I know that I can do the following using PDF field transform and a composite template (I'm actually using the C# SDK so the actually JSON isn't as important as knowing this is possible using the SDK) to have a recipient sign all signature tabs on a PDF form (not a DocuSign template) whose names start with PrimarySigner
"tabs":{
"signHereTabs":[
{
"tabLabel":"PrimarySigner\\*"
}
]
Suppose that a document has three sets of signature fields. Signer one gets PrimarySigner, Signer two gets SecondarySigner and depending on the context of the envelope Signer one or Signer two might get TertiarySigner. In the case of Signer one getting those signature fields can I add multiple wildcards for a signer? e.g. :
"tabs":{
"signHereTabs":[
{
"tabLabel":"PrimarySigner\\*"
}
],
"signHereTabs":[
{
"tabLabel":"TertiarySigner\\*"
}
]
}
UPDATE: I've implemented this, I thought, using the C# SDK. However, the signature tags are just disappearing for both signers; when they view the documents they are getting the free form rather than the directed signing experience. The PDF document I'm sending has two PDF signature fields named DocuSignSignHere_Signer1_1 and DocuSignSignHere_Signer2_1. I've double checked the obvious such as setting TransformPDFFields, etc. Wildcards will be respected on either end of the pdf form field names, yes?
Here is the JSON of the serialized envelope.
{
"compositeTemplates":[
{
"inlineTemplates":[
{
"documents":[
{
"documentBase64":"redacted",
"documentId":"1",
"name":"TestPDFForm.pdf",
"transformPdfFields":"true"
}
],
"recipients":{
"signers":[
{
"email":"[email protected]",
"name":"Test Signer 1",
"recipientId":"1",
"tabs":{
"signHereTabs":[
{
"tabLabel":"DocuSignSignHere_Signer1\\*"
}
]
}
},
{
"email":"[email protected]",
"name":"Test Signer 2",
"recipientId":"2",
"tabs":{
"signHereTabs":[
{
"tabLabel":"DocuSignSignHere_Signer2\\*"
}
]
}
}
]
},
"sequence":"1"
}
]
}
],
"customFields":{
"textCustomFields":[
{
"name":"ClientId",
"value":"A:1!!D:1!!T:1!!UserId:123!!C:10BD32B131C5ECE3"
}
]
},
"documents":[
],
"emailSubject":"Test Email",
"eventNotification":{
"envelopeEvents":[
{
"envelopeEventStatusCode":"completed"
}
],
"includeCertificateOfCompletion":"true",
"includeCertificateWithSoap":"false",
"includeDocumentFields":"true",
"includeSenderAccountAsCustomField":"true",
"includeTimeZone":"true",
"requireAcknowledgment":"true",
"signMessageWithX509Cert":"false",
"url":"https://test.test.com/documentcallback.aspx",
"useSoapInterface":"false"
},
"status":"sent"
}