martuanez
martuanez

Reputation: 59

Docusign composite template not being received by recipients but is shown on DS inbox/sent

I'm following the recipe that can be found here:

https://developers.docusign.com/esign-rest-api/code-examples/code-example-adding-document-template#run-the-example

But I found that despite the envelope is shown as sent on the docusign inbox, the recipients won't receive it, here's the code...

const tabs = getTabsMethodWorkingForStandaloneTemplates({
    name: "name",
    email: "[email protected]"
});
// Create a signer recipient for the signer role of the server template
let signer1 = docusign.Signer.constructFromObject({
    email: args.signerEmail,
    name: args.signerName,
    roleName: "signer",
    recipientId: "1",
    // Adding clientUserId transforms the template recipient
    // into an embedded recipient:
    clientUserId: args.signerClientId,
    tabs
});

// Recipients object:
let recipientsServerTemplate = docusign.Recipients.constructFromObject({
    signers: [signer1],
});

// create a composite template for the Server Template
let compTemplate1 = docusign.CompositeTemplate.constructFromObject({
    compositeTemplateId: "1",
    serverTemplates: [
        docusign.ServerTemplate.constructFromObject({
            sequence: 1,
            templateId: args.templateId
        })
    ],
    // Add the roles via an inlineTemplate
    inlineTemplates: [
        docusign.InlineTemplate.constructFromObject({
            sequence: 1,
            recipients: recipientsServerTemplate
        })
    ]
});



//const compTemplate2 = getCompositeTemplateFromHTML(args);

const eventNotification = new docusign.EventNotification();
eventNotification.url = 'http://pj.pagekite.me';
eventNotification.includeDocuments = true;
eventNotification.loggingEnabled = true;
eventNotification.envelopeEvents = getEnvelopeEvents();

// create the envelope definition
let env = docusign.EnvelopeDefinition.constructFromObject({
    status: "sent",
    compositeTemplates: [
        compTemplate1,
    //  compTemplate2
    ],
    eventNotification
});

try {
    // Step 2. call Envelopes::create API method
    // Exceptions will be caught by the calling function
    let results = await envelopesApi.createEnvelope(
        args.accountId,
        {envelopeDefinition: env}
    );

    let envelopeId = results.envelopeId;
    console.log(`Envelope was created. EnvelopeId ${envelopeId}`);
} catch (e) {
    debugger
}

Upvotes: 0

Views: 176

Answers (1)

Inbar Gazit
Inbar Gazit

Reputation: 14050

You have clientUserId in there. That means embedded signing. Remove that and an email will be sent for remote signing. These two are mutual exclusive. Can't have them both.

Upvotes: 1

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