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Issues Generating Recipient Views for Multiple Signers and Receiving Webhook Events


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I am using the DocuSign API to create an envelope with a document that requires signatures from three different signers. My implementation involves the following:

  1. Embedded Signing: I need to generate recipient views for all three signers. However, I am currently only able to generate the view for the first signer. When I attempt to generate views for the other two signers, it doesn't work. How can I resolve this issue to allow recipient views for all three signers?

  2. Webhook Triggers: I have set up a webhook with specific events configured. I need to be notified when the first signer completes their signing so I can generate the recipient view for the next signer. However, I am not receiving the event that indicates the first signer has completed signing.

    • Which specific event(s) should I configure in the webhook to ensure I get notified when a signer completes their signing?
    • Are there additional steps required to ensure these events are triggered and sent to my webhook endpoint?

Any guidance or example configurations to solve these issues would be greatly appreciated. Thank you!

Best answer by mrave

@Krishna0707 

You cannot create the embedded signing URL for recipient that are set to remote signing. This is only possible if you provide a clientUserId, which will automatically set the user to being an embedded signer. 

Using composite template does not have an impact on embedded or remote signers, it is mainly if you assign the clientUserId or not, which will then trigger the different behaviour in Docusign eSignature.

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6 replies

Michael.Rave
Docusign Employee
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  • Docusign Employee
  • 927 replies
  • January 23, 2025

@Krishna0707 

For embedded signing I recommend reading this Docusign Developers article, which contains additional links to helpful articles that should guide you through setting it up correctly.

  1. It is important that you assign a different clientUserId to every recipient within the envelope. If you assign the same clientUserId, it will not work. Also the recipient you want to generate the view for must be in the current signing order. 
  2. You need to subscribe to the Docusign Connect Recipient event: “Recipient Signed/Completed”. Then every time the envelope is signed by a recipient your webhook will be triggered.

Good luck with developing your first app, appreciate your efforts.


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  • Author
  • Newcomer
  • 3 replies
  • January 23, 2025

Thanks for the reply ​@Michael.Rave 


I was setting up signing order while creating envelope but when I checked that document in the dashboard it showed me that sign order is set 1 for all the recipients and one more thing when I set envelope status to sent I am not receiving any emails from Docusign What could be the reason for that.

Thank you
 

 


Michael.Rave
Docusign Employee
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  • Docusign Employee
  • 927 replies
  • January 23, 2025

@Krishna0707 

Embedded signing will suppress all email notifications sent from Docusign to the recipients. This is one of the key differences to remote signing (which is the default when you send something via the Web App). You can have a combination of the first signer being an embedded signer and the additional signers being remote signers and receiving the notifications from Docusign eSignature directly. If you configure embedded signing for every signer, then you need to somehow notify them and get them to sign through your app.

It looks like the signing order was not set successfully when creating the envelope, as the image shows parallel signing. You may want to double check your payload when creating the envelope for this.


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  • January 23, 2025

Thanks ​@Michael.Rave 

 

But I was not using Embedded signing When I created the envelope, after creating the envelope, I was generating recipient view. The envelope status was set to sent.  When I did not receive an email from DocuSign then I created recipient view for signing. (I am using composite template for creating envelope)


Michael.Rave
Docusign Employee
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  • Docusign Employee
  • 927 replies
  • Answer
  • January 23, 2025

@Krishna0707 

You cannot create the embedded signing URL for recipient that are set to remote signing. This is only possible if you provide a clientUserId, which will automatically set the user to being an embedded signer. 

Using composite template does not have an impact on embedded or remote signers, it is mainly if you assign the clientUserId or not, which will then trigger the different behaviour in Docusign eSignature.


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  • Author
  • Newcomer
  • 3 replies
  • January 23, 2025

Thanks ​@Michael.Rave