DocuSign Release Notes April 7 2012

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API Changes for April 7 ReleaseThe section provides addition information on the API changes to implement the features in the April 7release. The following table shows a list of the features in the April release and their impact on theDocuSign API.Feature NameDocuSign API Customer API Changechange? Required if feature is notYes Noused?Payment Processing X NoCalculated Fields X NoIntermediary Recipient Type X NoUndeliverable Message Status X NoAccount Management Changes (ID Card) X NoPhone Number Country Code/Extension change X NoSignature Adoption Configuration X NoFailed Authentication Status X NoRules Based Envelope Custody Transfer Rules X NoThe features and the API changes to implement them are described below.Payment Processing API ChangesThis feature allows senders to integrate their DocuSign account with their PayPal account to collectpayments from signers while they are signing an envelope.This is done by adding a new DocuSign tag option that designates the tag as a payment amount. APayPal Advanced Merchant account is required to use this feature and the account information must beentered in the DocuSign Console.API changes for Payment Processing:This feature adds a new node to the Tab called IsPaymentAmount. If this is set to true, the tag is apayment tag.Calculated Fields API ChangesThis feature adds the capability to insert a DocuSign tag that includes a formula to calculate a final valuefrom other DocuSign tags in a DocuSign envelope or template. The new DocuSign tag, called aFormula tag, use data from other tags, called reference tags, and standard math operators to calculatea final value for the Formula tag. The Calculated fields feature can be used with the PaymentProcessing feature.API changes for Calculated Fields:This feature adds two new nodes, called Formula and RoundDecimalPlaces, and a new Custom TabType, called “Formula” to the Tab.This feature can be used when sending envelopes through the API by using CustomTabType ofFormula, setting the RoundDecimalPlaces node and adding the formula string in the Formula node forthe tab.8 Copyright © 2009-2012 DocuSign, Inc. All rights reserved.
RoundDecimalPlaces is an integer that sets the number of decimal places for the tag. The setting canbe 0 or 2.The Formula string contains the Tab Labels for the reference tags used in the formula and calculationoperators. The tag Tab Labels must be contained in brackets.Example: Three tags (Tab Labels: Line1, Line2, and Tax) need to be added together. The formulastring would be: [Line1]+[Line2]+[Tax]Intermediary Recipient Type API ChangesThis is a new optional recipient type for managing brokered transactions for industries such asinsurance and investments. The intermediary recipient type allows the sender to add a recipient in aDocuSign envelope that is notified about the envelope and can, but is not required to, add or changesome recipient information. The Intermediary recipient type is similar to the Agent recipient type, butis not required to take an action in the envelope.API changes for Intermediary Recipient Type:This feature adds the new RecipientType setting called “Intermediary”.The process for sending an envelope with an intermediary recipient is similar to sending an envelopewith an “Agent” Recipient Type. The only difference is RecipientType is set to “Intermediary.”Undeliverable Email Notifications API ChangesThis feature provides DocuSign senders more information about automatic SMTP Error emailresponses from a recipient, such as an undeliverable email notification.API changes for Undeliverable Email Notifications:This feature adds a new RecipientStatusCode value, called “AutoResponded”, and a newAutoRespondedReason node to the RecipientStatus response.AutoRespondedReason is a string and is only active if the RecipientStatus – Status is “AutoResponded”.The string contains the raw SMTP error message text returned from the undeliverable emailnotification.Account Management API ChangesThese API changes do not require any changes for integrated customers.SetUserProfileImage methodProvides the ability to add an image to a user ID Card.GetUserProfileImage methodProvides the ability to retrieve an image from a user ID card.SetUserProfile methodProvides the ability to set the privacy settings and personal information (address, phone number, etc.)for a user ID card.GetUserProfile methodProvides the ability to retrieve privacy settings and personal information (address, phone number, etc.)from a user ID card9 Copyright © 2009-2012 DocuSign, Inc. All rights reserved.
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DocuSign Release Notes April 7 2012

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