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How to change an envelope recipient without losing the already filled fields ?

  • October 23, 2024
  • 2 replies
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How do I change an Envelope’s  recipient without losing the tab values that may already have been filled by the previous user using esign api ?

Few things I have found and tried
collaborative fields are persisted over recipient updates

update recipient removes the fields that were filled by the previous recipient (using Finish Later option)

If update follows the following steps
1. mark all fields for recipient as shared: true using updateRecipientTabs api

2 update recipient

3 reset changes done in step 1

This works but it looks like a lot of over complication.


 

Best answer by Hengfeng Ge

As I think the recipient who has finish signed the envelope can’t be changed.
If the recipient haven’t completed their session yet, you may correct the envelope.
Correct Envelopes

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🔧 The first in APAC to pass the DocuSign eSignature Technical Consultant certification.
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.

2 replies

Hengfeng Ge
Hero
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  • Hero
  • Answer
  • October 23, 2024

As I think the recipient who has finish signed the envelope can’t be changed.
If the recipient haven’t completed their session yet, you may correct the envelope.
Correct Envelopes

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🔧 The first in APAC to pass the DocuSign eSignature Technical Consultant certification.
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.


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  • Author
  • Newcomer
  • November 5, 2024

@Hengfeng Ge 
I need to change the recipient before the recipient has finished signing, where he may have already filled some fields but did not click on Finish but saved it using Finish Later