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Welcome to the DocuSign-eSignature-SDK Wiki!
DocuSign Developer Center DocuSign eSignature Developer Center
First Step:
Getting Started with the DocuSign API SDK
Code Walkthroughs:
[[Code Walkthrough _ Create And Send Envelope|Code Walkthrough--Create And Send Envelope]]
[[Code Walkthrough _ The RequestStatus methods|Code Walkthrough--The RequestStatus methods]]
[[Code Walkthrough _ Retrieving Documents from DocuSign|Code Walkthrough--Retrieving Documents from DocuSign]]
[[Code Walkthrough _ Signer Attachments|Code Walkthrough--Signer Attachments]]
Code Walkthrough _ Embedded Signing
DocuSign Concepts:
Tabs: Concepts _ Tabs
Terms to Know:
Integrator Key - Identifies a single integration. Every API request includes the Integrator Key and a Username(Email)/Password combination.
Envelope - Just like a normal Postal Envelope. It contains components like Documents, Recipients, and Tabs.
Document - The PDF, Doc, Image, or other item you want signed. If it is not a PDF you must include the File Extension in the API call.
Tab - Tied to a position of a Document and defines what happens there. For example, you have a SignHere Tab wherever you want a Recipient to sign.
Recipient - The person (people) you want to send the Envelope to. Requires a UserName and Email.
Captive Recipient - Recipient signs in an iFrame on your website instead of receiving an email.
PowerForm - A pre-created Envelope that you can launch instead of writing server-side code.
Popular API Methods:
CreateAndSendEnvelope - Create Envelope, specify Recipients, Documents, and Tabs on the Documents within that Envelope. Recipient(s) receive an email with a link back to DocuSign to Sign the Envelope.
CreateAndSendEnvelopeFromTemplates - Create an Envelope from a Template on your account.
RequestSenderToken - Edit the Envelope in the DocuSign Tagger before sending.
RequestRecipientToken - Used for Embedded Signing where you don't want the (Captive) Recipient to leave your website.
RequestStatus - Detailed information about an existing Envelope.
RequestPDF - Get a copy of the Envelope PDF
Debugging SOAP traces:
- .NET directions: How to acquire a SOAP trace for debugging (Windows)
- Ruby directions: How to acquire a SOAP trace for debugging Ruby
NetBeans and DocuSign API:
Accessing DocuSign API from Java using NetBeans
Want to see more walkthroughs or best practices? Let us know! If you have any contributions you can also edit this Wiki to help other DocuSign API developers.
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