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Issue with create_recipient_view not populating fields or enabling signing #192

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camilopulidoms opened this issue Jul 29, 2024 · 1 comment

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@camilopulidoms
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I'm encountering an issue with the create_recipient_view method in the eSignature examples. My goal is to use this method to allow users to sign documents via a web-view. Here's the relevant code snippet I'm using:

recipient_view_request = RecipientViewRequest(
    authentication_method=authentication_method,
    client_user_id=envelope_args["signer_client_id"],
    recipient_id="1",
    return_url=envelope_args["ds_return_url"],
    user_name=envelope_args["signer_name"],
    email=envelope_args["signer_email"]
)

results = envelopes_api.create_recipient_view(
    account_id=args["account_id"],
    envelope_id=envelope_id,
    recipient_view_request=recipient_view_request
)

return {"envelope_id": envelope_id, "redirect_url": results.url}

The issue I'm facing is that the generated URL returns a PDF document without the option to sign, and the fields that should be automatically populated remain empty.

I want to emphasize that my email flow works correctly: it generates an envelope with dynamically filled fields and provides the signing options. The problem only arises when using the create_recipient_view method.

Is there something I'm missing in the RecipientViewRequest configuration? Any help or guidance would be greatly appreciated.

Thank you!

@saiharipriya
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saiharipriya commented Jul 30, 2024

Hello,

I don’t see any issues with your code; however, it seems there is a mismatch of recipient details between the create envelope call and the recipient view call. The create_recipient_view method will return a URL with the signer field option only if the recipient is a signer, providing the signing ceremony.

Could you please raise a support case and provide the API logs [https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=jux1643235969954&topicId=poz1578456669909.html&_LANG=enus] for further troubleshooting?

To verify with the code, please find the links below:
https://developers.docusign.com/docs/esign-rest-api/how-to/request-signature-in-app-embedded/
https://github.com/docusign/code-examples-python/blob/master/app/eSignature/examples/eg016_set_tab_values.py
https://www.docusign.com/blog/developers/deep-dive-the-embedded-signing-recipient-view

Thankyou.

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