Here is what I did:
Created a Template in my Demo Account with three tabs. 3 default (Full name, Last name and Email) and 1 custom (BillingAddress)
Use the API to send this new template to a particular name and email address. (Using API Explorer and by going to "Request a Signature") and pass parameters for only one tab (Email).
The document goes for signature but the tab is not visible on the document.
Can someone guess what is going wrong? I have attached a partial screenshot of the API Explorer page as well.
Thanks
Rohit
Seems like perhaps you're misunderstanding how the Email tab works.
If you've placed an Email tab in the Template itself (i.e., when creating the Template using the DocuSign web console), then DocuSign will automatically put the Email Address of the recipient (who 'owns' that tab) in that location when the Envelope is created -- you don't ever need to supply a value for an Email tab (because its value is automatically set to the recipient's Email address when the Envelope is created).
On the other hand, if you're trying to add another (additional) value to the Envelope's document(s) -- that contains an email address you specify in the "Create Envelope" API request (i.e., not necessarily the Email Address that corresponds to the recipient who owns that tab) -- then you don't want to use an Email tab, you should use a Text tab instead. By using a Text tab, you get the ability to explicity set its value in the "Create Envelope" API request. When you create the text tab, be sure to populate (at a minimum) the fields I show populated here:
Related
I am working in a implementation using Docusign to e-sing some documents , I am able to create the envelope successfully a, but when I use the API to get the document in order to show to the user the document before to be signed the document is empty without the custom fields (tabs) that I have set in the template, so my question is : is there any way to get a document with all custom fields populated even is the document had not been signed?
I have tried using the Docusign REST-APIS to get the document:
GET/v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}
That works I am able to get the PDF file but I dont know why the custom fields are not present in the document
If you want to get PDF with the prepopulated tabs data and want to send for review to Sales Officer then you can achieve it by two ways:
If envelope is created with sent status, then you can add Sales
Officer as the first Recipient as Signer Type and add a Approve Tab
for that signer, that way if Sales Officer approves then DocuSign
will move to next recipient in the workflow and if Sales Officer
declines then workflow will stop. So with this approach, everything
is handled by DocuSign and you do not need to get PDF copy and then
get approval via Email by sending PDF as an attachment, also approval
or decline is captured in the audit trail and also in CoC.
If envelope is created with draft status, then you can download the
PDF with prepopulated tab data by using below API call,
https://{{EnvironmentVal}}/restapi/v2/accounts/{{AccountIdVal}}/envelopes/{{envelopeId}}/documents/{{documentId}}?show_changes=true
to make any of the above solution work, you need to need to enable a Sending Setting under Admin at an Account Level which will show the Tab Value on the document for everyone.
There's an account-wide setting for this.
Navigate to Go to Admin > Sending Settings > When an envelope is sent, write the initial value of the field for all recipients.
As far as I know this can't be toggled at the envelope level by the API.
I am doing the docusign integration with my application.
I have a powerform in my demo account which is opened every time a user request to sign a contract. When the user opened the powerform there are about 12 fields he have to fill. except the email field which is autofill by the docusign.
Now i want the functionality that if a user opened that powerform he already have the options which he filled during the signup process.
Like first name last name phone no. Can i do this from api? i have searched the api but did not succeeded.
P.S : right now i am opening the form by the powerform url. It redirects the user to that powerform to open and fill it. Email is automatically being filled but not the name and other fields.
You cannot mix Powerform and API, API cannot fill document triggered from Powerform. It better to use API if you want to do proper integration with DocuSign. But if you want to do integration with Powerform then you can send the values of the DS label added in your document by doing below:
If you DS Servertemplate has multiple text tabs like, PhoneNumber, Salary etc then using HTTP GET, you can populate tab value like below:
{PowerformUrl}&PhoneNumber={PhoneNumberValue}&Salary={SalaryValue}&activateonly=1
where PhoneNumberValue and SalaryValue are the values which you want to prepopulate in the document. Also if you have an HTML form for the customer to collect these values then call DS Powerform URL with signer's email and name along with the doc label values like below:
{PowerformUrl}&PhoneNumber={PhoneNumberValue}&Salary={SalaryValue}&SignerRole_UserName={SignerName}&SignerRole_Email={SignerEmail}&activateonly=1
SignerRole will the role which you added in the DS Server Template, on which you have created a Powerform.
