docusignapi - DocuSign :: How to send a CarbonCopy using Template :: templateRoles using PHP? -


any one...

i researching docusign signing & carbon copies feature. there several ways tried doing failed.

i doing php, please note have no problem creating templates signers only. carboncopy feature not make work.

here's existing array pass docusign:

[ array (     [0] => envelopedealerlistcontroller::generatetemplatedata     [1] => array     (         [accountid] => *****         [emailsubject] => document         [emailblurb] => random text         [templateid] => 3c38d406-718d-4ff5-ba3a-05f58b3c0b7a         [status] => sent         [templateroles] => array             (                 [0] => array                     (                         [email] => johndoe@test.com                         [name] => john doe                         [rolename] => signer                         [clientuserid] => 1                         [routingorder] => 1                     )                  [1] => array                     (                         [email] => janedoe@test.com                         [name] => jane doe                         [rolename] => signer2                         [clientuserid] => 2                         [routingorder] => 2                       )                  [2] => array                     (                         [email] => joedoe@test.com                         [name] => joe doe                         [rolename] => carboncopy                         [clientuserid] => 3                         [routingorder] => 3                     )             )     ) ) ]

here's list of tried add carbon copies :

  1. i tried adding 'carboncopies' array @ same level 'templateroles', failed.
  2. i tried put 'carboncopies' child of 'templateroles', failed.
  3. i tried create cc in template doc , assign role name of 'cc1' , in template role added 1 recipient rolename cc1, failed.

could point me right direction on how add carboncopy doc user without recipient having sign it?

below reference pages consulted on researching this: a. http://www.docusign.com/p/restapiguide/restapiguide.htm#rest%20api%20references/recipients/carbon%20copies%20recipient.htm?highlight=carboncopy

b. __0">http://www.docusign.com/p/restapiguide/restapiguide.htm#rest%20api%20references/recipient%20parameter.htm%3ftocpath%3drest%20api%20references|send%20an%20envelope%20or%20create%20a%20draft%20envelope|recipient%20parameters|__0

does 1 have complete php example on how create envelope signers , carboncopies, using 'templateroles' ?

thanks

i tested , had no problem getting work. here's steps took , request body sent out. able add carbon copy recipients 2 ways- 1) through use of templates cc role added 2) through signature request on document (not using templates) add cc recipient on fly.

to use template follow these steps:

  • login docusign console , create template 2 signing roles , 1 cc role.
  • name roles "signer", "signer2", , "carboncopy" respectively , save.
  • create envelope through api using following json request body:

(make sure enter values specific account)

{     "accountid": "221765",     "emailsubject": "carbon copy testing",     "emailblurb": "this comes php",     "templateid": "7d5cf173-3ea5-******************",     "templateroles": [         {             "email": "firstperson@gmail.com",             "name": "john doe",             "rolename": "signer"         },         {             "email": "secondperson@gmail.com",             "name": "jane doe",             "rolename": "signer2"         },         {             "email": "thirdperson@gmail.com",             "name": "bob doe",             "rolename": "carboncopy"         }     ],     "status": "sent" }

on other hand, if want add signer , carbon copy recipient without use of templates, can use following json request body:

{ "emailblurb": "this comes php", "emailsubject": "api signature request", "documents": [     {         "documentid": "1",         "name": "document.pdf"     } ], "recipients": {     "signers": [         {             "email": "firstperson@gmail.com",             "name": "john doe",             "recipientid": "1",             "tabs": {                 "signheretabs": [                     {                         "xposition": "100",                         "yposition": "100",                         "documentid": "1",                         "pagenumber": "1"                     }                 ]             }         }     ],     "carboncopies": [         {             "email": "secondperson@gmail.com",             "name": "jane doe",             "recipientid": "2"         }     ] }, "status": "sent" }

for examples of creating/sending envelopes templates see docusign api walkthrough #1: http://iodocs.docusign.com/apiwalkthrough/requestsignaturefromtemplate

for examples of creating/sending envelopes document see docusign api walkthrough #4: http://iodocs.docusign.com/apiwalkthrough/requestsignaturefromdocument


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