docusign api: adding agent recipient - docusignapi

Can you please help me with my below query?
I am currently using demologin to connect to docusign and sending an envelope with 3 recipients - agent, signer , signer. My agent should be able to review and change the email address and name of the first signer. I have set below tags true for agent.
<canEditRecipientEmails>true</canEditRecipientEmails>
<canEditRecipientNames>true</canEditRecipientNames>
I have also added below tags to my first signer though they have made no effect:
<agentCanEditEmail>true</agentCanEditEmail>
<agentCanEditName>true</agentCanEditName>
When agent receives an email and opens it, it says: "There are no recipients to address.
Click 'Complete and Send' to complete your portion of this envelope."
I am expecting below message
"You have been asked to review and add recipient information.
Please enter the email address and name for the associated role and click 'Complete and Send'."
In my xml if I leave signer1 email address and name then it is working fine, agent can enter the email address and name.
Can you please let me know if anything wrong with my xml:
<envelopeDefinition xmlns="http://www.docusign.com/restapi">
<emailSubject>Total Gas Power Contract for Signature</emailSubject>
<status>sent</status>
<documents> <document> <name> documentName
</name> <documentId>1</documentId> <order>1</order>
</document> </documents>
<recipients>
<agents> <agent> <email> custEmail </email>
<name> recipientNameCust </name>
<RoleName>Broker</RoleName>
<recipientId>1</recipientId>
<routingOrder>1</routingOrder>
<canEditRecipientEmails>true</canEditRecipientEmails>
<canEditRecipientNames>true</canEditRecipientNames>
</agent> </agents>
<signers> <signer>
<email> custEmail </email> <name> recipientNameCust </name>
<RoleName>Customer</RoleName>
<recipientId>2</recipientId>
<routingOrder>2</routingOrder>
<agentCanEditEmail>true</agentCanEditEmail>
<agentCanEditName>true</agentCanEditName>
<tabs>
<signHereTabs>
<signHere>
<anchorString>SIGNED on behalf of the Customer</anchorString>
<anchorXOffset>10</anchorXOffset>
<anchorYOffset>50</anchorYOffset>
<anchorIgnoreIfNotPresent>false</anchorIgnoreIfNotPresent>
<anchorUnits>Pixels</anchorUnits>
<documentId>1</documentId> <recipientId>2</recipientId>
<tabLabel>Sign Here1</tabLabel> <name>SignHere1</name>
</signHere> </signHereTabs>
</tabs>
</signer>
<signer> <email> receipientEmail </email>
<name> recipientNameTotal </name>
<RoleName>Counter Signee</RoleName>
<recipientId>3</recipientId>
<routingOrder>3</routingOrder> <tabs>
<signHereTabs>
<signHere>
<anchorString>SIGNED on behalf of Total Gas</anchorString>
<anchorXOffset>10</anchorXOffset>
<anchorYOffset>50</anchorYOffset>
<anchorIgnoreIfNotPresent>false</anchorIgnoreIfNotPresent>
<anchorUnits>Pixels</anchorUnits>
<documentId>1</documentId> <recipientId>3</recipientId>
<tabLabel>Sign Here2</tabLabel> <name>SignHere2</name>
</signHere> </signHereTabs> </tabs>
</signer> </signers>
</recipients>
</envelopeDefinition>

You are getting the message "There are no recipients to address" because you have already filled out the recipient information for your two signers so there's no info for the Agent to enter. To resolve try removing the name and email for each (or just one of those fields) and the agent will then be able to set their info. I just test this and it worked once I removed those fields for the signers.
So, your recipients section of your xml should looks something like this:
<recipients>
<agents>
<agent>
<email>custEmail</email>
<name>recipientNameCust</name>
<recipientId>1</recipientId>
<routingOrder>1</routingOrder>
<canEditRecipientEmails>true</canEditRecipientEmails>
<canEditRecipientNames>true</canEditRecipientNames>
</agent>
</agents>
<signers>
<signer>
<recipientId>2</recipientId>
<routingOrder>2</routingOrder>
<tabs>
<signHereTabs>
<signHere>
<anchorString>SIGNED on behalf of the Customer</anchorString>
<anchorXOffset>10</anchorXOffset>
<anchorYOffset>50</anchorYOffset>
<anchorIgnoreIfNotPresent>false</anchorIgnoreIfNotPresent>
<anchorUnits>Pixels</anchorUnits>
<documentId>1</documentId>
<recipientId>2</recipientId>
<tabLabel>Sign Here1</tabLabel>
<name>SignHere1</name>
</signHere>
</signHereTabs>
</tabs>
</signer>
<signer>
<recipientId>3</recipientId>
<routingOrder>3</routingOrder>
<tabs>
<signHereTabs>
<signHere>
<anchorString>SIGNED on behalf of Total Gas</anchorString>
<anchorXOffset>10</anchorXOffset>
<anchorYOffset>50</anchorYOffset>
<anchorIgnoreIfNotPresent>false</anchorIgnoreIfNotPresent>
<anchorUnits>Pixels</anchorUnits>
<documentId>1</documentId>
<recipientId>3</recipientId>
<tabLabel>Sign Here2</tabLabel>
<name>SignHere2</name>
</signHere>
</signHereTabs>
</tabs>
</signer>
</signers>
</recipients>