Doing this way Powerform will automatically be triggerd from your HTML Form/Application, and intermediatery page where signer needs to add all Signer's email and name will be skipped.
More details on implementation is available here
I'm only mildly technical and not the web lead for my company, but I am the membership lead and I'm hoping to use your API for my workflow. This is what I need:
A web form on our website that asks for Name, e-mail, age, and a drop-down box of predetermined locations.
Using the above, I'd like the age to decide whether the requestor receives the Over 18 or Under 18 version of my form. Then I'd like the name to be auto-filled into the correct form. I'd like the form to be then e-mailed to them for a signature, and I'd like the signed, returned form to not only come to my primary e-mail address, but also to use the location to send a carbon copy to their local representative.
Can it be done? Thank you all for your help!
Yes you can use DocuSign to easily achieve the workflow you've stated. There's probably several ways you can implement this, I'll focus on the first that comes to my mind which is using DocuSign Templates.
Using Templates you can upload documents into your DocuSign account at design time, add workflow, tabs, routing, etc, then at run-time your app can reference these templates and match specific recipients to placeholder roles configured in the template.
For example, your flow would be:
Create 2 templates in your DocuSign account, one for 18+ case and one for Under 18 (note: you have unlimited templates in your account).
Add a Carbon Copy recipient as the second recipient for each template, make sure to give a routing order = 2 by setting the signing order.
Once your web form receives all input data from the user (ie Name, email, age, and location) use the Envelopes: create API to create an envelope with the form data populated in various tabs.
By default, once they are done signing the platform will email them a copy of the signed document (you can control this through account settings).
The Carbon Copy recipient will also receive a copy of the signed document once signing is complete, you can store a static email in the template or provide new recipient information at run-time when making the API request.
For more info see the DocuSign Developer Center. I also recommend you have a look at the Tabs section and Templates section for some highly useful information.
Using the DocuSign API via VisualStudio, I create and send an Envelope out to customers based on a Template on my DocuSign account which contains a list of the recipients and a standard pdf document.
I specify the TemplateRoles and the TemplateId using the EnvelopeDefinition object then create the Envelope. The pdf document returned when everything is signed will have the same name as the pdf on the Template document.
What I need to do is change the name of this document for each Envelope/customer. Ideally I could change the document name to that of the customer to make it easier to store and find, instead of getting a lot of different docs back with one generic name.
Is it at all possible to change the name of the finished document?
I don't know about changing the name of the document.
But you can change the subject of the envelope when you create the envelope. And it is the subject of the envelope that you see in the DocuSign web tool.
You can also set an envelope custom property and later search for envelopes with that property. Using this technique, you could easily bring up all envelopes related to a particular customer (probably best to store your customer_id as an envelope custom property in this case).
This is a bit of a hack but it works.
You can create a dummy cc recipient and their name can be anything (their email address can be random letters). Set up your template with the merge fields to include in the message subject (this also automatically edits the envelope name). Using this guide:
https://support.docusign.com/en/guides/ndse-user-guide-template-merge-fields
Then when you create your envelope from the template, fill in the dummy name with whatever text you want to be added to the envelope name.
I have looked at several PDF uploaded on docusign website but didn't get success at all. My problem is I want to create a generic email template in my docusign account but want to update its uncommon(client specific) content dynamically using the Docusign Web-service API.
For example: Client Name, Client Address, Phone Number, Mobile number, Payment Amount, and Payment Last date are some fields whose values varies based on client whereas other content of the email is common for all, Hence I want to understand that is there any way so that I can set the values for this fields in WS call and docusign will use that common email template and replace the customized fields on the fly for every client.
We Will make one WS call for one client at a time. Please help it is quite crucial for us.
Currently we are creating email content to our side and set into the EmailBlur but want to do it more customized so in future we can make changes easily.
Quick response is highly appreciate!
Thanks in Advance !!
It's not possible to create/maintain an "email template" in DocuSign that contains placeholder variables for you to dynamically inject client-specific values into the email for each Envelope as part of the Create Envelope request.
To acheive your scenario, you'll need to create/maintain the email template contents within your application, and have your application dynamically generate the email contents for each Envelope. Then you can simply set the Envelope's emailBlurb property (in the Create Envelope request) to the contents (i.e., full email body) that your application generated.
It is Account related setting which needs to be enable by docusign, In my case I have contacted them and they made some changes after which the emailblurb method start supporting HTML.