Skip to main content

Is it possible to allow multiple DocuSign accounts access to an envelope via the API? We want to send an envelope and also allow a DocuSign user from a different company to manage the envelope.



We will be creating and paying for the envelope but have other companies that want to use embedded signing and make changes to the envelope through DocuSign's API.



We do not want to give the other company/DocuSign user's access to our entire account, just specific envelopes. Ideally, we could pass in DocuSign account/user ID's with the API request so they have access.



Thank you

You should definitely be able to accomplish this via the API but also potentially without needing API. There are recipient types (Specify Recipients, Update Recipients, Allow to Edit) who do not sign but instead can specify the other recipients or manage the envelope. You could build the envelope to define which external parties have this permission and they will receive an email from DocuSign asking them to take the appropriate actions. But you could also manage this via API in an embedded session within your web app/portal.



You would authenticate the person accessing your website and determine which envelopes they can manage. Based on the user actions in your application, you can present an embedded DocuSign session for them to edit the envelope. They don't need specific DocuSign credentials if your API call uses credentials that have access to that envelope.

👍​

Reply


Code of Conduct