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DocuSign

1,170 bytes added, 13:44, 28 June 2023
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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
||
<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.
||
|}
 
==Generating Fillable PDF Forms for E-Signatures==
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:
 
* [[File:DocuSign Dynamic Guide.docx]]
* [[File:DocuSign Sample.zip]]
==Note==
Smartstaff
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