I was wondering if there was sample base classes for creating an Envelope using the REST API for DocuSign.
What we are trying to accomplish is to be able to instantiate and Envelope object and add the necessary templates and document to it kind of like you do with SOAP but using the REST API.
I could try to copy the JSON sample that they have on the DocuSign Documentation and convert those to classes and go from there but was wondering if there is a more complete sample out there as we'll need to pull templates, modify the values on the tabs and combine templates with documents before sending the Envelope for signing.
Updated Answer with all of the currently offered REST DocuSign SDK's
C# SDK
Java SDK
PHP
SDK
Node
SDK
Python
SDK
Ruby
SDK
Objective C
SDK
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I do not have any previous knowledge of calling APIs, so I am using API explorer to download PDFs of existing templates on my DocuSign developer account. However, I need to download about 500 of my templates so that I could change them, but I do not know how to exactly call and generate the PDF without the API Explorer. Would anyone be kind enough to explain to me the process of how to use API without the Explorer? I am trying to use TemplateDocuments:get
API Explorer Link
You can download Postman and then use DocuSign Postman Collection to call the APIs or you can use DocuSign Code Launchers to be able to create scripts in any language you prefer that does that for you
Is the option to embed the Docusign UI is available under the Basic API plan as detailed in the below link?
https://developers.docusign.com/docs/esign-rest-api/how-to/embed-ui/
We don't need embedded signing but want to use the UI to prep and send the docs for e-signature.
Yes, it is. Basic API plan gives you many of the eSignature features and embedded UI is possible if you can make API calls.
We're currently have our application integrated to DocuSign through the DocuSign SOAP API. We want to use DocuSign Payment with Stripe. Trying to determine if the DocuSign SOAP API will work in creating the payment tab or will we need to switch to using DocuSign REST API.
The effort of rewriting our integration to use DocuSign REST API is a bigger task so looking to see if the SOAP API will work with DocuSign Payment since I couldn't find any example.
For many use cases, a template can hold the fields (tags) needed for payments. So you could create a template that includes payments using the DocuSign web tool, then create an envelope via SOAP that uses the template.
If you want to include the specific payment tag via SOAP, that might be problematic since the tag is not in the WSDL. There is no plan to update the WSDL.
If you can create the SOAP message manually, you could try to add the payment tag. See workflow example 14. Here is the Java version.
I'm trying to achieve some requirements via Docusign APIs. Would like to know if it's possible before I start the project.
I've used Docusign app for Salesforce earlier, but now I'm trying to achieve some functionalities through API calls
Ability for a Signed Document sent to a contact (by clicking on a button on contact record) to be attached to the Contact record it was sent from
Ability to write back to the record from a field tagged on the DocuSign envelope
Vinay, this functionality is available using the DocuSign for Salesforce integration. If you would like to write it yourself using APIs, you can start by looking at our Apex toolkit here - https://developers.docusign.com/salesforce/guides/apex-toolkit
My company want integrate DocuSign to our project. We have a implemented form workflow for EchoSign API and we want to know that DocuSign have embedded Visual Editor for create Envelope Templates on our side. We want to create template in our service without redirect users to DocuSign.
I believe you want the Embedded Signing functionality that DocuSign offers. Please see the bottom left API walkthrough listed "Embedded Signing" here:
http://iodocs.docusign.com/apiwalkthroughs
Thanks for response.
We found that possible pre-fill tags offline using native tags like DocuSignSignHere, DocuSignInitialHere: https://www.docusign.com/p/APIGuide/Content/Sending%20Group/Rules%20for%20CompositeTemplate%20Usage.htm
And using automatic anchor tags fully resolve our problem.