CODEWITHSUNDEEP
docusignapi
Brushfire Meet
Brushfire Meet

Reputation: 95

How can I create a reusable envelope in DocuSign?

I am trying to integrate DocuSign into my System for embedded signing. I understand that I can do this by calling an endpoint /v2/accounts/{accountId}/envelopes/{envelopeId}/views/recipient.

But, in this I have to provide a document on every single request for each user(email address). Is there any way that I can create an envelope once and then reuse it for every single user (email) of my system by just passing an envelopeId and different signer name and signer email?

Upvotes: 0

Views: 612

Answers (2)

Kim Brandl
Kim Brandl

Reputation: 13500

If I'm understanding your scenario correctly, using a DocuSign Template would enable you to achieve your goal.

Simply use the DocuSign web UI to create a Template and as part of creating that Template, you can specify things like the document(s) it includes, a recipient role for each recipient, etc.

Then, to create/send an Envelope using the API, you can use the Create Envelope operation and as part of the API request specify the templateId and specify recipient information (name, email, clientUserId, etc.) using templateRoles. For example:

POST /v2/accounts/{accountId}/envelopes

{
    "emailSubject": "Please sign",
    "templateId": TEMPLATE_ID,
    "templateRoles": [{
        "email": EMAIL,
        "name": RECIPIENT_NAME,
        "roleName": TEMPLATE_ROLE_NAME
    }],
    "status": "sent"
}

Note: This is a simplified example that doesn't account for things like pre-populating tabs with values as part of the Create/Send Envelope API request. If you want to pre-populate tabs as part of the API request, you'll need to use a compositeTemplates structure within the API request. There's lots of info here on Stack Overflow about how to do this.

Upvotes: 1

Amit K Bist
Amit K Bist

Reputation: 6818

You don't have to provide a document of every single /v2/accounts/{accountId}/envelopes/{envelopeId}/views/recipient request. You will create an envelope once with all the required recipients, and everytime you want to host an embedded signing ceremony then you will call /v2/accounts/{accountId}/envelopes/{envelopeId}/views/recipient for each recipient. It is important to note that you need to put unique clientUserId for each recipient in an envelope, so that you when you calling "createRecipient" call for a recipient then you can pass same clientUserId which you have used while creating an envelope.

You can see example for embedded signing at https://docs.docusign.com/esign/guide/usage/embedded_signing.html

Upvotes: 0

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