DocuSign envelope tab's background color

0
votes

We are using DocuSign with the service we're working on for one of our customers.

We face trouble that happens during the envelope update. When we update envelope tabs, their values are burned into the envelope documents and when the envelope is opened for additional editing or signing, the customers see unreadable text (document text is overlapped by tabs' values).

I must notice we're use pure functionality of DocuSign when we face this trouble (we are not using any 3rd-party services to update envelope tabs).

As a temporary workaround we refresh envelope documents in the following way: we replace content of envelope documents with a content of template documents via DocuSign Java SDK. But this workaround requires plenty of sequential REST API calls to DocuSign which is very unstable.

We also noticed that once on envelope's signing page we change tab's css (via Chrome developers tools) to have white background color then the issue disappears as tab's white background-color covers the text burned into the envelope's documents under the tab.

1) Could anyone please tell if there is a way to change tabs' background color? Either via DocuSign templates/envelopes editors or via DocuSign API/Java SDK?

2) Will appreciate any workaround suggestions. We need to whether prevent writing tabs' values into a envelope's documents or make tabs' background not transparent. Any of these cases can help to get rid of "shadowed"/"overlapped" text (as shown on screenshots in my comment right under this my question)

Thanks!

Updates

The main problem is that during the signing process the tabs don't have zero transparency, or don't have a background at all.

Please, take a look at the screenshot https://i.stack.imgur.com/Quxjs.png This is the signing process page and here we see that text from the tabs are placed on the text from the document and it makes like shadow effect.

And we're looking a way to get rid of this effect and have a clear, readable text.

Re: can you please check Under Admin if Sending Settings "When an envelope is sent, write the initial value of the field for all recipients" is checked in your DS Account? If yes, then try by unselecting it and testing it with a new envelope?

Thanks for your suggestion, but "When an envelope is sent, write the initial value of the field for all recipients" checkbox was initially unselected.

Updates 2

Steps to reproduce

  1. Firstly, user creates a template with text tabs on UI. Then creates envelope with templateId using EnvelopesApi#createEnvelope(String accountId, EnvelopeDefinition envelopeDefinition) that calls "POST /v2/accounts/{accountId}/envelopes", in request body we send text tabs with their values.

  2. In the next step we get tabs ids and values to pass them into update request:

    2.1. Here we get envelope recipients using EnvelopesApi#listRecipients(String accountId, String envelopeId, EnvelopesApi.ListRecipientsOptions options) method that calls "GET /v2/accounts/{accountId}/envelopes/{envelopeId}/recipients".

    2.2. Here we invoke EnvelopesApi#listTabs(String accountId, String envelopeId, String recipientId, EnvelopesApi.ListTabsOptions options) that calls "GET /v2/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/tabs".

  3. Here we compose request body from the tabs we got in p.2 and put update some tabs' values.

    3.1. And perform the following method EnvelopesApi#updateTabs(String accountId, String envelopeId, String recipientId, Tabs tabs) that goes to "PUT /v2/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/tabs".

    3.2. After that we update recipients invoking this method EnvelopesApi#updateRecipients(String accountId, String envelopeId, Recipients recipients, EnvelopesApi.UpdateRecipientsOptions options) that calls "PUT /v2/accounts/{accountId}/envelopes/{envelopeId}/recipients".

  4. And finnaly we use EnvelopesApi#createRecipientView(String accountId, String envelopeId, RecipientViewRequest recipientViewRequest) method that calls "POST /v2/accounts/{accountId}/envelopes/{envelopeId}/views/recipient" to create a signing page, where we have our issue.
2
docusignapi
can you please share the screenshot of the issue as well? – Amit K Bist
@Amit K Bist please see this links i.stack.imgur.com/SQzRL.jpg i.stack.imgur.com/nqSXe.jpg i.stack.imgur.com/Quxjs.png – fastovezz
can you please check Under Admin if Sending Settings "When an envelope is sent, write the initial value of the field for all recipients" is checked in your DS Account? If yes, then try by unselecting it and testing it with a new envelope? – Amit K Bist
Please EDIT your question to add the EXACT API steps you used that resulted in the signing ceremony showing tabs that were transparent to the text underneath. (And I still don't understand why you are placing tabs over existing text on the document. An explanation of the use case which requires this would be helpful for solving your problem.) – Larry K
Hi, ~Amit K Bist, @Inbar Gazit, ~Larry K! Can anyone please tell me, how to report this bug to DocuSign support? We have a paid account in DocuSign. We are very close to the release date, but we cannot do it without resolving the issue. – fastovezz

2 Answers

0
votes

textTabs has a field called concealValueOnDocument which does exactly what you want. These values will only show on the final completed envelope, but would be invisible during the time the envelope is in route (while others are sigining it) if you creating it via the API - add this value to the tab. If you are not - you can update the tab using this method:

PUT /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/tabs

https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeDocumentTabs/update

which you can also make using the Java SDK

0
votes

Unfortunately I don't understand your use case or what problem you're trying to solve.

In the tagger view, it is a feature that the tab is slightly translucent. It enables you to place the tab correctly on, for example, a line in the document.

During the signing process, the tab has zero transparency. Any text behind the tab is occluded.

Can you describe your overall use case? Update/edit your question to do so. Also, please describe exactly what you're doing that results in a signing experience where a tab is not occluding the background.