View Source DocuSign.Api.EnvelopeViews (DocuSign v1.2.0)
API calls for all endpoints tagged EnvelopeViews
.
Summary
Functions
Revokes the correction view URL to the Envelope UI. Revokes the correction view URL to the Envelope UI.
Returns a URL to the DocuSign UI.
Returns a URL that enables you to embed the DocuSign UI in your applications. To view a specific envelope, set the envelopeId
property in the request body. ### Revoking the URL You can revoke this URL by making a HTTP DELETE request to the URL with no request body. ## Information security notice This method provides full access to the sending account. ### Related topics - How to embed the DocuSign UI in your app
Returns a URL to the envelope correction UI.
Returns a URL that allows you to embed the envelope correction view of the DocuSign UI. To customize the appearance of the correction view, you can add special query parameters to the returned URL when you use it in your application. You can revoke this URL by calling the deleteEnvelopeCorrectView endpoint. ## Best practices The returned URL expires after 10 minutes and can only be used once. Therefore, request the URL immediately before you redirect your user to it. Due to screen space issues, do not use an <iframe>
for embedded operations on mobile devices. For iOS devices, DocuSign recommends using a WebView. ## Customizing the correction view To customize the appearance of the correction view, you can add query parameters to the URL that is returned by this endpoint and used in your application. Do not add these query parameters to the URL of the endpoint itself. For example, adding the following query parameters to the URL returned by this method causes the sending view to: - start in the tagging screen - hide the Edit Pages command - hide all of the options under the Actions dropdown except Save, Close, and Discard https://demo.docusign.net/Member/StartInSession.aspx?StartConsole=1&t=dd3b7c4c-xxxx-xxxx-xxxx-50cd195a3401&DocuEnvelope=f37489d3-xxxx-xxxx-xxxx-4de057063d0e&\ advcorrect=1&\ showEditPages=false&\ showHeaderActions=false
The default value reflects what happens if you omit the customization query parameter. You can use the interactive Embedded Sending Demo tool to see the effect of using different query parameters. | Query Parameter | Default Value | Alternate Value | | :-------------------------- | :--------------------------------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | sendButtonAction | send
<br><br>The Send button operates normally. | redirect
<br><br>The text of the button changes to Continue. Clicking it redirects to the returnUrl
in the request object. If you intend to modify the envelope after redirection, see this note. | | backButtonAction | previousPage
<br><br>The back arrow and back button operate normally. | redirect
<br><br>Clicking the back arrow and back button redirects to the returnUrl
in the request object. If you intend to modify the envelope after redirection, see this note. | | showBackButton | true
<br><br> Shows the back arrow and the back button. | false
<br><br>Hides the back arrow and the back button. | | showEditRecipients | true
<br><br> Shows the Edit Recipients command in the action menu and in the Conditional Recipients settings. | false
<br><br>Hides the Edit Recipients command. | | showEditDocuments | true
<br><br> Shows the Edit Documents command in the action menu and removes the Documents Gear icon. | false
<br><br>Hides the Edit Documents command. | | showEditDocumentVisibility | true
<br><br> Shows the Documents Gear icon where the sender can edit document visibility. | false
<br><br>Hides the Documents Gear icon. | | showEditPages | true
<br><br> Shows the Edit Pages command under the document thumbnail. | false
<br><br>Hides the Edit Pages command. | | showMatchingTemplatesPrompt | true
<br><br> Shows the matching template prompt. | false
<br><br>Hides the matching template prompt. | | showHeaderActions | true
<br><br> Shows all options under the Actions dropdown. | false
<br><br>Hides all options under the Actions dropdown except Save, Close, and Discard. | | showDiscardAction | true
<br><br> Shows the Discard command under the Actions dropdown. | false
<br><br>Hides the Discard command. | | advcorrect | 1
<br><br> Starts the signer in the tagging screen. | 0
<br><br>Starts the signer in the prepare screen. | | tabPaletteType | standard
<br><br> Displays the standard tab palette. | custom
<br>merge
<br>notary
<br>seals
<br>smartcontracts
<br>annotations
<br>smartSections
<br><br>Displays the specified tab palette before the standard palette. | ## Modifying the envelope after redirection If you use sendButtonAction=redirect
or backButtonAction=redirect
, and you intend to modify the envelope after redirection, you will need to lock the envelope and add an extra query parameter: 1. [Create a lock token][createLock] for the envelope. 2. Add the new lock token to the URL with the lockToken
query parameter.<br> ...&sendButtonAction=redirect&lockToken=MDgxZxabUVBiMWUzZWYz
<br> Note: The lockToken
query parameter is case-sensitive. After clicking Continue, your user is redirected back to your integration. You can then [delete the lock token][deleteLock]. [createLock]: /docs/esign-rest-api/reference/envelopes/envelopelocks/create/ [deleteLock]: /docs/esign-rest-api/reference/envelopes/envelopelocks/delete/ ## Information security notice This method provides full access to the sending account. When you use this view, the current user has full access to the account. If the account has administrative privileges, then this method also provides administrator access. If your use case needs to enable a sender to update a draft envelope before it is sent or make other changes, take one of the following steps: - Configure each sender to have their own individual user account to use this API method. - Enhance your API integration so that this method is not needed. Your integration can create the tabs, recipients, and other envelope settings as needed. ### Related topics - Embedded signing and sending - How to send an envelope via your app - How to embed the DocuSign UI in your app - Introducing customizable embedded sending
Returns a URL to the edit view UI.
