TemplateRecipients Resource

The TemplateRecipients resource allows you manage the recipients of an template.

The exact parameters associated with a recipient depend on the recipient type. There are seven recipient types: Agents, Carbon Copies, Certified Deliveries, Editors, In Person Signers, Intermediaries, and Signers.

Not all recipients are are available to all account types, review you account plan to determine which recipient types are available to you. If you are working in the Demo environment, all recipient types are available.

Each recipient type is described below:

Agents: This recipient can add name and email information for recipients that appear after the recipient in routing order.

Carbon Copies: Use this action if the recipient should get a copy of the template, but the recipient does not need to sign, initial, date or add information to any of the documents. This type of recipient can be placed in any order in the recipient list. The recipient receives a copy of the template when the template reaches the recipient's order in the process flow and when the template is completed.

Certified Deliveries: Use this action if the recipient must receive the completed documents for the template to be completed, but the recipient does not need to sign, initial, date or add information to any of the documents.

Editors: This recipient has the same management and access rights for the template as the sender and can make changes to the template as if they were using the Advanced Correct feature. This recipient can add name and email information, add or change the routing order and set authentication options for the remaining recipients. Additionally, this recipient can edit signature/initial tabs and data fields for the remaining recipients. The recipient must have a DocuSign account to be an editor.

In Person Signers: Use this action if the signer is in the same physical location as a DocuSign user who will act as a Signing Host for the transaction. The recipient added is the Signing Host and new separate Signer Name field appears after Sign in person is selected.

Intermediaries: This recipient can, but is not required to, add name and email information for recipients at the same or subsequent level in the routing order (until subsequent Agents, Editors or Intermediaries recipient types are added).

Signers: Use this action if your recipient must sign, initial, date or add data to form fields on the documents in the template.

Core JSON Layout

The following shows the core JSON layout for a recipient.

"email": "email.name@company.com",
"name": "recipient name",
"accessCode": "",
"addAccessCodeToEmail": false,
"clientUserIs": null,
"embeddedRecipientStartURL": "string",
"customFields": {
"sample string 1",
"sample string 2"
},
"emailNotification"{
"emailBody":"email text",
"emailSubject":"Subject text",
"supportedLanguage":"en",
},
"excludedDocuments": ["2", "4"],
"idCheckConfigurationName": null,
"idCheckInformationInput": {
"addressInformationInput": {
"addressInformation": {
"street1": "sample string 1",
"street2": "sample string 2",
"city": "sample string 3",
"state": "sample string 4",
"zip": "sample string 5",
"zipPlus4": "sample string 6"
},
"displayLevelCode": "sample string 1",
"receiveInResponse": "sample string 2"
},
"dobInformationInput": {
"dateOfBirth": "sample string 1",
"displayLevelCode": "sample string 2",
"receiveInResponse": "sample string 3"
},
"ssn4InformationInput": {
"ssn4": "sample string 1",
"displayLevelCode": "sample string 2",
"receiveInResponse": "sample string 3"
},
"ssn9InformationInput": {
"ssn9": "sample string 1",
"displayLevelCode": "sample string 2"
}
},
"inheritEmailNotificationConfiguration": false,
"note": "",
"phoneAuthentication": {
"recipMayProvideNumber": "sample string 1",
"validateRecipProvidedNumber": "sample string 2",
"recordVoicePrint": "sample string 3",
"senderProvidedNumbers": [
"sample string 1",
"sample string 2"
]
},
"recipientAttachment": null,
"recipientCaptiveInfo": null,
"recipientId": "1",
"requireIdLookup": false,
"roleName": "",
"routingOrder": 1,
"samlAuthentication": {
"samlAssertionAttributes": [
{
"name": "string",
"value": "string"
},
{
"name": "string",
"value": "string"
}
]
},
"smsAuthentication": {
"senderProvidedNumbers":[
"sample string 1",
"sample string 2"
]
},
"socialAuthentications": null,
"templateAccessCodeRequired": false,
"templateLocked": false,
"templateRequired": false,
...

Core Recipient Parameters

The following table contains the descriptions for the core properties for a recipient.

