DocuSign embedded sending - view tag placement

0
votes

I am using a SOAP based API call - CreateAndSendEnvelope to create envelopes into specified DocuSign accounts. I pre-configure the recipients and tags outside of DocuSign console and pass in pre-configured recipient/tag information in the CreateandSendEnvelope API call request.

At times, I need to vary the tag positions a few times before I configure the correct tag placement for the recipients. I always have to create the envelopes to check tag positions. I am looking into an option of using Embedded sending option to preview the tag placement for the envelope but I found out that in order to use Embedded sending I actually have to create an envelope first and then pass in the envelope id to preview the tags/correct tags.

Is there a way to preview the recipient/tags without creating an envelope using Embedded sending option or any other option?

1
docusignapi
I do not believe there's a way to preview what the tags for a given recipient without creating the underlying envelope. What exactly are you trying to avoid or accomplish here? You can create the envelope but not send it right away, then do an embedded sending for the first recipient and if they need to alter tags they can, if not they can just send. In the end it's all just one envelope still, so is there something else I'm missing in this flow? Thx - Ergin
I am trying to view the tag placement before sending out an envelope to the recipients. I think, you answered my question here - an envelope gets created to allow me to view the tag placement but I can decide not to send out to the recipients if the tags placement is not correct using Embedded sending. - Juiced Tech

1 Answers

0
votes

Just so we have a logged answer for the benefit of the community, you need to create an underlying envelope to be able to preview tag placements... but as mentioned you can create the envelope and set the status to "created" which simply saves it as a draft ready to be sent at a later time.