vasilis
vasilis

Reputation: 11

Docusign: Add current Day, Month or Year Separately in a document

I created all the functionality that i need through Docusign API, but i can't find how to add Day, Month or Year from when the document opened, separately in the document.

When someone opens a Document, i want to place the current day or month or year in a different places of the document. I know that i can use DateSigned, but DateSigned returns something like this mm/dd/year.

For example i want to do something like this : This document was signed on [day] th day of [current_month], [year].

The result should be: This document was signed on 24th day of January, 2019

For the Day i was truing to use the formula Day(d) but it returns something like this 24.00

Thanks for any help!

Upvotes: 1

Views: 5766

Answers (1)

Ergin
Ergin

Reputation: 9356

DocuSign offers a tab designed specifically for this purpose, why not use that? When tagging your documents for signature there are two tab types related to dates:

  • Date tab
  • Date Signed tab

The Date tab is used to populate with a given date provided by the sender. The DateSigned tab is a read-only tab that will always display the current date (ie the date when the recipient is signing the document).


To achieve what you are looking for you can either use the DateSigned tab which will automatically populate with the current date (though it won't be in the elongated format that you seek), or you can use a DateSigned tab AND separate formula tabs to grab the individual day, month and year values and display on your doc.

For example, I just tested the following and it worked:

  1. Create a new template in your sandbox account.
  2. Add a Date Signed tab somewhere to the document and give it a Label of dateSigned1.
  3. Add a formula tab to the document also and give it the following formula:

    Day([dateSigned1])

  4. Send the template.

This will in turn show today's current date (in the dateSigned tab) and it will also show the current day of the month through the formula field. Once you get that working you can add the month and year then replicate the request through your API integration.

Upvotes: 1

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