How to delete clientUserId on a recipient?

Question

Hi, we are working on a DocuSign integration allowing users to sign documents in-app. We do have requirements to allow users to forward the signature to external users. We initially create the Signer record with a clientUserId (so the user can sign in-app using the embedded signature), and to forward the signature, we are trying to update the signer record with the external user info and remove the clientUserId value so Docusign would send out an email inviting them to sign the envelope. However, when updating the Signer, and not specifying the clientUserId (as the documentation mentions), the clientUserId persists. Updating the clientUserId to another value does work, but deleting it doesn’t. Any recommendations here?

mrave · Accepted Answer

​@pierreConverting an Embedded Signer to a Remote Signer via APITo successfully change an embedded signer to a remote signer when making an API update call, you must:Set theclientUserIdto an empty value.Provide the signer's full name and email address.Failing to include clientUserId inthe payload (i.e., omitting the parameter during the envelope update) will leave it unchanged, meaning the envelope will not convert to remote signing.

pierre · Answer

Thank you, this worked!

Converting an Embedded Signer to a Remote Signer via API

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