I am using the REST API to submit documents for InPerson signing from my website. When the documents are completed signing, Docusign inserts the EnvelopeID at the top of the resulting PDF document. This results in the EnvelopeID covering critical document information. We need to REMOVE this envelopeID from the document, or at the very least move to the bottom of the page. Our account has the "Envelope ID Stamp Control" feature enabled and it is selected on the Preferences|Features page, but the EvnelopeID continues to appear at the top of the finished PDF. I have been unable to locate articles on how to implement this feature via REST API. What Envelope settings need to be submitted in order for us to suppress the EnvelopeID stamp on the finished PDF?
Many Thanks in Advance
ward
The "Envelope including the Envelope ID on the Document" feature in Settings >> Sending Settings gives you the ability to set the Default ID stamp behavior (enable or disable) for Envelopes that are sent via the account. If you NEVER want ID stamped on any of the envelopes sent via the account, then click the "Envelope ID stamp control" link, uncheck "Include Envelope ID by Default" and Save.
Additionally, even if the ID Stamp is enabled at the account level (i.e., "Include Envelope ID by Default" is selected in Settings >> Sending Settings >> Enable including the Envelope ID on the document), you can still override this setting for each individual envelope you send. Via the REST API, you should be able to do so in the API request to Create the Envelope (POST /accounts/{accountId}/envelopes), by setting the envelopeIdStamping property to false -- to prevent the stamp from being added for the envelope being sent.
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I am working in a implementation using Docusign to e-sing some documents , I am able to create the envelope successfully a, but when I use the API to get the document in order to show to the user the document before to be signed the document is empty without the custom fields (tabs) that I have set in the template, so my question is : is there any way to get a document with all custom fields populated even is the document had not been signed?
I have tried using the Docusign REST-APIS to get the document:
GET/v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}
That works I am able to get the PDF file but I dont know why the custom fields are not present in the document
If you want to get PDF with the prepopulated tabs data and want to send for review to Sales Officer then you can achieve it by two ways:
If envelope is created with sent status, then you can add Sales
Officer as the first Recipient as Signer Type and add a Approve Tab
for that signer, that way if Sales Officer approves then DocuSign
will move to next recipient in the workflow and if Sales Officer
declines then workflow will stop. So with this approach, everything
is handled by DocuSign and you do not need to get PDF copy and then
get approval via Email by sending PDF as an attachment, also approval
or decline is captured in the audit trail and also in CoC.
If envelope is created with draft status, then you can download the
PDF with prepopulated tab data by using below API call,
https://{{EnvironmentVal}}/restapi/v2/accounts/{{AccountIdVal}}/envelopes/{{envelopeId}}/documents/{{documentId}}?show_changes=true
to make any of the above solution work, you need to need to enable a Sending Setting under Admin at an Account Level which will show the Tab Value on the document for everyone.
There's an account-wide setting for this.
Navigate to Go to Admin > Sending Settings > When an envelope is sent, write the initial value of the field for all recipients.
As far as I know this can't be toggled at the envelope level by the API.
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.
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 would like to prevent our Sales Rep(secondary signers) from receiving the completed/signed email with the signed documents as attachments. Only our external customers should be receiving the email.
Wondering if this is possible through the API or within the admin console setting.
We are using SOAP API by the way.
Thanks in advance.
It's not possible to exclude specific (remote) recipients from receiving the "envelope completed" email from DocuSign. ("Embedded/Captive" recipients won't receive any emails from DocuSign by default -- but this isn't the scenario you're asking about.)
Additionally, whether or not the "envelope completed" email from DocuSign contains the signed/completed documents as attachments is controlled via an account-level setting (located in Preferences >> Features within the DocuSign web console):
Since this is an account-level setting, it's not possible to control this behavior (i.e., whether or documents are attached to the "envelope completed" email) on a per-envelope basis, let alone on a per-recipient basis for a specific envelope -- it's either enabled or disabled for the entire account (at any given point in time).
Keep in mind that even if you disable this setting at the Account-level (so that documents are never attached to "envelope completed" emails), all recipients will still be able to access the completed documents via the link in the "envelope completed" email (which displays the completed documents in the DocuSign web console), in addition to being given the opportunity to print and/or save the documents during their signing session. So, it's not like you're preventing a recipient's access to completed documents merely by not having the documents attached to the 'envelope completed' email.
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.