Home:ALL Converter>Show sections of document based on recipient

Show sections of document based on recipient

Ask Time:2019-06-26T04:06:53         Author:Chris C

Json Formatter

I have a DocuSign template, and currently as a proof of concept, am using the POSTMan samples. I have defined sections of the document, based on the template Roles.

For example, I have a role of, say "Landlord". This user's section should appear when the landlord role receives an envelope with this template. The "Landlord" then first signs their section of the document, and can select an entry from a drop-down list. This drop down list contains two other template roles, say "Renter" and "Lawyer" for example.

If the "Landlord" user selects "Lawyer", then the envelope should be routed to the "Lawyer" template role. Now, the "Landlord" section of the document will be displayed, with their signature and date on it, as read-only. The "Lawyer" section of the document will be displayed for the person in that role to complete. The "Renter" section is hidden.

Then the "Lawyer" role signs the document, and it gets routed to the person in the "Renter" role. In the "Renter" role, both "Landlord" and "Lawyer" sections are displayed, but read-only. The "Renter" can now sign the document in their section.

Is this solution possible? Is there a code example of this (C# or within the Postman solution)?

Author:Chris C,eproduced under the CC 4.0 BY-SA copyright license with a link to the original source and this disclaimer.
Link to original article:https://stackoverflow.com/questions/56761291/show-sections-of-document-based-on-recipient
yy