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
Related
I am trying to include documents in my envelopes created via API that do not require signatures, but do require that only certain people see them.
I'm looking for a way to include these documents, keep them restricted to required parties. Any ideas? I'm still new to DocuSign API, so please let me know what other details I can share to help determine best course of action here.
Also, we are using C# for our APIs
Attempted to do this by having the people I need to see these documents as signers, but without the tags for where to sign and date. I am getting this error because we have the setting for "document visibility" set for this account, which is a requirement for this process.
*
"Error calling CreateEnvelope: {"errorCode":"ONESIGNALLSIGN_NOT_SATISFIED","message":"Freeform signing is not allowed for your account because it conflicts with other settings, please place signing tabs for each signer."}"*
Thanks!
For document visibility, each document needs at least on field (tab) placed on it. Whichever recipient the field belongs to will be able to see the document.
Plus, each signer recipient needs at least one tab or you're asking for free form signing, and that's not allowed with doc visibility.
The trick is that the field does not need to be a Sign here field. You could add a read-only (locked) text field. -- With no contents, so it would not be visible at all.
But at least one field per recipient is needed. If a doc has no fields then it is visible to all recipients.
Also, you can use confirmed cc recipients for people who won't sign but you want confirmation that they opened the envelope
See the docs
If you have more questions, ask a new stack overflow question
I am working on a DocuSign integration and want to allow the sender of the envelope to view the control panel to drag and drop signature tabs onto the document.
I already have a successful implementation that sends an embedded envelope to the signers. However, for this specific requirement, I do not know a) the X/Y coordinates of the signing tabs, or b) any anchor string for the signature tabs.
I have looked at the DocuSign api and I cannot see a way outside of java, which isn't really what im going for.
I am hoping to use this in an iframe, similar to how the embedded signing panel is done.
I believe the EnvelopeViews::CreateSenderView method is what you're looking for.
You can create a draft, then do the CreateSenderView call to request a url to a session of the DocuSign tagging screen. Since you're wanting to go straight to the tagger, you can leave the send=1 parameter as-is. If you wanted the URL to go to the Documents/Recipients screen instead of the tagger, you could change the url you recive from DocuSign to end with send=0 instead.
Do heed the Information Security warning on that API call: The Sender View URL will provide full access to the Web Console for whoever the authenticated user is. This is not a concern if you have one membership per user, but if you are using a shared membership everyone will have access to all envelopes on that membership.
I'm trying to create the following workflow for one signer in DocuSign :
- The signer access to an embeddded view of DocuSign. In this view, he can see the documents, refuse to sign or ask for more information but he can't sign anything or complete any field.
- He then clicks on "Finish", is redirected to my application.
- In my application, he has several steps to pass into (like giving bank information).
- Then, he can finally access to another emebdded view of DocuSign where he can sign, refuse to sign or ask for more information.
Today, I do not know how to make step 1 (visualisation without signing). Do you have any idea or solution to achieve this step ?
I'm aware of the "Certified copy" role but it's not what I want : a certified cannot refused to sign or ask for more information.
I've tried to simply define no tabs for this signer (both signer.setTabs(null) and signer.setTabs(new Tabs())). But DocuSign gives the possibility to the signer to add every field he wants, where he wants. Of course, it isn't the behaviour I'm looking for.
I'm using the REST Api in Java.
Even though a recipient may be defined as a "Signer" role, that does not necessarily mean there needs to be a signature/initials tab on the document. I'd recommend adding the desired optional/required fields, and do not specify any signature tabs. Once all required fields have been met on the document the signer/recipient will be able to hit Finish.
I have been trying merge DocuSign in my application to make the user sign the documents I upload. Currently DocuSign allows us to add the signature tag at a static location, where we can provide the co-ordinates programmatically.
I would like to have a functionality where the signer can move the Signature tag anywhere over the page and insert the signature at the selected location.
