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?
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;
}