CODEWITHSUNDEEP
docusignapi
Smith
Smith

Reputation: 23

DocuSign Web Admin - Associating template roles to users

Use case:

My Template has 2 placeholder roles with signing order as below:

1) otherFirmSignerRole

2) myCompanySignerRole

Currently on a working poc model I associate (programmatically using rest api) the firm role to the user who logins to our application and fills out the form which generates the embedded signing url from template. This user has the ability to re-assign.

Once the firmRole signing is done, a signing request email is sent to a generic distribution list/inbox where only users with authority to sign as role-2 has access to.

There could be scenarios where the user who fills out the application form is not the one authorized to sign as firmRole. Is our application admin work flow supposed to manage these role associations?

However, is there a way we could manage users to template roles association from web admin interface? Or given the use-case is there a better way to do it?

Upvotes: 0

Views: 55

Answers (1)

jenny
jenny

Reputation: 185

How do you manage that today? When a user fills out this form (presumably on paper now?), how do you know they are authorized to do so?

My gut feel is that this logic would need to be managed in your application before calling DocuSign.

Upvotes: 1

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