Returns a URL that enables you to embed the edit view of the DocuSign UI in your applications. This is a one-time use login token that allows the user to be placed into the DocuSign editing view. Upon sending completion, the user is returned to the return URL provided by the API application. See Embedded signing and sending to learn more about embedding. Due to screen space issues, do not use an <iframe>
for embedded operations on mobile devices. For iOS devices, DocuSign recommends using a WebView. ### Revoking the URL You can revoke this URL by making a DELETE HTTP request to the URL with no request body. ## Information security notice This method provides full access to the sending account. When you use this view, the current user has full access to the account. If the account has administrative privileges, then this method also provides administrator access. If your use case needs to enable a sender to update a draft envelope before it is sent or make other changes, take one of the following steps: - Configure each sender to have their own individual user account to use this API method.</li> - Enhance your API integration so that this method is not needed. Your integration can create the tabs, recipients, and other envelope settings as needed.</li> ### Related topics - Embedded signing and sending - How to send an envelope via your app - How to embed the DocuSign UI in your app
Returns a URL to the shared recipient view UI for an envelope.
Returns a URL that enables you to embed the DocuSign UI recipient view of a shared envelope in your applications. This is the view that a user sees of an envelope that a recipient on the same account has shared with them. Due to screen space issues, do not use an <iframe>
for embedded operations on mobile devices. For iOS devices, DocuSign recommends using a WebView. ### Revoking the URL You can revoke this URL by making a DELETE HTTP request to the URL with no request body. ### Related topics - Embedded signing and sending - How to send an envelope via your app - How to embed the DocuSign UI in your app
Returns a URL to the recipient view UI.
Returns a URL that enables you to embed the recipient view of the DocuSign UI in your applications. If the recipient is a signer, then the view will provide the signing ceremony. This method is only used with envelopes in the sent
status. Due to screen space issues, do not use an <iframe>
for embedded operations on mobile devices. For iOS devices, DocuSign recommends using a WebView. ### Revoking the URL You can revoke this URL by making a DELETE HTTP request to the URL with no request body. ## Authentication Your application is responsible for authenticating the identity of the recipient or signer when you use this method. Use the following parameters to record how the recipient was authenticated. - assertionId
- authenticationInstant
- authenticationMethod
- clientUserId
- securityDomain
At a minimum, authenticationMethod
and clientUserId
are required. The information that you provide is included in the envelope's certificate of completion. ## Redirects After the signer completes or ends the signing ceremony, DocuSign redirects the user's browser back to your app via the returnUrl
that you supply. Note: The user may be redirected through various DocuSign subdomains, depending on the region of the account sending the envelope. Please consult the Allowlists for DocuSign eSignature service section in Security for DocuSign eSignature when setting up your allowlists. ### The event status parameter DocuSign appends an event
query parameter to the returnUrl
with the outcome of the signing ceremony. Your app can use this event parameter to determine the next step for the envelope. Do not fetch the envelope status by using Envelopes: get or a similar method because doing so could break the DocuSign rule against polling. Note: Because a user can cancel redirection, close their browser after signing, or spoof the landing URL, the returnUrl
should not be the single source of truth for envelope status for your integration. ## The URL is time-limited The URL returned in this method's response is valid for one use, and you must use or display it within a couple of minutes after it is generated. After the recipient is redirected to the recipient view, they must interact with the DocuSign system periodically or their session will time out. Because the URL is time-limited, it should not be stored or sent through email. After you receive it, immediately redirect the user's browser to the URL. If you want to invite someone to an embedded signing session via email, the email invitation's URL must be to your application. When invoked, your app should request a recipientView
