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Apex Toolkit Send with Docusign View

  • December 11, 2024
  • 1 reply
  • 61 views

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We are using the apex toolkit in Salesforce to generate documents and then create an envelope. However, once the envelope has been created, we would like to allow the user to view the envelope and make adjustments before actually sending. Is there any way to provide the user with (or redirect the user to) the Send with Docusign view after creating an envelope with the apex toolkit? A screenshot of what I’m talking about is below.

 

 

1 reply

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  • Docusign Employee
  • 68 replies
  • December 12, 2024

The user can change the recipient and place the field before sending the envelope via Sender View. You can get the Sender View URL through dfsle.EnvelopeService.getSenderViewUrl method. Please refer to the Apex Toolkit reference for more information about this method: https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelopeservice.html

More information about the concept of the Sender View is here: https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/embed-sender-correct-views/