Скачать или смотреть Managing DocuSign Signing Groups: Creating and Deleting on a per Envelope Basis

Discover how to effectively manage DocuSign Signing Groups when sending envelopes to clients with multiple email addresses. Learn about using the REST API for group management.
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This video is based on the question https://stackoverflow.com/q/76585801/ asked by the user 'hshah' ( https://stackoverflow.com/u/1634420/ ) and on the answer https://stackoverflow.com/a/76585834/ provided by the user 'Inbar Gazit' ( https://stackoverflow.com/u/3255871/ ) at 'Stack Overflow' website. Thanks to these great users and Stackexchange community for their contributions.

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Understanding the Challenge with DocuSign Signing Groups

In today's digital age, electronic signatures have become a necessity for businesses looking to expedite processes and eliminate paperwork. DocuSign stands out as a leading platform that allows companies to facilitate digital signatures seamlessly. However, many users encounter questions regarding the limitations on Signing Groups, especially when dealing with multiple clients or contacts.

The Scenario at Hand

Imagine you are a business managing a vast array of clients. Each of these clients often has various email addresses, and you only need one signature to complete a transaction. To streamline the signing process, leveraging DocuSign's Signing Groups is crucial.

However, there’s a limit to these groups – the default maximum is 50, which might not be feasible if you intend to scale up in the future. You might wonder:

Can I create a Signing Group dynamically using the REST API when I need it?

Will deleting the Signing Group after sending an envelope impact the signing process?

Breaking Down the Solution

Let’s delve into how to efficiently manage Signing Groups in DocuSign by creating and deleting them on a per-envelope basis using the REST API.

1. Understand the Difference: Group Mailbox vs. Signing Group

It's important to clarify the distinction between a group mailbox and a signing group in DocuSign:

Group Mailbox: This is typically a feature of your email service provider (e.g., group@ mail.com) that delivers emails to multiple recipients. It is not directly managed within DocuSign.

Signing Group: This is a specific DocuSign object that allows you to compile multiple unrelated email addresses into a single group. When you send an envelope to a signing group, only one of the included email addresses needs to complete the signing process. This is what you will need when you have clients with multiple emails.

2. Creating a Signing Group Using the REST API

When initiating the signing process for a given envelope, you can programmatically create a Signing Group specifically tailored to the current client through the REST API:

Step 1: Use the REST API to create the Signing Group just before sending your envelope.

Step 2: Send the envelope to the Signing Group.

Step 3: Immediately delete the Signing Group after the envelope is created.

3. Concerns Regarding Deletion

One might wonder if deleting the signing group too soon could affect the envelope that has already been sent:

No Negative Impact: Deleting a Signing Group after sending an envelope does not negatively impact the envelope. The envelope will still remain intact, and the signing process will continue as intended.

4. Be Mindful of API Calls

While your proposed solution is technically feasible, maintain awareness of the number of API calls. For every envelope sent, you will be making:

One call to create the Signing Group

One call to send the envelope

One call to delete the Signing Group

If additional requests arise during the signing process, this may lead to increased API usage, which could concern performance and efficiency.

Conclusion

Managing multiple email addresses for clients using DocuSign can indeed be challenging, but creating and deleting Signing Groups on a per-envelope basis via the REST API presents a viable solution. Ensuring that the envelope remains functional post-deletion should alleviate any concerns regarding your approach.

As you scale your operations, keep API limitations in mind, but feel empowered to use these dynamic group functionalities to enhance your clients' signing experiences efficiently.