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Question

How to change an envelope recipient without losing the already filled fields ?

  • October 23, 2024
  • 2 replies
  • 15 views

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How do I change an Envelope’s  recipient without losing the tab values that may already have been filled by the previous user using esign api ?

Few things I have found and tried
collaborative fields are persisted over recipient updates

update recipient removes the fields that were filled by the previous recipient (using Finish Later option)

If update follows the following steps
1. mark all fields for recipient as shared: true using updateRecipientTabs api

2 update recipient

3 reset changes done in step 1

This works but it looks like a lot of over complication.


 

2 replies

Hengfeng Ge
Frequent Contributor
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  • Frequent Contributor
  • 521 replies
  • October 23, 2024

As I think the recipient who has finish signed the envelope can’t be changed.

 

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  • Author
  • Newcomer
  • 1 reply
  • November 5, 2024

@Hengfeng Ge 
I need to change the recipient before the recipient has finished signing, where he may have already filled some fields but did not click on Finish but saved it using Finish Later