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Question

Get users pending envelopes

  • 22 March 2024
  • 2 replies
  • 128 views

I have below use case :

Get users pending envelopes. I have to find all pending envelopes for any user using email Id. Any sender can sent the envelopes to user and I have to find the list of the envelopes user has pending actions.

Which endpoint should use to get this information ?

@AnaghaPingale

You can only access the envelopes via API that were sent from your DocuSign account. With Admin permissions you can search all envelopes regardless of who the sender for the specific envelope was or you can use the user as a filter to only find the envelopes for a specific user.

Envelopes send from other DocuSign accounts to users in your account to sign or for a different action cannot be retrieved via the API as your DocuSign account is not the owner of the envelope.

You can use this endpoint to list all envelopes for a user by providing email and user_name.

  1. Go/docusign
  2. User – select the one that has NA1
  3. Select “manage”
  4. Click the box that says “shared envelopes”
  5. You can go into the sent box and choose someone that sent a package and sort it that way instead of using the shared box

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