Name Required? Schema Type Description
email Yes Email Email of the recipient. Notification will be sent to this email id.
Maximum Length: 100 characters.
name Yes String Full legal name of the recipient.
Maximum Length: 100 characters.
accessCode No String This optional element specifies the access code a recipient has to enter to validate the identity.
Maximum Length: 50 characters.
addAccessCodeToEmail No Boolean This optional attribute indicates that the access code is added to the email sent to the recipient; this nullifies the Security measure of Access Code on the recipient.
clientUserId No String This specifies whether the recipient is embedded or remote.

If the clientUserId property is not null then the recipient is embedded. Note that if the ClientUserId property is set and either SignerMustHaveAccount or SignerMustLoginToSign property of the account settings is set to true, an error is generated on sending.
embeddedRecipientStartURL No String This is a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would, but when the document link in the email is clicked the recipient is redirected, through DocuSign, to this URL to complete their actions. When routing to the URL, it is up to the sender's system (the server responding to the URL) to then request a recipient token to launch a signing session.

If the value SIGN_AT_DOCUSIGN is used for this node, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that would be launched by any partner.

It is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application and DocuSign expects that senders will follow their own process for establishing the recipient's identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets the EmbeddedRecipientStartURL property to SIGN_AT_DOCUSIGN, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) be used to verify the identity of the recipient.

If the clientUserId property is NOT set and the embeddedRecipientStartURL property is set, DocuSign ignores the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embeddedRecipientStartURL property using merge fields. The available merge fields items are: templateId, recipientId, recipientName, recipientEmail, and customFields. The customFields must be part of the recipient or template. The merge fields are enclosed in double brackets.

Example:
http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]
customFields No customField An optional array of strings that allows the sender to provide custom data about the recipient. This information is returned in the template status but otherwise not used by DocuSign. String customField properties have a maximum length of 100 characters.
emailNotification No emailNotification An optional complex type that has information for setting the language for the recipient's email information. It is composed of three elements:

emailBody: a string with the email message sent to the recipient.
Maximum Length: 10000 characters.

emailSubject: a string with the subject of the email sent to the recipient.
Maximum Length: 100 characters.

supportedLanguage: The simple type enumeration of the language used. The supported languages, with the language value shown in parenthesis, are: Arabic (ar), Bahasa Indonesia (id), Bahasa Melayu (ms) Bulgarian (bg), Czech (cs), Chinese Simplified (zh_CN), Chinese Traditional (zh_TW), Croatian (hr), Danish (da), Dutch (nl), English US (en), English UK (en_GB), Estonian (et), Farsi (fa), Finnish (fi), French (fr), French Canada (fr_CA), German (de), Greek (el), Hebrew (he), Hindi (hi), Hungarian (hu), Italian (it), Japanese (ja), Korean (ko), Latvian (lv), Lithuanian (lt), Norwegian (no), Polish (pl), Portuguese (pt), Portuguese Brazil (pt_BR), Romanian (ro),Russian (ru), Serbian (sr), Slovak (sk), Slovenian (sl), Spanish (es),Spanish Latin America (es_MX), Swedish (sv), Thai (th), Turkish (tr), Ukrainian (uk) and Vietnamese (vi).

IMPORTANT: If this is enabled for one recipient, it overrides the Template Subject and EmailBlurb property settings. Also, you must set the emailNotification property for all recipients.
excludedDocuments No Array of Strings Specifies the documents that are not visible to this recipient. Document Visibility must be enabled for the account and the enforceSignerVisibility property must be set to true for the template to use this.

When the enforceSignerVisibility property is set to true, documents with tabs can only be viewed by signers that have a tab on that document. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all the documents in an template, unless they are specifically excluded using this setting when an template is sent. Documents that do not have tabs are always visible to all recipients, unless they are specifically excluded using this setting when an template is sent.
idCheckConfigurationName No String Specifies authentication check by name. The names used here must be the same as the authentication type names used by the account (these name can also be found in the web console sending interface in the Identify list for a recipient). This overrides any default authentication setting.

