Specifying Sender of Package
Wednesday, November 15, 2023 at 11:37amHi there.
What I'm trying to do is specify the sender of a package to be [email protected]. Our main account owner is [email protected]. No matter how I update my JSON, the package sender is still [email protected].
Here is my pertinent JSON package
kPQriUDp7UgU is the SenderId for the user [email protected]
Can you help me figure out what I need to change?
By chance does it have to do with "signerType": "ACCOUNT_SENDER",?
//beginning of package
{
"autocomplete": true,
"consent": null,
"description": "",
"sender": { "email": "[email protected]" },
"documents": [.....
//roles section
"roles": [
{
"id": "t3Mx7iIqu5s8",
"locked": false,
"reassign": false,
"deliverDocumentsByEmail": true,
"emailMessage": {
"content": ""
},
"specialTypes": [],
"attachmentRequirements": [],
"data": null,
"type": "SENDER",
"index": 0,
"signers": [
{
"address": null,
"company": "Conga",
"timezoneId": "",
"created": "2023-10-31T15:00:58Z",
"email": "[email protected]",
"external": null,
"firstName": "Dan",
"language": "en",
"lastName": "Carney",
"phone": "",
"professionalIdentityFields": [],
"signature": null,
"title": null,
"updated": "2023-10-31T15:00:57Z",
"userCustomFields": [],
"specialTypes": [],
"passwordTimestamp": null,
"idvAuthentication": null,
"digipassAuthentication": false,
"group": null,
"id": "kPQriUDp7UgU",
"signerType": "ACCOUNT_SENDER",
"auth": {
"scheme": "NONE",
"challenges": [],
"idvWorkflow": null
},
"delivery": {
"provider": false,
"email": true,
"download": true
},
"knowledgeBasedAuthentication": null,
"ssoConfigured": false,
"data": null,
"name": ""
}
],
"name": "Member"
},
{
"id": "b858261a-1c3a-4e0b-9668-9f797040ff6f",
"locked": false,
"reassign": false,
"deliverDocumentsByEmail": true,
"emailMessage": {
"content": ""
},
"specialTypes": [],
"attachmentRequirements": [],
"data": null,
"type": "SIGNER",
"index": 0,
"signers": [
{
"address": null,
"company": "",
"timezoneId": "",
"created": "2023-10-31T15:00:58Z",
"email": "[email protected]",
"external": null,
"firstName": "Bob",
"language": "en",
"lastName": "Smith",
"phone": "",
"professionalIdentityFields": [],
"signature": null,
"title": "",
"updated": "2023-10-31T15:01:03Z",
"userCustomFields": [],
"specialTypes": [],
"passwordTimestamp": null,
"idvAuthentication": null,
"digipassAuthentication": false,
"group": null,
"id": "c1d38412-4321-49bb-a78c-e3f962c287f3",
"signerType": "EXTERNAL_SIGNER",
"auth": {
"scheme": "NONE",
"challenges": [],
"idvWorkflow": null
},
"delivery": {
"provider": true,
"email": true,
"download": true
},
"knowledgeBasedAuthentication": null,
"ssoConfigured": false,
"data": null,
"name": ""
}
],
"name": "Signer1"
},
{
"id": "2147795a-a50d-46f6-ab5c-7cd17cc7a322",
"locked": false,
"reassign": false,
"deliverDocumentsByEmail": true,
"emailMessage": {
"content": ""
},
"specialTypes": [],
"attachmentRequirements": [],
"data": null,
"type": "SIGNER",
"index": 0,
"signers": [
{
"address": null,
"company": "",
"timezoneId": "",
"created": "2023-10-31T15:00:58Z",
"email": "[email protected]",
"external": null,
"firstName": "Gale",
"language": "en",
"lastName": "McArthur",
"phone": "",
"professionalIdentityFields": [],
"signature": null,
"title": "",
"updated": "2023-10-31T15:01:03Z",
"userCustomFields": [],
"specialTypes": [],
"passwordTimestamp": null,
"idvAuthentication": null,
"digipassAuthentication": false,
"group": null,
"id": "6df976f1-c3ee-470c-8f0d-744ca3c1d4f7",
"signerType": "EXTERNAL_SIGNER",
"auth": {
"scheme": "NONE",
"challenges": [],
"idvWorkflow": null
},
