DocuSign API Change Summary for Version 9.2 (October 6, 2009)

DocuSign API functionality will be upgraded in the version 9.2 release on October 6, 2009. DocuSign has enabled functions to:
  • enable senders to allow signers to print, sign, and fax or upload their signed documents;
  • allow senders to request their signers to supply attachments through upload or fax;
  • set the relative size of a signature or initials;
  • send documents to signers without requiring a signature or initials (e.g. just request them to provide data);
  • set a signature as optional

Demo Environment Maintenance on September 26 and October 2
The DocuSign Demo environment will be unavailable on September 26 from 6:00 am to 9:00 am PT for infrastructure upgrades and October 2 from 10:00 am Noon PT to install the DocuSign 9.2 release.

Allow a signer to print, sign, and fax or upload DocuSign will support the ability to allow a signer to sign with ink on paper by printing, signing, and faxing or uploading the signed document. This feature can be enabled for your account, your users, and your envelopes.
The AccountMembershipFeaturesList now returns whether or not your account and user is enabled for WetSign. A new field, EnableWetSign, is included in the Envelope and EnvelopeInformation classes to indicate whether the envelope allows a signer to sign on paper or only electronically.

Request an attachment from a signer
DocuSign will support the ability to request an attachment (e.g. a utility bill, W2, or driver's license) from a signer. The signer will be prompted for the attachment using your description and instructions and may fax or upoad their attachment into the DocuSign envelope. This feature can be enabled for your account, your users, and your envelopes.
The AccountMembershipFeaturesList now returns whether or not your account and user is enabled for Signer Attachments using EnableSignerAttachments. AttachmentDescription was added to the Document class (optional dsx:LocalId and dsx:LongString fields, respectively).

Set the relative size of a signature tab or an initials tab
DocuSign will support the setting of the relative size of a signature tab or initials tab and the subsequent electronic signatures and initials while sending. (NOTE: the Sign Here and Initials tabs have been revised to be the same height as the resulting signature and initials.)
The DSX object has the ScaleValue child node added to the Tab, UserCustomTab, and TabStatus objects. This value is allowed to have minOccurance = 0 and is an xs:decimal datatype. A new XML node is available for the DSX Tab schema, called . There are 0 minimum required occurrences of this node, and the value is to be between 0.0 and 1.0 – decimal to 2 places, preferably in increments of 0.05, but can handle increments of 0.01. There are no new method signature calls in the API to take the ScaledValue, everything is handled in the XML.

Check for signature, initials or optional initials removed
DocuSign will support the capability to send documents to Signer recipients without a signature or initials signing task. The check in the sending process no longer requires singature or initials for Signers.

Set a signature as optional
DocuSign will support an optional signature. Currently, a Sign Here tab is required. A new tab called "SignHereOptional" has been added.

The DocuSign API Documentation will be updated and posted to http://docusign.com/resources/product_resources.php.

Regards,
The DocuSign Team