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docusign / native-ios-sdk

A set of official UI components along with programmable client libraries that enable developers to integrate their products with DocuSign’s signature service API on iOS
https://docusign.github.io/native-ios-sdk/documentation/docusignsdk/
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Online/Offiline Question. #163

Closed sampal2024 closed 5 months ago

sampal2024 commented 6 months ago

We are trying to implement DocuSign Signature. I have two questions. I thought an end user doesn't need an account with DocuSign for all the options. Looks different from some documentation.

Does the end user needs to have an accoun with DocuSign to use Android SKD's Offline or Online Signature process flow?

I know Captive Sign does not need DocuSign account. Can I use Captive Sign method to provide offline signing experience in case the customer goes offline?

Thanks Sam

ByungjaeChung commented 6 months ago

As you can see on this page (https://developers.docusign.com/docs/mobile-sdks/android-sdk/how-to/start-signing-offline/), the envelope for offline signing should be accessed by the authenticated user of the SDK. Reason being is that the envelope can only be accessed by the user who has assigned tabs in the envelope or is set as the host for an In Person Signer. That is, if the user does not have a DocuSign account, the user cannot access the envelope. Please see this page to understand how offline signing works: https://support.docusign.com/s/document-item?language=en_US&bundleId=gub1579795684748&topicId=afv1579795682605.html&_LANG=enus

Regarding the captive signing (equivalent to embedded signing), it cannot be processed without connectivity. It should always be online. More information about embedded signing is here: https://developers.docusign.com/docs/mobile-sdks/android-sdk/how-to/request-signature-embedded/

mmohareb commented 6 months ago

Hello @sampal2024 there is another alternative which is using inperson signer this would allow you to login with your DocuSign account as a Host and the app user will be as an inperson signer that won't need to have a DocuSign account. This is supported in both online and offline, you can use templates too generate these envelopes from the app and fill in the customer (signer) details from the app and pass it to the SDK. Android https://developers.docusign.com/docs/mobile-sdks/android-sdk/how-to/offline-signing-template/ iOS https://developers.docusign.com/docs/mobile-sdks/ios-sdk/how-to/offline-signing-template/

mmohareb commented 5 months ago

Closing issue for inactivity