Common API Tasks🐈: Create a signing group
Summary•2 min read
Find out how to use the Docusign eSignature REST API to create a signing group
Common API Tasks
Welcome to the seventh issue of our Common API Tasks blog series. I hope by now you had a chance to read any of the six prior posts in the Common API Tasks series. This series is all about helping you, the developers using Docusign APIs, to complete popular tasks that are commonly used in applications. In this post, I’m going to talk about how you use our eSignature REST API to create a new signing group.
What are signing groups?
Imagine that you have a repetitive process: say, an invoice that has to be signed by one of the procuring managers in the company. To make things simple, let’s assume you have only two such managers: Sally and Dan. Only one of them needs to sign the invoice. Sometimes Dan is out on vacation, sometimes Sally is busy. To whom do you send it? You don’t want to change your process each time based on Sally’s and Dan’s availability, as that would be inefficient.
The solution is to use Docusign signing groups. A signing group is a predefined set of recipients that can be added to any envelope in the same Docusign account in which it was created. It’s an account-wide feature that can be used by any user in the account; therefore, only account administrators can make changes to signing groups. To add a signing group from Docusign eSignature Admin, select Signing Groups; then click ADD SIGNING GROUP:
This interface enables the Docusign administrators to manage their signing groups. However, this can also be done using the eSignature REST API. Here is how:
C#
Java
Node.js
PHP
Python
Ruby
Notes: The code above can only be run once. If you try to add another signing group with the same name, that won’t result in any changes. You would need to call the Update() method to update the signing group. (You can also call the UpdateList() method to rename it). Also note there’s a maximum of 50 signing groups allowed per account.
As always, if you have any questions or suggestions about this blog series, feel free to email me.
Additional resources
Inbar Gazit
Sr. Manager, Developer Content
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