Using DocuSign - Revision history

WikiSysop at 10:55, 19 December 2022

2022-12-19T10:55:22Z

WikiSysop at 10:43, 19 December 2022

2022-12-19T10:43:51Z

WikiSysop at 10:40, 19 December 2022

2022-12-19T10:40:27Z

WikiSysop at 03:05, 17 December 2022

2022-12-17T03:05:58Z

WikiSysop at 05:05, 15 December 2022

2022-12-15T05:05:59Z

WikiSysop at 05:04, 15 December 2022

2022-12-15T05:04:07Z

WikiSysop at 05:03, 15 December 2022

2022-12-15T05:03:04Z

WikiSysop at 06:57, 14 December 2022

2022-12-14T06:57:41Z

WikiSysop at 06:56, 14 December 2022

2022-12-14T06:56:05Z

WikiSysop at 19:51, 13 December 2022

2022-12-13T19:51:58Z

@@ Line 224: / Line 224: @@
 More information on some unique limitations and requirements for document visibility can be found&nbsp;<a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''
@@ Line 252: / Line 253: @@
 <div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>
 &nbsp;On upgrading to ICI 8.1. , connect with REST V2.1&nbsp;is also supported along with legacy configuration. It is recommended to use REST V2.1 settings in connect for Data format.
-<div class="image-green-border">[[File:Configuring DocuSign4.png|600px|Configuring DocuSign4.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configuring DocuSign-Recepients.png|720px]]</div>
+<div class="image-green-border">[[File:Configuring DocuSign-DataFormat.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Data Format and Delivery Mode Settings per ICI version&nbsp;'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
 &nbsp;
 <div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>

@@ Line 224: / Line 224: @@
 More information on some unique limitations and requirements for document visibility can be found&nbsp;<a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''
@@ Line 251: / Line 252: @@
 <div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>
 &nbsp;On upgrading to ICI 8.1. , connect with REST V2.1&nbsp;is also supported along with legacy configuration. It is recommended to use REST V2.1 settings in connect for Data format.
-<div class="image-green-border">[[File:Configuring DocuSign4.png|600px|Configuring DocuSign4.png]]</div>
+<div class="image-green-border">[[File:Configuring DocuSign4.png|600px|Configuring DocuSign4.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configuring DocuSign-Recepients.png|720px]]</div>
 &nbsp;
 <div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>

@@ Line 224: / Line 224: @@
 More information on some unique limitations and requirements for document visibility can be found&nbsp;<a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''
@@ Line 243: / Line 244: @@
 *Name: Add name as per user choice.&nbsp;
-*URL to publish:&nbsp;[https://]<cname>/ESignCallBack/Initiate
+*URL to publish:&nbsp;https://]<cname>/ESignCallBack/Initiate
 [[File:Configuring DocuSign2.png|720px|Configuring DocuSign2.png]]

@@ Line 224: / Line 224: @@
 More information on some unique limitations and requirements for document visibility can be found&nbsp;<a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''
 == Configuring DocuSign ==
@@ Line 242: / Line 243: @@
 *Name: Add name as per user choice.&nbsp;
-*URL to publish:&nbsp;[https:// https://]<cname>/ESignCallBack/Initiate
+*URL to publish:&nbsp;[https://]<cname>/ESignCallBack/Initiate
 [[File:Configuring DocuSign2.png|720px|Configuring DocuSign2.png]]
 <div class="image-green-border">[[File:Configuring DocuSign10.png|720px|Configuring DocuSign10.png]]</div>
 &nbsp;
-<div class="image-green-border">[[File:Configuring DocuSign6.png|600px]]</div>
+<div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>
 &nbsp;On upgrading to ICI 8.1. , connect with REST V2.1&nbsp;is also supported along with legacy configuration. It is recommended to use REST V2.1 settings in connect for Data format.
-<div class="image-green-border">[[File:Configuring DocuSign4.png|600px]]</div>
+<div class="image-green-border">[[File:Configuring DocuSign4.png|600px|Configuring DocuSign4.png]]</div>
 &nbsp;
-<div class="image-green-border">[[File:Configuring DocuSign6.png|600px]]</div>
+<div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>
 &nbsp;
@@ Line 257: / Line 258: @@
 . Select&nbsp;'''Apps and Keys&nbsp;'''
-<div class="image-green-border">'''[[File:Configuring DocuSign7.png|500px]]'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''[[File:Configuring DocuSign8.png|720px]]'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''[[File:Configuring DocuSign-GeneralInformation.png|720px]]'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''[[File:Configuring DocuSign9.png|720px]]'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''[[File:Configuring DocuSign-Key Repair.png|720px]]'''</div>
+<div class="image-green-border">'''[[File:Configuring DocuSign7.png|500px|Configuring DocuSign7.png]]'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''[[File:Configuring DocuSign8.png|720px|Configuring DocuSign8.png]]'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''[[File:Configuring DocuSign-GeneralInformation.png|720px|Configuring DocuSign-GeneralInformation.png]]'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''[[File:Configuring DocuSign9.png|720px|Configuring DocuSign9.png]]'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''[[File:Configuring DocuSign-Key Repair.png|720px|Configuring DocuSign-Key Repair.png]]'''</div>
 . Click +'''Generate RSA&nbsp;'''to generate the key and post it in notepad to avoid any special character.&nbsp;
@@ Line 263: / Line 264: @@
 &nbsp;
-<div class="image-green-border">[[File:Configuring DocuSign-Account Information.png|720px]]</div>
+<div class="image-green-border">[[File:Configuring DocuSign-Account Information.png|720px|Configuring DocuSign-Account Information.png]]</div>
 .&nbsp;&nbsp; &nbsp;"ESign.ApiKey": "89fcd122-3d15-4269-a4de-92215835bb00",<br/> 2.&nbsp;&nbsp; &nbsp;"ESign.ClientId": "2cb6be73-5168-4b8f-8a5b-3e9d8830af45",<br/> &nbsp;
 '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]] |&nbsp; [[Configure|Configure]]&nbsp;|&nbsp;[[Integrations|Integrations]] |&nbsp;[[Salesforce|Salesforce]]&nbsp;|&nbsp;[[Using_Adobe_Sign|Using Adobe Sign]] |

