Carlos Gomez
Carlos Gomez

Reputation: 23

DocuSign API: updateDocuments with Anchor Tagging

I need to create an envelope that contains a PDF with "sign here" tabs (the PDF contains anchor tags).

However, it is time consuming to generate, so I'm attempting to create an envelope with a placeholder PDF (a fixture, with no anchor tags). I send the fixture PDF along with recipients and their tabs in the initial request.

However, when I update the envelope's documents, using EnvelopeDocuments: updateList, to PUT the real PDF (which includes anchor tags), the recipient "sign here" tabs are not present.

If I use the create the envelope using the same document, the recipient "sign here" tabs are present.

Is there a way to update the documents for an envelope and have the recipient "sign here" tabs appear for it?

Upvotes: 0

Views: 375

Answers (1)

Carlos Gomez
Carlos Gomez

Reputation: 23

I was able to solve this issue by doing the following:

1) Create envelope with: draft status, a fixture PDF with no anchor tags, and recipients with tab data.

2) Update documents (with the real PDF to sign).

3) Update envelope by PUTing the original recipients in 1 (note: advanced_update=true needs to be present in the query string in order to update the recipients object.

Upvotes: 1

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