I generate a mixed ceremony envelope using a composite template:
{
"status": "sent",
"emailBlurb": "testing creation from template",
"emailSubject": "Please sign this template",
"compositeTemplates": [{
"serverTemplates": [{
"sequence": "1",
"templateId": "3f35423e-884a-4bf2-a9b5-19eaac4a5b8f"
}
],
"inlineTemplates": [{
"sequence": "1",
"recipients": {
"inPersonSigners": [{
"name": "LLLLL",
"email": "[email protected]",
"hostemail": "[email protected]",
"hostname": "LLLLLL",
"roleName": "Signer 1",
"recipientId": "1",
"clientUserId": "1000",
"signerName": "John Signer",
"signerEmail": "[email protected]",
"requireIdLookUp": "true",
"idCheckConfigurationName": "SMS Auth $",
"smsAuthentication": {
"senderProvidedNumbers": ["+34676363577"]
}
}
],
"signers": [{
"name": "VVVVVVV",
"email": "[email protected]",
"roleName": "Signer 2",
"clientUserId": "2000",
"routingOrder": "2",
"recipientId": "2"
}, {
"name": "ZZZZZ",
"email": "[email protected]",
"roleName": "Signer 3",
"clientUserId": "3000",
"routingOrder": "3",
"recipientId": "3"
}
]
},
"customFields": {
"textCustomFields": [{
"value": "8009E0000006Qu5QAJ",
"required": "false",
"show": "false",
"name": "##SFContract"
}
]
},
}
]
}
],
"eventNotification": {
"RecipientEvents": [{
"recipientEventStatusCode": "Completed"
}, {
"recipientEventStatusCode": "sent"
}, {
"recipientEventStatusCode": "delivered"
}, {
"recipientEventStatusCode": "declined"
}
],
"EnvelopeEvents": [{
"envelopeEventStatusCode": "Delivered"
}, {
"envelopeEventStatusCode": "completed"
}, {
"envelopeEventStatusCode": "sent"
}, {
"envelopeEventStatusCode": "Declined"
}
]
}
}
The template has an In Person Signer as the first signer (routing order 1) and two e-mail signers as second signers (routing order 2)
If I start this process from the template itself or from salesforce, when the in person signing ceremony is finished, it sends the e-mails for the other two signers to complete, but this doesn't happen if the signing url is taken from this envelope. If I check the document status in Docusign, it's waiting for the second and third signatures.
I need to have SMS Auth (thus the composite template and API generation) and an in person signer with two e-mail signers.
Am I missing something in my envelope generation for the process to continue?
Thanks!
For emails to be sent remove the clientUserId
parameter from the Signers. This parameter indicates the signer is an embedded signer.