We have created a new template with option to add Attachments using Signer Attachment tabs.
Please let us know how we can programmatically retrieve the Attached files from the envelope using API, we tried using RequestDocumentPDFs() method, but it doesn’t provide us to which “Signer Attachment” tab the document belongs to, since we have multiple “Signer Attachment” tabs.
Ex.
Option A (Checkbox 1 tab) – If the user selects, we will ask “Signer Attachment 1” tab to upload the related document.
Option B (Checkbox 2 tab) – If the user selects, we will ask “Signer Attachment 2” tab to upload the related document.
Option C (Checkbox 3 tab) – If the user selects, we will ask “Signer Attachment 3” tab to upload the related document.
It doesn't appear that DocuSign gives you a way to programmatically correlate an attached file with the specific Attachment tab that was used to supply the attachment. However, in the specific scenario that you describe it seems like you could get the info you need not by evaluating the attached document, but by instead evaluating the checkbox tabs:
If Option A (Checkbox 1 tab) is selected, then the attachment supplied by the signer correlates to Signer Attachment 1 tab.
If Option B (Checkbox 2 tab) is selected, then the attachment
supplied by the signer correlates to Signer Attachment 2 tab.
If Option C (Checkbox 3 tab) is selected, then the attachment
supplied by the signer correlates to Signer Attachment 3 tab.
This approach would suffice for the (simple) scenario that you describe, but obviously would be insufficient in cases where you are collecting multiple attachments in various places throughout the envelope.
Related
I have created the below list in sharepoint with attachments enabled. When i add a new item I see the attachment option but I dont see a column for it.
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And I want to sent an email to the approver to approve along with the file attachment that was added while creating the item. I added the link item and the item link decription dynamically as in the pic below. But it sends the whole list item instead of the document alone. So when the link is clicked the complete list items are displayed along with the attachment. I then have to click the attachment and then it will take me to the file. But I want the link to take me directly to the file.
enter image description here
I checked youtube videos and they have the beginning column as a document file column with a document icon with upload option on the top. But I dont find any upload option in my sharepoint. The below image was taken fro a youtube video which has upload option
enter image description here
I have made certain column inputs mandatory while adding a new item. Will that make a difference?
Please following steps:
Add Attachments on the list
1.You can click on + Add column and select Show/hide columns
2.On the Edit view columns panel, find and check the Attachments checkbox
3.Click on Apply
Send email with attachments
1.Create Microsoft Flow
2.Save and Test it
Is there any way to pre populate a locked text tab with different values for different recipients using docusign-api?
I passed the same tab with different values for different recipients but the values just overlap each other
You can use the document visibility feature for this.
That would require the document to be duplicated for each user and then the tabs for each document would be only visible for the user that can view that document.
Is it possible for two or more signers to share the same text tab, so that either of them can complete the tab, but if the first signer completes the tab the second signer can edit the entered value, and if the first signer didn't enter a value the second signer can? I'm trying to do this with tabs positioned by anchor text, but at signing time the second signer sees an empty text entry block positioned on top of whatever the first signer entered, rather than seeing a text block filled with the previous entry.
Ideally, I'd like to make it so this is a required tab for the envelope as a whole, but optional for any individual signer -- that is, one of the signers has to fill this in, but we don't care which.
Set the property textTab.Shared = true so that all recipients can view and edit the tab value.
Documentation here
Making TextTab mandatory for a specific signer
textTab.required = true
Other signers can still edit the textTab if shared=true, but it will not be mandatory for other signers.
Making TextTab Mandatory for all Signers
shared = true
requireAll = true
I'm using REST api for getting envelope tabs for completed envelope. Text tabs have "original value" and "value" to determine if the tab was modified. How to determine if a checkbox tab was modified by recipient? I can see the final value of the checkbox, but there is no indication that it was modified (sender can check it before sending envelope). Same for radio group tabs as well. The changes show up as highlighted in "View Data Changes" for the completed envelope. How to determine which checkbox/radiogroup tabs were updated by recipient, using REST api?
The Rest API hasn't exposed such functionality to check who modified the Tab Value
I want to create tags that are view by all recipients, but at the same time are locked.
For example, A document with 4 recipients (3 signers and 1 CC) send in orders 1,2,3,4. I want a tag allowing the sender to enter the contract unit price, obviously the sender wants to allow all recipients be able to see the tag with the contract price, but do not wan any of the recipients manipulating or changing the data.
I considered using the NOTE tag or is better to use a regular text tag with the Edit by All feature on but with the data in lock mode?
Set the "Display SecureField initial value to all recipients" account setting to CHECKED in order for all recipients to see the value populated in these tabs. Mark the tabs as 'locked' in order to prevent any of the recipients from editing the values.