URL from DocuSign and then redirect the signer to that URL. ## Maintaining State After the recipient completes the recipient view (or signing ceremony), they are redirected to your application. Your application can recover state information about the transaction by storing information in a cookie, or by including query parameters in the returnUrl
field. For example. https://myapp.example.com/docusign_return?myState=12345
When the user is redirected to your app, the event
query parameter will be appended. In this example, prevent spoofing by not using a guessable value as the state value. ## How to specify the default language The language for the recipient view follows this order or precedence: - The language specified by the sender for the recipient. - The locale
parameter appended to the URL. - The account language if the signer has a DocuSign account. - The language used in a previous signing if the signer is return signer. - The browser language. You can append the locale
query parameter to the URL returned by this method to specify a language. For example, to set the default language to Canadian French, you would set it like this: ...?locale=fr_CA
## Sending to a remote signer You can request a signing session for a remote recipient who has a DocuSign account. Authenticate the request using the recipient's credentials, and do not specify a clientUserId
. This differs from the typical behavior where the request is authenticated using the sender's credentials, and the recipient has a clientUserId
defined. ### Related topics - How to request a signature by email - How to request a signature through your app - How to request a signature using a composite template - How to send an envelope via your app - How to set envelope tab values - How to set tab values in a template
Returns a URL to the sender view UI.
Returns a URL that enables you to embed the sender view of the DocuSign UI in your applications. See Embedded signing and sending to learn more about embedding. The returned URL can only be redirected to immediately after it is generated. It can only be used once. Therefore, request the URL immediately before you redirect your user to it. Due to screen space issues, do not use an <iframe>
for embedded operations on mobile devices. For iOS devices, DocuSign recommends using a WebView. After the user has completed the sending view, the browser is redirected to the returnUrl
supplied. By default, if the envelope already contains one or more documents, DocuSign will initially show the document tagging view when you redirect to the URL. To start with the envelope's recipients and documents view instead, examine the URL in the method's response. Then change the query parameter from send=1
to send=0
to start with the recipients/documents view. ### Revoking the URL You can revoke this URL by making a DELETE HTTP request to the URL with no request body. ## Customizing the sending view You can add query parameters to customize the appearance of the sending view. For example, adding the following query parameters to the URL returned by this method causes the sending view to: - start in the tagging screen - hide the Edit Pages command - hide all of the options under the Actions dropdown except Save, Close, and Discard https://demo.docusign.net/Member/StartInSession.aspx?StartConsole=1&t=dd3b7c4c-xxxx-xxxx-xxxx-50cd195a3401&DocuEnvelope=f37489d3-xxxx-xxxx-xxxx-4de057063d0e&\ send=1&\ showEditPages=false&\ showHeaderActions=false
The default value reflects what happens if you omit the customization query parameter. You can use the interactive Embedded Sending Demo tool to see the effect of using different query parameters. | Query Parameter | Default Value | Alternate Value | | :-------------------------- | :--------------------------------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | sendButtonAction | send
<br><br>The Send button operates normally. | redirect
<br><br>The text of the button changes to Continue. Clicking it redirects to the returnUrl
in the request object. If you intend to modify the envelope after redirection, see this note. | | backButtonAction | previousPage
<br><br>The back arrow and back button operate normally. | redirect
<br><br>Clicking the back arrow and back button redirects to the returnUrl
in the request object. If you intend to modify the envelope after redirection, see this note. | | showBackButton | true
<br><br> Shows the back arrow and the back button. | false
<br><br>Hides the back arrow and the back button. | | showEditRecipients | true
<br><br> Shows the Edit Recipients command in the action menu and in the Conditional Recipients settings. | false
<br><br>Hides the Edit Recipients command. | | showEditDocuments | true
<br><br> Shows the Edit Documents command in the action menu and removes the Documents Gear icon. | false
