CODEWITHSUNDEEP
c#docusignapi
lazydeveloper
lazydeveloper

Reputation: 961

DocuSign API- How do I let other signer or reviewer make changes to a completed document?

I have a power form that is created by an originator and signed and fill by them and then sent to two additional consecutive signers/viewers to approve or deny. How can I give either one of those last 2 signers the ability to send back to the originator to make changes to fields?

Upvotes: 0

Views: 184

Answers (1)

Larry K
Larry K

Reputation: 49114

Currently, what you're proposing requires a complicated API program:

You could have a checkbox tab "Return to 1st signer" along with a reason text tab.

Then create a webhook that will check the value of the checkbox tab. If it is checked, then add a new set of signers (duplicates of the first set). The second time around, the 1st signer can change his request.

So in this proposal, the sender/first signer is being added as an additional signer. The envelope is not being routed "back" to the first signer, the first signer is being added (again) as an additional signer.

You will also need the envelope to not complete after the approvers disapprove the original request. That can be done with a fake confirmed copy or signer recipient that is later removed.

Or, if the "do over" checkbox is checked, you could initiate a new ("second try") envelope. That would probably be an easier API program. In this case, the first envelope would be deleted or voided.

Upvotes: 1

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