Unable to Restrict Editing in Sender View Despite Setting All Configuration Flags (disableDocumentEdit, etc.)
Hello DocuSign Community,
We’re integrating DocuSign with our internal system via the REST API and encountered an issue with controlling permissions in Sender View.
What works:
-
We successfully create an envelope via API with attached documents.
-
The envelope remains in
createdstatus, as intended. -
We then create a Sender View (embedded) using the
CreateSenderViewAPI call.
Our goal:
We want the sender to add tabs (fields) for other recipients, but not be able to:
-
Edit or remove the document itself
-
Add/remove recipients
-
Change routing or envelope metadata
What we tried:
We passed the following parameters into the ReturnUrlRequest (as described in the documentation):
{ "returnUrl": "https://ourapp.com/return", "configuration": { "disableDocumentEdit": "true", "allowRecipientRecursion": "false", "allowComments": "false", "allowReassign": "false", "messageLock": "true", "useDisclosure": "false" }}Problem:
Despite passing all the configuration flags, the resulting Sender View still shows all buttons and options, including:
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"Edit Document"
-
"Add/Remove Recipients"
-
And the sender can actually perform those actions.
It appears that the configuration is not being respected, or that we're missing something crucial.
Questions:
-
Are these config options still supported in current API versions?
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Is there any other way to allow only field placement while locking all other editing options in Sender View?
-
Should we use a specific user role (like
Editor) instead? -
Could this behavior depend on account-level permissions?
Thanks in advance for your support!
We would greatly appreciate an example or working configuration that enforces field-only editing.
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