发送信封后,从嵌入式签名切换到远程签名 [英] Switch from embedded signing to remote signing after the envelope is sent

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问题描述

我正在尝试在创建DocuSign信封时设置某种方案。
创建我的收件人视图以进行嵌入式签名后,这些签名者可能会希望切换到远程签名。

I am trying to set up a certain scenario when creating a DocuSign envelope. After creating my recipient views to proceed with embedded signing, it is possible that those signers would want to switch to remote signing.

是否可以切换发送信封后,收件人从嵌入式签名变为远程签名?

Is there a way to switch a recipient from embedded signing to remote signing after the envelope is sent?

我应该发送提醒通知并让嵌入式签名链接过期吗?

Should I just send a reminder notification and let the embedded signing links expire ?

推荐答案

嵌入式签名只能使用一次,并且会在5分钟后自动失效。

Embedded signing links are for one time use only and they automatically expire after 5 minutes.

将嵌入式签名者更改为远程对象签名者:使用clientUserId 更新为空值update / rel = nofollow noreferrer> updateEnvelopeRecipients api。

Changing Embedded Signer to a Remote Signer : Update the "clientUserId" of the recipient to an empty value using the updateEnvelopeRecipients api. This will also trigger an email to the recipient.

PUT /v2/accounts/{accountId}/envelopes/{envelopeId}/recipients

样本Json

{
  "signers": [
    {
      "recipientId": "1",
      "clientUserId": ""
    }
  ]
}

也请参阅相关的answer ,您可以在其中为信封创建期间的嵌入式和远程签名设置收件人。

Also see this related answer where you can set up the recipient for Embedded and Remote signing during envelope creation.

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