Example:
Your account has ID Check and SMS Authentication available and in the web console Identify list these appear as 'ID Check $' and 'SMS Auth $'. To use ID check in an template, the idCheckConfigurationName property must be set to ID Check $. To use SMS, it must be set to SMS Auth $ and you must add phone number information to the smsAuthentication node.
iDCheckInformationInput No IdCheckInformationInput This complex element contains input information related to a recipient ID check. It can include the following information.

addressInformationInput: Used to set recipient address information and consists of:

addressInformation: consists of six elements, with street2 and zipPlus4 being optional. The elements are: street1, street2, city, state, zip, zipPlus4. The maximum number of characters in each element are: street1/street2 = 150 characters, city = 50 characters, state = 2 characters, and zip/zipPlus4 = 20 characters.

displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.

receiveInResponse: A Boolean element that specifies if the information needs to be returned in the response.

dobInformationInput: Used to set recipient date of birth information and consists of:

dateOfBirth: Specifies the recipient's date, month and year of birth.

displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.

receiveInResponse: A Boolean element that specifies if the information needs to be returned in the response.

ssn4InformationInput: Used to set the last four digits of the recipient's SSN information and consists of:

ssn4: Specifies the last four digits of the recipient's SSN.

displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.

receiveInResponse: A Boolean element that specifies if the information needs to be returned in the response.

ssn9InformationInput: Used to set the recipient's SSN information. Note that the ssn9 information can never be returned in the response. The ssn9 input consists of:



ssn9: Specifies the recipient's SSN.

displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.
inheritEmailNotificationConfiguration No Boolean Optional element. If true and the template recipient creates a DocuSign account after signing, the Manage Account Email Notification settings are used as the default settings for the recipient's account.
note No String A note that is unique to this recipient. This note is sent to the recipient via the signing email. The note displays in the signing UI near the upper left corner of the document on the signing screen.
Maximum Length: 1000 characters.
phoneAuthentication No RecipientPhoneAuthentication Optional element. Contains the elements:

recipMayProvideNumber:Boolean. When set to true thenrecipient can use whatever phone number they choose to.

senderProvidedNumbers: ArrayOfString. A list of phone numbers the recipient can use.

recordVoicePrint - Reserved

validateRecipProvidedNumber - Reserved
recipientAttachment No Attachment Reserved
recipientId No String Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
requireIdLookup No Boolean When set to true, the recipient is required to use the specified ID check method (including Phone and SMS authentication) to validate their identity.
roleName No* String Optional element. Specifies the role name associated with the recipient.

This is required when working with template recipients.
routingOrder Yes String This element specifies the routing order of the recipient in the template.
samlAuthentication No samlAssertionAttributes Optional element, account must be set up to use SSO to use this. Contains the name/value pair information for the SAML assertion attributes:

name: The name of the SAML assertion attribute.

value: The value associated with the named SAML assertion attribute.
smsAuthentication No senderProvidedNumbers Optional element. Contains the element:

senderProvidedNumbers: Array that contains a list of phone numbers the recipient can use for SMS text authentication.
socialAuthentications No Boolean Lists the social ID type that can be used for recipient authentication.
templateAccessCodeRequired No Boolean Optional element. Used only when working with template recipients. When set to true and the TemplateLocked parameter is set to true, the sender must enter an access code.
templateLocked No Boolean Optional element. Used only when working with template recipients. When set to true, the sender cannot change any attributes of the recipient.
templateRequired No Boolean Optional element. Used only when working with template recipients. When set to true, the sender may not remove the recipient.

Agents Recipient

This recipient can add name and email information for recipients that appear after the recipient in routing order.

Example Agents layout

"agents": [{
<core parameters>
"canEditRecipientEmails": false,
"canEditRecipientNames": false
}],

The additional parameters for Agents recipient are shown below:

Name Required? Schema Type Description
canEditRecipientEmails No Boolean Optional element. When set to true, the Agents Recipient associated with this Recipient can change the Recipient's pre-populated Email address. This element is only active if enabled for the account.
canEditRecipientNames No Boolean Optional element. When set to true, the Agents Recipient associated with this recipient can change the recipient's pre-populated name (UserName). This element is only active if enabled for the account.

