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When defining an embedded signer, we need to provide a clientUserId along with the recipient's name and email. The clientUserId is a sender-defined identifier for the embedded recipient, enabling the generation of a signing URL for them. How can this be accomplished when envelope is initiated using the DocuSign web app and recipient should sign using embedded signing in a custom built mobile app
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Embedded signing client userid for Docusign webapp
+11- Frequent Contributor
Best answer by Michael.Rave
No, embedded signing can only be initiated via API and not via the (standard) Docusign Web App. The clientUserId needs to be specified by the application that is also redirecting the user to sign the document.
That having said, you can correct an envelope created by the Docusign Web App to change it to embedded signing by adding the clientUserId for a recipient. In that case the initial recipient will always receive an email, but you could use an internal email address as a placeholder and also remove/update that recipient while correcting the envelope.
- Docusign Employee
Hello
I believe in this case you can use the Hybrid Signing session, where you can use the DocuSign UI, email notification but also create an embedded session. You can check how to do that here:
Thanks!
+11- Frequent Contributor
Hi Eduardo
Thanks for your reply. But when I am initiating an envelope from Docusign web app interface (standalone) where can I specify the client userid?
+19- Docusign Employee
- Answer
No, embedded signing can only be initiated via API and not via the (standard) Docusign Web App. The clientUserId needs to be specified by the application that is also redirecting the user to sign the document.
That having said, you can correct an envelope created by the Docusign Web App to change it to embedded signing by adding the clientUserId for a recipient. In that case the initial recipient will always receive an email, but you could use an internal email address as a placeholder and also remove/update that recipient while correcting the envelope.
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