I have a few questions regarding the docusign api. First of all, I want to build an application, where users can sign a document, through docusign.
My questions are, is the OAuth token required for all the api calls? I have found a package where I add my email, password, and app_id, and I can make api requests, envelopes, etc.
Second, do my clients need to have a docusign account? If I build the envelope and the response view, if I don’t add a client_user_id, the url that i receive, redirects me to my pdf, but I cannot sign.
Can someone help me out with some information, and the best alternative?
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Answer
You can create a developer account, for free, where you can try out and use all functionality and build your app. You can later promote it to production.
You will need an auth token for every call.
I recommend to start with this code example – https://github.com/docusign/code-examples-php and use either Auth Code Grant or JWT for authentication.
You will need to create an integration key and set it up so you can get auth tokens.
But you have to have a token for every API call, that is correct.
As for consent, it’s only needed one per DocuSign user. Not per user of your app. The users of your app could be different, but you make all API calls via the same one that consented.
So, yes, the users only sign, they don’t need a DocuSign account.