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Soon after my user signs a DocuSign envelope, I want to be able to quickly approve or deny it. Referring to this SO question and this forum post, I've added myself as a Signer (as well as the Sender, I suppose) and created an Approve tag for my role.
This works fine, but since the circumstances in which I want to reject/void a given document are both rare and trivial to check, I'd rather not approve them manually. I see that there's a way to void the envelope via the API, but how can I approve it via the API? Or is there some better way to accomplish this whole thing?
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When you want to send a document for approval, click New Approval Request, select the dropdown arrow to choose DocuSign as your e-sign provider. Enter the name of the Approval, which will also be the name of your DocuSign envelope and enter any additional details for the recipients.
Then your gatekeeper will receive the envelope and will either Approve or Disprove the envelope, and it will either void or progress onward as needed. The Approve button won't appear on the final envelope, but the information will be shown in the history. Hope this helps.
Responsive Signing is a feature that improves the display of documents based on the signer's device type. Agreements will automatically convert documents to HTML so that the document will adapt to the size and orientation of the signer's device.
My current best solution is to delete myself as a Recipient of the envelope, if I want to Approve it (there is a way to do this via the API). Then, assuming my user already signed it, the envelope will mark itself as completed.
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