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Question

Embedded Signing Flow

  • October 7, 2024
  • 0 replies
  • 28 views

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Hi,

I am currently integrating DocuSign Embedded into my web application, which supports two types of users: admins and normal users. Admins have the ability to send documents to users for signing, and I have successfully implemented this functionality.

However, when a user logs into our application, I want to retrieve all the documents that they need to sign. In this context, the user is the recipient of the envelopes sent by the admin.

I reviewed the DocuSign APIs and found that the process involves first retrieving all envelopes and then filtering them by recipients. However, I am unsure if this is the best approach.

Could you please confirm if this method is correct, or suggest a more efficient way to achieve this?

Thank you!