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Hi everyone,

Until a few days ago, I had never used DocuSign, so I’m sure my problem is something simple—but I just can’t figure it out.

I’ve built a web app where our nurses and doctors can create prescriptions for medications. The workflow is: the nurse selects the patient from the database, chooses the medications, and this information populates into a DocuSign template.

Once all the details have been entered, the user clicks “Send to DocuSign.” At this point, a new browser window opens with the DocuSign document, which is great—it allows the nurse to review everything before proceeding.

Here’s the issue: after that review step, I want the document to be sent to the doctor, who only needs to sign it and add the date, but also needs to edit the medications if required.

Right now, it’s making me sign the document, which then completes it. That’s not what I want—I just want to preview it, then pass it to the doctor for their signature and potential edits.

I’m guessing the issue is with how I’ve set up my recipients in the template or API call, but I’m not sure what needs to change.

Hi ​@dhaustralia 

I think you’re on the right track. Your recipients are not configured correctly. Sounds like you need to add an extra recipient, and modify one of the existing recipients. You need to add another recipient for the doctor to sign. And your recipient which currently is required to sign, needs to be changed to a Certified Delivery recipient type 

If you have a paid support plan with us, I’d highly recommend opening a support case through our support centre so we can discuss this in depth. 

Hi ​@karan.kaushik ,

 

Im not sure whether we have the support package, maybe you can tell me see attached image:

Thanks

Brad

Hi ​@dhaustralia I’m not sure myself. It does look like it. You should be able to tell if you try to create a case via our support centre and it lets you choose the “API Integrations” case category

Hi,

It doesn't look like I have a support package. I feel like I'm super close anyway and If you could just let know what recipient types to set, im sure i could get this running. Heres how i want it to work:

  1. The nurse enter all the prescription details in the web app, and clicks “send to docusign”
  2. The first recipient is me (im the only 1 with a docusign account). I check everything is filled out correctly and have the ability to edit everything (just cant sign), i click finish (or whatever the button is)
  3. The doctor receives and email asking him to sign the prescription. He clicks the link in the email and signs the prescription ( he must also have ability to edit the medications). He signs it and I receive an email that everything is complete.

Thats the workflow. Could you let me know how to setup the recipients please? (what recipient types etc)?

Thanks,

 

Brad

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