0
votes

I'm using the Docusign API and programmatically create the envelope and add recipients. The sender is then redirected to the sender view URL, adds initial and signature tags and then sends the envelope. Works great.

The problem is sometimes that once the envelope is SENT, the senders then realize they forget to add these tags for multiple recipient. I can always generate another sender view URL with no problem and redirect the sender. The problem is that it takes them to a sort of "read only" view of the document and they have to click on "OTHER ACTIONS" and then "Correct". From there they can modify the envelope somewhat and the recipients and then click a button that reads "Edit Documents and tags" to get back to the original sender view where you place the signature tags.

Once an envelope is sent, is there any way to correct it like this but SKIPPING this "correction page" and going straight back into the view where you're actually placing the tags? Our web application does all the recipient adding and envelope creation. We don't want our users to be able to have any advanced options and possibly mess up the envelope.

1
If there isn't a way to do this, is it possible to modify an envelope's status from SENT to DRAFT? If so, we could do that and then redirect the users to the sender view URL. This would be a great workaround since we suppress all automatic emails to the recipients. When the envelope is sent, the return URL in our application immediately looks at the envelope and checks to see if there are any recipients without tabs. At this point we would hopefully be able to change it back to draft status, warn the user they missed someone, and redirect them back to the sender view before emailing recipients - citronsmurf
Sorry I mean from SENT to "CREATED" - citronsmurf
Once an envelope progresses to status = Sent, you can't revert it back to status = Created. - Kim Brandl

1 Answers

0
votes

Yes, you can use createCorrect API call for the sent envelope, API call is

POST /v2/accounts/{accountId}/envelopes/{envelopeId}/views/correct

More details are available at https://docs.docusign.com/esign/restapi/Envelopes/EnvelopeViews/createCorrect/

This call will directly open the envelope for editing.