Carbon Copies Recipient

Use this type if the recipient should get a copy of the template, but the recipient does not need to sign, initial, date, or add information to any of the documents. This type of recipient can be placed in any order in the recipient list. The recipient receives a copy of the template when the template reaches the recipient's order in the process flow and when the template is completed.

Example Carbon Copies layout

"carbonCopies": [{
<core parameters>

The Carbon Copies recipient uses only the core parameters.

Certified Deliveries Recipient

Use this action if the recipient must receive the completed documents for the template to be completed, but the recipient does not need to sign, initial, date, or add information to any of the documents.

Example Certified Deliveries layout

"certifiedDeliveries": [{
<core parameters>
}],

The Certified Deliveries recipient uses only the core parameters.

Editors Recipient

This recipient has the same management and access rights for the template as the sender and can make changes to the template as if they were using the Advanced Correct feature. This recipient can add name and email information, add or change the routing order and set authentication options for the remaining recipients. Additionally, this recipient can edit signature/initial tabs and data fields for the remaining recipients. The recipient must have a DocuSign account to be an editor.

Example Editors layout

"editors": [{
<core parameters>
"canEditRecipientEmails": false,
"canEditRecipientNames": false
}],

The additional parameters for Editors recipient are shown below:

Name Required? Schema Type Description
canEditRecipientEmails No Boolean Optional element. When set to true, the Editors Recipient associated with this Recipient can change the Recipient's pre-populated Email address. This element is only active if enabled for the account.
canEditRecipientNames No Boolean Optional element. When set to true, the Editors Recipient associated with this recipient can change the recipient's pre-populated name (UserName). This element is only active if enabled for the account.

In Person Signers Recipient

Use this type if the signer is in the same physical location as a DocuSign user who will act as a Signing Host for the transaction. The recipient added is the Signing Host and new separate Signer Name field appears after Sign in person is selected.

Example In Person Signers layout

"inPersonSigners": [{
"hostEmail": "signing.host@company.com",
"hostName": "Mike Host",
<core parameters>
"autoNavigation": false,
"defaultRecipient": false,
"signInEachLocation": false,
"signatureInfo": null,
"signerEmail": "signer.name@company.com",
"signerName": "MC Clap Your Hands",
"tabs": {
"approveTabs": null,
"checkboxTabs": null,
"companyTabs": null,
"dateSignedTabs": null,
"dateTabs": null,
"declineTabs": null,
"emailTabs": null,
"templateIdTabs": null,
"fullNameTabs": null,
"initialHereTabs": null,
"listTabs": null,
"noteTabs": null,
"numberTabs": null,
"radioGroupTabs": null,
"signHereTabs": [{
"signerAttachmentTabs": null,
"ssnTabs": null,
"textTabs": null,
"titleTabs": null,
"zipTabs": null
}
}],

The additional and changed parameters for In Person Signers recipient are shown below:

Name Required? Schema Type Description
hostEmail Yes Email Required element for In Person Signers recipient Type.
Maximum Length: 100 characters.

Specifies the email for the signing host.
hostName Yes String Required element for In Person Signers recipient Type.
Maximum Length: 100 characters.

Specifies the email for the signing host.
autoNavigation No Boolean Specifies whether auto navigation is set for the recipient.
defaultRecipient No Boolean When set to true, this is the default recipient for the template. This option is used with the CreateTemplateFromTemplatesAndForms method.
signInEachLocation No Boolean When set to true and the feature is enabled in the sender's account, the signing recipient is required to draw signatures and initials at each signature/initial tab (instead of adopting a signature/initial style or only drawing a signature/initial once).
signatureInfo No String Optional element only used with recipient types In Person Signers and Signers.

Allows the sender to pre-specify the signature name, signature initials, and signature font used in the signature stamp for the recipient.
signerEmail No String Optional element. The email address for an InPersonSigner recipient Type.
Maximum Length: 100 characters.
signerName Yes String Required element with recipient type In Person Signers.
Maximum Length: 100 characters.

