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Updated: 3 min 16 sec ago

Creating an envelop and populating Document level data using REST webservices

May 19, 2015 - 7:27am

Hello,

I am trying to figure out if Docusign supports Use case below. Our web application creating Docusign envelop, adding forms templates and populating data on each template.

I am having problem understanding how using REST service to do following

1. To be able to attach templates already stored on DocuSign.

2.REST calls need to be able to populate envelope level fields

 

There can be multiple copies of the same template attached to a single envelope.. Each template copy will have different values for the same fields.To be able to programmatically assign values to each copy of the templates.

 

Envelop would look li below

 

Envelop

{

field 1

field 2

}

Attachements (template)

tempalte1

field 1 value '123'

 

tempalte1 

field1 values '567'

 

tempalte 2

 

Thanks in advance for any suggetions.

 

 

 

How do I change language on e-mails?

May 18, 2015 - 3:05am

Hello,

 

I have set a simple  template for my client.

I use this template to send request signature with the REST API.

 

The body and the object mail are been modified in the request :

 

{ [...] "emailSubject" : "Document à signer", "emailBlurb" : "Merci.", [...] }

 

But, for now, the e-mail are in English.. Can I change the language on French ?

I read it is possible to personnalize  the language of each recipient but for that, i must modify the request.

Is it possible to change the language without personnalize  the language of each recipient

 

Thanks in advance,

 

Frédéric.

Re: Can I edit an email address in an envelope if I typed it incorrectly?

May 14, 2015 - 9:02am

I have followed the instructions and tried to correct the mistyped email address and I get a dialog box that says "docusign will not allow this to be changed."  I use the system through my tax software, ProSeries.  I pay for each use.  I need to be able to deliver my tax documents to my clients on a timely basis.  Can someone help me other than to send me to instructional videos and a chat room?

Envelope Sending error with documents

May 13, 2015 - 10:00am

I have a user that seems to be getting an error more and more often. She gets an error that the envelope cannot be sent because there are no documents attached, however that is not the case. Has anyone encountered this?

 

 

Docusign.png

Inform singers

May 13, 2015 - 4:12am

Our organization uses DocuSign. We send agreements to supervisors. They are still unfamiliar with DocuSign. I'm looking for a solution to inform the supervisors of DocuSign. Now we send before signing request an informational letter, which is an additional operation.

Does anyone have a solution to inform signatories to sign?

Power Form Volume

May 12, 2015 - 8:42am

We have setup a powerform with a generic access code. We have a volume based license so was wondering at what point of using the powerform does it count as/burn an envelope. 

 

With the access code in place, when does a powerform usage count as an envelope.

At what point using the powerform count as an envelope usage,

1) As soon as a user clicks on link to powerform?

2) We have only one role in template, Does it burn an envelope when user clicks on begin signing after filling out his name and email on the initial screen?

3) After the user fills out the access code and clicks Next?

 

The reason I want to know about when does it count as envelope usage is, since the link is publicly accessible, I would like to limit the risk of some hacker writing a script to just hitting the URL burning envelopes overnight.

 

Also how can I be able to provide security to powerform without the access code. What other options do I have.

If I don't have an access code what is preventing me from writing a script to fill out the form (I can simply populate values into form by adding attributes to the end of powerform URL and keep submitting forms). Please provide information about other options I have.

 

 

Approval Workflow / Cover Page

May 12, 2015 - 7:17am

Hello -

 

I plan to use DocuSign to automate the signature process for supplier contracts in my company. As part of our approval process today, a cover page is included with all contracts with signatures from various stakeholders.

 

My question is: how can I include a cover page for internal business justification of expense and sign-off in the same envelope as a supplier contract, but not have that cover page sent to the supplier.

 

Alternately, is there an approval workflow I can leverage that would simply send the contract for review (not a signature) to each stakeholder prior to releasing to the ultimate signatory?

 

Thanks!!

 

 

Power Forms and In Person Signing

May 11, 2015 - 4:06pm

Example workflow:

We have a tenant lease application (Today we use a paper form that tenant fills out and signs).

To electronise this process with DocuSign, created a PDF form identical to paper form, created a template with that PDF form, added the property manager  as a signing host for In-person signing. Now added the template to a Powerform.

 

Expected Behaviour:

 

Property manager(Host) would click on PowerForm link and be the Signing host for the Tenant to complete the Lease application.

 

Observed Behaviour: In-person signing with Power forms behaves very odd. It pre-polates the property manger email in tenants email input field box. In later screens takes Tenants name as Host name.  Am I not supposed to use In-person Signing with Powerform?

 

 

Is there a way to acheive the above workflow?

Note: Property Managers are non techincal, so wouldn't like them to be creating envelopes and sending them to tenants. We are trying to make this process as simple as possible for them.

 

-Venky

Can the CreateEnvelope action return a URL or can a URL be built from the returned EnvelopeID?

May 11, 2015 - 12:13pm

Hello all,

 

I was wondering; is it possible to use the CreateEnvelope action, return the EnvelopeID and then use that ID in a link in an email that I create and send?

 

For instance.

 

1. CreateEnvelope (uploads PDF document to Docusign for signing.  Docusign creates EnvelopeID and returns ID)

 

2. I create an in-house email (we want to use our out Logo and mailmerge functionality) that has a link for the customer that takes them to their Docusign document to sign?   I.e.  https://www.docusign/mycompany/?????????????????

 

3. Send email and once user recieves, clicks link in email that loads Docusign document for signing/review?

 

Aka, instead of Docusign sending the email?

 

Thanks.

