ruby on rails - Docusign Not Generating Multiple Embedded Recipient Views -

i using docusign rest api, through gem rails. have 2 recipients, , need both of them sign document.

it should work this:

• generate envelope borrower(s) info passing envelope.
• display embedded document signing.
• return custom url/action
• if there signer, it should
  • reload iframe
  • ask second signers signature, same template signed

instead breaks when reloads iframe 2nd signer. generates envelope, second signer unique id, email etc. when create recipient view, returns nil.

how signer 1 sign, load second signer right after, custom fields filled both times?

def deliver(signing_borrower)      client = docusignrest::client.new     hashdata = {       status: 'sent',       template_id: my_id       signers: [         {           embedded: true,           name: signing_borrower.name,           email: signing_borrower_email,           role_name: if (signing_borrower==borrower) 'borrower' else 'co-borrower' end         }       ]     }     generate_liabilities     hashdata[:signers][0][:tabs] = if (signing_borrower==borrower) custom_fields else co_borrower_custom_fields end       #if there coborrower, add data form second signer     if co_borrower       if signing_borrower==co_borrower opposite_of_signing_borrower = borrower else opposite_of_signing_borrower = co_borrower end        borrower2= {         name: opposite_of_signing_borrower.name,         email: signing_borrower_email(opposite_of_signing_borrower),         role_name: if (opposite_of_signing_borrower==co_borrower) 'co-borrower' else 'borrower' end       }        #add second borrower hash generate envelope form fields filled       hashdata[:signers] << borrower2       hashdata[:signers][1][:tabs] = {           texttabs: text_tabs,           checkboxtabs: checkbox_tabs         }     end       response = client.create_envelope_from_template hashdata     self.envelope_id = response["envelopeid"]     self.signing_url = docusignrest::client.new.get_recipient_view({       envelope_id: self.envelope_id,       name: signing_borrower.name,       email: signing_borrower_email(signing_borrower),       return_url: return_url     })      response   end 

the hashdata

{:status=>"sent",  :email=>   {:subject=>"application...",    :body=>"please sign...."},  :template_id=>"xxxx-xxxx-xxxx",  :signers=>   [{:embedded=>true,     :name=>"david l. testcase",     :email=>"email@test.com",     :role_name=>"borrower",     :tabs=>      {:texttabs=>        [{:tablabel=>"phone",          :name=>"phone",          :value=>"717-717-7171"}]      }    },    {:name=>"marisol testcase",     :email=>"email2@test.com",     :role_name=>"co-borrower",     :tabs=>       {:texttabs=>          [{:tablabel=>"phone",          :name=>"phone",          :value=>"717-717-7171"}]      }   }]} 

you can accomplish you're trying making 3 api calls:

1. create envelope request, specifying both recipients 'embedded/captive' setting clientuserid property each recipient.

2. post recipient view request url launch first signer's signing session.

3. post recipient view request url launch second signer's signing session.

here's example json 3 calls.

1 - create envelope request

post https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctid}}/envelopes  {   "emailsubject": "please sign this",   "emailblurb": "please sign...thanks!",   "templateid": "064a7973-b7c1-41f3-a2ad-923ce8889333",   "status": "sent",   "templateroles": [    {       "rolename": "borrower",       "name": "john doe",       "email": "johnsemail@outlook.com",       "recipientid": "1",       "clientuserid": "123",       "tabs":{             "texttabs":[                {                   "tablabel":"borrowerphone",                   "value":"717-717-7171"                },             ],          }     },     {       "rolename": "co-borrower",       "name": "jane doe",       "email": "janesemail@outlook.com",       "recipientid": "2",       "clientuserid": "567",       "tabs":{             "texttabs":[                {                   "tablabel":"co-borrowerphone",                   "value":"717-717-7171"                },             ],          }     }   ] } 

a successful response contain id of newly created envelope.

2 - post recipient view (for first recipient)

make call when first signer ready sign. in request url, {{envelopeid}} envelope id value returned in response of create envelope request, , information in request body corresponds info submitted first recipient in create envelope request.

post https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctid}}/envelopes/{{envelopeid}}/views/recipient  {      "authenticationmethod": "email",      "clientuserid": "123",      "username": "john doe",      "email": "johnsemail@outlook.com",      "returnurl": "http://www.google.com" } 

the response contain url can used launch docusign envelope first recipient.

3 - post recipient view (for second recipient)

make call when it's time second signer sign. in request url, {{envelopeid}} envelope id value returned in response of create envelope request, , information in request corresponds info submitted second recipient in create envelope request.

post https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctid}}/envelopes/{{envelopeid}}/views/recipient  {      "authenticationmethod": "email",      "clientuserid": "567",      "username": "jane doe",      "email": "janesemail@outlook.com",      "returnurl": "http://www.google.com" } 

the response contain url can used launch docusign envelope second recipient.