@@ Line 188: / Line 188: @@
 <div class="note-box">'''Note:'''&nbsp;A new version of the Agreement is created each time an Approver signs it. This can be viewed on the Version tab of the Agreement.&nbsp;</div>
 *When both signatories sign the Agreement, it moves to the&nbsp;Approved&nbsp;status.
@@ Line 207: / Line 208: @@
 . Click the search icon corresponding to the Attachments field. The agreement document and the list of associations are displayed.
-<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 02.png" _fck_mw_origimgheight="592" _fck_mw_origimgwidth="1002" alt="7.16 Document Visibility 02.png" src="/ICIHelp8.2/images/2/21/7.16_Document_Visibility_02.png" style="vertical-align:middle;" title="7.16 Document Visibility 02.png" width="720" /></div>
+<div class="image-green-border">'''Note''': Only associations of parent-child type are displayed here. These associations must have “DocuSignAssociatedDocuments” attribute in the contract type.</div>
 '''Note''': Only associations of parent-child type are displayed here. These associations must have “DocuSignAssociatedDocuments” attribute in the contract type.
-−
 . Select the associations you want to send with the agreement for signature.
 . Click Select. The selected agreement and association documents are added to the attachments.
-<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 03.png" _fck_mw_origimgheight="609" _fck_mw_origimgwidth="1223" alt="7.16 Document Visibility 03.png" src="/ICIHelp8.2/images/7/7b/7.16_Document_Visibility_03.png" style="vertical-align:middle;" title="7.16 Document Visibility 03.png" width="720" /></div>
+<div class="image-green-border">5. Click Launch Signature Console. The DocuSign console page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. Click Actions. A drop-down is displayed.</div> <div class="image-green-border">7. Select Advanced Options from the drop-down. A pop-up window is displayed with settings related to Recipient Privileges, Reminders, Expiration and Comments.</div> <div class="image-green-border">8. Under Recipient Privileges section, select Recipients must be signers to view signed documents.</div>
 . Click Launch Signature Console. The DocuSign console page opens.
-<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 04.png" _fck_mw_origimgheight="573" _fck_mw_origimgwidth="929" alt="7.16 Document Visibility 04.png" src="/ICIHelp8.2/images/d/d9/7.16_Document_Visibility_04.png" style="vertical-align:middle;" title="7.16 Document Visibility 04.png" width="720" /></div>
 . Click Actions. A drop-down is displayed.
-<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 05.png" _fck_mw_origimgheight="602" _fck_mw_origimgwidth="954" alt="7.16 Document Visibility 05.png" src="/ICIHelp8.2/images/3/33/7.16_Document_Visibility_05.png" style="vertical-align:middle;" title="7.16 Document Visibility 05.png" width="720" /></div>
 . Select Advanced Options from the drop-down. A pop-up window is displayed with settings related to Recipient Privileges, Reminders, Expiration and Comments.
-<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 06.png" _fck_mw_origimgheight="878" _fck_mw_origimgwidth="859" alt="7.16 Document Visibility 06.png" src="/ICIHelp8.2/images/0/09/7.16_Document_Visibility_06.png" style="vertical-align:middle;" title="7.16 Document Visibility 06.png" width="720" /></div>
 . Under Recipient Privileges section, select Recipients must be signers to view signed documents.
-−
 . Click Save. The settings will be saved.
-<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 07.png" _fck_mw_origimgheight="544" _fck_mw_origimgwidth="860" alt="7.16 Document Visibility 07.png" src="/ICIHelp8.2/images/7/73/7.16_Document_Visibility_07.png" style="vertical-align:middle;" title="7.16 Document Visibility 07.png" width="720" /></div>
+<div class="image-green-border">10. Click the Document Settings icon in the right navigation pane.&nbsp;</div> <div class="image-green-border">11. Select Document Visibility. A table is displayed with each document and the corresponding recipients.</div>
 . Click the Document Settings icon in the right navigation pane.&nbsp;
-<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 08.png" _fck_mw_origimgheight="636" _fck_mw_origimgwidth="1014" alt="7.16 Document Visibility 08.png" src="/ICIHelp8.2/images/8/8d/7.16_Document_Visibility_08.png" style="vertical-align:middle;" title="7.16 Document Visibility 08.png" width="720" /></div>
 . Select Document Visibility. A table is displayed with each document and the corresponding recipients.
-−
 . Select the Visible checkbox to show the document to the corresponding recipient. If a checkbox is left blank, the document will not be visible to the corresponding user.
-<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 09.png" _fck_mw_origimgheight="727" _fck_mw_origimgwidth="1091" alt="7.16 Document Visibility 09.png" src="/ICIHelp8.2/images/7/7d/7.16_Document_Visibility_09.png" style="vertical-align:middle;" title="7.16 Document Visibility 09.png" width="720" /></div>
+<div class="image-green-border">13. Click Done. The changes will be saved.</div> <div class="image-green-border">14. Click Send to send the agreement for signature. The agreement is sent for signature and the agreement workflow continues as usual.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':</div>
 . Click Done. The changes will be saved.
-<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 10.png" _fck_mw_origimgheight="543" _fck_mw_origimgwidth="858" alt="7.16 Document Visibility 10.png" src="/ICIHelp8.2/images/5/5f/7.16_Document_Visibility_10.png" style="vertical-align:middle;" title="7.16 Document Visibility 10.png" width="720" /></div>
 . Click Send to send the agreement for signature. The agreement is sent for signature and the agreement workflow continues as usual.
 <div class="note-box">'''Note''':</div>
 *<div class="note-box">All the documents are always visible to the sender.</div>
 *<div class="note-box">If a signer has a field associated in the document, the document will always visible to that signer.&nbsp;</div>
@@ Line 240: / Line 223: @@
 *<div class="note-box">If a document has signature fields added, then the visibility is automatically limited to only those recipients with fields placed anywhere on that document.</div>
-More information on some unique limitations and requirements for document visibility can be found&nbsp;<a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''</a>.
+More information on some unique limitations and requirements for document visibility can be found&nbsp;<a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''
 == Configuring DocuSign ==

