I have a requirement to add a new tab to a recipient on an existing envelope. The only catch is the envelope is already sent (but not signed) by the time the logic needs to add it.
The documentation mentions "This adds one or more tabs for a recipient to a draft envelope":
DocuSign REST Guide - Add Tabs for Recipient:
http://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST API References/Add Tabs for a Recipient.htm%3FTocPath%3DREST%20API%20References%7C_____61
Is there a way to fulfill my requirement?
No you can not add recipient tabs to In-Process (or sent) envelopes. As you've read in the documentation you can only add recipient tabs to draft envelopes, or add them during the envelope creation step of course.
Once an envelope has been sent, you can only edit: email, userName, signerName, routingOrder, faxNumber, and deliveryMethod. That's directly from this page of the DocuSign REST Api Guide:
http://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST API References/Modify or Correct and Resend Recipient Information.htm%3FTocPath%3DREST%20API%20References%7C_____57
EDIT
However, I have found out that the ability to add recipient tabs to a sent envelope IS in the works, and should be available with v3 of the api. Not sure when that comes out yet though...
Related
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}
In docusign is it possible to create a signing request via the web interface and then retrieve the sigining URL via the API
at the moment, I update the Envelope using the API to attach a clientUserID as this is lacking when created via the web interface.
Then I retrieve the signing view url however, there is no signing tab when navigating to that url. The only action I have is to close.
I have tested using the API and the envelope contains signing tabs so I'm not sure what the issue would be.
Any help would be much appreciated!
When you send a DocuSign envelope if you assign one or more tabs to your recipient it becomes what's known as a Free Form signing experience, where the recipient decides where to sign the document.
On the other hand if you specify one or more tabs for the recipient then it's a Guided Signing experience. In guided signing the recipient can only sign and take actions at the tabs the sender has specified.
It sounds like you are successfully creating the envelope and signing URL but that there are no tabs configured for the signer. If that's the case you should confirm your code is identifying the recipient correctly by specifying the name, email, recipientId, and clientUserId values.
I would also check that the tabs are being set in your request body correctly for the given recipient. First get the recipient information for the envelope using the EnvelopeRecipients: list API to ensure the data is what you expect, then generate the signing URL using the corresponding data.
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 embedded sign flow. I am able to show signHereTabs in the document, but I also want to show docusign id of the owner. I am not able to find any option in the api on how to show account owner's docusign id (name, sign & company) in the document. Is there any specific anchor for that ?
In order to get that information on the envelope then the sender (or owner) will need to also be a recipient on the envelope and have those tags added.
Another option would be to add data fields for the signer that are locked and populate it with the senders information.
I think there are a few possible solutions here:
Add the sender as a recipient to the envelope (i.e. a Carbon Copy recipient or a Signer).
Use envelope custom fields to pass the data you need.
For #1 if the sender is already a recipient you can add corresponding name, company, email, and other tags to the envelope. If you don't want them to be a signer of the envelope you can probably get away with adding them as a CC recipient (so that they simply get a copy of the doc) and give them the same routingOrder as the one signer.
Alternatively, for #2 you can use envelope customFields which are traditionally used to pass meta data about the envelope around but you can use to store the sender data instead. See the DocuSign Dev Center and API Guides for more info.