Related

Can not set absolute positioning for SingHere field

When I make a POST request to https://demo.docusign.net/api/3.0/dsapi.asmx to CreateAndSendEnvelope, I set up a tab:
But in result document there is no SignHere field at all.
What should I do to place SignHere to desired place?
<Tab>
<Type>SignHere</Type>
<RecipientID>1</RecipientID>
<xPosition>1</xPosition>
<yPosition>1</yPosition>
</Tab>
<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
<soap:Body>
<CreateAndSendEnvelope xmlns="http://www.docusign.net/API/3.0">
<Envelope>
<AccountId>a290cac9-e2c4-415c-8a47-900587258cce</AccountId>
<Documents>
<Document>
<ID>1</ID>
<Name>Simple NDA.pdf</Name>
<PDFBytes>Jo=
</PDFBytes>
<FileExtension>pdf</FileExtension>
<AttachmentDescription>Simple NDA</AttachmentDescription>
</Document>
</Documents>
<Recipients>
<Recipient>
<ID>1</ID>
<Email>Somemail#gmail.com</Email>
<UserName>Betty Adams</UserName>
<Type>Signer</Type>
<RoutingOrder>1</RoutingOrder>
</Recipient>
</Recipients>
<Tabs>
<Tab>
<Type>SignHere</Type>
<RecipientID>1</RecipientID>
<xPosition>1</xPosition>
<yPosition>1</yPosition>
</Tab>
</Tabs>
<Subject>Please DocuSign this document</Subject>
<EmailBlurb>Please sign this document using DocuSign...thanks!</EmailBlurb>
</Envelope>
</CreateAndSendEnvelope>
</soap:Body></soap:Envelope>
It looks like you're missing a DocumentID and PageNumber for your tab. Adding
<DocumentID>1</DocumentID>
<PageNumber>1</PageNumber>
to the tab definition should cause it to appear on the first page of your document.

docusign - webhook returns invalid XML?

This is what I wanted to do:
Using rest API send a document to be signed
Person signs it and webhook triggers XML containing signed document in this case PDF
What happens is in Connect log I see that API triggered webhook that is then picked up by requestb.in. In here what I see is XML is incomplete same as on my real Web service catcher procedure?
<?xml version="1.0" encoding="utf-8"?>
<DocuSignEnvelopeInformation xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.docusign.net/API/3.0">
<EnvelopeStatus>
<RecipientStatuses>
<RecipientStatus>
<Type>Signer</Type>
<Email>lino#xx.xxx</Email>
<UserName>Lino</UserName>
<RoutingOrder>1</RoutingOrder>
<Sent>2017-01-10T04:42:34.857</Sent>
<DeclineReason xsi:nil="true" />
<Status>Sent</Status>
<RecipientIPAddress />
<CustomFields />
<TabStatuses>
<TabStatus>
<TabType>SignHere</TabType>
<Status>Active</Status>
<XPosition>52</XPosition>
<YPosition>104</YPosition>
<TabLabel>Sign Here</TabLabel>
<TabName>SignHere</TabName>
<TabValue />
<DocumentID>1</DocumentID>
<PageNumber>1</PageNumber>
</TabStatus>
</TabStatuses>
<AccountStatus>Active</AccountStatus>
<RecipientId>d6567258-6407-4bd8-a544-c12528e32XXX</RecipientId>
</RecipientStatus>
</RecipientStatuses>
<TimeGenerated>2017-01-10T04:42:55.0381883</TimeGenerated>
<EnvelopeID>e08dcbc1-a09a-459b-9b84-5b5Xb3f335XX</EnvelopeID>
<Subject>Request a signature via email example</Subject>
<UserName>Lino</UserName>
<Email>lino#xx.xxx</Email>
<Status>Sent</Status>
<Created>2017-01-10T04:42:34.343</Created>
<Sent>2017-01-10T04:42:34.903</Sent>
<ACStatus>Original</ACStatus>
<ACStatusDate>2017-01-10T04:42:34.343</ACStatusDate>
<ACHolder>Lino</ACHolder>
<ACHolderEmail>lino#xx.xxx</ACHolderEmail>
<ACHolderLocation>DocuSign</ACHolderLocation>
<SigningLocation>Online</SigningLocation>
<SenderIPAddress>XX.XXX.XXX.XX </SenderIPAddress>
<EnvelopePDFHash />
<CustomFields />
<AutoNavigation>true</AutoNavigation>
<EnvelopeIdStamping>true</EnvelopeIdStamping>
<AuthoritativeCopy>false</AuthoritativeCopy>
<DocumentStatuses>
<DocumentStatus>
<ID>1</ID>
<Name>contract.pdf</Name>
<TemplateName />
<Sequence>1</Sequence>
</DocumentStatus>
</DocumentStatuses>
</EnvelopeStatus>
<DocumentPDFs>
<DocumentPDF>
<Name>contract.pdf</Name>
<PDFBytes>.........
But there are no closing tags or anything. This is all I get.
When I try downloading it as BLOB using base64 file it says pdf invalid or corrupted.

