0
votes

DocuSign Envelope in status 'Created' which stores it in draft folder. When I click 'Send', envelope is not received by the recipient. It shows in 'Waiting for Others'. What does that mean? My Envelope request JSON is as below. After I get envelope Id I make a POST request to do embedded signing, I get the sender view url which opens in a new SalesForce Tab. When I click 'Send' it displays 'Success' message but the recipient does not get email.

{
    "status": "created",
    "recipients": {
        "signers": [{
            "tabs": {
                "signHereTabs": [{
                    "yPosition": null,
                    "xPosition": null,
                    "width": "100",
                    "TabLabel": null,
                    "tabid": null,
                    "ScaleValue": null,
                    "required": "TRUE",
                    "RecipientId": "1",
                    "pageNumber": "1",
                    "optional": "false",
                    "Name": null,
                    "fontSize": "Size12",
                    "font": "Calibri",
                    "DocumentId": "1",
                    "anchorYoffset": null,
                    "anchorXOffset": null,
                    "anchorUnits": "pixels",
                    "anchorString": "Applicant Sign Here",
                    "anchorIgnoreIfNotPresent": "true"
                }],
                "initialHereTabs": [{
                    "yPosition": null,
                    "xPosition": null,
                    "width": "100",
                    "TabLabel": null,
                    "tabid": null,
                    "ScaleValue": null,
                    "required": "TRUE",
                    "RequireAll": "FALSE",
                    "RecipientId": "1",
                    "pageNumber": "1",
                    "optional": "false",
                    "Name": null,
                    "fontSize": "Size12",
                    "font": "Calibri",
                    "documentId": "1",
                    "anchorYoffset": null,
                    "anchorXOffset": null,
                    "anchorUnits": "pixels",
                    "anchorString": "Applicant Initial Here",
                    "anchorIgnoreIfNotPresent": "true"
                }],
                "dateSignedTabs": [{
                    "yPosition": null,
                    "xPosition": null,
                    "width": "100",
                    "TabLabel": null,
                    "tabid": null,
                    "ScaleValue": null,
                    "required": "TRUE",
                    "RecipientId": "1",
                    "pageNumber": "1",
                    "Name": null,
                    "fontSize": "Size12",
                    "font": "Calibri",
                    "DocumentId": "1",
                    "anchorYoffset": null,
                    "anchorXOffset": null,
                    "anchorUnits": "pixels",
                    "anchorString": "Applicant Date Signed",
                    "anchorIgnoreIfNotPresent": "true"
                }]
            },
            "routingOrder": null,
            "rolename": null,
            "recipientId": "1",
            "name": "XXXXXXXXX",
            "email": "[email protected]",
            "clientUserId": "1000"
        }, {
            "tabs": {
                "signHereTabs": [{
                    "yPosition": null,
                    "xPosition": null,
                    "width": "100",
                    "TabLabel": null,
                    "tabid": null,
                    "ScaleValue": null,
                    "required": "TRUE",
                    "RecipientId": "1",
                    "pageNumber": "1",
                    "optional": "false",
                    "Name": null,
                    "fontSize": "Size12",
                    "font": "Calibri",
                    "DocumentId": "1",
                    "anchorYoffset": null,
                    "anchorXOffset": null,
                    "anchorUnits": "pixels",
                    "anchorString": "Guarantor SignHere",
                    "anchorIgnoreIfNotPresent": "true"
                }],
                "initialHereTabs": [{
                    "yPosition": null,
                    "xPosition": null,
                    "width": "100",
                    "TabLabel": null,
                    "tabid": null,
                    "ScaleValue": null,
                    "required": "TRUE",
                    "RequireAll": "FALSE",
                    "RecipientId": "1",
                    "pageNumber": "1",
                    "optional": "false",
                    "Name": null,
                    "fontSize": "Size12",
                    "font": "Calibri",
                    "documentId": "1",
                    "anchorYoffset": null,
                    "anchorXOffset": null,
                    "anchorUnits": "pixels",
                    "anchorString": "Guarantor Initial Here",
                    "anchorIgnoreIfNotPresent": "true"
                }],
                "dateSignedTabs": [{
                    "yPosition": null,
                    "xPosition": null,
                    "width": "100",
                    "TabLabel": null,
                    "tabid": null,
                    "ScaleValue": null,
                    "required": "TRUE",
                    "RecipientId": "1",
                    "pageNumber": "1",
                    "Name": null,
                    "fontSize": "Size12",
                    "font": "Calibri",
                    "DocumentId": "1",
                    "anchorYoffset": null,
                    "anchorXOffset": null,
                    "anchorUnits": "pixels",
                    "anchorString": "Guarantor Date Signed",
                    "anchorIgnoreIfNotPresent": "true"
                }]
            },
            "routingOrder": null,
            "rolename": null,
            "recipientId": "2",
            "name": "XXXXXXXXXTestcase",
            "email": "[email protected]",
            "clientUserId": "2000"
        }],
        "carbonCopies": [{
            "routingOrder": "11",
            "recipientId": "11",
            "name": "DealerFunding",
            "email": "[email protected]"
        }, {
            "routingOrder": "12",
            "recipientId": "12",
            "name": "CURRENt_DSR",
            "email": "[email protected]"
        }, {
            "routingOrder": "13",
            "recipientId": "13",
            "name": "DSR_TEAM_LEAD",
            "email": "[email protected]"
        }]
    },
    "messagelock": "false",
    "emailsubject": "Test Subject",
    "emailblurb": "Test Message",
    "documents": [{
        "name": "CodeOfConduct.pdf",
        "documentid": "1",
        "documentBase64": null
    }]
}
1

1 Answers

1
votes

You are specifying Signer.ClientUserId which indicates that signer is an embedded recipient. Email will be sent to the Signer if you create the envelope without the ClientUserId parameter.

For embedded signing, after envelope creation, your application will have to make a call to EnvelopeViews:CreateRecipient and generate the signing URL.