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Question

Overriding SignerAttachmentTabs optional property is not working as expected


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I created a template with a SignerAttachmentTab (optional) inside it on Docusign.

Before creating an envelope, I get the SignerAttachmentTabs of a signer and override the value of the property Optional to make it become required.

But when I sent an envelope, the UI was confusing me. There were 2 overlapping tabs.

Do you guys know a better way to control the property Optional before creating an envelope?

2 replies

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  • Docusign Employee
  • 22 replies
  • March 13, 2025

Hello sadiomanhne,


The problem you're seeing—overlapping tabs and UI confusion—likely arises from the way you're manipulating the SignerAttachmentTab after it's already defined within the template.

Explanation about the Issue:

  • Template Definition: When you create a template with an optional SignerAttachmentTab , DocuSign stores the tab's definition as "optional."
  • Dynamic Modification: When you retrieve the tab and change its Optional  property, you're essentially applying an override. However, the UI might not cleanly handle this alteration, especially if the original template layout is still being partially applied.
  • Overlapping Tabs: The overlapping tabs could indicate that DocuSign is attempting to render both the original optional tab and the modified required tab, leading to visual conflicts.

     

  • what I recommend to you is to Modify the Template Directly:

  • The most reliable way to control the Optional property is to create separate templates for required and optional attachments.
    If you need both scenarios, create two templates:
    One template with the SignerAttachmentTab set to Optional: "true".
    Another template with the SignerAttachmentTab set to Optional: "false".
    Then, in your application logic, choose the appropriate template based on your requirements before creating the envelope.
    This eliminates the need for runtime modification of tab properties, ensuring consistent and predictable behavior.

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  • Author
  • Newcomer
  • 1 reply
  • March 13, 2025

@Mahmoud.Essam Thanks for the quick response. I appreciate your help.