CODEWITHSUNDEEP
ruby-on-railsdocusignapi
Karthik
Karthik

Reputation: 1131

Docusign Receiver View not showing anchor tag data when sender shows

I am trying to create and send a template using anchor tags using docusign in Ruby on Rails. When I view the template in sender view it shows the data being replaced.

When I send the template to a receiver and the document is reviewed the document doesn't show the anchor tag text.

This is the code I am using.

    [ {'name' => 'Name1', 'value' => 'name_1'}, 
      {'name' => 'Name2', 'value' => 'name_2'}, 
      {'name' => 'Name3', 'value' => 'name_3'}].each { |item|
      name = DocuSign_eSign::Text.new(
        {
          'anchorString': "[#{item['name']} Name]",
          'nchorXOffset': '0',
          'anchorYOffset': '0',
          'anchorIgnoreIfNotPresent': 'true',
          'editable': 'false',
          'value': args["#{item['value']}_name".to_sym] || "",
          'fontSize': 'Size12',
          'font': 'Arial',
          'bold': 'true'
        }
      )
      text_tabs << name
       address = DocuSign_eSign::Text.new(
        {
          'anchorString': "[#{item['name']} Address]",
          'anchorXOffset': '0',
          'anchorYOffset': '0',
          'anchorIgnoreIfNotPresent': 'true',
          'editable': 'false',
          'value': args["#{item['value']}_address".to_sym] || "",
          'width': '140',
          'height': '60',
          'fontSize': 'Size12',
          'font': 'Arial',
          'bold': 'true'
        }
      )
      text_tabs << address
    }
    template_role = DocuSign_eSign::TemplateRole.new(
      email: args[:recipient_email],
      name: args[:recipient_name],
      roleName: entity_type,
      routingOrder: '1',
      tabs: {
        signHereTabs: [sign_here],
        textTabs: text_tabs
      }
    )

Can anyone suggest why this is happening. I am working in sandbox environment.

Upvotes: 0

Views: 126

Answers (1)

Inbar Gazit
Inbar Gazit

Reputation: 14005

So, it could be a number of things, but the most common culprit has to do with the template role.

Note this line:

roleName: entity_type

This roleName must match what's in your template for the given "receiver" (the correct term is recipient or signer).

Please check what value you're passing in this line and make sure it matches the values set for placeholder recipients (or roles) in the template you are using.

Upvotes: 1

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