Approve and View tabs

Question

Hello,>Working with the C# SDK<Using composite templates, i successfully created an envelope with 4 documents and 4 recipients (yay !)Document #2 is defined as display=”inline” and i added some tabs (SignHere, Text, DateSigned...) for recipient #1 and recipient #4 : works like a charm. Now my problem is with document #1, which is a supplemental document (display=”modal”). The goal is to set this document as “View and accept” only for recipient #4. Following the documentation I created a View tab and an Approve tab like this :Approve approveTab = new Approve() { DocumentId = "1", RecipientId = "4" };View viewTab = new View() { DocumentId = "1", RecipientId = "4", RequiredRead = "false", Required = "true", PageNumber = "1" };and added them with the others tabs on the recipient #4 (NB : others tabs work fine!) Problem is the supplemental document stays in “optionnal” and no action is required on it. What am I missing ? Regards

JohnSantos · Answer

​@mtachotFor supplemental documents, the enforcement comes from the document’s supplemental settings plus the View/Approve tabs together. Your current tab setup is close, but one flag in particular is backward.What you’re missing is that the View tab has to require the recipient to actually click View, and the supplemental document itself usually also needs the right supplemental-document setting. Right now you have RequiredRead = "false", which means DocuSign is not forcing that action. The docs say the View tab is used with the Approve tab for supplemental documents, and when the View tab’s required-read behavior is enabled, the recipient must click View before continuing.Also, for supplemental docs, DocuSign ties behavior to the document’s supplemental configuration, not just to the tabs. The supplemental-doc docs say the signer must view/read/accept the document, and that when Approve + View tabs are present, DocuSign uses those tabs to drive the acknowledgment flow.

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded