For the record, I have already reached out to support directly, and they asked me to post my question here.
In the DocuSign Console we have created a binding to the Signer Attachment Tab. We would like to bind conditionalParentLabel and conditionalParentValue values to it, but they are not available from the UI. So we send this template off to Conga and they send us back an envelope. Then a user has to go in and manually tag these values so the attachment is conditionally required.
Is there a way to use the API to edit the existing envelope to add these properties to the Signer Attachment Tab?
Do I understand correctly that if you examine an Attachment tag's properties (within an Envelope) in the DocuSign Console, you're not seeing the Conditional Fields section that I've highlighted in the following screenshot?
If that's true (i.e., you're not seeing the "Conditional Fields" section when looking at the Tab's properties), then you might just need to enable the Allow Conditional SecureFields setting for the DocuSign Account. In the DocuSign Console, navigate to Preferences >> Features and make sure this checkbox is selected (then click the SAVE button at the very bottom of the page to save the setting):
Enabling that setting should allow you to see/set Conditional Fields properties for a Tab (within an Envelope) in the DocuSign Console.
If that doesn't work for you, then back to your original question -- it IS possible to modify a tag's properties by using the API -- but ONLY for DRAFT Envelopes. See "Modify Tabs for a Recipient" in the DocuSign REST API guide for request/response info (pages 144-145): https://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf.
Related
DocuSign the sender view Image
Details
No1.
Create an envelope with the following API.
https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create/
At this time, include the following in the request body. This will invalidate any recipient edits that have already been set.
recipients.signers[0].templateRequired = 'true';
recipients.signers[0].templateLocked = 'true'.
No2.
Get the URL of the sender view of the envelope created in No1 with the following API.
https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createsender/
No3.
Access the sender view URL obtained in No2 by specifying the following in the query parameter This will enable the envelope destination edit action.
?showHeaderActions=true&showEditRecipients=true
At this time, the Add Recipients button is pressed from the Edit Recipients action on the Senders view screen of the DocuSign UI. By default, they are sequentially numbered. (See image)
Is there any way to prevent this added recipient order from being changed by changing the settings from the screen or by specifying options when creating a recipient?
I have read the documentation but have not found a good way to do this.
Recipients should not be able to change the routing order unless they are an Editor Recipient (who can change the envelope and everything about it)
If they are all signers or other recipients with no editing privileges, the routing order will respect what you have put in.
If you are looking to make a template and lock the routing order in the template, that is possible too.
But otherwise if there are no editor type recipients, the routing order will stay the same
We want to open sender view of draft/created envelope in our application using REST API and allow sender/user to add signature fields/tags in documents. This sender view currently shows and allow all the options where sender can add new recipient or modify, can change the document and etc. But we want to restrict sender to only can add/edit signature fields/tags, we do not want to allow user to modify any other envelope information or even can send from there.
In short words: Want to open sender view of envelope only for edit signatory fields/tags using REST API.
Could anyone help how we can achieve this.
You can start the view on the tagging page by adding send=1 to the API call. Eg:
https://demo.docusign.net/restapi/v2/accounts/{account_id}/envelopes/{envelope_id}/views/sender?send=1
However the user can still go back to the recipients page if they want to by using the "Other Actions" menu item.
An alternative is for you to figure out what your users need to do on the tagging page and do it for them programmatically. That way you're both providing a better user experience for them and you don't have to worry about them changing the recipients or documents.
What are they doing on the tagging pages? It is not hard for you to programmatically place the tags by using anchor field locating. See the recipe.
I would like send an envelope with below two options.
Here we go,
User should sign in SignTab if it is first page of document.
User can sign anywhere if it is other that first page.
Is it possible to have this option using docusign API.
If Yes, Please let me know what are the parameters should I send?
Unfortunately you can only have it one way or the other currently- either you make the signing experience a Free Form signing experience (meaning the recipients can place tabs anywhere they want on any page of the envelope), OR you set 1 or more tabs in the envelope document(s) and the recipient will only be able to take action on those tabs and they will not be able to place tabs wherever they want.
The DocuSign Developer Center has a page devoted to Stick-eTabs under the Features section, they also talk about Free Form signing further down:
https://www.docusign.com/developer-center/explore/features/stick-etabs
I'm using the REST API V2. I've successfully used the API to created an envelope from a document. In the request body, I embedded a document and json data for a recipient. I then used the API to embed the sender page (Embedded Sending View) inside our website. However, it initializes to the "tagging" screen. The user can click the "Go Back" link to go to the first screen in the process but I would like to start them off on that screen.
1) Is that possible? If so, how?
2) Also, it's my understanding that we can remove/hide the "Documents for Signature" and "Envelope Settings" sections from the first screen. How is that accomplished?
I have screenshots but am unable to attach them to this post because I do not have a "10 reputation" (this is my first post). I can email them to you directly if that's helpful.
So if you modify the embedded signing URL that gets returned you can actually have it start you out on the first page of the sending process. When you generate a signing url it will end with the string send=1. If you modify that string to end with send=0 then it will start you out on the first page of sending instead of the tagging page.
As for your other questions, you can alter the "Envelope Settings" by disabling/enabling options through the DocuSign Console.
For instance, to disable the option labeled
Allow recipient(s) to change signing responsibility
Go to Preferences -> Features and uncheck Signers can re-assign envelopes option.
To disable/enable the option
Allow recipients to edit the document(s)
Preferences -> Features -> Allow Markup.
As for the Reminders and Expirations section, this has a whole settings page devoted to it. See Preferences -> Reminders and Expirations. And if you have access to vaulting settings see Preferences -> Features -> eVault. (Note that for this one in particular you might need your DocuSign Account Manager to enable/disable the setting for your account.
I am using iframe to get document signed by clients on ipad. There are attachments as well for each signer, but before attaching the captured image, I want to resize it. Is there a way to resize an image before attaching it with document.
Currently there is no functionality built in to the DocuSign platform that would allow the re-sizing of an attached image, DocuSign is an eSignature company and when they allow attachments on top of the documents that are about to be signed they should not be modified in any way as it could alter important aspects about the legally binding agreement that is being signed.
However I think you might still have a few options here to solve your issue. The two obvious ones that come to mind are:
Get the captured image from your recipients BEFORE they start the signing process.
Use a conditional tab to not allow the recipient to add an attachment unless it's within a certain size.
For the first solution you could use the Embedding feature to design whatever UI around the signing experience you'd like and in that case you can control the order of operations (i.e. have them upload the image first before clicking a button to sign) and you can then resize the image and add it to the envelope.
For the second solution, you could use the radioGroupTabs to add 2 grouped radio buttons to the envelope (so that only one can be checked) and say something like "Check this box if your image is within NxM size" and then the signer attachment tab only shows if they check that box. To do this you can make use of the ConditionalTabs feature.
For more information on Embedding DocuSign please see this page from the DocuSign Developer Center:
Embedding Feature
For more information on Conditional Fields refer to the User Guide (non-api use) and the documentation:
Conditional Fields User Guide
REST API Guide (search for term "conditional")