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I'm trying to create an envelope using a template and then modify it to add Identity Verification. However, the envelope created earlier doesn't overwrite the existing signer role, even though I'm making the request with the same role name.

Does anyone know why this might be happening or how to properly update the role?

Hi Aung,

You need to assign Identity Verification and signer details at the time you create the envelope, not afterward, using the templateRoles property when creating the envelope.

Example (JSON):

{
  "status": "sent",
  "templateId": "TEMPLATE_ID_HERE",
  "templateRoles": :
    {
      "roleName": "Signer1",
      "name": "Mark Doe",
      "email": "Mark@example.com",
      "identityVerification": {
        "workflowId": "YOUR_WORKFLOW_ID",
        "steps": null
      }
    }
  ]
}

workflowId refers to the ID of the identity verification method you've configured in your account.

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