docusign | Docusign gem for Ruby | Data Migration library
kandi X-RAY | docusign Summary
kandi X-RAY | docusign Summary
Docusign gem for Ruby
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Top functions reviewed by kandi - BETA
- Initialize the interface
- Builds a tab row .
- Handles the authentification
- Adds an anchor to the anchor .
- Build a tab .
- Sets an xml attribute .
- Set the status attribute .
- Creates an anchor
- Builds the HTML table
docusign Key Features
docusign Examples and Code Snippets
Community Discussions
Trending Discussions on docusign
QUESTION
I am using the Docusign eSign API for an integration. My integration key works fine with building and sending envelopes, and with checking envelope status (using GetEnvelope()). But ListRecipients() doesn't work. I have been following the documentation from here: https://developers.docusign.com/docs/esign-rest-api/how-to/get-envelope-recipients/.
My recipient-checking code is:
...ANSWER
Answered 2022-Mar-01 at 00:25I tested this code and it works just fine. Make sure to put your envelopeID in there. Try this basic code and let me know:
QUESTION
we are migrating from legacy authentication to OAuth and I came accross this article. To get the user apiUserName, the post proposes using the users endpoint. Since this link is designed to be used with Connect, I assume this is an unintentional error. Is it necessary for our company to purchase Connect in order to get information about our account's users? We use the account users API endpoint in our integration, and I'm wondering if we were obtaining the erroneous user information all along? Although the post mentions apiUserName multiple times, we don't believe either of the edpoints returns this key. "userName" - my name and "userId" - my user GUID - are the closest we can get. How and where can we retrieve the value of apiUserName?
...ANSWER
Answered 2022-Feb-20 at 20:36TL;DR: You're doing everything right, the post has a mistake and could be clearer.
Users:list API methodYes, you should use the Users:list API method to look up the user's guid ID from their email (or from their name).
The blog post is referencing the wrong API method, I will have it updated.
UserId or apiUserNameThe API and the eSignature Admin application use the term User ID
or userId
. In the past, there were some uses of the term API User Name
.
All of these terms mean the same thing, the guid-form ID for a user within an account.
I will have the blog post updated to clarify this too.
QUESTION
I have a problem with creating another user by Admin API. I don't have an organization_id property in /userinfo response. I need it to create new users via my app. There I also use recommended scopes.
This response I have after call /userinfo
...ANSWER
Answered 2022-Feb-09 at 18:10To use the Admin API you have to have an organization for your account.
Once you create an organization - you will have an organizationId
which is used for this API call.
QUESTION
I can parse an XML and get this specific chunk off it like so:
...ANSWER
Answered 2022-Jan-08 at 17:21Your EnvelopeStatus
has a default namespace so every element has to be prefixed with it. You can get the value of the first element inside CustomFields
inside the first RecipientStatus
with something like:
QUESTION
I am trying to integrate our web app with DocuSign. We expect our web app customers will authenticate and grant consent to our app to make API calls on behalf of their DocuSign accounts. Then our app will create envelopes (using access tokens to customer DocuSign accounts) and allow our app users to sign them using embedded signing.
We've built a prototype using demo account and everything works like a charm.
The only thing what is still unclear for me is how it is supposed to work after going live.
- Am I right that our customer will be charged each envelop sending, since our integration makes call on behalf of their account?
- Is it enough for our customer to pay for Standard eSignature Plan to make embedded signing work, or they should choose Enhanced Plans (the one where API feature is listed)
- Should our account plan (which holds Integration Key) be at least Advanced Developer to support embedded signing?
Could anyone advise on the matter. Thanks!
...ANSWER
Answered 2021-Dec-26 at 17:40Am I right that our customer will be charged each envelope sending, since our integration makes call on behalf of their account?
A. Yes, you're right. If your customer logins in to DocuSign using their own DocuSign user account, then their DocuSign account is charged. Your own DocuSign account is not involved, at all, in this scenario. Your client id (integration key) can be used by any DocuSign account user with their own account, once they grant consent to it.
Is it enough for our customer to pay for Standard eSignature Plan to make embedded signing work, or they should choose Enhanced Plans (the one where API feature is listed)
A. I don't believe that the standard eSignature plan includes support for embedded signing.
Should our account plan (which holds Integration Key) be at least Advanced Developer to support embedded signing?
A. Either Advanced Developer or a "regular" eSig account that supports embedded signing. This is for your testing purposes. If you use a regular account that supports embedded signing then your other company groups can share the account for use in sending out agreements for signature.
Please sign up as an ISV with DocuSign via https://partners.docusign.com (no charge.) Being a registered partner provides you with additional information and enables you to use the partner use license to sell your app to DocuSign customers.
Pro-tip: use your developer account to automatically test your app. Preferably once a day. New releases are first launched on the developer system about a week before production. DocuSign has thousands of tests to guard against regression bugs. But it is possible for a bug to slip through. If you detect any issues on the developer system then DocuSign will typically stop the production deployment to fix the issue.
AddedRe error message when a feature is not enabled: see this question.
Re which plans include the embedded signing feature: sorry, I don't have that information.
