I'm not sure if you are replying to comments here. I am having an issue with this. Specifically, in the following line "jsGen.writeStringField('OpportunityName', oppRec.Name);" you are using OpportunityName instead of "Name". When I try and use "Name" in the key value, then the whole thing breaks is there a reason for that? Also a lot of things seem to break if I start increasing the depth of the JSON. Is there something that prevents that on Docusign's end? Are there other sample JSON that I can reference. That might clear up some of my questions Thanks
Yeah, somthing is up with this, why exactly this doc is not listed officialy in the website, i mean if you go from navigation menu > all apis ...notice this is not listed anywhere
@stevencooke5229 thank for this video it was super helpful! Do you have an apex code example of how you would use the createGenAndSend method so that the generated template could then be automatically sent?
Great video to grasp an idea on functionality, but the moment you’ve added and resized multiple rows was faster than a second. I can’t see or pauze the video to see how you’ve done this. Which quick keys did you use?
PLEASE SLOW DOWN. Obviously you know how to do it, but we need to see what the heck you are doing. I'll do this. Click. I'll do that click I'll do something else... 30 words typed in one second and flash somewhere else. Screen opens 3 clicks in half a second and another screen pops up. PLEASE SLOW DOWN.
Thank you for this! Starting a new vocation and this is very helpful in understanding how a docusign doc even is made let alone structures for the work flows for the very documents/params
This video is very well done, too bad that they will change all docusing documentation, I'm trying to integrate docusing in laravel but their support is terrible.
I had to literally lower the play-back speed and watch this video. I agree its very informative and helpful, but dude it was very stressful to follow. had to pause play rewind a million times,
Please advice: I do not like the additional information around my signature. I did not get that on the android version. How can I remove this on the windows signed document?
Hi Sir, i have a doubt, can you please clarify. To create a docu sign template we upload a base document either ms word or pdf, on top of it we add docusign fields such as text box drop down..and we finish it. Now after a month, if want to add couple of fields to the docusign template created above. How to add additional fields to docusign template. Do we need to add additional fields first to the base template and tgen again upload and do the docusign changes again from beginning???
This video skips a vital step... how do you populate the custom fields from the CSV file? You say "I did it before." That doesn't help when we're looking for a step by step explanation.
Thanks so much for this video! Does this only work with single signers on the powerform? For example, we build a GET form like what you have and have the first signer fill it out but then identify a second signer.
You can setup DocuSign Connect to push the envelope ID to your webhook for ingestion during the creation process or once completed we can send that envelope ID along with any collected data as an XML payload to your webhook as well: developers.docusign.com/esign-rest-api/guides/connect
This was so much more helpful than the pages and pages of text Docusign has on their help site, attempting to teach you how to do this. Thanks for the two minute video. Whew.
This is good, but the link you use for embedded signing only works once. Can you get that link to be reusable for different people who want to sign documents on your website?
If the document is a standard document that's not custom generated for each user then you may be able to utilize DocuSign Powerforms to accomplish this. Here are two videos walking through how they work and setting up a reusable link on your website to use: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-7BKfyDSMoSE.html ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-0Vg9g0ajcIo.html
You may not have this ability depending on the type of account that you are using today. Bulk send is available on our Business Pro Commercial accounts. Another check is to make sure you are not in templates but in the drafting state of an envelope
First you would need to create a template, here's an example: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-to96BV64QQY.html Once you have created the template you can turn this into a powerform which is outlined here: support.docusign.com/en/guides/ndse-user-guide-create-a-powerform
This is great. I've been looking for an example like this. Instead of a webform, would it work if I manually build the HTTP Form string (e.g., via Microsoft Flow)?
Correct you can pass information via the form string as well following these steps: support.docusign.com/en/guides/ndse-user-guide-populate-custom-document-fields-in-a-web-powerform