DocuSign Release Notes April 7 2012

More documents

Recommendations

Info

Business and Enterprise plans. There is an extra charge for using the Payment Processing feature in anenvelope.This feature can be used through the API, but will require changes to your API to implement the feature. Clickhere for more information on the API changes for this feature.Setting up your DocuSign account to collect payments:Select the “Enable Payment Processing” feature from Preferences | Features menu. Then click the linkto add your PayPal account information to DocuSign. This is the account where your payments will bedeposited. You must have a PayPal Payments Advanced, PayPal Payments Pro, Payflow Pro or PayflowLink account to use this feature.Setting up your envelopes and templates to collect payments:Designate one of your DocuSign tags as a payment amount. The tag value can be based on a calculatedvalue using the new Calculated Fields feature, but the final value must be a number. You can designatemultiple tags as payment amounts for the same recipient and the values of all of the tags are totaled todetermine the amount due.The DocuSign API will allow you to designate payment fields and payees.Paying during the DocuSigning process:When your signer has completed all of the required tags in an envelope, DocuSign will prompt yoursigner for payment.Once the payment process is complete, your signer is prompted to Confirm Signing.Calculated FieldsDocuSign is adding the capability to insert a DocuSign tag that includes a formula to calculate a finalvalue from other DocuSign tags in your DocuSign envelope or template. This feature is available forDocuSign Enterprise plans.This feature can be used through the API, but will require changes to your API to implement the feature. Clickhere for more information on the API changes for this feature.Setting up your DocuSign account for calculated values:Select the “Enable Calculated Fields” feature from Preferences | Features menu.2 Copyright © 2009-2012 DocuSign, Inc. All rights reserved.
Setting up your envelopes and templates for calculated values:Drag and drop a formula tag on to the document and then create your formula by referencing theother tags in the DocuSign envelope or template.The DocuSign API will allow you to specify the formula for a calculated field.Calculated fields during the DocuSigning process:When your signer updates the DocuSign tags referenced in a formula, DocuSign automatically updatesthe DocuSign formula tags.The recipient types a number.The Formula tag calculates and updates the result.3 Copyright © 2009-2012 DocuSign, Inc. All rights reserved.
Page 1: ReleaseNotesThe global standard for
Page 6 and 7: To use this option in an address bo
Page 8 and 9: API Changes for April 7 ReleaseThe
Page 10: Service Pack Notes - March 9, 2012T

DocuSign Release Notes April 7 2012

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?