Skip to main content
Solved

Focused View with two signers

  • October 12, 2024
  • 2 replies
  • 53 views

Forum|alt.badge.img+2

How to configure Envelope to have First signer sign in Focused View and Second one sign through the Email sent after the First one? 

I can have one signer sign in Focused View and Two Signers sign through the Email. Can’t do First focused and Second email.

Working with c#.

Best answer by Byungjae.Chung

When you define the envelope via your code, if the clientUserId is included in the recipient object, that recipient becomes an embedded signer, which means the signer can only sign the envelope through embedded signing (focused view). However, if you don't define the clientUserId, it automatically becomes a remote signer, which means the email notification for the envelope will be sent to this recipient. So, please check if you define the clientUserId property only for the first signer.

More information about embedded signing is here: https://www.docusign.com/blog/developers/deep-dive-the-embedded-signing-recipient-view

View Original
Is this content helpful?

2 replies

Forum|alt.badge.img+7
  • Docusign Employee
  • 69 replies
  • Answer
  • October 15, 2024

When you define the envelope via your code, if the clientUserId is included in the recipient object, that recipient becomes an embedded signer, which means the signer can only sign the envelope through embedded signing (focused view). However, if you don't define the clientUserId, it automatically becomes a remote signer, which means the email notification for the envelope will be sent to this recipient. So, please check if you define the clientUserId property only for the first signer.

More information about embedded signing is here: https://www.docusign.com/blog/developers/deep-dive-the-embedded-signing-recipient-view


Forum|alt.badge.img+2
  • Author
  • Newcomer
  • 3 replies
  • October 18, 2024

Very helpful. I figured out this one, but it is nice to have confirmation as being a newcomer.  

Thanks,

Ziggy