docusignapi

can no longer add/remove documents for envelopes created through DocuSignApi


For our app, we create envelopes with a document for signing for DocuSign's eSignature app using the DocuSign Api. Everything was fine until Q1/Q2 2024. Now, customers report that they no longer can edit/delete documents as described here https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=gbo1643332197980&topicId=fjx1578456267870.html&_LANG=enus

Envelope is in state created at this point.

When manually uploading a doc, I still can use the feature described above. DocuSign support could not help. Any ideas what might be the problem here?


Solution

  • You need to set ShowEditDocuments = "true" in the DocumentSettings object of the EnvelopeViewSettings that is used to determine the various settings or embedded sending. And yes, this is a new update that was recently launched.

    Not sure which lang you're using, I'll assume C#, here is the code you need:

        private static EnvelopeViewRequest PrepareViewRequest(string startingView, string returnUrl)
        {
            EnvelopeViewSettings viewSettings = new EnvelopeViewSettings
            {
                StartingScreen = startingView,
                SendButtonAction = "send",
                ShowBackButton = "false",
                BackButtonAction = "previousPage",
                ShowHeaderActions = "false",
                ShowDiscardAction = "false",
                LockToken = string.Empty,
                RecipientSettings = new EnvelopeViewRecipientSettings
                {
                    ShowEditRecipients = "false",
                    ShowContactsList = "false",
                },
                DocumentSettings = new EnvelopeViewDocumentSettings
                {
                    ShowEditDocuments = "true",
                    ShowEditDocumentVisibility = "false",
                    ShowEditPages = "false",
                },
                TaggerSettings = new EnvelopeViewTaggerSettings
                {
                    PaletteSections = "default",
                    PaletteDefault = "custom",
                },
                TemplateSettings = new EnvelopeViewTemplateSettings
                {
                    ShowMatchingTemplatesPrompt = "true",
                },
            };
    
            EnvelopeViewRequest viewRequest = new EnvelopeViewRequest
            {
                ReturnUrl = returnUrl,
                ViewAccess = "envelope",
                Settings = viewSettings,
            };
            return viewRequest;
        }