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Envelope fields not showing in recipient view

  • December 26, 2024
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Hi everyone! I’m running into an issue with DocuSign's envelope API recently and I’d love some more insight as to why.

I start by creating a two-signer envelope. One signer is embedded from my external integration, and the other is added within the sender view in DocuSign. After adding signer fields, I use the "Preview" button to check that the fields show up for both signers. Both signers have clear signing fields. However, when I create a recipient view through my integration, no signer fields appear for the remote signer. 

Here is the envelope prior to pressing “Preview”.
Blue = added externally

Yellow = added during the “Sender view”
 


Here’s how the fields for the signer I added within DocuSign's “sender” view appeared when I was using the “Preview” button.
 

But, here’s how it looks when creating a recipient view for that same signer.
 

Any ideas as to why this is?
 

Best answer by JohnSantos

​@NoelleW 

There can be a few different (and sometimes subtle) reasons why tabs (signing fields) for a “remote” signer do not appear in the actual signing session—even though they appear correctly in the DocuSign web console’s “Preview.”

Check the following:

If you want your second signer to sign via embedded signing, be sure to set a clientUserId (any unique non-empty string) for them and specify their name, email, and clientUserId in the envelope creation.

If you want them to remain a remote signer, don’t call the “createRecipientView” for them. They will receive an email from DocuSign instead.

In the final Envelope definition (you can retrieve via the Envelopes: get or EnvelopeRecipients: list endpoints), confirm that the second signer is present, has the correct recipientId, and has tabs assigned to them.

Check the order and status.

If signer 2 is dependent on signer 1, the envelope must be in the correct stage before signer 2’s fields and signing session become available.

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JohnSantos
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  • JohnSantosValued Contributor
  • Valued Contributor
  • December 26, 2024

​@NoelleW 

There can be a few different (and sometimes subtle) reasons why tabs (signing fields) for a “remote” signer do not appear in the actual signing session—even though they appear correctly in the DocuSign web console’s “Preview.”

Check the following:

If you want your second signer to sign via embedded signing, be sure to set a clientUserId (any unique non-empty string) for them and specify their name, email, and clientUserId in the envelope creation.

If you want them to remain a remote signer, don’t call the “createRecipientView” for them. They will receive an email from DocuSign instead.

In the final Envelope definition (you can retrieve via the Envelopes: get or EnvelopeRecipients: list endpoints), confirm that the second signer is present, has the correct recipientId, and has tabs assigned to them.

Check the order and status.

If signer 2 is dependent on signer 1, the envelope must be in the correct stage before signer 2’s fields and signing session become available.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
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