<br><br>Hides the Edit Documents command. | | showEditDocumentVisibility | true
<br><br> Shows the Documents Gear icon where the sender can edit document visibility. | false
<br><br>Hides the Documents Gear icon. | | showEditPages | true
<br><br> Shows the Edit Pages command under the document thumbnail. | false
<br><br>Hides the Edit Pages command. | | showMatchingTemplatesPrompt | true
<br><br> Shows the matching template prompt. | false
<br><br>Hides the matching template prompt. | | showHeaderActions | true
<br><br> Shows all options under the Actions dropdown. | false
<br><br>Hides all options under the Actions dropdown except Save, Close, and Discard. | | showDiscardAction | true
<br><br> Shows the Discard command under the Actions dropdown. | false
<br><br>Hides the Discard command. | | send | 1
<br><br> Starts the signer in the tagging screen. | 0
<br><br>Starts the signer in the prepare screen. | | tabPaletteType | standard
<br><br> Displays the standard tab palette. | custom
<br>merge
<br>notary
<br>seals
<br>smartcontracts
<br>annotations
<br>smartSections
<br><br>Displays the specified tab palette before the standard palette. | ## Modifying the envelope after redirection If you use sendButtonAction=redirect
or backButtonAction=redirect
, and you intend to modify the envelope after redirection, you will need to lock the envelope and add an extra query parameter: 1. [Create a lock token][createLock] for the envelope. 2. Add the new lock token to the URL with the lockToken
query parameter.<br> ...&sendButtonAction=redirect&lockToken=MDgxZxabUVBiMWUzZWYz
<br> Note: The lockToken
query parameter is case-sensitive. After clicking Continue, your user is redirected back to your integration. You can then [delete the lock token][deleteLock]. [createLock]: /docs/esign-rest-api/reference/envelopes/envelopelocks/create/ [deleteLock]: /docs/esign-rest-api/reference/envelopes/envelopelocks/delete/ ## Information security notice This method provides full access to the sending account. When you use this view, the current user has full access to the account. If the account has administrative privileges, then this method also provides administrator access. If your use case needs to enable a sender to update a draft envelope before it is sent or make other changes, take one of the following steps: - Configure each sender to have their own individual user account to use this API method. - Enhance your API integration so that this method is not needed. Your integration can create the tabs, recipients, and other envelope settings as needed. ### Related topics - Embedded signing and sending - How to send an envelope via your app - How to embed the DocuSign UI in your app - Introducing customizable embedded sending
Functions
views_delete_envelope_correct_view(connection, account_id, envelope_id, opts \\ [])
View Source@spec views_delete_envelope_correct_view( Tesla.Env.client(), String.t(), String.t(), keyword() ) :: {:ok, nil} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}
Revokes the correction view URL to the Envelope UI. Revokes the correction view URL to the Envelope UI.
Parameters
connection
(DocuSign.Connection): Connection to serveraccount_id
(String.t): The external account number (int) or account ID GUID.envelope_id
(String.t): The envelope's GUID. Example:93be49ab-xxxx-xxxx-xxxx-f752070d71ec
opts
(keyword): Optional parameters:body
(CorrectViewRequest):
Returns
{:ok, nil}
on success{:error, Tesla.Env.t}
on failure
views_post_account_console_view(connection, account_id, opts \\ [])
View Source@spec views_post_account_console_view(Tesla.Env.client(), String.t(), keyword()) :: {:ok, DocuSign.Model.EnvelopeViews.t()} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}
Returns a URL to the DocuSign UI.
Returns a URL that enables you to embed the DocuSign UI in your applications. To view a specific envelope, set the envelopeId
property in the request body. ### Revoking the URL You can revoke this URL by making a HTTP DELETE request to the URL with no request body. ## Information security notice This method provides full access to the sending account. ### Related topics - How to embed the DocuSign UI in your app
Parameters
connection
(DocuSign.Connection): Connection to serveraccount_id
(String.t): The external account number (int) or account ID GUID.opts
(keyword): Optional parameters:body
(ConsoleViewRequest):
Returns
{:ok, DocuSign.Model.EnvelopeViews.t}
on success{:error, Tesla.Env.t}
on failure
views_post_envelope_correct_view(connection, account_id, envelope_id, opts \\ [])
View Source@spec views_post_envelope_correct_view( Tesla.Env.client(), String.t(), String.t(), keyword() ) :: {:ok, DocuSign.Model.EnvelopeViews.t()} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}
Returns a URL to the envelope correction UI.
