Mohammad Khan
Mohammad Khan

Reputation: 3

Is there a way to update composite template to add documents when some recipients already signed

I created a DocuSign envelope with composite template containing some documents. The routing includes 3 signers. One has signed and now email would go to next signer in routing order. Is it possible, to add a new document in the composite template? Or simply attach the new document to email so the next signer will see this additional document as well.

I have used following API but no success. PUT /v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}

{
  "status": "sent",
  "emailSubject": "Adding documents after first signer has signed",
  "documents": [{
    "documentId": "1",
    "name": "contract.pdf",
    "documentBase64": "don't want to convert to base64 ...",
  }],
  "recipients": {
    "signers": [{
      "name": "Tharak Padi",
      "email": "[email protected]",
      "recipientId": "1",
      "routingOrder": "1",
      "tabs": {
        "signHereTabs": [{
          "xPosition": "150",
          "yPosition": "200",
          "documentId": "1",
          "pageNumber": "1"
        }],
      }
    }]
  }
}

When 2nd signer open the email link from DocuSign, he/she will see the new document

Upvotes: 0

Views: 291

Answers (1)

Inbar Gazit
Inbar Gazit

Reputation: 14050

There is a way to do that using what is known as Correct.

That allows to modify an envelope after it was sent out. more info - https://support.docusign.com/en/guides/ndse-user-guide-correct-documents.

From API see - https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/update

Upvotes: 0

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