Template Edit Example

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＋ New Template Upload Template

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Why do I need to login? This is a developer example with no server component, so you login to obtain an access token for the example.

Production apps used by signers usually obtain an access token from the app’s server. An access token can be created on the server by using the JWT Impersonation OAuth flow.

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Completing Login Process

Modal title

Modal body text goes here.

Upload Template

Select the template file to upload

Confirm Template Deletion

Delete template

Settings

Account

Account:

Signer User Experience

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Supplemental Document Visibility

Template:

Use this modal to set each recipient: are they excluded from seeing a supplemental document?

Unfortunately, this template operation is not yet working due to a bug with tracking number TT-7403.

Using the Account's Sender Settings, the Allow sender to specify document visibility option must be checked. Documentation: See the Document Visibility section.

For supplemental documents that are visible to signers, use the Docusign WebApp to set the signers' requirements: do they need to view the supplemental document? View it and click Agree? Etc.

Template: Enforce Signer Visibility

To exclude a recipient from viewing a supplemental document, the Enforce Signer Visibility setting must be on

Enforce Signer Visibility:

Regular documents

Supplemental documents

Account GUID:

User GUID: