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  1. #1
    jazzy is offline Advanced Beginner
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    Access to Docusign


    I have an Access database, backend Azure SQL. I create a report that I need to have signed and dated by docusign. Fields will always be in the same place. I can create the PDF file and send that. Want to have it so it is automated, and it will just go from docusign, without the user having to go to docusign. very important for my project. I can program in Access fairly well, anything beyond that I am at a loss.

  2. #2
    Gicu's Avatar
    Gicu is offline VIP
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    Vlad Cucinschi
    MS Access Developer
    http://forestbyte.com/

  3. #3
    jazzy is offline Advanced Beginner
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    I BELIEVE i have created what is needed. it is telling me to use Bash, C#, Java, Node.js, PHP, PowerShell, Pyhton or Ruby. i am not familiar with any of them but can follow a step by step guide. is there one to use over another?
    Last edited by jazzy; 05-04-2022 at 05:41 PM.

  4. #4
    Gicu's Avatar
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    No not really, but I saw they have free developer's accounts so I might have a look. Have you tried anything yet?

    Cheers,
    Vlad Cucinschi
    MS Access Developer
    http://forestbyte.com/

  5. #5
    jazzy is offline Advanced Beginner
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    i have created API, Web Tokens (JSON) and have used PostMan to make API calls to Docusign. i believe the next step is to execute these scripts, just not sure which one to use (if on is better for access then another), and go from there

  6. #6
    jazzy is offline Advanced Beginner
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    Bueller, Bueller..... anyone have any clues here.

  7. #7
    Gicu's Avatar
    Gicu is offline VIP
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    Hi there, have you seen this?
    https://www.docusign.ca/solutions/microsoft/outlook

    The following code works (once you create your developer account and create an integrator key), but once in you need to upload the doc I guess, didn't get that far...
    Code:
    Public Sub APICallTest()Dim httpRequest As MSXML2.XMLHTTP60
    Dim httpResult As MSXML2.DOMDocument60
    'defined request and result variables
    Set httpRequest = New XMLHTTP60
    Set httpResult = New DOMDocument60
    'open login information url https://demo.docusign.net/restapi/v2
    httpRequest.Open "GET", "https://demo.docusign.net/restapi/v2/login_information"
    
    
    httpRequest.setRequestHeader "X-DocuSign-Authentication", "<DocuSignCredentials><Username>yourEmail@email.com</Username><Password>yourPassword</Password><IntegratorKey>yourIntegratorKey</IntegratorKey></DocuSignCredentials>"
    httpRequest.setRequestHeader "Accept", "application/xml"
    httpRequest.setRequestHeader "Content-Type", "application/xml"
    httpRequest.send
    Debug.Print httpRequest.Status, "A"
    Debug.Print httpRequest.statusText, "B"
    Debug.Print httpRequest.responseText, "C"
    Set httpRequest = Nothing
    Set httpResult = Nothing
    Exit Sub
    End Sub
    Cheers,
    Vlad Cucinschi
    MS Access Developer
    http://forestbyte.com/

  8. #8
    jazzy is offline Advanced Beginner
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    so if i set the report to equal the contract ID from that form on open, then i would not need to open it? correct?

  9. #9
    Gicu's Avatar
    Gicu is offline VIP
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    Hi Jason,

    Yes that's correct (I think you posted it in the wrong thread ).

    Cheers,
    Vlad Cucinschi
    MS Access Developer
    http://forestbyte.com/

  10. #10
    jazzy is offline Advanced Beginner
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    found an inexpensive solution for esignatures, PandaDoc, it also works with API. have to figure out how to integrate API with MS Access. I believe this is the only way to have an esignature automated from Access. it's a PDF with static locations that needs to be able to be esigned. Access has the names and email addresses of the people who need to sign it. just need to send that info to DocuSign, PandaDoc whoever, so it can be emailed out and signed. I would also like if it can send me something to know its complete. seems simple but clearly it is not. I cannot find anything that tells me how to do this.

Please reply to this thread with any new information or opinions.

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