Docusign Embedded Sender with Read Only

0
votes

Similar to Preview tags with docusign API we have the need to let users preview a document before sending it out.

We also need to not let them change the values on the document, just see the populated doc/envelope. If there are data problems in the document, that requires fixes on our UI. Due to the complexity of the documents, the mappings of our tabs is a one-way operation, and non-signature/initial tabs are read-only.

The API Explorer doesn't provide any options outside of accountId and envelopeId. Are there additional options available on this endpoint?

Barring that, what else can we do to enable envelope preview without editing?

1
docusignapi

1 Answers

2
votes

If you want the sender to view the envelope and accept or reject it as is, I'd recommend adding the sender as the first signer, and directing them to a signer view.

First, you'll want to enable 'show initial values' so that all data appears on the envelope regardless of who has taken action. To do so, log in to the web console and navigate to Go to Admin > Sending Settings > Check When an envelope is sent, write the initial value of the field for all recipients

If you place an Approve and Decline button for them, they will have the binary choice to accept the envelope. Neither button actually 'burns in' anything to the envelope, so the completed PDF will not be altered.

Note that clicking a Decline button voids the envelope: If you have another workflow in place to modify the envelope prior to it hitting the primary recipient, you may not want to use a Decline button.