List of All Back Office Changes

Hi Mitch, There's one exposed API querying for account level designer settings(new designer): HTTP Request

GET https://sandbox.esignlive.com/api/account/designerSettings?profile=default

HTTP Headers

Accept: application/json
Authorization: Basic api_key

Response Payload

{
    "saveLayout": true,
    "applyLayout": true,
    "addSigner": true,
    "settings": true,
    "send": true,
    "rolePickerSender": true,
    "rolePickerAddSigner": false,
    "addBarcode": false,
    "documentTitle": true,
    "documentDescription": true,
    "banner": "https://apps.esignlive.com/images/branding-bar-salesforce.png",
    "info": false,
    "addDocument": true,
    "editDocument": true,
    "deleteDocument": true,
    "header": true,
    "documentCollectionDefaultViewType": "grid",
    "fieldSettings": {
        "signingDate": {
            "visibility": true,
            "template": {
                "subtype": "LABEL",
                "binding": "{approval.signed}"
            }
        },
        "signerName": {
            "visibility": true,
            "template": {
                "subtype": "LABEL",
                "binding": "{signer.name}"
            }
        },
        "signerTitle": {
            "visibility": true,
            "template": {
                "subtype": "LABEL",
                "binding": "{signer.title}"
            }
        },
        "signerCompany": {
            "visibility": true,
            "template": {
                "subtype": "LABEL",
                "binding": "{signer.company}"
            }
        },
        "textfield": {
            "visibility": true,
            "template": {
                "subtype": "TEXTFIELD",
                "validation": {
                    "required": false
                }
            }
        },
        "checkbox": {
            "visibility": true,
            "template": {
                "subtype": "CHECKBOX",
                "validation": {
                    "required": false
                }
            }
        },
        "list": {
            "visibility": true,
            "template": {
                "subtype": "LIST",
                "validation": {
                    "required": false
                }
            }
        },
        "radio": {
            "visibility": true,
            "template": {
                "subtype": "RADIO",
                "validation": {
                    "required": false
                }
            }
        },
        "textarea": {
            "visibility": true,
            "template": {
                "subtype": "TEXTAREA",
                "validation": {
                    "required": false
                }
            }
        },
        "label": {
            "visibility": true,
            "template": {
                "subtype": "LABEL"
            }
        },
        "datepicker": {
            "visibility": true,
            "template": {
                "subtype": "DATEPICKER",
                "validation": {
                    "required": false,
                    "pattern": "YYYY-MM-dd"
                }
            }
        }
    },
    "documentVisibility": true,
    "editRecipient": true,
    "done": true,
    "showSharedLayouts": false
}

Does this make any sense to your requirement? Duo

Hi Mitch, For rebranding, it's better to go to your CSR and they'll provide the documentation and help to rebrand your account. For any other questions related to the rebranding, you could always ask here. :) Hope this could help! Duo

Hi Duo, Not asking about rebranding specifically, mostly asking regarding showing/hiding elements in the layout designer or signing ceremony, set properties on the account, or any other general options that back office changes provide. Is there a complete list of all back office changes that are available? Thanks, Mitch

Hi Mitch, If you were referring to our previous thread, it's here. I also sort them out into two blogs: Signing Ceremony Customization and Designer Customization and Integration. From 11.27, there's some UI changes in Designer page, but essentially, all backoffice settings keep the same. Duo

Hi Duo, We're also curious about some other properties for the account that can be changed via the back office changes. Is there a complete list of all back office changes that are available? Thanks, Mitch

Hey Mitch, As of now, we do not have an official document on the backoffice configurations. We are actively working on making that publicly available. If you have any specific questions on configuration or customization of account level, you can ask anytime in the Developer Community and I will look it up for you. Duo

Hey Duo, We're essentially looking a back office change that can be queried via the API to verify that the proper back office changes for that account, specifically for the layout designer, have been applied without manually logging into each account. Ideally some attribute at the account level to specify the version of back office changes that were applied to the account. I am open to suggestions on if you have a better way to verify if the latest version of our back office changes were applied across the large number of accounts we're currently maintaining. Thanks, Mitch

Hey Duo, This is exactly what we're looking for! Is there any intention of also making this a POST so that we can update these settings ourselves in the future? Thanks, Mitch

Hi Mitch, For the foreseeable future, there'll be some HTML forms in our new Service Portal allowing you to pinpoint what features/attributes you'd want to enable/customize on your account level. But these settings will still be done manually by our support analysts. The Import&Export backoffice setting feature from 11.28 (release note) enabling you to copy settings from account to account will somehow ease this pain point. We are working actively on something like "self-service" for backoffice settings, but this is not yet on the roadmap. Duo