2
votes

I need to create an embedded RecipientView from a envelope already sent on docusign.

The envelope wasn't created using the API, so the signer (an aleatory customer) does not have the "clientUserId" field.

So, if send the following request to docusign API:

$result = Docusign::createRecipientView('2d07f457-806d-4d3d-ad4f-14174b5d35ff', array(
         'userName' => 'Glaicon Peixer',
         'email' => '[email protected]',
         'AuthenticationMethod' => 'email',
         'returnUrl' => 'http://your-site.tdl/returningUrl'
      ));

the url returned does not allow the signature.

Is there a way to crate de recipient view URL for a customer (signer) that does not have the 'clientUserId' field? Or there is a way to add a signer with 'clientUserId' other than API (directly by te site of docusign)?

1

1 Answers

3
votes

No - You cannot add a ClientUserId through the web console, and you cannot generate a Recipient View for someone else without a ClientUserId.

You can use the API to update the recipient to have a ClientUserId using the EnvelopeRecipients::Update method: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipients/update