@@ Line 188: / Line 188: @@
 <div class="note-box">'''Note:'''&nbsp;A new version of the Agreement is created each time an Approver signs it. This can be viewed on the Version tab of the Agreement.&nbsp;</div>
 *When both signatories sign the Agreement, it moves to the&nbsp;Approved&nbsp;status.
 == Enabling document visibility ==
@@ Line 198: / Line 199: @@
 . Under Document Visibility section, select the option Sender can set "must sign to view unless sender".&nbsp;
-<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 01.png" _fck_mw_origimgheight="763" _fck_mw_origimgwidth="935" alt="7.16 Document Visibility 01.png" src="/ICIHelp8.2/images/f/f9/7.16_Document_Visibility_01.png" style="vertical-align:middle;" title="7.16 Document Visibility 01.png" width="720" /></div>
 . Click Save. The settings will be saved.&nbsp;
@@ Line 240: / Line 241: @@
 More information on some unique limitations and requirements for document visibility can be found&nbsp;<a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''</a>.
 == Configuring DocuSign ==

@@ Line 240: / Line 240: @@
 More information on some unique limitations and requirements for document visibility can be found&nbsp;<a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''</a>.
@@ Line 264: / Line 265: @@
 [[File:Configuring DocuSign2.png|720px|Configuring DocuSign2.png]]
+<div class="image-green-border">[[File:Configuring DocuSign10.png|720px]]</div>
-&nbsp;
-−
 &nbsp;