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Hi, all! I’m recently encountering an issue where the access code prompt isn’t appearing for signers that I add during the “CreateSenderView” step of my workflow. 

Workflow: 

  • Person A creates an envelope through an external DocuSign integration and adds Signer A as a recipient of said envelope.
  • Person A proceeds to the sender’s view on the DocuSign site. (This is done using envelopesAPI()->createSenderView())
  • Person A adds a new signer, Signer B. Signer B is assigned an access code.
  • Person A returns to the external DocuSign integration and creates a recipient view for Signer A to sign. (This is done using envelopesAPI()->createRecipientView()).
  • Signer A is prompted to enter their access code, enters, and completes signing. 
  • Person A creates another recipient view for Signer B once Signer A has finished. 
  • Signer B is not prompted for an access code and doesn’t see the fields added for them to sign.

Note: 

  • Person A is authenticated in this integration using OAuth and has a different email than Signer A and Signer B.
  • I also see this happen when Signer B opens the “Review Document” email automatically sent from DocuSign.

Also, when I tested yesterday Signer B would not see the access code prompt, but could see their added signing fields. 
Today is when I noticed that neither appear.

​@NoelleW 

This might be happening because the envelope hasn’t been properly updated and re-sent after adding the new signer within the embedded sending experience. Ensure that after adding Signer B (and assigning their access code) via the sender view, you finalize the envelope changes so that the new recipient’s information and assigned fields are fully registered in the envelope. Then, when you generate the recipient view or when the signer accesses the envelope through the standard email, they will be prompted for the access code and see their assigned signing fields.

Thank you for getting back to me so quickly!
I tried that same workflow again and took pictures to better illustrate what I’m seeing. 
Here is what the envelope recipients of the newly created envelope look like when I check on the DocuSign dashboard. Both signers have successfully registered access codes.
 

And, the back-end request I made to get the envelope’s details prior to creating a recipient view also shows that both signers have the appropriate access codes assigned.

However, the recipient view for Signer Two is still opening without prompting them to enter an access code and without any visible fields for the signer to sign.

​@NoelleW 

If you are using createRecipientView() for Signer Two (making them an embedded signer), the access code prompt will not be shown. Access codes are specifically designed to authenticate remote signers who access the document through the standard DocuSign email link. Additionally, if no fields are appearing, it may be because the envelope was never fully updated and sent after placing fields for Signer Two, or the fields were not correctly assigned to them.

That makes sense. But, with that being said, why would this be a bug that I’m only seeing now? I’ve practiced this same workflow for months and I’ve always been prompted to enter an access code.

Also, how should I go about making sure that my envelope has been updated and sent?
 

I added two fields for the signers to put their initials. This would appear like it has signer fields for two signers to me. But, when sent, the second signer doesn’t see any fields. 

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