Returns a URL that allows you to embed the envelope correction view of the DocuSign UI. To customize the appearance of the correction view, you can add special query parameters to the returned URL when you use it in your application. You can revoke this URL by calling the deleteEnvelopeCorrectView endpoint. ## Best practices The returned URL expires after 10 minutes and can only be used once. Therefore, request the URL immediately before you redirect your user to it. Due to screen space issues, do not use an <iframe>
for embedded operations on mobile devices. For iOS devices, DocuSign recommends using a WebView. ## Customizing the correction view To customize the appearance of the correction view, you can add query parameters to the URL that is returned by this endpoint and used in your application. Do not add these query parameters to the URL of the endpoint itself. For example, adding the following query parameters to the URL returned by this method causes the sending view to: - start in the tagging screen - hide the Edit Pages command - hide all of the options under the Actions dropdown except Save, Close, and Discard https://demo.docusign.net/Member/StartInSession.aspx?StartConsole=1&t=dd3b7c4c-xxxx-xxxx-xxxx-50cd195a3401&DocuEnvelope=f37489d3-xxxx-xxxx-xxxx-4de057063d0e&\ advcorrect=1&\ showEditPages=false&\ showHeaderActions=false
The default value reflects what happens if you omit the customization query parameter. You can use the interactive Embedded Sending Demo tool to see the effect of using different query parameters. | Query Parameter | Default Value | Alternate Value | | :-------------------------- | :--------------------------------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | sendButtonAction | send
<br><br>The Send button operates normally. | redirect
<br><br>The text of the button changes to Continue. Clicking it redirects to the returnUrl
in the request object. If you intend to modify the envelope after redirection, see this note. | | backButtonAction | previousPage
<br><br>The back arrow and back button operate normally. | redirect
<br><br>Clicking the back arrow and back button redirects to the returnUrl
in the request object. If you intend to modify the envelope after redirection, see this note. | | showBackButton | true
<br><br> Shows the back arrow and the back button. | false
<br><br>Hides the back arrow and the back button. | | showEditRecipients | true
<br><br> Shows the Edit Recipients command in the action menu and in the Conditional Recipients settings. | false
<br><br>Hides the Edit Recipients command. | | showEditDocuments | true
<br><br> Shows the Edit Documents command in the action menu and removes the Documents Gear icon. | false
<br><br>Hides the Edit Documents command. | | showEditDocumentVisibility | true
<br><br> Shows the Documents Gear icon where the sender can edit document visibility. | false
<br><br>Hides the Documents Gear icon. | | showEditPages | true
<br><br> Shows the Edit Pages command under the document thumbnail. | false
<br><br>Hides the Edit Pages command. | | showMatchingTemplatesPrompt | true
<br><br> Shows the matching template prompt. | false
<br><br>Hides the matching template prompt. | | showHeaderActions | true
<br><br> Shows all options under the Actions dropdown. | false
<br><br>Hides all options under the Actions dropdown except Save, Close, and Discard. | | showDiscardAction | true
<br><br> Shows the Discard command under the Actions dropdown. | false
<br><br>Hides the Discard command. | | advcorrect | 1
<br><br> Starts the signer in the tagging screen. | 0
<br><br>Starts the signer in the prepare screen. | | tabPaletteType | standard
<br><br> Displays the standard tab palette. | custom
<br>merge
<br>notary
<br>seals
<br>smartcontracts
<br>annotations
<br>smartSections
<br><br>Displays the specified tab palette before the standard palette. | ## Modifying the envelope after redirection If you use sendButtonAction=redirect
or backButtonAction=redirect
, and you intend to modify the envelope after redirection, you will need to lock the envelope and add an extra query parameter: 1. [Create a lock token][createLock] for the envelope. 2. Add the new lock token to the URL with the lockToken