Is there any good way to do this using DocuSign API's. Are there any DocuSign API's currently which do this?
Can anyone help me with this?
You want the signer to have the ability to dynamically position where the signature will go? Just send the document with no tabs at all and the signer will be asked to select the type of signing field (signature, initials, date, etc) and then choose its placement.
However, this is typically not a good UI. Instead, it is better for the sender to pick where the signer should sign. This can also be done dynamically using the "Sender View."
Not entirely sure about the part where the signer can move the tabs. But Anchor-Tabs sound like something that might help. I have asked a question on it a few minutes ago with sample code.
DocusignApi - Attachment with SignHere tab on the third page
The following link might also help.
DocusignAPI - Sign here tabs
I just wanted to understand certain terms such as
1) what is a template in context of docusign
2) What is an envelope an when do we use it ?
3) What is embedding signature ?
Basically my client wants to populate a pdf contract form with certain data got from a form. Would liek to send the pdf form to get it signed by the client...
Although the form maybe same the data fields in it may change ..
so what approach should be taken
a) template or b) embedded ?
assuming a blank form needs ot be sent for signing how does that work ? does the form goto the client phsycially ? or do they come on your site to sign it ...
i am sorry if i am all over i just wanted to understand the process frolm a developers stand point.
I suggest you read up on the DocuSign Developer Center. In particular the Explore -> Features section has pages dedicated to Templates and Embedding (among other topics) that have much of this info.
what is a template in context of docusign
Templates help streamline the sending process by allowing you to - at design-time - save document(s), recipients (or placeholder roles for recipients), tab locations and types for those recipients, routing and workflow, and more. Then at real-time when you want to request a signature you simply match a recipient to a role on your template and they automatically inherit all that previously configured workflow. The data they enter into their fields will still be specific to them, but things like the location of the signature tabs you've placed for them will always be the same, any conditional or dynamic workflows will be the same, etc. Templates are very flexible and have many features and options so I suggest you read up on them both through the Features -> Templates page but also through the API docs.
An alternative to requesting a signature from a Template is to request a signature on a Document. This is a similar call except that you need to define the tab locations, recipients, routing, etc every time before sending. With a template you just define all of that stuff once, at design time.
What is an envelope an when do we use it?
Definition from Explore page overview: "An envelope is basically a "container" used to send documents to recipients. The envelope carries information about the sender and timestamps to indicate the progress of the delivery procedure. It can contain collections of Documents, Tabs and Recipients and is analogous to a physical envelope you would send through the mail".
An envelope can have as many documents as you want in it (I think there's a total size limitation but that it's set high) and can be addressed to 1 or more recipients (actually up to 1,000 if using Bulk Send feature). And once the last person is done signing the docs in the envelope a Certificate of Completion (CoC) PDF doc is automatically generated and placed inside the envelope as part of an audit trail for your review.
What is embedding signature ?
Embedding allows you Embed the signing workflow directly into your website or app or whatever you are building. The signing still takes place through a DocuSign endpoint but you can generate the unique signing URLs yourself and open in an iFrame or Webview. You can control the branding around the signing experience and you also have control over where the user is re-directed to after they sign. See the Features -> Embedding page.
Regarding your questions about form fields, yes DocuSign also supports that- you want to use Data Fields (called textFields in the API), see the Features -> Stick-eTabs page.
Lastly, in terms of what approach should be taken (Template or Embedded) - hopefully my first answer cleared this up but those are not mutually exclusive. You can create an envelope from a Template or from a Local Document(s), and you can either Embed the signing experience or have it remote (i.e. recipient receives an email to start signing). To make a recipient an Embedded one, you have to set their clientUserId property. See the links I've referenced.
DocuSign also has sample code in 6 different languages for 9 common API scenarios, including Embedding, Requesting a signature from a Template, on a Document, and more. See the API Walkthroughs:
http://iodocs.docusign.com/apiwalkthroughs
DocuSign has free code samples in 6 different languages