docusign / code-examples-node

Node.js code examples and launcher
https://developers.docusign.com/
MIT License
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How do I change phone numbers when using templates to generate envelopes #40

Closed shengbid closed 1 year ago

shengbid commented 2 years ago

Create templates that require phone validation. How do I change phone numbers when using templates to generate envelopes image

image

Is there any interface that can modify the recipient as templateRoles does ?

InbarGazit commented 2 years ago

See https://developers.docusign.com/docs/esign-rest-api/how-to/phone-auth/ The node code for a recipient is like this:

let signer1 = docusign.Signer.constructFromObject({
    email: args.signerEmail,
    name: args.signerName,
    recipientId: "1",
    routingOrder: "1",
    deliveryMethod: "Email",
    tabs: signer1Tabs,
    identityVerification: { workflowId: args.workflowId, steps: null, "inputOptions":[{"name":"phone_number_list","valueType":"PhoneNumberList","phoneNumberList":[{"countryCode":args.countryCode,"code":"1","number":args.phoneNumber}]}], "idCheckConfigurationName":""}
InbarGazit commented 2 years ago

Just replace the Signer object with a TemplateRole object, but the rest should be the same.

shengbid commented 2 years ago

How do I get signer1Tabs content? I want to generate the envelope with the defined template

shengbid commented 2 years ago

How do I get signer1Tabs content?  I want to generate the envelope with the defined template 

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Just replace the Signer object with a TemplateRole object, but the rest should be the same.

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shengbid commented 2 years ago

image

InbarGazit commented 2 years ago

The last error occurs because you're using a templateId which requires templateRole so you cannot specify recipients too. I would recommend using the composite template model that allow the most flexibility.

InbarGazit commented 1 year ago

Let us know if you still need help on this