Is there way to update the signer information without modified package status to DRAFT
Tuesday, March 31, 2020 at 08:30amHi Team,
I wanted to modify the signer details for a package using following URL
https://sandbox.e-signlive.ca/api/packages/{packageId}=/roles/Signer3
and body
{
"id": "Signer3",
"emailMessage": {
"content": ""
},
"reassign": true,
"deliverDocumentsByEmail": false,
"attachmentRequirements": [],
"specialTypes": [],
"locked": false,
"index": 3,
"type": "SIGNER",
"data": null,
"signers": [
{
"address": null,
"company": "xxx",
"timezoneId": "",
"created": "2020-03-31T12:05:26Z",
"email": "[email protected]",
"external": null,
"firstName": "maddy",
"language": "en",
"lastName": "T",
"phone": "",
"professionalIdentityFields": [],
"signature": null,
"title": null,
"updated": "2020-03-31T12:05:26Z",
"userCustomFields": [],
"specialTypes": [],
"passwordTimestamp": null,
"group": null,
"id": "xy3a30426-db63-42d8-ab5f-1abf7bf219df",
"signerType": "EXTERNAL_SENDER",
"auth": {
"challenges": [],
"scheme": "NONE"
},
"knowledgeBasedAuthentication": null,
"delivery": {
"download": false,
"email": false,
"provider": false
},
"ssoConfigured": false,
"data": null,
"name": ""
}
],
"name": "IBM"
}
Even though I am getting 200 response I am not able to update the details. it is getting old signer info only.
I need to make package status DRAFT then I have to update.. which is not recommended by business as mail is triggering to everyone once I will change package status back to SENT.
So I need to update the signer details without changing package status.
Please help me in this.
Thank you
Reply to: Is there way to update the signer information without modified package status to DRAFT
Tuesday, March 31, 2020 at 10:13amHi Madeva,
Essentially, to update a signer's information always required the package status in DRAFT mode. However, according to your specific requirement, if you are following a particular flow like the signer 3 is always an internal signer, you can choose to use the "Change Signer" feature to reassign the signing process to another signer.
If this doesn't work for you, we can try to avoid sending out duplicate emails when package status changed from DRAFT to SENT. We can discuss further if you can elaborate your signing flow.
Duo
Reply to: Hi Madeva, Essentially, to…
Tuesday, March 31, 2020 at 10:39pmHi Duo,
Yes, we are also using change signer option but we need to modify signer information functionality also as business needs,
So How to avoid duplicate mail received by signer 1 if we update the signer 2 information and set package status back to SENT?