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eSignature
Web, Mobile
Automation of document signature
The objective of this case study is to implement a functionality within our product that enables the sequential signing of documents using DocuSign. Specifically, the system should allow the sending of a document to a seller for signature first, followed by sending the same document to the buyer once the seller has signed it. Additionally, the system should provide the capability to include other stakeholders in the process, such as observers or individuals who need to be kept informed of the document status.
DocuSign is a leading provider of electronic signature technology, revolutionising the way businesses and individuals sign documents. By leveraging digital signatures, DocuSign has made the process of signing documents faster, more secure, and more accessible than ever before. The platform supports various document types, including contracts, agreements, and forms, making it a versatile solution for businesses of all sizes.
The traditional approach to creating e-signature envelopes involves several manual steps, including document preparation, emailing the document, signing the document, returning the signed document, and verification. This process can be cumbersome, time-consuming, and prone to errors.
DocuSign simplifies this process by automating many of the steps involved. It allows the creation of templates with dynamic fields for documents that require signatures. These templates can automatically populate based on the data provided, streamlining the signing process. Additionally, DocuSign enables the use of dynamically built PDFs to create signing requests, further enhancing the efficiency and security of the e-signing process.
How Dynamic Fields Work in DocuSign
Let's consider a scenario where we are creating a template for a real estate contract. The contract needs to include the buyer's name, address, and purchase price, which will vary for each transaction.
{BuyerName}
, {BuyerAddress}
, and {PurchasePrice}
as placeholders in our document.{BuyerName}
is located at a specific position on the first page, {BuyerAddress}
on the second page, and {PurchasePrice}
on the third page.{BuyerName}
with "John Doe", {BuyerAddress}
with "123 Main St, Anytown, USA", and {PurchasePrice}
with "$250,000".Benefits of Using Dynamic Fields
Sample Code Snippet
Below is a simplified example of how we can use the DocuSign eSignature API to use Docusign template with dynamic fields and create a signing request. This example assumes that Docusign account is already set up, obtained API credentials, and installed the DocuSign eSignature SDK.
Creating a dynamic PDF with dynamic fields in Docusign(Request a signature through the app)
This example assumes that Docusign account is already set up, obtained API credentials, and installed the DocuSign eSignature SDK.
makeEnvelope
in our example) that creates the envelope definition using the following steps:/sn1/
" for auto-placing the signature (signHere
) tab. To configure the anchor tabs, specify the number of units from the anchor text to offset the tab, as well as the string to search for and replace with a signHereTab
within the document. We can create multiple signHere
tabs for different locations and offsets, if needed.After creating the tabs, assign them to the signer created in the previous step.status
property. To save the envelope as a draft, set status
to created
. To configure the envelope to be sent immediately after it is instantiated, set status
to sent
instead. We will set to sent
so the email gets triggered after creating the envelope.We can opt to replace $contentBytes = file_get_contents($demoPath . $pdfFile);
with a function call that retrieves the dynamically generated HTML or PDF. This adjustment simplifies the process of updating the PDF content as needed.
"Authorization: Bearer ${ACCESS_TOKEN}"
Conclusion:
Through the second approach, we've streamlined the process by automating PDF generation and utilising it to seamlessly create envelopes with multiple recipients. This enhancement enables us to specify the precise order in which emails are dispatched for document signing, ensuring an efficient and organised workflow.
References:
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