DocuSign：是否有使用权限来避免 USER_NOT_ENVELOPE_SENDER_OR_RECIPIENT 错误？

Question

Using C# SDK, DocuSign API

We have an existing process (under development) whereby our staff can submit signature requests from our website. These are sent (in the backend code) using a special user in our account. And the notifications from Connect are also processed using this special user, which includes downloading completed documents. This is working well.

Since the above process is in it's development stages and we have documents which have to be signed, our staff has been using their user logins within the company DocuSign account to send out documents for signature. When we get the notifications from DocuSign of a completed envelope and try to download the associated documents, of course we get the -

"USER_NOT_ENVELOPE_SENDER_OR_RECIPIENT"

error because the account used by the notification processor is not the one that originally sent the request.

Is there a limited permission I can give this special user account which will let the notification processor download documents and envelope Audit Trail information for any envelope sent from any user in our company DocuSign account? I'd rather not give this account Admin permissions if I can avoid it.

Please let me know if you have any questions or need more info.

thanks, randy

Answer 1

Simple solution is to add these users as CC recipients. That means they can view and access the envelope but they do not need to sign it. It would mean they also get emails about it, if this is a concern, there are other ways to turn this off.

Custody Transfer probably won't work for you, unless it's ok that the orignal account will no longer have access.

The only other way is to make them administrators which is not limited as you asked.