How can I send carbon copies to the same recipient in every step of the signing process?

Question

We require two signers and one carbon copy recipient which receives a carbon copy for every status change of the signing process.

Using DocuSign.eSign Nuget package 2.1.4, I tried:

1. adding the carbon copy recipient (RecipientId=1)
2. adding the first signer (RecipientId=2)
3. adding the same carbon copy recipient as in step 1 (RecipientId=1)
4. adding the second signer (RecipientId=3)
5. adding the same carbon copy recipient as in step 1 (RecipientId=1)

I'm increasing RoutingOrder along the way (from 1 to 5) A recipient simply contains values for: Email, Name, RecipientId and RoutingOrder, nothing more.

This, however causes the API to return

ENVELOPE_HAS_DUPLICATE_RECIPIENTS.

I tried to find a solution for this in the documentation, but can't seem to find the correct paragraph.

Answer 1

If you are using the DocuSign c# SDK, then the following code should accomplish what you are trying. See full example here.

The envelope has the recipients in the following order

1. CC Recipient ([email protected])
2. Signer ([email protected])
3. CC Recipient ([email protected])
4. Signer ([email protected])

5. CC Recipient ([email protected])

   public void CreateEnvelopeDuplicateRecipients()
   {
       string accountID = "";//Initialization code here.
   
       byte[] fileBytes = System.IO.File.ReadAllBytes(@"C:\temp\test.pdf");
       var envDef = new EnvelopeDefinition()
       {
           EmailSubject = "Envelope with CC & Signers",
           Status = "Sent",
   
           Documents = new List<Document>()
           {
               new Document()
               {
                   DocumentBase64 = System.Convert.ToBase64String(fileBytes),
                   Name = "Dummy",
                   DocumentId = "1"
               }
           },
           Recipients = new Recipients()
           {
               CarbonCopies = new List<CarbonCopy>()
               {
                   new CarbonCopy()
                   {
                       Email = "[email protected]",
                       Name = "jane cc",
                       RecipientId = "1",
                       RoutingOrder = "1"
                   },
                   new CarbonCopy()
                   {
                       Email = "[email protected]",
                       Name = "jane cc",
                       RecipientId = "3",
                       RoutingOrder = "3"
                   },
                   new CarbonCopy()
                   {
                       Email = "[email protected]",
                       Name = "jane cc",
                       RecipientId = "5",
                       RoutingOrder = "5"
                   }
               },
               Signers = new List<Signer>()
               {
                    new Signer()
                    {
                         Email = "[email protected]",
                         Name = "jane doe",
                         RecipientId = "2",
                         RoutingOrder = "2",
                         Tabs = new Tabs()
                         {
                             SignHereTabs = new List<SignHere>()
                             {
                                 new SignHere()
                                 {
                                   DocumentId = "1", XPosition = "100", YPosition = "200", PageNumber = "1",
                                 }
                             }
                         }
                    },
                     new Signer()
                    {
                         Email = "[email protected]",
                         Name = "bobbydoe Demo",
                         RecipientId = "4",
                         RoutingOrder = "4",
                         Tabs = new Tabs()
                         {
                             SignHereTabs = new List<SignHere>()
                             {
                                 new SignHere()
                                 {
                                   DocumentId = "1", XPosition = "100", YPosition = "300", PageNumber = "1",
                                 }
                             }
                         }
                    }
               }
           }
       };
   
       var envelopesApi = new EnvelopesApi();
       EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountID, envDef);
       Console.WriteLine(envelopeSummary);
   }