如何创建包含仅供查看的字段的模板？ [DocuSignApi]

Question

I have a template that is configured with a recipient that has read only fields and only a signature control. The read only fields/tabs are populated in the view request my API sends to DocuSign to get the signature url. However I'd like to create a new duplicate template that does not have the signature control and is configured to only require the recipient to view the document. This way the only signature event that is set by DocuSign is "viewing_complete" and not "signing_complete" when they're done viewing the template/document.

Edit: The purpose of this is it gives the user a read only view of the template/document so they can catch any errors in the mapped fields/tabs to give them a chance to correct it before signing a final version.

Answer 1

Not sure if you want to create this template from the API or from the web app. You can easily do this from the web app and if you want to do from the API, you can get a log of the API calls to see how it was done. When you create a template from the web app, in the first screen, you can pick recipients and there's a drop down with different types of recipients: Select the " Needs to View " recipient type for your needs.

Answer 2

It's not possible to configure a template to accept populated tabs for a recipient that is set as Needs to View or to preview an envelope recipient view and have the tabs populated, but not show the Signature control.