Monday, January 24, 2011

Docusign integration into Formatta

I think we should look into using the Docusign API to integrate real signature functionality and authentication into a Formatta form.

DocuSign Service API Overview

The DocuSign® API provides methods that allow partner companies’ servers to integrate the DocuSign service into their applications. The service allows partners to build solutions that:
  • Submit partially specified envelopes for later completion by the customer.
  • Submit completely specified envelopes that are immediately processed for delivery.
  • Void an envelope that has been submitted but not yet completed.
  • Retrieve the status of an envelope.
  • Retrieve the completed PDF of every document in an envelope.
  • Retrieve the completed PDF for each separate document in an envelope.
  • Retrieve the consumer disclosure acceptance status of a recipient.
  • Transfer an envelope to another DocuSign user or account.
  • Correct recipient information for an existing envelope en route.
  • Resend a notification email to an existing recipient.
  • Retrieve the Member level permissions for the optional features.
  • Purge the envelope contents from the DocuSign system.
  • Withdraw an Authoritative Copy of the envelope.
  • Retrieve a list of audit events pertaining to a particular envelope.
  • Work with address books.
  • Upload and download templates.
These methods can be used by themselves or in addition to linking the customer’s experience to the DocuSign site to complete any partially completed processes.