query parameter.<br> ...&sendButtonAction=redirect&lockToken=MDgxZxabUVBiMWUzZWYz
<br> Note: The lockToken
query parameter is case-sensitive. After clicking Continue, your user is redirected back to your integration. You can then [delete the lock token][deleteLock]. [createLock]: /docs/esign-rest-api/reference/envelopes/envelopelocks/create/ [deleteLock]: /docs/esign-rest-api/reference/envelopes/envelopelocks/delete/ ## Information security notice This method provides full access to the sending account. When you use this view, the current user has full access to the account. If the account has administrative privileges, then this method also provides administrator access. If your use case needs to enable a sender to update a draft envelope before it is sent or make other changes, take one of the following steps: - Configure each sender to have their own individual user account to use this API method. - Enhance your API integration so that this method is not needed. Your integration can create the tabs, recipients, and other envelope settings as needed. ### Related topics - Embedded signing and sending - How to send an envelope via your app - How to embed the DocuSign UI in your app - Introducing customizable embedded sending
Parameters
connection
(DocuSign.Connection): Connection to serveraccount_id
(String.t): The external account number (int) or account ID GUID.envelope_id
(String.t): The envelope's GUID. Example:93be49ab-xxxx-xxxx-xxxx-f752070d71ec
opts
(keyword): Optional parameters:body
(CorrectViewRequest):
Returns
{:ok, DocuSign.Model.EnvelopeViews.t}
on success{:error, Tesla.Env.t}
on failure
views_post_envelope_edit_view(connection, account_id, envelope_id, opts \\ [])
View Source@spec views_post_envelope_edit_view( Tesla.Env.client(), String.t(), String.t(), keyword() ) :: {:ok, DocuSign.Model.EnvelopeViews.t()} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}
Returns a URL to the edit view UI.
Returns a URL that enables you to embed the edit view of the DocuSign UI in your applications. This is a one-time use login token that allows the user to be placed into the DocuSign editing view. Upon sending completion, the user is returned to the return URL provided by the API application. See Embedded signing and sending to learn more about embedding. Due to screen space issues, do not use an <iframe>
for embedded operations on mobile devices. For iOS devices, DocuSign recommends using a WebView. ### Revoking the URL You can revoke this URL by making a DELETE HTTP request to the URL with no request body. ## Information security notice This method provides full access to the sending account. When you use this view, the current user has full access to the account. If the account has administrative privileges, then this method also provides administrator access. If your use case needs to enable a sender to update a draft envelope before it is sent or make other changes, take one of the following steps: - Configure each sender to have their own individual user account to use this API method.</li> - Enhance your API integration so that this method is not needed. Your integration can create the tabs, recipients, and other envelope settings as needed.</li> ### Related topics - Embedded signing and sending - How to send an envelope via your app - How to embed the DocuSign UI in your app
Parameters
connection
(DocuSign.Connection): Connection to serveraccount_id
(String.t): The external account number (int) or account ID GUID.envelope_id
(String.t): The envelope's GUID. Example:93be49ab-xxxx-xxxx-xxxx-f752070d71ec
opts
(keyword): Optional parameters:body
(ReturnUrlRequest):
Returns
{:ok, DocuSign.Model.EnvelopeViews.t}
on success{:error, Tesla.Env.t}
on failure
views_post_envelope_recipient_view(connection, account_id, envelope_id, opts \\ [])
View Source@spec views_post_envelope_recipient_view( Tesla.Env.client(), String.t(), String.t(), keyword() ) :: {:ok, DocuSign.Model.EnvelopeViews.t()} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}
Returns a URL to the recipient view UI.
