Docusign embedded signing request from template with nodejs

Question

I am using the nodejs docusign api and am having trouble figuring out how do embedded signing request from template. I kinda want it working the way the example does for non template usage.

The main issue i am having is with the way the nodejs docusign library handles recipientIds when you are using a template, cant set the recipientIds directly when you use the template and doesnt seem to take the recipients set automatically by docusign

Most of my code wasfollowing the quickstart guide

Yes I have read, but found the answers unhelpful.

Docusign embedded signing request from template and Docusign Embedded Signing using template

Would you edit your question with your code? Also are you seeing any errors? — Matthew Roknich
Something about recipientIds not being valid, it is kinda looking like an error in the library itself — GrandFleet

Inbar Gazit Inbar Gazit · Accepted Answer · 2020-07-30T23:29:55

    function makeEnvelope(args){
        // create the envelope definition
        let env = new docusign.EnvelopeDefinition();
        env.templateId = args.templateId;
    
        // Create template role elements to connect the signer and cc recipients
        // to the template
        // We're setting the parameters via the object creation
        let signer1 = docusign.TemplateRole.constructFromObject({
            email: args.signerEmail,
            name: args.signerName,
            clientUserId: '1',
            roleName: 'signer'});
    
    
        // Add the TemplateRole objects to the envelope object
        env.templateRoles = [signer1];
        env.status = "sent"; // We want the envelope to be sent
    
        return env;
    }
    
    {
       let dsApiClient = new docusign.ApiClient();
        dsApiClient.setBasePath(args.basePath);
        dsApiClient.addDefaultHeader('Authorization', 'Bearer ' + args.accessToken);
        let envelopesApi = new docusign.EnvelopesApi(dsApiClient);
        
        // Step 1. Make the envelope request body (function above)
        let envelope = makeEnvelope(args.envelopeArgs)
    
        // Step 2. call Envelopes::create API method
        // Exceptions will be caught by the calling function
        let results = await envelopesApi.createEnvelope(
            args.accountId, {envelopeDefinition: envelope});
    
        return results;
    }

function makeRecipientViewRequest(args) {

    let viewRequest = new docusign.RecipientViewRequest();

    viewRequest.returnUrl = args.dsReturnUrl + "?state=123";

    viewRequest.authenticationMethod = 'none';
    
    viewRequest.email = args.signerEmail;
    viewRequest.userName = args.signerName;
    viewRequest.clientUserId = args.signerClientId;

    viewRequest.pingFrequency = 600; // seconds
    viewRequest.pingUrl = args.dsPingUrl; // optional setting

    return viewRequest
}

Docusign embedded signing request from template with nodejs

1 Answers