I am currently trying to use the DocuSign Extended Plugin for the following goals:
Goal: I am create an app for a client. In the app I need to edit a template and create envelope. I then need to call embedded signing so that the client can sign from within the app.
Step 1: Create and send an envelope
I am going to update the template with live data from my application. The json will have a client user id as to allow embedded signing.
Step 2: Embedded signing
I then need to display the envelope with new live data added from the previous step. Once added I need the signing ceremony to complete the document.
Step 3: Envelope view
Once both steps are complete I want to show the client the completed document with all data and signing shown.
I want to display all of this in app. I do not want to redirect to emails or dousing. I simply want to edit a template I have store in docusing with live data then sign the document and show the client that all information is accurate and the document is ready to go. I am looking for the best way to about using the api calls. I have tried the following methods but I am not sure to show the document with in my application.
Steps I have tried: