelope has been created. Is that correct?
Is it possible to set whether a role will be in-person or email sign at the time of envelope creation, without affecting the original template?
If that is not possible, Is my best option to create a template with duplicate fields for both in-person and email signing, and only use the appropriate ones based on my case?
If you need to change an in-person signer to a remote signer, or vice-versa, or any other recipient type into another recipient type you have two options:
Perform an Envelope Correction
Remove then Add the Recipient back to the in-process envelope as a different type.
For option #1, using an envelope correction you can edit things like recipients, tabs, and even documents if they have not been signed yet. Make the following API call to request the correction URL of an envelope:
POST /v2/accounts/{accountId}/envelopes/{envelopeId}/views/correct
API Docs: https://docs.docusign.com/esign/restapi/Envelopes/EnvelopeViews/createCorrect/
For option #2, the system does not let you convert a recipient into another recipient type - HOWEVER - you can delete a recipient from an envelope then add them back in as a different type. For instance, delete an in-person signer and then add them back in as a signer.
You can see the needed calls through the EnvelopeRecipients Resource.
I am using embedded sign flow. I am able to show signHereTabs in the document, but I also want to show docusign id of the owner. I am not able to find any option in the api on how to show account owner's docusign id (name, sign & company) in the document. Is there any specific anchor for that ?
In order to get that information on the envelope then the sender (or owner) will need to also be a recipient on the envelope and have those tags added.
Another option would be to add data fields for the signer that are locked and populate it with the senders information.
I think there are a few possible solutions here:
Add the sender as a recipient to the envelope (i.e. a Carbon Copy recipient or a Signer).
Use envelope custom fields to pass the data you need.
For #1 if the sender is already a recipient you can add corresponding name, company, email, and other tags to the envelope. If you don't want them to be a signer of the envelope you can probably get away with adding them as a CC recipient (so that they simply get a copy of the doc) and give them the same routingOrder as the one signer.
Alternatively, for #2 you can use envelope customFields which are traditionally used to pass meta data about the envelope around but you can use to store the sender data instead. See the DocuSign Dev Center and API Guides for more info.
Can we modify the envelope once created ?(Draft and Sent both the status). If possible, can you point me to the documentation for same?
Yes, you can modify an "in-process" Envelope, but only certain properties of an existing Envelope can be changed. I'd suggest that you search the table of contents in the DocuSign REST API guide (https://10226ec94e53f4ca538f-0035e62ac0d194a46695a3b225d72cc8.ssl.cf2.rackcdn.com/rest-api-guide-v2.pdf) for the word "modify" -- that will show you (at a glance) the types of things that can be modified. For example, you'll see that these types of things can be modified on an existing Envelope:
envelope custom fields (p141)
custom document fields (p154)
email setting overrides (p162)
recipient information (p171)
recipient tabs (p178)