CODEWITHSUNDEEP
docusignapi
tgk
tgk

Reputation: 4116

Document Visibility works, but Sender can't see one of the documents

I'm using a composite template with Document Visibility enabled.

enter image description here

Signers are correctly excluded from documents they don't have tabs on, or can be explicitly excluded from those that no signer has tabs on with the excludedDocuments parameter.

My problem is this: the sender (me) cannot view one of the documents in the envelope that the sender is not a recipient of. According to docs:

Recipients that have an administrative role (recipients with an Action of Manage envelopes, Address recipients, Manage recipients, Receive a copy or Acknowledge receipt) can always see all the documents in an envelope, unless they are excluded when an envelope is sent. Documents that do not have tags are always visible to all recipients, unless they are excluded when an envelope is sent.

I tried adding the sender as a recipient of the document but received the error:

Free form signing not allowed with document visibility

Which suggests I need to add a SignHereTab for the sender -- but there is nothing to sign, it should be for view only.

Partial request, includes the document in question. you can see how the sender is not a recipient on this document. 

 {  
   "status":"sent",
   "compositeTemplates":[
      {  
       "inlineTemplates":[  
          {  
             "sequence":"0",
             "recipients":{  
                "signers":[  
                   {  
                      "name":"Harvey k",
                      "email":"somewhere",
                      "recipientId":1,
                      "accessCode":null,
                      "roleName":"Recipient",
                      "tabs":{  
                         "signHereTabs":[  
                            {  
                               "tabLabel":"borrowerSignHere\\*",
                               "documentId":2,
                               "recipientId":1,
                               "templateLocked":true,
                               "templateRequired":true,
                               "optional":false,
                            }
                         ]
                      }
                   },
                   {  
                      "name":"first1 last1",
                      "email":"somewhere",
                      "recipientId":2,
                      "accessCode":null,
                      "roleName":"Signer",
                      "tabs":{  
                         "signHereTabs":[  
                            {  
                               "tabLabel":"agentSignHere\\*",
                               "documentId":2,
                               "recipientId":2,
                               "templateLocked":true,
                               "templateRequired":true,
                               "optional":false,
                            }
                         ]
                      },
                      "excludedDocuments":[2,3,4,5,6]
                   }
                ]
             }
          }
       ],
       "document":{  
          "name":"Agent Agreement",
          "documentId":2,
          "documentBase64":"...",
          "transformPdfFields":true
       }
    } // ... more templates documentId 2+ 
  ]
}

Upvotes: 0

Views: 476

Answers (1)

Larry K
Larry K

Reputation: 49114

Try making the sender a Carbon Copies Recipient with a routing order after the other recipients.

Upvotes: 2

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