Background

Typically when users fill out a form that will be sent to DocuSign, they must click on the Sign button, which will launch the E-Sign Pop-Up. In this window, users can configure several recipient settings for the DocuSign envelope before clicking the Send button, which will create the envelope at DocuSign and begin the signing process.

Customers may want to hide the E-Sign Pop-Up from users by configuring all recipient settings beforehand. This way, when users click the Sign button, the form(s) will be sent to DocuSign without any extra work performed by the user. This page details how to manage this approach for your DocuSign integration.

Step 1: Configure Recipient Settings

Typically, customers prefer to configure recipient settings before skipping the E-Sign Pop-Up to ensure that the form is sent to desired recipients, with desired settings. However, recipient settings may also be configured beforehand while still showing the E-Sign Pop-Up to users, in case customers would like to "prefill" the pop-up with desired information rather than skip it altogether.

Recipient Types

Recipients are classified as either Signers (recipients with at least one signature field on the form package) or ExtraRecipients (recipients that do not have a signature field on the form package and are always sent a carbon copy of the envelope).

Property Name	Type	Default Value	Description

Property Name	Type	Default Value	Description
ExtraRecipients	List of ExtraRecipient	null	Includes a list of extra recipients that are added to the form package. These recipients are always Carbon Copies (Send Copy at Docusign)
Signer	List of Signer	null	Includes a list of recipients that have at least one signature field on the form package.

Customers can configure settings for each recipient with the following properties.

Signer Properties

Property Name	Type	Default Value	Description

Property Name	Type	Default Value	Description
AccessCode	AccessCode	null	Sets the recipient's Access Code
IdentityCheck	ESignRequireIDCheckName	null	Sets the recipient's Auth type
Instance	int	0	Sets the instance of the role (if using Form Group Instances)
Order	int	0	Sets the recipient's Order
PhoneNumber	int	0	Sets the recipient's PhoneNumber
SendType	DocusignSendType	null	Sets the recipient's SendType
Role	string	""	Required. This is the role to be associated in the form. E.g "1own" for Owner 1.
ExcludedDocuments	list	null	The form ID(s) of any form you wish to exclude the extra recipient from receiving. See Configuring Document Visibility for other dependencies.

Note that Name and Email columns cannot be prefilled with these properties. These fields are prefilled in the e-sign pop-up based on the values entered (or prefilled) in the respective fields on the form itself. In instances when a form does not include fields for the name or email of a signing role (just a signature field), an email and name value can still be prefilled in the E-Sign Pop-up via AddFieldToForm or LoadXML with the structure of <instance><role>.H.Email and <instance><role>.FullName, respectively.

ExtraRecipient Properties

Property Name	Type	Default Value	Description

Property Name	Type	Default Value	Description
AccessCode	AccessCode	null	Sets the extra recipient's Access Code
Email	string	""	Sets the extra recipient's Email
IdentityCheck	ESignRequireIDCheckName	null	Sets the extra recipient's Auth type
Instance	int	0	Sets the extra recipient's Instance
Name	string	""	Sets the extra recipient's Name
Order	int	0	Sets the extra recipient's Order
PhoneNumber	int	0	Sets the extra recipient's PhoneNumber
RecipientNumber	int	1	Indicates the number of the Recipient, Always starting from 1
ExcludedDocuments	list	null	The form ID(s) of any form you wish to exclude the extra recipient from receiving. See Configuring Document Visibility for other dependencies.

Customers can also configure settings for the access code for each recipient

AccessCode Properties

Property Name	Type	Default Value	Description

Property Name	Type	Default Value	Description
Code	string	""	Sets the AccesCode value. E.g: "AC123"
Required	bool	false	Makes the AccessCode input in the esign popup required for this recipient
ReadOnly	bool	false	Makes the AccessCode input in the esign popup read-only for this recipient

Note: To display the AccessCode column, the property SignShowAccessCode must be set to true within the Esign configuration.

Sample Code

Configure Facebook as the Auth Type for Owner 1, and Google as the Auth Type for all other signers

VB.NET

Dim docusign As New ESignTypeDocusign()
docusign.SignRequireIDCheckName = ESignTypeDocusign.ESignRequireIDCheckName.Google
docusign.Recipients = New DocusignRecipients() With {
     .Signers = New List(Of Signer)() From {
         New Signer() With {
            .Instance = 0,
            .Role = "1own",
            .SendType = DocusignSendType.EmailToSign,
            .IdentityCheck = ESignTypeDocusign.ESignRequireIDCheckName.Facebook
          }
     }
}

