CODEWITHSUNDEEP
c#asp.netservicestackdocusignapi
Justin C
Justin C

Reputation: 11

Is there a way to configure the UI of DocuSign when viewing a signed agreement?

I am writing a tool for customer support that will allow the support personnel to view a document signed by the customer. However, using EnvelopesApi.CreateRecipientView() does not expose the ability to remove the "Other Actions" drop-down menu from the header. None of those options are relevant for the support personnel. Is it possible to customize the DocuSign document viewing page?

I've read through all of the documentation I could find online for the REST API and I've dug through the options presented in the Admin section of the DocuSign account, but I haven't come across anything that exposes that level of configuration.

Here's a snippet of how I'm generating the DocuSign url now:

var envelopesApi = new EnvelopesApi(configuration);

var viewOptions = new RecipientViewRequest()
    {
        ReturnUrl = request.ReturnUrl,
        ClientUserId = request.UserId.ToString(),
        AuthenticationMethod = "email",
        UserName = $"{request.FirstName} {request.LastName}",
        Email = request.EmailAddress
    };

var recipientView = envelopesApi.CreateRecipientView(loginInfo.AccountId, request.DocuSignDocumentKey, viewOptions);

return new ViewSignedAgreementResponse()
    {
        RecipientViewDocumentViewUrl = recipientView.Url
    };

Again, I haven't seen any other account settings or API options that will allow anonymous viewing of a previously signed document while also configuring which buttons/actions are available.

Upvotes: 1

Views: 101

Answers (1)

payamf1
payamf1

Reputation: 375

Welcome to the community Justin C!

Your question relates to DocuSign UI and not the way you are handling API calls. In order to modify the UI and remove the existing links or buttons, you need to consider working on the Resource Files.

You can download the master resource files in DocuSign Admin > Brands > Signing > Resource Files (at the very bottom of the page).

There are 2 different resource files for either "Signing" experience or "Email" notifications. These let you develop your own user interface, however, it might require more development than expected.

Upvotes: 1

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