CODEWITHSUNDEEP
apidocusignapi
Jennifer
Jennifer

Reputation: 13

How can I correctly send an envelope using DocuSign that includes two copies of the document, to two recipients, one for each to sign?

I'm using the DocuSign.eSign package (DocuSign.eSign.dll v2.1.10) and encountering a problem in a specific scenario. In this instance, I'm trying to send an envelope to two signers, with two copies of the same document in it, one for each of them to sign. I've been told that redesign of the form is not an option, so when we need both partners in a couple to sign the form, they each must sign their own copy of the same form.

I've confirmed that the envelope contains 2 documents (DocumentID 1, DocumentID 2) and two signers, and each signer has just 1 SignHereTab with the correct corresponding DocumentID defined.

However, when the signers receive the envelope, each signer has SignHereTabs on each of the two documents. When the envelope is completed, there are overlapping signatures for both people on both documents.

I've tried dynamically naming the documents as well, so the names will be unique as are the ID's, with no luck. I must be missing something obvious. How can I correct so that signer A signs only DocumentID 1, and signer B signs only DocumentID 2, when they are both the "same" document?

ADDED: This is only happening when the tabs are defined as positioned by anchors rather than coordinates. It seems to be detecting the anchor text on both documents, although the SignHereTab is defined as belonging only to the specified document.

{
  "documents": [
    {
      "documentBase64": "...",
      "documentId": "1",
      "fileExtension": "doc",
      "name": "Limitation Of Liability"
    },
    {
      "documentBase64": "...",
      "documentId": "2",
      "fileExtension": "doc",
      "name": "Limitation Of Liability"
    }
  ],
  "recipients": {
    "signers": [
      {
        "accessCode": "***",
        "email": "[email protected]",
        "name": "Client One",
        "recipientId": "1",
        "routingOrder": "1",
        "tabs": {
          "checkboxTabs": [],
          "dateSignedTabs": [],
          "initialHereTabs": [],
          "numberTabs": [],
          "radioGroupTabs": [],
          "signerAttachmentTabs": [],
          "signHereTabs": [
            {
              "anchorString": "Client Signature",
              "anchorXOffset": "0",
              "anchorYOffset": "-20",
              "documentId": "1",
              "name": "Signature",
              "recipientId": "[email protected]",
              "scaleValue": "1",
              "tabId": "1",
              "tabLabel": "1"
            }
          ],
          "textTabs": []
        }
      },
      {
        "accessCode": "***",
        "email": "[email protected]",
        "name": "Client Two",
        "recipientId": "2",
        "routingOrder": "2",
        "tabs": {
          "checkboxTabs": [],
          "dateSignedTabs": [],
          "initialHereTabs": [],
          "numberTabs": [],
          "radioGroupTabs": [],
          "signerAttachmentTabs": [],
          "signHereTabs": [
            {
              "anchorString": "Client Signature",
              "anchorXOffset": "0",
              "anchorYOffset": "-20",
              "documentId": "2",
              "name": "Signature",
              "recipientId": "[email protected]",
              "scaleValue": "1",
              "tabId": "2",
              "tabLabel": "2"
            }
          ],
          "textTabs": []
        }
      }
    ]
  },
  "status": "sent"
}

showing rendered duplicated tabs

Upvotes: 1

Views: 540

Answers (2)

Amit K Bist
Amit K Bist

Reputation: 6818

There is a setting at an account level for your DS Account for anchor String population scope, by default it is Envelope scope. So if same anchor string is present on both the documents in the envelope then DocuSign will apply tabs for each signer on each document. To fix this, you need to ask DocuSign Support or your DocuSign's Account Manager to change the scope to Document instead of Envelope from DocuSign's backend Internal Admin tool.

Once scope is set to Document then you can add documentId alongwith the anchorString for each String, and it will apply tab for that specific signer only.

Also please note, backend Internal Admin will show the Anchor Population scope as Document (which is a UI bug) but it is actually Envelope. So ask DS person who you are working with to toggle that scope twice, first to Envelope and then back to Document scope.

Upvotes: 3

Inbar Gazit
Inbar Gazit

Reputation: 14050

I don't see your code so I don't know how you are placing the tags. If you are using X/Y coordinates, then you should make sure they are not overlapping by moving it. If you are using anchorString, then perhaps you used the same string for both tags for both recipients? that would explain why they would overlap

EDIT: saw your edit about using an anchor. You should probably check where these text is in the original document. If you cannot modify the original document you can use pixels to move the tags away from the string.

(anchor tag allows you to use an offset from the text so you can move them around)

EDIT2: Since you now added you code I think the issue is the tabLabel is the same for both tabs. The tabs should have unique labels and that would resolve the issue.

Upvotes: 0

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