docusignapi - Document Templates - Roles Set to In person or email signing -

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i have created system use document template create new envelope.

the system has tabbed ui , iframe fetches new urls docusign api every time tab changed, , when url expires.

my problem is now, clients either sign in-person or sign via email. after reading docs, don't see way change in-person email signer after envelope has been created. is correct?

  • is possible set whether role in-person or email sign @ time of envelope creation, without affecting original template?
  • if not possible, best option create template duplicate fields both in-person , email signing, , use appropriate ones based on case?

if need change in-person signer remote signer, or vice-versa, or other recipient type recipient type have 2 options:

  1. perform envelope correction
  2. remove add recipient in-process envelope different type.

for option #1, using envelope correction can edit things recipients, tabs, , documents if have not been signed yet. make following api call request correction url of envelope:

post /v2/accounts/{accountid}/envelopes/{envelopeid}/views/correct

api docs: https://docs.docusign.com/esign/restapi/envelopes/envelopeviews/createcorrect/

for option #2, system not let convert recipient recipient type - - can delete recipient envelope add them in different type. instance, delete in-person signer , add them in signer.

you can see needed calls through enveloperecipients resource.


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