CODEWITHSUNDEEP
docusignapi
Infoman7
Infoman7

Reputation: 11

Keeping Multiple Embedded Signers and Remote Signers on the same document

We can generate multiple Remote Signers web request and keep all the signatures from Remote signers on the same document based on the workflow and Routing Order.

The main challenge we are facing is: If we have multiple Embedded signers and Remote signers on the same document. How can we send the setup the web service request so that all the Signatures are captured on the same document.

Seems like for each Embedded signer an unique signing URLs is generated. Is there a way we can maintain the same envelop for all the signers?

Please advise. Thank you

Upvotes: 1

Views: 326

Answers (1)

Ergin
Ergin

Reputation: 9356

Sure, that's easy. For any recipient who will sign through Embedded Signing you need to set their clientUserId property when you add them to the envelope. For remote signers simply do not include this property at all in those recipients' definitions.

To control the order of signing use the routingOrder property for each recipient. Note that you can only generate a signing URL for a recipient when it is their turn in the routing order, and that both serial and parallel routing is supported by the DocuSign platform.

For example, to have 3 people sign in order where the first and third recipients sign through embedded signing and the second is a remote signer - i.e. initiates through an email notification - you could use this JSON:

{
    "status": "sent",
    "emailSubject": "Embedded and Remote Signers",
    "documents": [{
        "documentId": "1",
        "name": "contract.pdf",
        "documentBase64": "base64 document bytes...",
    }],
    "recipients": {
        "signers": [
            {
                "email": "[email protected]",
                "name": "John Doe",
                "recipientId": "1",
                "routingOrder": "1",
                "clientUserId": "1001"
            },
            {
                "email": "[email protected]",
                "name": "Sally Doe",
                "recipientId": "2",
                "routingOrder": "2"
            },
            {
                "email": "[email protected]",
                "name": "Bob Doe",
                "recipientId": "3",
                "routingOrder": "3",
                "clientUserId": "1002"
            }                       
        ]
    }
}

Upvotes: 1

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