Switch from embedded signing to remote signing aft

问题:

I am trying to set up a certain scenario when creating a DocuSign envelope. After creating my recipient views to proceed with embedded signing, it is possible that those signers would want to switch to remote signing.

Is there a way to switch a recipient from embedded signing to remote signing after the envelope is sent?

Should I just send a reminder notification and let the embedded signing links expire ?

回答1:

Embedded signing links are for one time use only and they automatically expire after 5 minutes.

Changing Embedded Signer to a Remote Signer : Update the "clientUserId" of the recipient to an empty value using the updateEnvelopeRecipients api. This will also trigger an email to the recipient.

PUT /v2/accounts/{accountId}/envelopes/{envelopeId}/recipients

sample Json

{
  "signers": [
    {
      "recipientId": "1",
      "clientUserId": ""
    }
  ]
}

Also see this related answer where you can set up the recipient for Embedded and Remote signing during envelope creation.

回答2:

While @CodingDawg provided the general solution, below is the solution in C# (as I am using the DocuSign C# SDK) in case it might help anyone in the future :

    if (recipients.Signers != null)
    {
        foreach (Signer signer in recipients.Signers)
        {
            signer.ClientUserId = "";
        }
    }

    // One might want to do the same for Editors, CertifiedDeliveries, etc..
   EnvelopesApi envelopeApi = new EnvelopesApi();
    envelopeApi.UpdateRecipients(accountId,envelopeId,recipients);