C#

ESignTypeDocusign docusign = new ESignTypeDocusign();
docusign.SignRequireIDCheckName = ESignTypeDocusign.ESignRequireIDCheckName.Google;
docusign.Recipients == new DocusignRecipients { Signers = new List<Signer> { new Signer {
      .Instance = 0,
      .Role = "1own",
      .SendType = DocusignSendType.EmailToSign,
      .IdentityCheck = ESignTypeDocusign.ESignRequireIDCheckName.Facebook
    } } }

Remember the ESignRequireIDCheckName hides the identity check column, but in backgounds it will be like the image below

Setting Owner 1's AccessCode and making it ReadOnly

JSON (REST)

"ESignType": 
  {
    "Type":"Docusign",
    "AuthUserID":"String",
    "SignCallBackURL":"SomeCallBackURL",
    "SignEnvironmentID":2, // Enter the corresponding DocuSign Environment ID
    "SignShowAccessCode": true, 
    "Recipients":
    {
        "Signers":[
            {
                "Instance": 0,
                "Order": 1,
                "Role": "1own",
                "AccessCode": // Note: The property "SignShowAccessCode" must be set to true up above
                {
                    "Code": "CodeExample",
                    "ReadOnly":true
                }
            }
        ]
    }
  }

VB.NET

C#

Prefilling an Extra Recipient

VB.NET

C#

Limit Send Type and Auth Type items in the E-Sign Pop-Up

VB.NET

C#

Sample Code for recipient prefill in JSON format (REST)

Sample Code

Sample use of ExtraRecipients for setting additional recipients, with optional properties to exclude them from receiving specific form(s) in JSON format (REST)

In the below example, the 1own signer receives both forms 1 and 12 to sign, while the extra recipient is only sent form 1 as a non-signing carbon copy viewer in DocuSign

Sample JSON

Sample Code for setting AuthTypes of NoIDCheck, IDCheck, SMS, and Phone in JSON format (REST)

Sample Code

Note: The SocialAll AuthType will show all social related auth types (Google, Facebook, etc.) if provided. Another way to enable social auth methods is by providing each one separately.

Sample Code of DocuSign configuration in XML format (SOAP) setting available AuthType and SendType options

Sample Code

2. Skip the E-Sign Pop-Up

Details on this step can be found here.

Alternative Default Recipient Settings by Quik!

A default recipient can also be “hard-coded” into the Quik! system to apply the recipient to every form package created. This feature, which is manually set by the Quik! team, ensures that every package you create is routed to this default recipient last. The ideal use case is for having a notification be sent to an internal inbox that is monitored for completed e-sign transactions.

To set up this feature, Quik! needs you to request this setup with one or more Recipient Names and Recipient Email Addresses. Quik! will then add the record(s) to the e-sign signers for your customer account and add the application setting to turn on default recipients.

Quik! API Guide

How to Configure Recipient Settings

Background

Step 1: Configure Recipient Settings

Recipient Types

Signer Properties

ExtraRecipient Properties

AccessCode Properties

Sample Code

Configure Facebook as the Auth Type for Owner 1, and Google as the Auth Type for all other signers

VB.NET

C#

Setting Owner 1's AccessCode and making it ReadOnly

JSON (REST)

Prefilling an Extra Recipient

VB.NET

C#

Limit Send Type and Auth Type items in the E-Sign Pop-Up

VB.NET

C#

Sample Code for recipient prefill in JSON format (REST)

Sample Code

Sample JSON

Sample Code for setting AuthTypes of NoIDCheck, IDCheck, SMS, and Phone in JSON format (REST)

Sample Code

Sample Code of DocuSign configuration in XML format (SOAP) setting available AuthType and SendType options

Sample Code

2. Skip the E-Sign Pop-Up

Alternative Default Recipient Settings by Quik!

Background

Step 1: Configure Recipient Settings

Recipient Types

Signer Properties

ExtraRecipient Properties

AccessCode Properties

Sample Code

Configure Facebook as the Auth Type for Owner 1, and Google as the Auth Type for all other signersVB.NET

C#

Setting Owner 1's AccessCode and making it ReadOnly

JSON (REST)

Prefilling an Extra Recipient

VB.NET

C#

Limit Send Type and Auth Type items in the E-Sign Pop-Up

VB.NET

C#

Sample Code for recipient prefill in JSON format (REST)

Sample Code

Sample JSON

Sample Code for setting AuthTypes of NoIDCheck, IDCheck, SMS, and Phone in JSON format (REST)

Sample Code

Sample Code of DocuSign configuration in XML format (SOAP) setting available AuthType and SendType options

Sample Code

2. Skip the E-Sign Pop-Up

Alternative Default Recipient Settings by Quik!

Configure Facebook as the Auth Type for Owner 1, and Google as the Auth Type for all other signers

VB.NET