Is there any way to convert a remote signer to an embedded signer after they've already been created?

Forum|Forum|1 year ago
December 30, 2024
1 reply
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Is there currently a way to update a remote signer to be an embedded signer instead, after the signer has already been created?

I tried using the envelopesAPI’s updateRecipients() method from the PHP SDK with a mapped version of my recipients with clientUserIds assigned to them (since this is my understanding of what makes a signer “embedded”). But, when doing so, I still wasn’t seeing an embedded signer’s view for the signer whose clientUserId I had updated.

Best answer by JohnSantos

@NoelleW

In general, DocuSign does not let you simply toggle a “remote” signer into an “embedded” signer once the envelope is already in flight. While you can technically update certain signer fields via the Envelopes::updateRecipients method (including setting a clientUserId), DocuSign will not always honor those changes if the signer’s process has already started.

JohnSantos

Answer

Guru

@NoelleW

In general, DocuSign does not let you simply toggle a “remote” signer into an “embedded” signer once the envelope is already in flight. While you can technically update certain signer fields via the Envelopes::updateRecipients method (including setting a clientUserId), DocuSign will not always honor those changes if the signer’s process has already started.

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