Recipient view not merged

Question

I am creating an envelope from a template and then getting the URL for the recipient view.

During my request DocuSign sends an email to the recipient and that is merged and ready to sign but the signing url goes to an unmerged version of the document that cannot be signed.

I dont really want the email sent, I just want to redirect the customer straight into the signing session.

What am I missing here?

ENVELOPE CREATION REQUEST:

{
  "emailSubject": "Agreement",
  "templateId": "xxx",
  "templateRoles": [
    {
      "email": "[email protected]",
      "name": "john doe",
      "roleName": "Customer",
      "tabs": {
        "textTabs": [
          {
            "tabLabel": "Name",
            "value": "john doe"
          },
          {
            "tabLabel": "Date",
            "value": "1/18/2019"
          }
        ]
      }
    }
  ],
  "status": "sent"
}

RESPONSE:

{
  "envelopeId": "yyy",
  "uri": "/envelopes/yyy",
  "statusDateTime": "2019-01-18T19:45:04.2870000Z",
  "status": "sent"
}

RECIPIENT VIEW REQUEST:

{
  "userName": "john doe",
  "email": "[email protected]",
  "recipientId": "1",
  "authenticationMethod": "email",
  "returnUrl": "http://www.inter.net/docusign.asp?Status=complete"
}

RESPONSE:

{
  "url": "https://demo.docusign.net/Signing/StartInSession.aspx?t=zzzz"
}

Answer 1

To indicate that you want to use an embedded signing ceremony for the template role, add the clientUserId attribute to the templateRole object.

Example of doing this: line 203 of the Number 17 example workflow (for PHP). This example workflow is also available for Node.js.

For a general example of using embedded signing, see example workflow 1 of the eg-03 series of example launchers--see the list of repositories at the bottom of the page.