The full legal name of a signer for the template.
tabs No Tab Optional element only used with recipient types In Person Signers and Signers.

Specifies the Tabs associated with the recipient. See the [ML:Tab Parameters] section for more information about tabs.

Intermediaries Recipient

This recipient can, but is not required to, add name and email information for recipients at the same or subsequent level in the routing order (until subsequent Agents, Editors or Intermediaries recipient types are added).

Example Intermediaries layout

"intermediaries": [{
<core parameters>
"canEditRecipientEmails": false,
"canEditRecipientNames": false
}],

The parameters for Intermediaries recipient are shown below:

Name Required? Schema Type Description
canEditRecipientEmails No Boolean Optional element. When set to true, the Agents Recipient associated with this Recipient can change the Recipient's pre-populated Email address. This element is only active if enabled for the account.
canEditRecipientNames No Boolean Optional element. When set to true, the Agents Recipient associated with this recipient can change the recipient's pre-populated name (UserName). This element is only active if enabled for the account.

Signers Recipient

Use this action if your recipient must sign, initial, date, or add data to form fields on the documents in the template.

Example Signers layout

"Signers": [{
<core paramters>
"autoNavigation": false,
"defaultRecipient": false,
"signInEachLocation": false,
"signatureInfo": null,
"tabs": {
"approveTabs": null,
"checkboxTabs": null,
"companyTabs": null,
"dateSignedTabs": null,
"dateTabs": null,
"declineTabs": null,
"emailTabs": null,
"templateIdTabs": null,
"fullNameTabs": null,
"initialHereTabs": null,
"listTabs": null,
"noteTabs": null,
"numberTabs": null,
"radioGroupTabs": null,
"signHereTabs": [{
"signerAttachmentTabs": null,
"ssnTabs": null,
"textTabs": null,
"titleTabs": null,
"zipTabs": null
}
"deliveryMethod":"",
"deliveredDateTime":"String Content",
"signedDateTime":"String Content",
"offlineAttributes":{
"deviceName":"String Content",
"deviceModel":"String Content",
"gpsLatitude":"String Content",
"gpsLongitude":"String Content",
"accountEsignId":"String Content"
}
}],

The additional parameters for Signers recipient are shown below:

Name Required? Schema Type Description
autoNavigation No Boolean Specifies whether auto navigation is set for the recipient.
defaultRecipient No Boolean When set to true, this is the default recipient for the template. This option is used with the CreateTemplateFromTemplatesAndForms method.
signInEachLocation No Boolean When set to true and the feature is enabled in the sender's account, the signing recipient is required to draw signatures and initials at each signature/initial tab (instead of adopting a signature/initial style or only drawing a signature/initial once).
signatureInfo No String Optional element only used with recipient types In Person Signers and Signers.

Allows the sender to pre-specify the signature name, signature initials, and signature font used in the signature stamp for the recipient.
signerEmail No String Optional element. The email address for an InPersonSigner recipient Type.
Maximum Length: 100 characters.
signerName Yes String Required element with recipient type In Person Signers.
Maximum Length: 100 characters.

The full legal name of a signer for the template.
tabs No Tab Optional element only used with recipient types In Person Signers and Signers.

Specifies the Tabs associated with the recipient. See the [ML:Tab Parameters] section for more information about tabs.
deliveryMethod No String Reserved: For DocuSign use only.
deliveredDateTime No DateTime Reserved: For DocuSign use only.
signedDateTime No DateTime Reserved: For DocuSign use only.
offlineAttributes No   Reserved: For DocuSign use only.

Methods

Method Description
create POST /v2/accounts/{accountId}/templates/{templateId}/recipients

Adds tabs for a recipient.

delete DELETE /v2/accounts/{accountId}/templates/{templateId}/recipients/{recipientId}

Deletes the specified recipient file from a template.

deleteList DELETE /v2/accounts/{accountId}/templates/{templateId}/recipients

Deletes recipients from a template.

list GET /v2/accounts/{accountId}/templates/{templateId}/recipients

Gets recipient information from a template.

update PUT /v2/accounts/{accountId}/templates/{templateId}/recipients

Updates recipients in a template.