Our company wants to use DocuSign API to allow its users to upload a set of documents. Once a user goes through our online application, our application will call the Docusign API in the end and display the list of documents that they need to upload. Once the user is done uploading all the documents, then the admin should receive an email about the completion.
Can anyone direct me in the right direction..where I can find documentation regarding it? Most of the documentation talks about ESignatures of already created templates.
Thanks.
Related
We are thinking about using the Docusign API to make signing documents possible in our own app. I am currently unsure if I can implement our ideas using the docusign api.
We have a platform where you can upload and manage documents (PDF). The idea is that a user can click on an uploaded document, sign it and then upload it again. Each document looks different, so we just want to give the user the option to set a signature field and sign it himself.
Here is a short example of our idea:
User selects PDF document (in our app) and clicks on a button called "sign".
A new frame opens (with Docusign UI, if possible?).
The user sets the position of the signature field, signs it himself and presses "save".
The signed document is uploaded to our app as a PDF document.
Can this be done using the Docusign API?
Our App is built with nodejs.
Many thanks in advance :)
Daniel
Not sure if there is a specific part of the scenario you need help with. Yes, the scenario above is possible to implement with our DocuSign APIs.
You'd need to create an envelope with the uploaded PDF documents and send it over to the user. They can then sign/add tabs where they like to sign.
Let us know if you need specific clarification.
How to get the link to download the submitted powerform. The PDF file will be sent to the email and it is downloadable from the docuSign admin also. But I need to provide a link to download the submitted file for an admin user on my website. is it possible?
Yes, it's possible, but you will have to build a web app.
The web app you built will have and endpoint that takes an envelopeID and returns back a PDF. It will call the DocuSign eSignature REST API every time someone is requesting to download an envelope and will provide it.
You can use JWT to authenticate your web app impersonating the administrator of this account so you always have access to download any envelope.
Note that if you build something like this, you're exposing the envelopes in your account to anyone that knows the URLs , so it's not recommended to do so unless you know your account is only used for non-sensitive documents.
We have clients who sign signature pages for tax returns and other files alike. We will have thousands of these pages in a pdf or in a zip file. We are trying to upload these files to our AWS S3 bucket and want to know which user matches which document link. From here, we will connect the completed signature pages onto their account on our website. We want to know the optimal way of being able to solve this problem since it is in bulk and doing it by automation is way better. I am wondering if the docusign API already has some function(s) to help us with this.
So far, I've already played with the rest API quick startcode examples, and the PHP Auth Grant.
Yes, you can do all of that with the API, but you have some decisions to make:
do you want the documents to be store in DocuSign or AWS?
How do you control access/permissions to the documents?
If you store them in DocuSign - that implies that only those with access to the DocuSign account (have user/password for DocuSign) can view the even if linked from an AWS site.
I am looking for a way to better manage documents in DocuSign. The number of documents stored in DocuSign is growing and becoming increasingly difficult to organize. I want to see all documents in a centralized location so each document can be easily referenced. I am looking for a third-party platform that integrates DocuSign, or a way to export documents from DocuSign into an SQL database that can be opened in excel.
I think there are many answers to your question and Id like to offer just one at this point.
DocuSign Retrieve is a Windows application that you can use to gather documents from DocuSign for storage outside of DocuSign. You can use it as a standalone app or as part of other system using scripts that call it when you need to. You can find out more information about it in this guide.
Also check out DocuSign Intelligent Insights.
I am new to Docusign and we have a requirement to integrate Docusign in our web app. I have gone through all the links for integrating docusign into a web app using REST Api calls. After thorough read and watching youtube videos, I came to know that we can integrate docusign in our web app through REST API calls but for the same additionally we need to develop our own UI to upload documents and send it to the recipient. But basically we are looking something where we can be reidrected to docusign from our webapp to perform all the operations of sending document for signing and once document is sent then I will be redirected back to our web app.
Kindly help with the above query and let me know if my understanding is correct for integration of docusign and for the same developing our own UI in our web app. Also please let me know if there is any alternative to fullfill the requirement of directly accessing docusign from our web app and performing all required operations of sending a document to recipient.
Thanks in advance!
So you want a button on your web app that says "Sign with DocuSign" and then what?
Most customers who want to send from their web app already have the documents controlled by their web app.
They:
authenticate the user with DocuSign (OAuth Authorization Code Grant)
Upload the document to DocuSign from their app.
Add tabs (signing fields) to the documents programmatically. (This is not hard and it saves the sender a lot of work.)
Upload the recipients (signers, copy-only recipients, etc)
And then tell DocuSign to send the envelope (the transaction).
Applications can also monitor the progress of the envelope through the signing process and programatically act on the signed documents.
The above is not hard to do and provides a good user experience.
You can also redirect the user of your application to DocuSign to accomplish any/all of the above manually. But the more the user does manually, the less convenient the integration will be for them.
If you want the manual experience, check out the EnvelopeViews::createSender method.