Replacing Notary workflow

 Hi Ryan,

 

From my understanding, the notary fields are the main concern why you have to remove signer then add instead of simply update the notary information - different notary users could have defined different notary fields.

However given your current flow, instead of deleting all documents containing notary's signatures, you might also want to give this flow an attempt:
(1) step1 get all signatures belonging to the notary

(2) step2 remove existing notary

(3) step3 add a new notary signer

(4) step4 migrate all signatures to the new notary

(5) specify new notary ID

Below code snippet is a sample I created for you. Rather than re-uploading documents, this solution might cost less time if you have large sized documents.

 

     private PackageId createPackageOneStep = new PackageId("package_id");

       private String notaryRoleId = "notary";
       private String notaryEmail = "existing_notary_email";

       private string updatedNotaryEmail = "updated_notary_email";

 

          //change notary
            //step1 get all signatures belonging to the notary
            DocumentPackage originalPkg= eslClient.GetPackage(createPackageOneStep);
            Dictionary<string,Signature> notaryDic = new Dictionary<string, Signature>();
           
            foreach (var doc in originalPkg.Documents) {
                foreach (var sig in doc.Signatures){
                    if (sig.SignerEmail == notaryEmail) {
                        sig.GetType().GetProperty("SignerEmail").SetValue(sig, updatedNotaryEmail, null);
                        notaryDic.Add(doc.Id,sig);
                    }
                }
            }

            //step2 remove signer
            eslClient.PackageService.RemoveSigner(createPackageOneStep, notaryRoleId);

            //step3 add new notary signer
            Signer newNotary = SignerBuilder.NewSignerWithEmail(updatedNotaryEmail)
                            .WithFirstName("new Duo")
                            .WithLastName("new Liang")
                            .WithCustomId(notaryRoleId)
                            .Build();
            eslClient.PackageService.AddSigner(createPackageOneStep, newNotary);

            //step4 add signatures

            DocumentPackage updatedPkg = eslClient.GetPackage(createPackageOneStep);
            foreach (KeyValuePair<string, Signature> entry in notaryDic){
                eslClient.ApprovalService.AddApproval(updatedPkg, entry.Key, entry.Value);
            }

            //step5 specify notary ID
            setNotaryRoleId(createPackageOneStep.Id, notaryRoleId);

 

        private void setNotaryRoleId(String packageId, String notaryId) {
            HttpClient httpClient = new HttpClient();
            httpClient.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Basic", API_KEY);
            httpClient.DefaultRequestHeaders.Add("Accept", "application/json");
            string updatePackageString = "{\"notaryRoleId\" : \"" + notaryId + "\"}";
            StringContent jsonUpdatePackageContent = new StringContent(updatePackageString, Encoding.UTF8, "application/json");

            var response = httpClient.PutAsync(new Uri(API_URL) + "/packages/" + packageId, jsonUpdatePackageContent).Result;
            if (!response.IsSuccessStatusCode)
            {
                throw new Exception(response.Content.ReadAsStringAsync().Result);
            }
        }

 

Duo