 

How to allow PowerForm role signer only one document

May 9, 2015 - 6:21am

Here is my use case:

 

  • User logs into our website and is presented with a document that they need to fill out and sign.
  • Our website pre-populates their name and email, and displayes the document (Powerform) in an iFrame.
  • They sign the document.

What is happening, though, is that they often view the same document multiple times and each time registers as a new "awaiting signature" document. I know something that I can do to improve that a little on our website (prompt the user to comfirm when they refresh our webpage), but mainly am wondering if there would be a way to allow each email to have only one document? Even prompting the user to confirm when they refresh isn't ideal as they could log in on one device and then switch to another device before actually signing it. At this point, that would mean two envelopes under the same person with only the second being signed.

 

For example, in our "contract" we have a role: "Contractor". Jake logs in to our site and view the "contract". His email/name is already populated and he is the "Contractor" role. I would like to be able to limit "jake@example.com" to only one contract that he can sign. So no matter how many times he reloads that document before he signs it, each one will be accredited to a single document in the admin panel under "jake@example.com". 

 

Is that possible?

Does Docusign have an Autorespond feature?

May 8, 2015 - 1:04pm

I would like to send an autoresponse to send to recipients after the document has been signed and returned.

"Thank you for executing...next steps are..."  Does Docusign have a feature that would allow me to send this type of message automatically upon recieving an executed document?

Sending one document to multiple recipients

May 8, 2015 - 9:47am

Hi

I have just send out a document to 3 receiptents  who are supposed to sign above their name only .

Please see attached for example

However it seems like the document requests that person A sign for person B and C as well in order to complete the document, which obviously is wrong. Can you please help me figure out what I am doing wrong in the set up. I didn’t  ( and dont want to ) assign signing orders.

 

Thank you,

Nassra

How to change language on e-mails ?

May 7, 2015 - 5:59am

Hello,

 

I have set a simple  template for my client.

I use this template to send request signature with the REST API.

 

The body and the object mail are been modified in the request :

 

{ [...] "emailSubject" : "Document à signer", "emailBlurb" : "Merci.", [...] }

 

But, for now, the e-mail are in English.. Can I change the language on French ?

I read it is possible to personnalize  the language of each recipient but for that, i must modify the request.

Is it possible to change the language without personnalize  the language of each recipient

 

Thanks in advance,

 

Frédéric.

When the documents are signed - how to stop the email attachments

May 5, 2015 - 2:57pm

Hi. We use Docusign to get client personal information that includes everything (contact info, SSN, Drivers License, banking info, trust and estate planning info, etc).

 

When the forms are signed and completed. How do we STOP the document coming to us and the client via email in a plain unsecured attachment? The whole reason we are using docusign is for the secuirty. The final product doesnt seem very secure.

 

Please HELP!

 

Thanks

DWA

Saving a draft seems to remove carriage returns from data fields

May 5, 2015 - 8:36am

One of our users experienced an issue with a multi-line data field this morning.

 

A document of ours contains a large data field, to allow users to type in paragraphs of text.  A user had finished entering in multiple paragraphs, but had something come up, so they clicked "Save draft."

 

Upon returning to the draft, they found that all carriage returns had been removed from the data field, and everything was in one large paragraph.

 

The user can go back and re-enter the line breaks, but it's not ideal, because saving as a draft shouldn't do this in the first place, in our opinion.

 

Is there some setting we're missing, or is this a bug?

Envelope that requires two date formats, for recipients in different countries

May 4, 2015 - 9:19am

I could not find a thread discussing a specific question I have about signed date format.  Currently, our account setting for Format date signed setting is mm/dd/yyyy.  We have european users who need the date signed to be in the european date format dd/mm/yyyy.  Can we do both? and if so, what is the format? 

How to make changes to a document (not envelope) after it has been sent out

April 28, 2015 - 11:32pm

I can only seem to find information in this forum about changing signers, or recipient order of a document.  But I hvae a different question:

 

Let's say I have a 40-page document that I need someone to sign. I spend 15 minutes to add all of the "initial here" and "sign here" fields to the Docusign document.

 

Then I send the document out for signature to the recipient.

 

The recipient tells me, "It looks like you missed one of the spots where I was supposed to initial on the document."

 

It seems the only way I know how to fix this now is to:

1. Void the current document

2. Clone the document

3. Add the "initial here" to the spot I missed

4. Re-send out the document for him to sign

 

Is there a way to just rescind the current document and make corrections and re-send it out, without having to create a cloned document?

 

I am on trial right now, so please let me know if there is a feature that I will have if I upgrade to a paid account.

 

Mike

Completed document attached and send to many people

April 28, 2015 - 12:51pm

This is what I'd like to achieve and I want to know if it's possible.  If so, how.

 

A document is sent for signing.  Upon completion the signed document (attached as a PDF) is sent to a predefined group of individuals that include: sender, all signers, and a set of other persons who may or may not be DocuSig users.

 

Thanks,

Todd

 

 

Re: Has any used Docu Sign For...

April 27, 2015 - 3:05pm

Welcome to the community 

  •  

    Many of our users use DocuSign for their applications and forums.  

    Here are examples of common uses cases for DocuSign

     

     

    Here is a basic video on how to send with DocuSign but  please visit our Support Site to Learn More. 

    I would also check out our webinar: Ask the Expert: Get Your Questions Answered by the DocuSign Pros

    It gives a great overview on using DocuSign. 

     

     

    Happy DocuSigning, 

    Marc

    Upload Excel Data to fit in Envelope Page Margin

    April 22, 2015 - 5:03pm

     

    How do you upload an Excel spreadsheet into an envelope, if the margins of the file are too wide.

    I don't want some of the data to get cut off.  

     

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