I working on signup process that require new user to sign on documents. I am using DocuSign embed signing workflow for that
I have created template with pdf document in docusign admin panel and added 1 test route:
and in the backend I am performing following api calls:
- STEP 1 - Login API Call (used to retrieve your baseUrl) - restapi/v2/login_information
- STEP 2 - Create an Envelope from Template and Send - baseURL + "/envelopes"
- STEP 3 - Launch the Embedded Signing view (aka recipient view) - baseURL + uri + "/views/recipient"
and as parameters for email, username if I am sending test@mail.com, test2 (like in route) then when I go to the retrieved recipient view url I see that form already has the placeholder for Sign and Initials since I have added these tags for test2 user in admin panel and form looks like:
Which is GREAT!
But not if I will send test3 and test3@mail.com as username and email params in this case I see form like this:
Here user can place his sign and other elements where he wants(which is BAD)
I need that behavior for all usernames and emails of new users that will signup(like all user will see these tags to sign and initial) I can't add them into admin panel to route since I don't know emails of new users that will came to site.
Is there a way to accomplish that ?
RequestBody for STEP2 for @AndrewWilson's request
"<envelopeDefinition xmlns=\"http://www.docusign.com/restapi\">" +
"<status>sent</status>" +
"<emailSubject>DocuSign API - Embedded Signing example</emailSubject>" +
"<templateId>" + TEMPLATE_ID + "</templateId>" +
"<templateRoles>" +
"<templateRole>" +
"<email>" + recipientEmail + "</email>" +
"<name>" + recipientName + "</name>" +
"<roleName>test2</roleName>" +
"<clientUserId>1</clientUserId>"
"</templateRole>" +
"</templateRoles>" +
"</envelopeDefinition>";
recipientEmail, recipientName it will be dynamic, templateId constant for doc