How can we send draft envelope to other recipient of envelope?

Question

I am using Authorizatio Code Grant for authorization and wanted to send envelope as draft to other envelope recipient(editor). But in this case it is going to draft of whoever is logging and sending envelope request. I can send that envelope to other recipient's draft simply using "Transfer Owenership" from sender's draft but wanted to automate this while sending envelope request.

Here is the envelope request I am sending:

try
 {
     // create the envelope definition
     EnvelopeDefinition env = new EnvelopeDefinition();
     env.EmailSubject = $"Please Sign - { DateTime.Now.ToString() }";

     //Get document extension
     
     var fileContentByteArray = System.IO.File.ReadAllBytes("D:\\ESign1.docx");
     Document documentToSign = new Document
     {
         DocumentBase64 = Convert.ToBase64String(fileContentByteArray),
         Name = "ESign1.docx",
         FileExtension = "docx",
         DocumentId = "1"
     };

     env.Documents = new List<Document> { documentToSign };

     var signatureHandler = new Editor
     {
         Email = "[email protected]",
         RecipientId = "1",
         RoutingOrder = "1", 
     };
     
     List<Signer> signers = new List<Signer>();

     signers.Add(new Signer { Email = "[email protected]", Name = "xyz", RecipientId = "3", RoutingOrder = "3" });
     signers.Add(new Signer { Email = "[email protected]", Name = "abc", RecipientId = "2", RoutingOrder = "2" });


     // Add the recipients to the envelope object
     Recipients recipients = new Recipients
     {
         Editors = new List<Editor> { signatureHandler },
         Signers = signers
     };

     //Attache all recipients to envelope
     env.Recipients = recipients;


     //Webhook to listen envelope status
     EventNotification eventNotification = new EventNotification
     {
         IncludeDocuments = "true",
         IncludeDocumentFields = "true",
         IncludeTimeZone = "true",
         Url = "https://webhook-endpoint",
         LoggingEnabled = "true",
         EnvelopeEvents = new List<EnvelopeEvent>
         {
             new EnvelopeEvent{ EnvelopeEventStatusCode = "completed", IncludeDocuments = "true" }
         }
     };

     env.EventNotification = eventNotification;
     env.Status = "created";
     var config = new Configuration(baseUrl);
     config.AddDefaultHeader("Authorization", "Bearer " + access_token);

     var apiClient = new ApiClient(baseUrl)
     {
         Configuration = config
     };

     EnvelopesApi envelopesApi = new EnvelopesApi(apiClient);
     EnvelopeSummary result = envelopesApi.CreateEnvelopeAsync(account_id, env).Result;
 }
 catch (Exception ex)
 {

 }

Jsammons Jsammons · Accepted Answer · 2020-10-07T10:21:55

What you need to do is set the envelope to 'sent' status instead of 'created'(env.Status="sent"). This will start the workflow and allow the recipient specified to edit the envelope as you're looking for. It's important to note that this will then continue along in the workflow after that recipient has finished their action on the envelope.

If you're looking for collaboration on an envelope and it's going to be going back and forth a bit before you actually want it signed, you might want to check out DocuSigns markup feature.

How can we send draft envelope to other recipient of envelope?

1 Answers