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Question

Prevent users to modify recipients and documents when in coorection view

  • February 13, 2025
  • 0 replies
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We are integrating DocuSign into our application and using the Correction View feature to allow users to edit document fields before sending envelopes. However, we need to prevent users from modifying recipients and documents while still allowing them to edit signature fields and other form fields.

We have tested using the CreateLock API with LockType = "edit" and the useScratchPad parameter.

  • When useScratchPad = false, users are unable to modify anything, including document fields.
  • When useScratchPad = true, users can modify document fields, but they can also change recipients and documents, which we need to prevent.

Our goal: We want users to have the ability to edit document fields (such as signature and text fields) but prevent them from changing recipients or documents when the Correction View is opened.

Is there a way to achieve this through DocuSign’s API or configuration settings? Are there any best practices or recommended workflows to handle this scenario?

Thank you for your assistance.

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