Getting Started
This Getting Started Guide demonstrates how to use the fmESignature Link (DocuSign Edition) v2 file and connect it to your DocuSign account (Sandbox or Production). The fmESignature Link (DocuSign Edition) v2 file currently includes the following examples:
- Send Document Signing Requests: you can use fmESignature Link to send documents that are generated dynamically from a FileMaker layout, from a PDF file stored in a FileMaker container field, or using a DocuSign Template (including support for multiple documents, multiple recipients and roles)
- Create Multiple Docusign Accounts: you can link multiple Docusign Accounts to the fmESignature Link file, including accounts in the Docusign Sandbox test environment and the live Production environment
- Multiple Docusign Authentication Options: you can use either the Authorization Code Grant OAuth Flow for authenticating with DocuSign or the JWT Grant OAuth Flow. We also support the ‘Send On Behalf Of’ feature when using the JWT Grant OAuth Flow to send an envelope signing request on behalf of another Docusign user
- Pre-populate custom fields: you can pre-populate custom fields with data from your FileMaker solution or use a hardcoded value for all recipients
- Download Completed Documents: download the completed document once all parties have signed
- Envelope Status: check the current status of an envelope and each individual recipient
- Document Templates: store document templates and attached tabs to capture signatures, initials, dates and text from recipients (these can be generated dynamically from a FileMaker layout, from a PDF file stored in a FileMaker container field, or using a DocuSign Template).
- Auto Place (anchor tagging): use the Auto Place feature which automatically adds fields near each occurrence of a given string in a template or document
- DocuSign Payments: send agreements with payment requests at the same time
- Recipient Language: specify the language for each recipient for the email notifications and signing ceremony
- Carbon Copy Recipients: include recipients who don’t need to sign but do need to receive a copy of the completed agreement
- Download DocuSign Templates: you can download Docusign Templates, including Tabs and Roles, at the click of a button
- Download Form Data: download the completed form data for each recipient
- FileMaker Server Schedules: setup FileMaker Server Schedules to poll DocuSign every 20 minutes for any new completed agreements
- Webhooks: have completed PDFs pushed automatically to FileMaker within seconds of being completed
We are continually updating the fmESignature Link (DocuSign Edition) file to include additional examples. If you would like to see an example for other features supported by the DocuSign API please let us know.
We recommend creating a free DocuSign Sandbox account to use when testing the fmESignature Link (DocuSign Edition) solution or your integration. A sandbox account is a full-featured DocuSign development environment that never expires (no credit card required either) and can be created in a few minutes:
When you’ve completed your testing you can switch from the sandbox account to your live DocuSign production account (you can have multiple accounts active in the fmESignature Link file for both the Sandox and Production environments).
If you would like to learn more about the DocuSign eSignature API please visit the DocuSign Developer Centre:
The DocuSign Platform 101 overview is also a handy reference if you’re not familiar with the common terms (envelope, tab, template etc):