dateSignedTabs does not work

I cannot get a date tab to appear on the PDF. Here is my envelope. I can get the sign here tab working fine. The date tabs do not work. There does not seem to be any good help on the date tabs. Any clues..?
<envelopeDefinition xmlns="http://www.docusign.com/restapi">
<emailSubject>DocuSign API - Signature Request on Document</emailSubject>
<status>sent</status>
<documents>
<document>
<documentId>1</documentId>
<name>TEST0467960B.pdf</name>
</document>
</documents>
<recipients>
<signers>
<signer>
<recipientId>1</recipientId>
<email>xxxx#xxx.com</email>
<name>First EMailer</name>
<tabs>
<dateSignedTabs>
<dateSigned>
<xPosition>225</xPosition>
<yPosition>655</yPosition>
<documentId>1</documentId>
<pageNumber>5</pageNumber>
<tabLabel>Date Signed</tabLabel>
<name>Date Signed</name>
<recipientId>1</recipientId>
</dateSigned>
</dateSignedTabs>
</tabs>
</signer>
<signer>
<recipientId>2</recipientId>
<email>xxx#xxx.com</email>
<name>Second signed</name>
<tabs>
<dateSignedTabs>
<dateSigned>
<xPosition>225</xPosition>
<yPosition>655</yPosition>
<documentId>1</documentId>
<pageNumber>5</pageNumber>
<tabLabel>Date Signed</tabLabel>
<name>Date Signed</name>
<recipientId>2</recipientId>
</dateSigned>
</dateSignedTabs>
</tabs>
</signer>
</signers>
</recipients>
You appear to be doing it correctly.
DocuSign REST API Help has some pretty good examples of XML formatting most of the calls. JSON appears to be there for everything, XML is there for most things.
Your call works just fine for me with moving them to page 1 on a sample document that has 1 page
Here's my request to create a quick draft to check. And both recipients have a Date Signed tab on page 1 near the bottom, they are however stacked on top of each other.
<envelopeDefinition xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.docusign.com/restapi">
<emailSubject>DocuSign API - Signature Request on Document</emailSubject>
<status>created</status>
<documents>
<document>
<documentId>1</documentId>
<name>TEST0467960B.pdf</name>
<documentBase64>{omitted}</documentBase64>
</document>
</documents>
<recipients>
<signers>
<signer>
<recipientId>1</recipientId>
<email>xxxx#xxx.com</email>
<name>First EMailer</name>
<tabs>
<dateSignedTabs>
<dateSigned>
<xPosition>225</xPosition>
<yPosition>655</yPosition>
<documentId>1</documentId>
<pageNumber>1</pageNumber>
<tabLabel>Date Signed</tabLabel>
<name>Date Signed</name>
<recipientId>1</recipientId>
</dateSigned>
</dateSignedTabs>
</tabs>
</signer>
<signer>
<recipientId>2</recipientId>
<email>xxx#xxx.com</email>
<name>Second signed</name>
<tabs>
<dateSignedTabs>
<dateSigned>
<xPosition>225</xPosition>
<yPosition>655</yPosition>
<documentId>1</documentId>
<pageNumber>1</pageNumber>
<tabLabel>Date Signed</tabLabel>
<name>Date Signed</name>
<recipientId>2</recipientId>
</dateSigned>
</dateSignedTabs>
</tabs>
</signer>
</signers>
</recipients>
</envelopeDefinition>

