SrinivasanKK | Posts: 5

Signers from Retrieving List of Transactions - Not excluding account sender

0 votes

Hi Team,

I am trying to create a transaction. I am the account owner. I am adding 'X as a signer, but when I retrieve the transactions, I am also added as one of the signers in it.

Is there any way to exclude "account owner" from the signers' list?

 

FYR: packages response is added.


Duo_Liang | Posts: 3776

Reply to: Signers from Retrieving List of Transactions - Not excluding account sender

0 votes

Hi Srinivasan K K,

 

This is an expected behavior that the package owner/sender will always appears in the signer list. If you want to identify which email is the sender:
-package owner/sender will always have a type of "SENDER"

-without overriding the role name, the package owner/sender will have a role name of "Owner"

 

Duo


Duo_Liang | Posts: 3776

Reply to: Signers from Retrieving List of Transactions - Not excluding account sender

0 votes

Hi Srinivasan K K,

 

In that case, use code around below lines: 

          OssClient ossClient = new OssClient("your_api_key", "https://sandbox.esignlive.com/api");
            DocumentPackage pkg = ossClient.GetPackage(new PackageId("your_package_id"));
            foreach (var Signer in pkg.Signers) {
                Debug.WriteLine($"Signer Name: {Signer.FirstName + " "  +Signer.LastName}");
                Debug.WriteLine($"Signer Email: {Signer.Email}");
                Debug.WriteLine($"Is Signer the Sender: {Signer.SignerType == "ACCOUNT_SENDER"}");
            }

 

Duo


SrinivasanKK | Posts: 5

Reply to: Signers from Retrieving List of Transactions - Not excluding account sender

0 votes

Hi Duo_Liang,

Thanks for the code snippet, I got into 3 different use cases while exploring this issue.

I use .NET SDK,

 

case 1: I am the sender/owner of the document and assigning different user as a signer

Problem: Using SignerType == "ACCOUNT_SENDER" will fetch the required signer

 

case 2: I am the sender/owner of the transaction and assigning 2 signers including the owner also as a signer

Problem: Using SignerType == "ACCOUNT_SENDER" will not be sufficient since the owner also acting as a signer in this case.

 

case 3: I am the sender/owner of the transaction and assigning the owner as a signer

Problem: Here I can simply return the signers list when its count is 1.

 

Can you please show or suggest to me a solution for the above use cases, especially on case 2.

 

Thanks,


Duo_Liang | Posts: 3776

Reply to:

0 votes

Hi Srinivasan K K,

 

You can use code around below logic to unify these three scenarios:
 

            OssClient ossClient = new OssClient("your_api_key", "https://sandbox.esignlive.com/api");
            DocumentPackage pkg = ossClient.GetPackage(new PackageId("your_pkg_id"));
            foreach (var signer in pkg.Signers) {
                if (signer.SignerType == "ACCOUNT_SENDER") {
                    Boolean hasSignature = false;
                    foreach (var document in pkg.Documents) {
                        foreach (var signature in document.Signatures) {
                            hasSignature |= (signature.SignerEmail == signer.Email);
                        }
                    }

                    Debug.WriteLine($"Owner Name: {signer.FirstName + " " + signer.LastName}");
                    Debug.WriteLine($"Owner Email: {signer.Email}");
                    Debug.WriteLine($"Owner has signature: {hasSignature}");
                }
            }

 

Duo


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