"delivery": {
"provider": true,
"email": true,
"download": true
},
"knowledgeBasedAuthentication": null,
"ssoConfigured": false,
"data": null,
"name": ""
}
],
"name": "Signer2"
},
{
"id": "XcCJX477X3kX",
"locked": false,
"reassign": false,
"deliverDocumentsByEmail": true,
"emailMessage": {
"content": ""
},
"specialTypes": [],
"attachmentRequirements": [],
"data": null,
"type": "SIGNER",
"index": 0,
"signers": [
{
"address": null,
"company": "",
"timezoneId": "",
"created": "2023-10-31T15:00:58Z",
"email": "[email protected]",
"external": null,
"firstName": "Dan",
"language": "en",
"lastName": "Carney",
"phone": "",
"professionalIdentityFields": [],
"signature": null,
"title": "",
"updated": "2023-10-31T15:01:04Z",
"userCustomFields": [],
"specialTypes": [],
"passwordTimestamp": null,
"idvAuthentication": null,
"digipassAuthentication": false,
"group": null,
"id": "6c680f58-93d5-4468-966f-0b5042601fef",
"signerType": "EXTERNAL_SIGNER",
"auth": {
"scheme": "NONE",
"challenges": [],
"idvWorkflow": null
},
"delivery": {
"provider": true,
"email": true,
"download": true
},
"knowledgeBasedAuthentication": null,
"ssoConfigured": false,
"data": null,
"name": ""
}
],
"name": "Signer3"
}
],
"sender": {
"address": null,
"company": "Conga",
"timezoneId": "GMT",
"created": "2023-08-02T00:13:05Z",
"email": "[email protected]",
"external": null,
"firstName": "Dan",
"language": "en",
"lastName": "Carney",
"phone": "+1-202-555-0171",
"professionalIdentityFields": [],
"signature": null,
"title": null,
"updated": "2023-11-08T19:10:48Z",
"userCustomFields": [],
"specialTypes": [],
"passwordTimestamp": 1690935185000,
"status": "ACTIVE",
"id": "kPQriUDp7UgU",
"account": {
"defaultVirtualRoomSessionTimeout": 1800000,
"language": "en",
"id": "ZViyvrBMazoF",
"providers": null,
"logoAltTextKey": "",
"company": {
"id": "Ne6MnHbKtHcH",
"data": null,
"address": {
"address1": null,
"address2": null,
"city": null,
"country": null,
"zipcode": null,
"state": null
},
"name": "Conga"
},
"licenses": [
{
"status": "ACTIVE",
"transactions": [],
"plan": {
"group": "",
"description": "eSign Hundreds of Documents with Unlimited Recipients",
"id": "sandbox",
"features": null,
"quotas": [
{
"scope": "ACCOUNT",
"cycle": null,
"limit": 25,
"target": "SENDER"
},
{
"scope": "SENDER",
"cycle": null,
"limit": 500,
"target": "DOCUMENT"
},
{
"scope": "SENDER",
"cycle": null,
"limit": 500,
"target": "STORAGE"
}
],
"freeCycles": null,
"cycle": "YEAR",
"contract": "YEAR",
"original": null,
"price": {
"amount": 0,
"currency": {
"id": "USD",
"data": null,
"name": "US Dollar"
}
},
"data": null,
"name": "Sandbox"
},
"paidUntil": "2024-08-02T00:00:00Z",
"created": "2023-08-02T13:45:59Z"
}
],
"updated": "2023-08-02T00:13:05Z",
"customFields": [],
"logoUrl": "",
"created": "2023-08-02T00:13:05Z",
"timezoneId": "GMT",
"data": null,
"owner": "J6dsymyCiVwT",
"name": "Sundae Sandbox"
},
"locked": null,
"data": {
"showExitSigning": true,
"hasNotaryPrivileges": false,
"showIntro": false,
"showSharedLayout": false
},
"activated": null,
"memberships": [],
"type": "MANAGER",
"name": "",
"hasDelegates": false
}
Reply to: Specifying Sender of Package
Wednesday, November 15, 2023 at 11:53amHi Dan,
Are you creating transaction via Rest API? Below is a simplified package JSON where it specifies sender email. Could you try with it and let me know how it works for you?
{
"name": "test Transaction",
"sender": {
"email": "[email protected]"
}
}
Duo
Reply to: Specifying Sender of Package
Wednesday, November 15, 2023 at 12:17pmAh, yeah that is much simpler and I got it to work, thank you!