Returns a URL that enables you to embed the recipient view of the DocuSign UI in your applications. If the recipient is a signer, then the view will provide the signing ceremony. This method is only used with envelopes in the sent
status. Due to screen space issues, do not use an <iframe>
for embedded operations on mobile devices. For iOS devices, DocuSign recommends using a WebView. ### Revoking the URL You can revoke this URL by making a DELETE HTTP request to the URL with no request body. ## Authentication Your application is responsible for authenticating the identity of the recipient or signer when you use this method. Use the following parameters to record how the recipient was authenticated. - assertionId
- authenticationInstant
- authenticationMethod
- clientUserId
- securityDomain
At a minimum, authenticationMethod
and clientUserId
are required. The information that you provide is included in the envelope's certificate of completion. ## Redirects After the signer completes or ends the signing ceremony, DocuSign redirects the user's browser back to your app via the returnUrl
that you supply. Note: The user may be redirected through various DocuSign subdomains, depending on the region of the account sending the envelope. Please consult the Allowlists for DocuSign eSignature service section in Security for DocuSign eSignature when setting up your allowlists. ### The event status parameter DocuSign appends an event
query parameter to the returnUrl
with the outcome of the signing ceremony. Your app can use this event parameter to determine the next step for the envelope. Do not fetch the envelope status by using Envelopes: get or a similar method because doing so could break the DocuSign rule against polling. Note: Because a user can cancel redirection, close their browser after signing, or spoof the landing URL, the returnUrl
should not be the single source of truth for envelope status for your integration. ## The URL is time-limited The URL returned in this method's response is valid for one use, and you must use or display it within a couple of minutes after it is generated. After the recipient is redirected to the recipient view, they must interact with the DocuSign system periodically or their session will time out. Because the URL is time-limited, it should not be stored or sent through email. After you receive it, immediately redirect the user's browser to the URL. If you want to invite someone to an embedded signing session via email, the email invitation's URL must be to your application. When invoked, your app should request a recipientView
URL from DocuSign and then redirect the signer to that URL. ## Maintaining State After the recipient completes the recipient view (or signing ceremony), they are redirected to your application. Your application can recover state information about the transaction by storing information in a cookie, or by including query parameters in the returnUrl
field. For example. https://myapp.example.com/docusign_return?myState=12345
When the user is redirected to your app, the event
query parameter will be appended. In this example, prevent spoofing by not using a guessable value as the state value. ## How to specify the default language The language for the recipient view follows this order or precedence: - The language specified by the sender for the recipient. - The locale
parameter appended to the URL. - The account language if the signer has a DocuSign account. - The language used in a previous signing if the signer is return signer. - The browser language. You can append the locale
query parameter to the URL returned by this method to specify a language. For example, to set the default language to Canadian French, you would set it like this: ...?locale=fr_CA
## Sending to a remote signer You can request a signing session for a remote recipient who has a DocuSign account. Authenticate the request using the recipient's credentials, and do not specify a clientUserId
. This differs from the typical behavior where the request is authenticated using the sender's credentials, and the recipient has a clientUserId
defined. ### Related topics - How to request a signature by email - How to request a signature through your app - How to request a signature using a composite template - How to send an envelope via your app - How to set envelope tab values - How to set tab values in a template
Parameters
connection
(DocuSign.Connection): Connection to serveraccount_id
(String.t): The external account number (int) or account ID GUID.envelope_id
(String.t): The ID of the draft envelope or template to preview.opts
(keyword): Optional parameters:body
(RecipientViewRequest):
Returns
{:ok, DocuSign.Model.EnvelopeViews.t}
on success{:error, Tesla.Env.t}
on failure
views_post_envelope_sender_view(connection, account_id, envelope_id, opts \\ [])
View Source@spec views_post_envelope_sender_view( Tesla.Env.client(), String.t(), String.t(), keyword() ) :: {:ok, DocuSign.Model.EnvelopeViews.t()} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}
Returns a URL to the sender view UI.
