I created an envelope via Docusign Web Service in my application now i get an requirement that we have to insert/update or change document from existing envelope.
I have read few articles which stated that we can change document with in template or basically from draft envelope.
Is there any way/functionality through which we can update document from existing/already send or in-process envelope.
Using the DocuSign REST API:
Documents can only be removed from a DRAFT ENVELOPE. Once an envelope has been Sent, Documents cannot be removed.
Documents can only be added to a DRAFT ENVELOPE. Once an envelope has been Sent, Documents cannot be added.
I believe, however, that it IS possible to add/remove documents from an "in-process" Envelope (i.e., an Envelope that's already been sent) by using the DocuSign SOAP API.
Related
When i create an envelope using the eSignature REST API, the envelope is created as Draft in Docusign and with no content, as below:
Docusign draft
Envelope details
But, if i copy the body (json) and paste in postman and if i try to create, usign the DocuSign Rest API Collection, the envelope is created properly and docusign start the worflow automatically.
Postman Envelope creation
What i'm doing wrong? There any configuration which i need to setup? Any or suggestion?
Thanks in advance,
Luis Franco
You need to open a support ticket with Docusign https://support.docusign.com/s/?language=en_US
We are using the DocuSign SDK (version 3.3.0) and utilizing webhooks to receive the various envelope and recipient events.
I am sending an envelope to a signer (who has account in our application, so that he can log in and sign the envelope). When the signer logs in and deletes the received envelope. The envelope is getting voided, as if the envelope was deleted by the sender. (since the envelope is in-process and delete API has no specific argument to tell either sender / signer is deleting it)
But in DocuSign process, if the envelope is deleted by the signer, it shows no effect (envelope is just moved to delete bin).
Can anyone please tell me, is there any API / possible way to delete the envelope from signer context in embedded signing?
Edit : Sorry if my question is not clear. My question is how can i initiate envelop deletion as a recipient using DocuSign API, is there an option to pass the clientuserid or any other parameter and delete an envelop as recipient.
While its quite easy as a sender to delete an envelop using DocuSign API , I did not find any way to delete a envelop as recipient using docusign API.
Tharani, You already asked this - DocuSign - Delete Envelope, so I'll just answer again:
There's no means to permanently delete and envelope or remove it from the recycle bin folder. You cannot do that from the DocuSign Web App either as far as I can tell. Voiding an envelope is and deleting it is as good as it gets. There's no need to worry about it anymore.
i use docusign for electronic signature.
I ask if i can add a document after creating the envelopeId in the second signing
You can add additional documents to the envelope as long as you have not sent the envelope yet. Once you send it (and the envelope has changed to sent status) you will not be able to add more documents. Put another way, you can only add documents to draft envelopes.
To add document(s) to a draft envelope use the EnvelopeDocuments: update API
Ex:
PUT /v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}
I've successfully created DocuSign envelopes with a single button click from Salesforce through REST API by auto-populating documents, recipients and Document Visibility settings through this API call.
In order to achieve this, Document Visibility settings has been set to "Must sign to view unless Sender". Hence this section can be edited by any sender. The Document Visibility section in the Draft envelope should be locked/hidden for specific senders.
Is there any feature available to achieve this in New DocuSign Experience? Can this done through Apex REST API?
Any suggestions please?
No you cannot disable Document Visibility for the sender of an envelope. Since you are using API integration, you can send an envelope using API credentials and add the requestor of an envelope (logically a sender) as first recipient in the routing order as CC recipient. This way requestor can monitor the envelope but will not do any activity on an envelope including Document Visibility.
We have a docusign document that was sent to a customer. Customer couldn't access it, so our customer service sent the document via docusign to him again. So now we have 2 docusign documents for the customer. I wanted to cancel one of them, but I didn't want the customer to be notified because they see the document being voided and they get confused. So I removed the customer from the envelope through REST API and I was going to void the envelope but after I removed the customer from the document, docusign changed envelope's status to complete. I also had Carbon Copy recipients in the envelope.
Any idea how to work around this? Voiding an envelope without sending a notification to the customer? And why is docusign changing the envelope's status to complete?
This sounds like remote signing, and therefore DocuSign will be sending out various emails to recipients depending on the action. IF the customer has a DocuSign account there are options that user can set on which email notifications to receive, but for the most part we can assume they do not. If you void the envelope, they will receive a notification.
When you removed the recipient from the envelope the workflow continued forward (to the CC recipient). As all explicit and required actions by the roles in this transaction are completed, the envelope will transition into a completed state.