QUESTION
There are two issues I am facing for draft envelopes:
- Envelope with status
created
i.e.draft
created through REST API not visible under users draft folder but create envelope REST API request returns success with created envelope id and path for envelope - Draft envelope created directly in
DocuSign
gets displayed for sometime under draft but once after browser refresh that draft request somehow gets removed from draft folder.
Here is how I am doing that directly in DocuSign
:
- Create new envelope request
- Save and close as draft
ANSWER
Answered 2021-Oct-26 at 15:40When it comes to envelopes via the API, you didn't share your code, but here are a few possibilities:
Different account and/or different user. The API is using a token that uniquely identifies the user. There's also an account GUID in the API endpoint that uniquely identifies the account. If these don't match the one you manually used to log in the browser - you'll not see the envelopes in there.
Confusion between developer and production accounts. You may have two environments. Make sure it's account-d and demo.docusign.net URLs if you use the developer account.
Envelope is not in draft. Maybe it was set to another status other than "created" (which is what it's called from the API).
Envelope was not created because of error. The most likely option is that you had an error in the API call and didn't realize it. It can be because you didn't properly provide at least one document, at least one recipient and the subject message for your envelope.
QUESTION
How to create envelope with custom Envelope EmailBlurb message text in a prettier format like Word document or HTML? How to achieve this, using HTML text in EmailBlurb or other DocuSign attributes & setting to enable rich format of EmailBlurb?
Thanks in advance, CT
...ANSWER
Answered 2021-Oct-16 at 17:54QUESTION
For context, we are currently developing a DocuSign integration on our DMS web app product. So far what we have done is that the web app's admin (we assume this would be someone like our customer's IT) can set up the integration by entering API Account ID, Integration Key, Secret Key, Access Token & Refresh Token. All these information was taken/generated using a DocuSign admin account. With this, we see that any user using the DMS can send out signing requests (via API) without logging in to their own DocuSign account.
However, we realised this means that all signing requests will be sent using the common DocuSign admin account, i.e. the envelopes originate from the admin account and all signed documents also stored in the DocuSign admin account. This is not what we want as the DocuSign admin can see confidential signed documents.
I'm quite confused and would like to seek advise on how should we go about this? Ideally, it is that User A of the DMS can associate his DocuSign account with his DMS account. So that when User A sends out the signing request from our DMS, the signer receives the email from DocuSign showing it is from that user instead of the common admin account.
Also, it looks like the go-live process would have to take place for each customer that is using our DMS? Does it mean like each customer need to have their DocuSign developer account so that the integration key can get promoted to production environment? Or am I in the wrong direction & should look at Partner Integration as ISV?
...ANSWER
Answered 2021-Oct-14 at 13:37If your DMS system is a SAAS system, then you can have 1 integration key (client id) for your integration with DocuSign. In other words, your individual customers would NOT have their own integration keys, secrets, etc.
One integration key is the best, if your application's architecture can support it. To do so, you'll want to have one or just a few Redirect URIs to enable your users (who also have DocuSign accounts) to authenticate with DocuSign.
Your app then stores the resulting access token, refresh token, and expiration date for each of your users who have authenticated with DocuSign. This way, as you say, when your users send out an envelope for signing, it will belong to their own DocuSign account, and will show them as the sender.
When your customer wants to send via DocuSign, your app checks the expiration date for the person's access token. If the access token has expired, then use the refresh token to get a new access token and a new refresh token.
The refresh token is stored in your app's non-volatile storage (encrypted is best) so you can use it days or weeks later for the user. That way they don't have to re-authenticate with DocuSign. For this case, use scopes signature%20extended
For the account_id info, use the user's default account and enable them to switch to another account if they wish.
More information:
QUESTION
I try these tutorials: https://github.com/docusign/mobile-android-sdk/blob/master/README.md, especially the function getUserSignatureInfo
. In this function a REST API call (userSignaturesGetUserSignature
) is made.
In my code below I try to return a value (userSignatureId
) I get from REST API. I understand, it's impossible this way, because onSuccess()
will be invoked later as the outer function getUserSignatureInfo() returns.
I want to call getUserSignatureInfo()
from a Fragments
onActivityCreated()
and use this value on creating a RecyclerView.Adapter.
The question is, what is the (best practice) way to do something like this: make a REST API call, wait for response, and use the response in further code.
...ANSWER
Answered 2021-Sep-18 at 14:42You could pass a callback into getUserSignatureInfo(), for example
QUESTION
I am tying to obtain Access Token using Google Apps Script.
Ref: https://developers.docusign.com/platform/auth/jwt/jwt-get-token/
Using Postman, I can get the ACCESS TOKEN by posting a request using this URL: https://account-d.docusign.com/oauth/token
and this two fields in the body:
grant_type : urn:ietf:params:oauth:grant-type:jwt-bearer
assertion : MY_JSON_WEB_TOKEN
How do I replicate tis in Apps script?
After endless hours of trial and error I still get this error: {"error":"invalid_grant","error_description":"unsupported_grant_type"}
The script:
...ANSWER
Answered 2021-Sep-15 at 09:24This is the correct function:
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