i generating envelope multiple signers. when envelope created, signers set in-person. later, signers may change email signers.
when signers changed email signers, not email them. instead prefer email them @ time after changed email signers (eg when admin in app presses "email now" button).
is possible? have not been able track down when , how emails sent notifying email signers document available them sign.
when create envelope using docusign api, specify whether each recipient "remote recipient" (i.e., receive email notification docusign when it's turn in routing order), or in-person (aka "embedded") recipient (i.e., access envelope via url attain via post recipient view api request).
once make determination during envelope creation, changing recipient 1 type (i.e., remote recipient in-person recipient or vice versa) not possible. can still achieve desired end result -- so, must delete original recipient , add new recipient in place.
if recipient designated remote recipient, docusign automatically send them email whenever reaches turn in routing order -- it's not possible change behavior.
given scenario , objective you've described, might consider implementing following:
when create envelope via api, specify "placeholder" (fake) embedded recipient routing order 1 , specify other "real" recipients remote recipients routing order 2 or higher. won't matter name/email specify "placeholder" recipient (because you're subsequently going delete recipient altogether when it's time others begin signing) -- keep in mind recipient info appear in envelope audit trail (history, etc.), choose values won't mind seeing there.
then, when it's time real signing happen (eg when admin in app presses "email now" button), issue delete recipients api request (
delete https://{server}/restapi/{apiversion}/accounts/{accountid}/envelopes/ {envelopeid}/recipients) delete "placeholder" recipient created first recipient (routing order = 1).
deleting first recipient envelope should make docusign advance envelope next recipient(s) in routing order, @ point they'll automatically sent signing invitation email docusign.
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