CODEWITHSUNDEEP
docusignapi
Lyrium
Lyrium

Reputation: 13

Create an envelope with different visibility of documents for users

I generate an envelope of 10-15 documents. There are two end users, the user that will sign should not see document 1 with the data of the second user. The second is to see all the documents.

I tried to use "excludedDocuments", but I come across the error "ACCOUNT_LACKS_PERMISSIONS".

The example I am generating (incomplete)

{"compositeTemplates": [
  {
    "inlineTemplates": [
      {
        "sequence": "1",
        "recipients": {
          "signers": [
            {
              "email": "[email protected]",
              "name": "Albert Einstein",
              "recipientId": "1",
              "clientUserId": "[email protected]",
              "routingOrder": "1",
              "tabs": {
                "textTabs": [],
                "radioGroupTabs": [],
                "checkboxTabs": []
              }
            }
          ]
        }
      }
    ],
    "document": {
      "documentId": 1,
      "name": "FirstFile",
      "transformPdfFields": "true"
    }
  },
  {
    "inlineTemplates": [
      {
        "sequence": "1",
        "recipients": {
          "signers": [
            {
              "email": "[email protected]",
              "name": "Albert Einstein",
              "recipientId": "1",
              "clientUserId": "[email protected]",
              "routingOrder": "1",
              "tabs": {
                "textTabs": [],
                "radioGroupTabs": [],
                "checkboxTabs": []
              }
            }
          ]
        }
      }
    ],
    "document": {
      "documentId": 2,
      "name": "SecondFile",
      "transformPdfFields": "true"
    }
  }
]}

Please tell me how to solve this problem. Thank you in advance

upd PHP7 code:

            $compositeTemplates[] = [
                'inlineTemplates' => [
                    [
                        'sequence' => '1',
                        'recipients' => [
                            'signers' => [
                                [
                                    'email' => $userData['email'],
                                    'name' => $userData['name'],
                                    'recipientId' => '1',
                                    'clientUserId' => $userData['email'],
                                    'routingOrder' => '1',
                                    "excludedDocuments" => ['1'],
                                    'tabs' => [
                                        'textTabs' => Template::fileTextTabs($sendData[$withoutExtension]['text'] ?? false), //here the simple formation of tabs according to what is
                                        'radioGroupTabs' => Template::fileRadioGroupTabs($sendData[$withoutExtension]['radio'] ?? false),
                                        'checkboxTabs' => Template::fileCheckboxTabs($sendData[$withoutExtension]['checkbox'] ?? false),
                                    ],
                                ],
                            ],
                            "carbonCopies" => [
                                [
                                    "email" => '[email protected]',
                                    "name" => 'copies',
                                    "recipientId" => "2",
                                    "routingOrder" => '1',
                                ],
                            ],
                        ],
                    ],
                ],
                'document' => [
                    'documentId' => $id,
                    'name' => $filename,
                    'transformPdfFields' => 'true',
                ],
            ];
            $id++;

Upvotes: 0

Views: 163

Answers (1)

Frederic
Frederic

Reputation: 2065

This error means that the Admin account is not properly configured to have the document visibility enabled. To do so, go to your DocuSign Admin Account and scroll down to Sending Settings. Make sure that one of the below options is selected instead of Off

enter image description here

For more information on the Document Visibility drop-down options, see the official documentation

Upvotes: 1

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