docusign / docusign-esign-java-client

The Official Docusign Java Client Library used to interact with the eSignature REST API. Send, sign, and approve documents using this client.
https://javadoc.io/doc/com.docusign/docusign-esign-java/latest/index.html
MIT License
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Impossible to change the signature when using sms verification #187

Open totomaze opened 3 years ago

totomaze commented 3 years ago

Hi,

We would like to have the possibility for our clients to be able to change their signature after they already adopted one.

Here is a link of a video showing a test where we can change the signature (no sms verification) and a test where we can't since we use the sms verification. https://www.loom.com/share/8fd45bc13b204909929e61ba28ec7b39

I tried to find some parameters in order to allow the change of the signature but I only find "setRequireUploadSignature" which works even after using the sms verification.

My question is : Is there a way to enable the signature change when using the sms verification.

Let me know if you need more info

Here is an extract of my code : // Create a signer recipient to sign the document, identified by name and email // We set the clientUserId to enable embedded signing for the recipient final String signerName = getSignerNameClient( memberJson ); final Signer signer1 = new Signer(); final String signer1Email = memberJson.getLogin(); signer1.setEmail( signer1Email ); signer1.setName( signerName ); signer1.setFullName( signerName ); signer1.setUserId( signerName ); signer1.setClientUserId( signerName ); signer1.setFirstName( memberJson.getFirstname() ); signer1.setLastName( memberJson.getSurname() ); signer1.recipientId( RECIPIENT_ID_CLIENT ); if ( memberJson.getAdviser() != null && memberJson.getAdviser().getTelephone() != null && !"".equals( memberJson.getAdviser().getTelephone() ) && !"0000000000".equals( memberJson.getAdviser().getTelephone() ) ) { String phoneNumber = memberJson.getAdviser().getTelephone().replace( " ", "" ); if ( !phoneNumber.startsWith( "00" ) && !phoneNumber.startsWith( "+" ) ) { phoneNumber = PREFIX_COUNTRY_PHONE + phoneNumber; } final List RECIPIENT_PHONE_NUMBERS = Arrays.asList( phoneNumber ); final RecipientSMSAuthentication smsAuth = new RecipientSMSAuthentication(); smsAuth.setSenderProvidedNumbers( RECIPIENT_PHONE_NUMBERS ); signer1.setSmsAuthentication( smsAuth ); signer1.setIdCheckConfigurationName( "SMS Auth $" ); }

LarryKlugerDS commented 3 years ago

I apologize for the delay in seeing your question.

There are several categories of signer, and whether they see the "change" option below their signature or not depends on the signer category.

Remote signers (signers invited to sign via email or SMS): Their signature change options depend on whether they have their own DocuSign account or not. (They can have a free account.) See the docs

Captive signers (signers used for embedded signing ceremonies): They can have the "change" option below their name. I think this depends on the account settings. If the "change" option is there, then whether or not SMS authentication is used or not makes no difference--the "change" option is there with and without SMS authentication. I just tested this.

Perhaps in your tests one recipient was remote and the other wasn't. Or you used different account settings.

If you have more questions on this then please submit a developer support case. Do so via contact support To best use that page: login with your paid production account (whether you have a support contract or not). If you don't have a paid production account, you can also submit an API developer case from that page.