docusign api envelope expiration

can you please help me with below query:
I am using demo login. I am trying to send a document for signatures using java. I need to set the expiration on my envelope as 1 day. I tried using below but it did not set the expiration on my envelope.
<envelopeDefinition xmlns="http://www.docusign.com/restapi">
<emailSubject>Contract for Signature</emailSubject>
<status>sent</status>
<notification>
<expirations>
<expiration>
<expirationEnabled>true</expirationEnabled>
<expirationAfter>1</expirationAfter>
<expirationWarn>1</expirationWarn>
</expiration>
</expirations>
</notification>
<documents>
<document>
<name> documentName </name>
<documentId>1</documentId>
<order>1</order>
</document>
</documents>
<recipients>
<signers>
<signer>
<email> custEmail </email>
<name> recipientNameCust </name>
<recipientId>1</recipientId>
<routingOrder>1</routingOrder>
<tabs>
<signHereTabs>
<signHere>
<anchorString>SIGNED on behalf of the Customer</anchorString>
<anchorXOffset>10</anchorXOffset>
<anchorYOffset>50</anchorYOffset>
<anchorIgnoreIfNotPresent>false</anchorIgnoreIfNotPresent>
<anchorUnits>Pixels</anchorUnits>
<documentId>1</documentId>
<recipientId>1</recipientId>
<tabLabel>Sign Here1</tabLabel>
<name>SignHere1</name>
</signHere>
</signHereTabs>
</tabs>
</signer>
<signer>
<email> receipientEmail </email>
<name> recipientNameTotal </name>
<recipientId>2</recipientId>
<routingOrder>2</routingOrder>
<tabs>
<signHereTabs>
<signHere>
<anchorString>SIGNED on behalf of Total</anchorString>
<anchorXOffset>10</anchorXOffset>
<anchorYOffset>50</anchorYOffset>
<anchorIgnoreIfNotPresent>false</anchorIgnoreIfNotPresent>
<anchorUnits>Pixels</anchorUnits>
<documentId>1</documentId>
<recipientId>2</recipientId>
<tabLabel>Sign Here2</tabLabel>
<name>SignHere2</name>
</signHere>
</signHereTabs>
</tabs>
</signer>
</signers>
</recipients>
The api documentation says the tags as -expireEnabled instead of expirationEnabled, expireAfter instead of expirationAfter, expireWarn instead of expirationWarn. So I have tried with these tags also and it still did not work. Can you please let me know if anything is wrong with the above xml.
In the portal under Account Administration/Set default reminders expirations the check box "do not allow users to override" is not checked. Also Expire/void Envelope is set to 2 days. But all my envelopes are getting created with expiration setting as 120 days.
Use the following XML:
<notification>
<expirations>
<expireEnabled>true</expireEnabled>
<expireAfter>1</expireAfter>
<expireWarn>0</expireWarn>
</expirations>
</notification>

Docusign: Signatures missing in completed document

I am trying to add 2 signer tabs from code for a document and send. I am able to see the signatures tabs properly where they are expected. After the document signed by both signers, when i open the completed document, the signatures are missing. The pdf also shows an error message saying pdf has errors.
Here is my xml. Can you please help:
<envelopeDefinition xmlns="http://www.docusign.com/restapi">
<emailSubject>API Call for adding signature request to document and sending</emailSubject>
<status>sent</status>
<documents>
<document>
<name> documentName </name>
<documentId>1</documentId>
<order>1</order>
</document>
</documents>
<recipients>
<signers>
<signer>
<email> custEmail </email>
<name> recipientNameCust </name>
<recipientId>1</recipientId>
<routingOrder>1</routingOrder>
<tabs>
<signHereTabs>
<signHere>
<anchorString>SIGNED on behalf of the Customer</anchorString>
<anchorXOffset>10</anchorXOffset>
<anchorYOffset>50</anchorYOffset>
<anchorIgnoreIfNotPresent>false</anchorIgnoreIfNotPresent>
<anchorUnits>Pixels</anchorUnits>
<documentId>1</documentId>
<recipientId>1</recipientId>
<tabLabel>Sign Here1</tabLabel>
<name>SignHere1</name>
</signHere>
</signHereTabs>
</tabs>
</signer>
<signer>
<email> receipientEmail </email>
<name> recipientNameTotal </name>
<recipientId>2</recipientId>
<routingOrder>2</routingOrder>
<tabs>
<signHereTabs>
<signHere>
<anchorString>SIGNED on behalf of Total Gas</anchorString>
<anchorXOffset>10</anchorXOffset>
<anchorYOffset>50</anchorYOffset>
<anchorIgnoreIfNotPresent>false</anchorIgnoreIfNotPresent>
<anchorUnits>Pixels</anchorUnits>
<documentId>1</documentId>
<recipientId>2</recipientId>
<tabLabel>Sign Here2</tabLabel>
<name>SignHere2</name>
</signHere>
</signHereTabs>
</tabs>
</signer>
</signers>
</recipients> </envelopeDefinition>
You should contact DocuSign support. If the signers are signing and submitting documents, you should see the signatures in the completed document.

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