My requirement :
Creating DocuSign embedded envelope which contains multiple documents(doc1,doc2 and doc3) for signing by single signer. I want to be generate embedded signing url(one time url) which will land me to desired document - say on doc3 directly.
is it possible to achieve this in DocuSign?
When a recipient first enters/opens an Envelope, they'll always see the first page of the first document initially -- there's no way to have DocuSign automatically scroll down to a subsequent document in the Envelope as soon as the Envelope is opened.
However, you can somewhat control 'auto-navigation' by using the Account-level setting "Signing auto-navigation rule" (located in Preferences >> Features page of the DocuSign web console...and described on page 27 of the Admin guide: http://www.docusign.com/sites/default/files/Account%20Administration%20Reference%20Guide.pdf).
If you set Signing auto-navigation rule to "Navigate blank required fields" as I've shown above, and the Envelope contains 3 documents, but only the third document requires input from the signer (i.e., no incomplete required tabs for the recipient are located in the first two documents), then the user experience will be as follows:
Recipient opens Envelope and sees page 1 of doc 1, with a "Start" button shown on the left:
Recipient clicks the "Start" button and the envelope automatically scrolls/navigates down to the recipient's first required tab (located in document 3):
So, using the Signing auto-navigation rule setting as described above may somewhat allow you to meet your requirement, depending on which Envelope documents in your scenario contain required tabs for the recipient.
Related
Review and sign document is displaying custom fields to add in the document instead it should just allow me to sign the document and prefill the custom fields as configured in docusign portal.
docusign document displaying custom field during signing
This is leading to free form signing. which is displaying the custom fields. it should not display the custom fields instead allow me to sign the signer
You need to add at least one field (tab) for each signer. Otherwise (as is happening to you), the signer will be given the palette of fields (free form signing).
Solution: add a Sign here field where you want the signer to sign.
Is it possible to sign on a envelope without entering the user information such as email-id in the case of embedded signing?
Is it possible to sign a power form without entering the details like name & email-id?
Basic idea about requirement
User fills out a form
Clicking on a button will load the power form/ embedded signing envelope url on a iframe or something like that.
Condition 1 :In case of Power Form we have to enter the information like mail-id and name to load the document and begin signing.
Our requirement is to sign the document without entering user information.
(Like skipping the Condition 1)
In the case of Envelope Url, the signers need to login. How can we sign the envelope without login/user information?
Yes, it requires some additional setup on the template the PowerForm is based on. What you need to do is lock the recipient from being editable, then place a full name and email tab on the template itself. When the PowerForm link is engaged, it should take the recipient directly into the signing session where the Full Name and Email are required tabs that they must fill prior to completing the envelope.
An overview of the process can be found here: https://support.docusign.com/en/guides/ndse-user-guide-bypass-powerform-signer-info-page
Regards,
Matt
I have successfully created a system to use a document template to create a new envelope.
The system has a tabbed UI and iframe that fetches new URLs from the Docusign API every time a tab is changed, and when a URL expires.
My problem is that now, some clients will either be sign in-person or sign via email. After reading the docs, I don't see a way to change from an in-person to an email signer after the envelope has been created. Is that correct?
Is it possible to set whether a role will be in-person or email sign at the time of envelope creation, without affecting the original template?
If that is not possible, Is my best option to create a template with duplicate fields for both in-person and email signing, and only use the appropriate ones based on my case?
If you need to change an in-person signer to a remote signer, or vice-versa, or any other recipient type into another recipient type you have two options:
Perform an Envelope Correction
Remove then Add the Recipient back to the in-process envelope as a different type.
For option #1, using an envelope correction you can edit things like recipients, tabs, and even documents if they have not been signed yet. Make the following API call to request the correction URL of an envelope:
POST /v2/accounts/{accountId}/envelopes/{envelopeId}/views/correct
API Docs: https://docs.docusign.com/esign/restapi/Envelopes/EnvelopeViews/createCorrect/
For option #2, the system does not let you convert a recipient into another recipient type - HOWEVER - you can delete a recipient from an envelope then add them back in as a different type. For instance, delete an in-person signer and then add them back in as a signer.
You can see the needed calls through the EnvelopeRecipients Resource.
I am using rest api for docusign integration.
I am creating the envelope with multiple templates ( using composite template)and trying to preview it in readonly mode.
