Identify delegation using REST API

The screenshots should be self explanatory. Let me know if you have any other questions.

Hi Felipe, Indeed there is: https://developer.esignlive.com/guides/feature-guides/delegate-access/#rest-api Let me know if you have any other questions :)

Hi Haris, thanks for the quick feedback, According to your link I have to cycle through all my senders to grab which has a delegation. Correct ? Do you have any process to get a signer replacement? During the signature it is possible to replace a signer, can we get this from any API call? I'm adding a picture to help.

Regarding delegation, that is correct. For the change signer option in your attachment, that can only be initiated by the signer. If you want to update a signer through the API, you'll have to change the package status to draft and update your signer as shown here: https://developer.esignlive.com/guides/feature-guides/signer-management/#rest-api Note that updating a signer can only be done if the signer hasn't signed any documents. Otherwise, an error will be thrown.

Hi Haris, Sorry for the delay in getting back to you. What I need is a way to identify when a signer is replaced during change signer option. Do you know if that is possible? Regards, Felipe

Hi Felipe, It is indeed possible. You can do a GET https://sandbox.esignlive.com/api/packages/{packageId}/roles And look for the "reassign" field, which will show true or false depending if the role/signer has been reassigned.

Hi Haris, Thanks again for your valuable input. I can see the reasign=true but the role data remains with the old signer. there is any way to get the new signer email, first name and last name? Regards, Felipe

The role with the reassign = true is the new signer. When you retrieve your roles, the old signer information is still kept.

And the new information is there any way to capture it? I need the new signer email, first name and last name. Regards, Felipe

Do you not see the new signer information from the JSON? Or am I misunderstanding what you are saying?

Yeap, that's it. When I retrieve the information from a package that we had this, I continue o see the original signer, not the new one. Regards, Felipe

Send me a package id please so I can have a look.

https://apps.e-signlive.ca/api/packages/q1ZQyAdvYS7FWIUCMUZO5IT3WEI=

Do the screenshots make sense?

Hi Haris, Yeap, it is clear now. Thanks a lot for your support! Regards, Felipe