REST API Embedded Signing -Docusign

Question

I'm using REST API for Embedded Signing. I have created the template with tags and set them as required fields, but while embedding the document in the website for signing I couldn`t see the tags I have set in the template. I have created this envelope by setting the template ID in the API code(http://iodocs.docusign.com/APIWalkthrough/embeddedSigning - php). Here is the code

<?php

// Input your info:
$email = "email address";           
$password = "password";     
$integratorKey = "integrator key";      
$recipientName = "signer name";     
$templateId = "template ID";        
$templateRoleName = "template Role Name";   
$clientUserId = "client ID";    

// construct the authentication header:
$header = "<DocuSignCredentials><Username>" . $email . "</Username><Password>" . $password . "</Password><IntegratorKey>" . $integratorKey . "</IntegratorKey></DocuSignCredentials>";

/////////////////////////////////////////////////////////////////////////////////////////////////
// STEP 1 - Login (retrieves baseUrl and accountId)
/////////////////////////////////////////////////////////////////////////////////////////////////
$url = "https://demo.docusign.net/restapi/v2/login_information";
$curl = curl_init($url);
curl_setopt($curl, CURLOPT_HEADER, false);
curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
curl_setopt($curl, CURLOPT_HTTPHEADER, array("X-DocuSign-Authentication: $header"));

$json_response = curl_exec($curl);
$status = curl_getinfo($curl, CURLINFO_HTTP_CODE);

if ( $status != 200 ) {
    echo "error calling webservice, status is:" . $status;
    exit(-1);
}

$response = json_decode($json_response, true);
$accountId = $response["loginAccounts"][0]["accountId"];
$baseUrl = $response["loginAccounts"][0]["baseUrl"];
curl_close($curl);

//--- display results
echo "accountId = " . $accountId . "\nbaseUrl = " . $baseUrl . "\n";



/////////////////////////////////////////////////////////////////////////////////////////////////
// STEP 2 - Create an envelope with an Embedded recipient (uses the clientUserId property)
/////////////////////////////////////////////////////////////////////////////////////////////////
$data = array("accountId" => $accountId, 
    "emailSubject" => "DocuSign API - Embedded Signing Example",
    "templateId" => $templateId, 
    "templateRoles" => array(
        array( "roleName" => $templateRoleName, "email" => $email, "name" => $recipientName, "clientUserId" => $clientUserId )),
    "status" => "sent");                                                                    

$data_string = json_encode($data);  
$curl = curl_init($baseUrl . "/envelopes" );
curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
curl_setopt($curl, CURLOPT_POST, true);
curl_setopt($curl, CURLOPT_POSTFIELDS, $data_string);                                                                  
curl_setopt($curl, CURLOPT_HTTPHEADER, array(                                                                          
    'Content-Type: application/json',                                                                                
    'Content-Length: ' . strlen($data_string),
    "X-DocuSign-Authentication: $header" )                                                                       
);

$json_response = curl_exec($curl);
$status = curl_getinfo($curl, CURLINFO_HTTP_CODE);
if ( $status != 201 ) {
    echo "error calling webservice, status is:" . $status . "\nerror text is --> ";
    print_r($json_response); echo "\n";
    exit(-1);
}

$response = json_decode($json_response, true);
$envelopeId = $response["envelopeId"];
curl_close($curl);

//--- display results   
echo "Envelope created! Envelope ID: " . $envelopeId . "\n"; 

/////////////////////////////////////////////////////////////////////////////////////////////////
// STEP 3 - Get the Embedded Singing View 
/////////////////////////////////////////////////////////////////////////////////////////////////
$data = array("returnUrl" => "http://www.docusign.com/devcenter",
    "authenticationMethod" => "None", "email" => $email, 
    "userName" => $recipientName, "clientUserId" => $clientUserId
);                                                                    

$data_string = json_encode($data);    
$curl = curl_init($baseUrl . "/envelopes/$envelopeId/views/recipient" );
curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
curl_setopt($curl, CURLOPT_POST, true);
curl_setopt($curl, CURLOPT_POSTFIELDS, $data_string);                                                                  
curl_setopt($curl, CURLOPT_HTTPHEADER, array(                                                                          
    'Content-Type: application/json',                                                                                
    'Content-Length: ' . strlen($data_string),
    "X-DocuSign-Authentication: $header" )                                                                       
);

$json_response = curl_exec($curl);
$status = curl_getinfo($curl, CURLINFO_HTTP_CODE);
if ( $status != 201 ) {
    echo "error calling webservice, status is:" . $status . "\nerror text is --> ";
    print_r($json_response); echo "\n";
    exit(-1);
}

$response = json_decode($json_response, true);
$url = $response["url"];

//--- display results
echo "Embedded URL is: \n\n" . $url . "\n\nNavigate to this URL to start the embedded signing view of the envelope\n"; 

?

If I send envelope directly from the demo account using the same template it shows all the tags I have set. Why this happens, is there any additional settings for displaying tags from the template.

Answer 1

Just set the Role for template in admin panel and remove the recipient from there. You will get all the tabs in embed view.