创建信封后但在生成收件人视图之前添加标签

Question

I need to create an envelope by defining the recipients and the document. After creating the envelope, I then need to manually add the tags. After adding the tags, I want to generate a recipient URL for this particular envelope ID. Is this possible?

I do not want to send the envelope but edit it by adding tags. I will generate a recipient view separately. Currently, I am unable to find a way to add the tags after envelope creation and before sending.

I tried to create the envelope with status: created and then generated the correction view. On opening the URL, it said cannot find the envelope.

Answer 1

Create an envelope and if you want to show Send Button to the sender then use createSender View https://docs.docusign.com/esign/restapi/Envelopes/EnvelopeViews/createSender/

and if you dont want to show Send button then create envelope with sent status and use createCorrect View https://docs.docusign.com/esign/restapi/Envelopes/EnvelopeViews/createCorrect/

And if you don't want recipient to receive any email then make that recipient an embedded recipient by adding clientUserId, once clientUserId is added then that recipient will not receive an email. To get recipient View, you should use below call https://docs.docusign.com/esign/restapi/Envelopes/EnvelopeViews/createRecipient/

Answer 2

Use the Create:EnvelopeRecipientTabs api to add tabs to a draft envelope.

POST /v2/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/tabs

{
  "signHereTabs": [
    {
      "anchorString": "Sign",
      "anchorMatchWholeWord": "false"
    }
  ]
}