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Added new ability to configure Web Page View custom fields with custom content that will include fillable forms on a system-generated PDF sent through an e-signature provider* [[File:DocuSign Dynamic Guide.docx]]* [[File:DocuSign Sample.zip]]
→Identity Verification
3. Copy the '''Redirect URL'''
4. Use this URL for the DocuSiign DocuSign API account (when you are on DocuSign site to sign up for an API account)
[[File:Fromdocusign.png|800px]]
[[File:docusignURL2.png|800px]]
Redirect URI must include your system's URL with '''/OAuthsp/callback2.jsp''' appended to the end as shown below:
[[File:docusignURL3.png|800px]]
'''Redirect URI Example:''' <pre>https://youralias.smartsimple.com/OAuthsp/callback2.jsp</pre>
==DocuSign Tags==
* If anchor string text is not found in the document, or if you do not include the SignatureBlock tag in your HTML, signees will have the option to place their signature anywhere in the document.
|-
||Date Block
||
<pre><!--DateBlock AnchorString--></pre>
||
<pre><!--DateBlock Date of Birth: --></pre>
||Here the anchor string is "Date of Birth: "
DocuSign will find "Date of Birth: " in your HTML and requires the user to enter a date in the format of MM/DD/YYYY.
|-
||Date Signed
||
<pre><!--DateBlock DateSigned AnchorString--></pre>
||
<pre><!--DateBlock DateSigned Signed On: --></pre>
||Here the anchor string is "Signed On: "
DocuSign will find "Signed On: " in your HTML and place the Date of the signature beside it.
||Here the anchor string is "Your Initials: "
DocuSign will find "Your Initials: " in your HTML and place the Initials Block below it. If the specified AnchorString is not found in the document, or if you do not include this tag in your HTML, signees will have the option to place their initials anywhere in the document.
||
|-
||Use Dynamic Format
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<pre><!--DynamicFormat 1--></pre>
||
<pre><!--DynamicFormat 1--></pre>
||Specify positions of different blocks dynamically and generate fillable PDF fields. For details, check section Generating Fillable PDF Forms for E-Signatures.
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|}
==Identity Verification==Some recipient/signer authentication methods are supported: ID verification, phone authentication, access code authentication, knowledge-based authentication (US residents only). To use this feature, clients will need to have the Identification Verification feature enabled in their DocuSign account.Log in to DocuSign account, under “Admin – Signing and Sending – Identity Verification”. For ID verification and phone authentication, a DocuSign workflow has to be created. For instructions: https://support.docusign.com/s/document-item?language=en_US&bundleId=yff1696971835267&topicId=uhm1697826856678.html&_LANG=enus '''Note:''' The actual verification is on DocuSign’s side, recipient will be presented with different options to verify their identity based on which verification or authentication method is configured for the recipient in the Web Page View custom field. ===ID Verification===The client will need to create their '''Identity Verification Workflows''' on their own '''DocuSign''' account under “Admin – Signing and Sending – Identity Verification”. DocuSign has a list of verifying ID options for different regions (such as passport, driver license, bank ID, etc). When creating a new ID Verification Workflow, there are different DocuSign settings to be configured. Accepted IDs depend on different regions. You can review them by going to the '''Advanced settings''' of each of the ID verification workflow configuration pages. When viewing each ID verification workflow, there is a '''Configuration ID for API integrations''' at the bottom of the screen. The client will need to provide this in their Web Page View field for each recipient. You can use different identification workflows for different recipients (Example: one using eID, one using phone, and one without the need to verify). ===Phone Authentication===The client will need to create their '''Identity Verification Workflows''' on their own '''DocuSign''' account under “Admin – Signing and Sending – Identity Verification”. The phone number of recipient is required to be added in the WPV inside the verification syntax. DocuSign will use this number to send SMS or call the recipient for verification purpose. Syntax to be applied to Web Page View There is a new syntax for this identity verification starting with “Verification” where the syntax is delimited by a semicolon ( ; ). ====ID Verification (IDV)==== # Email# Configuration ID for API integrations (workflow ID in the DocuSign Identify Verification) <pre><!--Verification fake2@gmail.com;4ggg7cce-6c25-82e8-4444-8888d18947ef --></pre> ====Phone Authentication==== # Email# Configuration ID for API integrations (workflow ID in the DocuSign Identify Verification)# phone=[country code]-[phone number without symbols] for each recipient <pre><!--Verification fake1@gmail.com;9bbb5cce-6c25-42d6-8934-2799d18947ef;phone=1-6475558888--></pre> Since phone authentication also needs a workflow ID, the only way for us to differentiate is if you tell us this is for phone authentication with “phone=”. DocuSign requires separate values for country code and phone number. ====Knowledge-Based Authentication (US residents only)==== From DocuSign: Knowledge-based authentication requires recipients to answer detailed questions about themselves based on data available in public records (such as their current and former addresses). The DocuSign eSignature KBA feature uses an identity verification service from LexisNexis Risk Solutions that validates user identities in real time. # Email# ID Check (Enter the string exactly as ID Check. This is the syntax from DocuSign to differentiate this type of authentication) <pre><!--Verification fake2@gmail.com;ID Check--></pre> ====Access Code Authentication==== # Email# accesscode (please enter the string exactly as '''accesscode''')# value=BQ908C (The text the user must enter when they are asked for the Access Code by DocuSign. For example, if a custom field value is used as the access code for recipients, include the value in the syntax.) <pre><!--Verification fake3@gmail.com;accesscode;value=BQ908C --></pre> '''Note:''' If the workflow ID of the DocuSign Identification Verification is not found in client’s DocuSign account during submission of a signature request, DocuSign will return an error. Reference for DocuSign ID Verification: https://www.youtube.com/watch?v=bJw4kzvhXK0 ==Generating Fillable PDF Forms for E-SignatureSignatures==Web Page Views can be configured with fillable forms and exported as a system-generated PDF for e-signatures. All fields have to be created form the WPV template HTML content with the specific syntax indicated above.For additional support, please see the following DocuSign guide and sample HTML file:
==Note==