In my case, the the work flow goes like this... Rep ( Creates envelope and previews it in readonly mode). If everything looks good in preview, then click sent button in my App UI, which will actually sent the envelope to 3 remote recipients ( signer 1, signer2, signer3 -these are actual signers).
I am able to create and sent but not able to preview the envelope in read only mode.
1) Tried downloading the document as byte[].. but the prefill field data is missing
2) Tried by adding a previewer role to the templates and then make him as embedded user. Then created recipients view.. this again is missing the prefill data.
How to preview a created envelope in non editable mode with prefill field data?
Enable "Display SecureField initial value to all recipients" in Preferences --> Features and then the downloaded document (post send) should have all the tab data filled in. However, this will also show tab data to other recipients, Signer 1 will see tab data prefilled for Signer 3 during signing.
Hello All I am able to download the documents from envelope that is in draft ..created status.
1) Do as Rickey told in above answer and then I used below url condiftions.
/documents/combined?watermark=true&&show_changes=true
We need to be able to handle a scenario where the document PDF needs to be updated and resent, after the envelope is In Process. Do we always need to create a new envelope or can we reuse the current envelope ID?
Our process goes roughly like this:
A PDF document is generated (not using a DocuSign template).
We create an envelope for the document PDF.
The first signer (our employee) signs the document (using an embedded signing page).
The other signers sign the document (also using an embedded signing page).
Firstly, we want to know if we're forced to incur another "sent" envelope (i.e. we're billed) every time we want to update a document PDF. Secondly, we're looking for a clean way to implement updates, without the need to manage multiple envelopes.
Yes you will unfortunately have to make a new envelope if you want to make changes to the underlying document(s) of the envelope after it has been sent. This is actually a fundamental part of the service and the reason is not to make you incur a new envelope - instead it's actually a security / legal requirement.
Imagine that we are in the old world and I need two people to sign a document on paper. I have the first person sign, then before the second person signs I make a change to the document that says the first person owes me $1,000,000. Then the second person signs, the document completes, and now you have a signature from both people but it contains content that the first person did not actually agree to (and they apparently owe you $1,000,000 now!). That's the main reason why you can't change the underlying document once it's been sent.
Two possible workarounds I can think of:
1. Add data fields or other Stick-eTabs to the envelope for the parts of the document that might change.
2. Use the signer attachments tab to add additional documents.
For #1, let's say you send out a sales contract for $100,000, but after it's been sent a new price is determined. If the $100,000 is in the document content itself then you can not edit it and you'd have to create a new envelope with the new document; however if it's through a Data Field then your recipients can simply edit the value as the document works towards completion.
For #2, there are special Stick-eTabs you can add called Signer Attachment Tabs which allow recipients to attach whole documents and other files to the envelope. You could utilize this to add your changes to the envelope.
Is there a human involved in updating/replacing the document, or are you looking to fully automate the process with the API? As Ergin stated, it's not possible to add/remove documents using the API once an Envelope has been Sent. However, it IS possible for the Sender of the envelope to "Correct" (and re-send) the Envelope using the DocuSign web console -- including adding or removing documents for an Envelope that's already been Sent, but documents can be ONLY be removed/replaced IF none of the recipients have yet acted on the Envelope. i.e., once at least one recipient has acted on the Envelope, it won't be possible for the Sender to remove/replace documents in the Envelope (although they can Add new documents, as long as the Envelope is still in-process).
You can use the API to launch the "Correct Envelope" view as follows:
POST https://demo.docusign.net/restapi/v2/accounts/{acctId}/envelopes/{envelopeId}/views/correct
The response to this operation will return a URL that you can use to launch the "Correct Envelope" view.
Finally, one important caveat about using the "Correct Envelope" feature to enable the Sender to modify documents in an envelope: once the person is logged into the DocuSign web console where they'll correct the envelope, they'll have full access to that user account in the DocuSign web console -- i.e, they'll be able to access all Envelopes in that user account (Sent Items, Inbox, Deleted Items, etc.), send new Envelopes, access user settings via "Preferences", etc. So, be careful using the Correct view if you're concerned at all with providing the person with full access to that user account within the DocuSign web console.
Note: In order for the Sender to be able to add/remove Documents in the "Correct Envelope" view, the "Advanced Correct" feature must be enabled for the DocuSign account (in Preferences >> Features).