Returns a URL that enables you to embed the sender view of the DocuSign UI in your applications. See Embedded signing and sending to learn more about embedding. The returned URL can only be redirected to immediately after it is generated. It can only be used once. Therefore, request the URL immediately before you redirect your user to it. Due to screen space issues, do not use an <iframe>
for embedded operations on mobile devices. For iOS devices, DocuSign recommends using a WebView. After the user has completed the sending view, the browser is redirected to the returnUrl
supplied. By default, if the envelope already contains one or more documents, DocuSign will initially show the document tagging view when you redirect to the URL. To start with the envelope's recipients and documents view instead, examine the URL in the method's response. Then change the query parameter from send=1
to send=0
to start with the recipients/documents view. ### Revoking the URL You can revoke this URL by making a DELETE HTTP request to the URL with no request body. ## Customizing the sending view You can add query parameters to customize the appearance of the sending view. For example, adding the following query parameters to the URL returned by this method causes the sending view to: - start in the tagging screen - hide the Edit Pages command - hide all of the options under the Actions dropdown except Save, Close, and Discard https://demo.docusign.net/Member/StartInSession.aspx?StartConsole=1&t=dd3b7c4c-xxxx-xxxx-xxxx-50cd195a3401&DocuEnvelope=f37489d3-xxxx-xxxx-xxxx-4de057063d0e&\ send=1&\ showEditPages=false&\ showHeaderActions=false
The default value reflects what happens if you omit the customization query parameter. You can use the interactive Embedded Sending Demo tool to see the effect of using different query parameters. | Query Parameter | Default Value | Alternate Value | | :-------------------------- | :--------------------------------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | sendButtonAction | send
<br><br>The Send button operates normally. | redirect
<br><br>The text of the button changes to Continue. Clicking it redirects to the returnUrl
in the request object. If you intend to modify the envelope after redirection, see this note. | | backButtonAction | previousPage
<br><br>The back arrow and back button operate normally. | redirect
<br><br>Clicking the back arrow and back button redirects to the returnUrl
in the request object. If you intend to modify the envelope after redirection, see this note. | | showBackButton | true
<br><br> Shows the back arrow and the back button. | false
<br><br>Hides the back arrow and the back button. | | showEditRecipients | true
<br><br> Shows the Edit Recipients command in the action menu and in the Conditional Recipients settings. | false
<br><br>Hides the Edit Recipients command. | | showEditDocuments | true
<br><br> Shows the Edit Documents command in the action menu and removes the Documents Gear icon. | false
<br><br>Hides the Edit Documents command. | | showEditDocumentVisibility | true
<br><br> Shows the Documents Gear icon where the sender can edit document visibility. | false
<br><br>Hides the Documents Gear icon. | | showEditPages | true
<br><br> Shows the Edit Pages command under the document thumbnail. | false
<br><br>Hides the Edit Pages command. | | showMatchingTemplatesPrompt | true
<br><br> Shows the matching template prompt. | false
<br><br>Hides the matching template prompt. | | showHeaderActions | true
<br><br> Shows all options under the Actions dropdown. | false
<br><br>Hides all options under the Actions dropdown except Save, Close, and Discard. | | showDiscardAction | true
<br><br> Shows the Discard command under the Actions dropdown. | false
<br><br>Hides the Discard command. | | send | 1
<br><br> Starts the signer in the tagging screen. | 0
<br><br>Starts the signer in the prepare screen. | | tabPaletteType | standard
<br><br> Displays the standard tab palette. | custom
<br>merge
<br>notary
<br>seals
<br>smartcontracts
<br>annotations
<br>smartSections
<br><br>Displays the specified tab palette before the standard palette. | ## Modifying the envelope after redirection If you use sendButtonAction=redirect
or backButtonAction=redirect
, and you intend to modify the envelope after redirection, you will need to lock the envelope and add an extra query parameter: 1. [Create a lock token][createLock] for the envelope. 2. Add the new lock token to the URL with the lockToken
query parameter.<br> ...&sendButtonAction=redirect&lockToken=MDgxZxabUVBiMWUzZWYz
<br> Note: The lockToken
query parameter is case-sensitive. After clicking Continue, your user is redirected back to your integration. You can then [delete the lock token][deleteLock]. [createLock]: /docs/esign-rest-api/reference/envelopes/envelopelocks/create/ [deleteLock]: /docs/esign-rest-api/reference/envelopes/envelopelocks/delete/ ## Information security notice This method provides full access to the sending account. When you use this view, the current user has full access to the account. If the account has administrative privileges, then this method also provides administrator access. If your use case needs to enable a sender to update a draft envelope before it is sent or make other changes, take one of the following steps: - Configure each sender to have their own individual user account to use this API method. - Enhance your API integration so that this method is not needed. Your integration can create the tabs, recipients, and other envelope settings as needed. ### Related topics - Embedded signing and sending - How to send an envelope via your app - How to embed the DocuSign UI in your app - Introducing customizable embedded sending
Parameters
connection
(DocuSign.Connection): Connection to serveraccount_id
(String.t): The external account number (int) or account ID GUID.envelope_id
(String.t): The envelope's GUID. Example:93be49ab-xxxx-xxxx-xxxx-f752070d71ec
opts
(keyword): Optional parameters:body
(ReturnUrlRequest):
Returns
{:ok, DocuSign.Model.EnvelopeViews.t}
on success{:error, Tesla.Env.t}
on failure