Hello,

We are integrating DocuSign via the REST API. In our use case, we use the createSenderView method to allow an initiator to manually place signature tags in the document.

However, the sender view also allows the initiator to:

• Replace or delete the documents,

• Modify the list of recipients (add/remove/change),

• Change the signing order, roles, etc.

This is not acceptable for our workflow. We only want the initiator to place tags on the pre-uploaded document — and not be able to edit recipients or the document itself.

Question: Is there a way (via configuration, permissions, roles, or account settings) to restrict what the user can do in the sender view?

If not, could you please suggest an alternative approach where:

• The document is fixed (read-only),

• Recipients are fixed,

• The initiator can only place fields (tabs)?

Thank you!