Saturday, 15 June 2013

docusignapi - DocuSign API - Embedded Recipients -



docusignapi - DocuSign API - Embedded Recipients -

i create envelopes embedded/captive recipients using soap based api calls , generate token recipient can sign envelope right after gets created. have followed documentation not able create token(s) embedded signer(s). able create envelope while creating tokens, error "invalid signature credentials".

according documentation, while creating envelope captive recipient,i need pass in clientuserid recipient. need utilize same clientuserid same recipient each time. looks like, might have created envelope captive recipient before not using right combination..recipient name, email address , clientuserid every time creating envelope captive recipient(s).

1) there way reassign clientuserid recipient?

2) there way retrieve clientuserid recipient?

3) docusign account, how check if envelope has been created captive recipient(s)?

4) have turn setting on our docusign business relationship create envelopes captive recipients?

1) might able utilize recipient correction phone call update clientuserid given recipient, if not work can remove recipient envelope, re-add embedded recipient.

2) retrieve clientuserid value , other info recipients need create next api call:

get envelope recipient status

uri:

/accounts/{accountid}/envelopes/{envelopeid}/recipients

method:

get

sample response:

{ "recipientcount":"string content", "signers":[{ "delivereddatetime": "string content", "recipientauthenticationstatus":{ "(authentication status result)": "eventtimestamp":"string content" "status":"string content" } }, "recipientid": "string content", "clientuserid": "string content", "requireidlookup": "string content", "rolename":"string content", "routingorder": "string content", "signeddatetime": "string content", "status": "string content", "email": "string content", "name": "string content" }] }] }

3) i'm not sure if can check through docusign console, api phone call described above indicate if given recipient captive or not. if have clientuserid value defined, embedded - otherwise remote signer.

4) yes, feature you're api integration need include in business relationship plan. talk docusign business relationship manager more information.

docusignapi

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