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README
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DocuSign Web Services API 2011 SDK ReadMe
===========================================================================
The DocuSign Web Services API provides methods for integrating the DocuSign
API into an application to gather electronic signatures and data.
To get started, go to our DevCenter (http://www.docusign.com/devcenter/)
and set up a Free Demo Account and credentials for your project.
Get help on the Community Forums at http://community.docusign.com
Wiki on GitHub at https://github.com/docusign/DocuSign-eSignature-SDK/wiki
----- Important Terms -----
Integrator Key: Identifies a single integration. Every API
request includes the Integrator Key and a
username/password combination
Envelope: Just like a normal Postal Envelope.It contains
things 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 on a Document and defines what
happens there. For example, you have a SignHere Tab
wherever you want a Recipient to sign
Recipient: The person you want to send the Envelope
to. Requires a UserName and Email
Captive Recipient: Recipient signs in an iframe on your
website instead of receving an email
PowerForm: A pre-created Envelope that you can launch
instead of writing server-side code
----- Popular Methods -----
Integrator Key: Identifies a single integration. Every API
request includes the Integrator Key and a
username/password combination
Envelope: Just like a normal Postal Envelope.It contains
things 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 on a Document and defines what
happens there. For example, you have a SignHere Tab
wherever you want a Recipient to sign
Recipient: The person you want to send the Envelope
to. Requires a UserName and Email
Captive Recipient: Recipient signs in an iframe on your
website instead of receving an email
PowerForm: A pre-created Envelope that you can launch
instead of writing server-side code
----- System Requirements -----
System requirements for Microsoft .NET samples:
- Visual Studio 2008+ (with applicable system requirements)
- NUnit 2.5.7+ (from http://www.nunit.org/?p=download)
System requirements for Java samples:
- Java Development Kit 1.6
- Apache Ant 1.6
System requirements for PHP samples:
- PHP Version 5.3+
- libcurl/7.19.4 OpenSSL/0.9.8k zlib/1.2.3
System requirements for Ruby samples:
- Ruby 1.8.6+
----- Documentation -----
Full Documentation can be downloaded or viewed online by going here:
http://www.docusign.com/developer-center/documentation
In order to help developers get started with the Web Services API, we have
developed sample code and documentation for .NET, PHP, Ruby and Java
environments.
This SDK includes samples in Java, .NET, Ruby and PHP. You will need to
apply here http://www.docusign.com/devcenter in order to get a development
account which is required to run the samples.
WSDL files can be downloaded directly from our webservice end point.
https://demo.docusign.net/api/3.0/api.asmx?WSDL -
main web service description
https://demo.docusign.net/api/3.0/credential.asmx?WSDL -
credential web service that has a subset of functions and doesn't require
WS-Security SOAP headers
----- Rate Limits -----
Please note: Applications are not allowed to poll for envelope status more
than once every 15 minutes and we discourage integrators from continuously
retrieving status on envelopes that are in a terminal state (Completed,
Declined, and Voided). Excessive polling will result in your API access
being revoked.
If you need immediate notification of envelope events we encourage you to
review envelope events or use our Connect Publisher technology, DocuSign
Connect as an alternative.
----- More Information -----
Professional Services is also available to help define and implement your
project fast.
----- API Possibilities -----
The DocuSign API helps developers build solutions that can:
- Send documents for signature one at a time or in bulk
- Require authentication before signing
- Define signature locations using static or relative signature location descriptions on any document page
- Define optional/required data field locations, masks, and pre-population
- Assign individuals specific form fields
- Include embedded signing where the developer hosts an iframe that renders the DocuSign experience
- Support remote signing where the Recipient receives an email with a link and completes signing from a branded page
- Route signing to multiple recipients in parallel, serial, or a combination of the two
- Submit partially specified envelopes for later completion by the customer.
- Void an envelope that has been submitted but not yet completed.
- Retrieve the status of an envelope including sent, signed, voided, forwarded, etc.
- Retrieve the digitally signed completed PDF of every document in an envelope.
- Retrieve the completed PDF for each separate document in an envelope.
- Retrieve the e-sign status of a recipient.
- Retrieve the certificate and audit log of the transaction
- Transfer an envelope to another DocuSign user or account.
- Correct recipient information for an existing envelope.
- Resend a notification email to an existing recipient.
- Correct the workflow for envelopes have already been submitted
- Retrieve the Member level permissions for the optional features.
- Turn on or off the envelope ID stamp
- Retrieve data entered by signers filling in the data fields.
- Submit documents for signature without any signing tabs at all, which invokes a freeform signing process that the recipient will follow to place signatures
- Specify electronic vaulting for Envelopes.
- Extract and remove original copies of documents from the DocuSign systems.