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DocuSign.eSign.Model.TemplateRole Class Reference

Information about a specific role. More...

Inheritance diagram for DocuSign.eSign.Model.TemplateRole:

Public Member Functions

 TemplateRole (string AccessCode=default(string), List< RecipientAdditionalNotification > AdditionalNotifications=default(List< RecipientAdditionalNotification >), string ClientUserId=default(string), string DefaultRecipient=default(string), string DeliveryMethod=default(string), string Email=default(string), RecipientEmailNotification EmailNotification=default(RecipientEmailNotification), string EmbeddedRecipientStartURL=default(string), string InPersonSignerName=default(string), string Name=default(string), RecipientPhoneNumber PhoneNumber=default(RecipientPhoneNumber), List< RecipientSignatureProvider > RecipientSignatureProviders=default(List< RecipientSignatureProvider >), string RoleName=default(string), string RoutingOrder=default(string), string SigningGroupId=default(string), Tabs Tabs=default(Tabs))
 Initializes a new instance of the TemplateRole class. More...
 
override string ToString ()
 Returns the string presentation of the object More...
 
string ToJson ()
 Returns the JSON string presentation of the object More...
 
override bool Equals (object obj)
 Returns true if objects are equal More...
 
bool Equals (TemplateRole other)
 Returns true if TemplateRole instances are equal More...
 
override int GetHashCode ()
 Gets the hash code More...
 
IEnumerable< ValidationResult > Validate (ValidationContext validationContext)
 

Properties

string AccessCode [get, set]
 If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. Maximum Length: 50 characters and it must conform to the account&#39;s access code format setting. If blank, but the signer &#x60;accessCode&#x60; property is set in the envelope, then that value is used. If blank and the signer &#x60;accessCode&#x60; property is not set, then the access code is not required. More...
 
List< RecipientAdditionalNotificationAdditionalNotifications [get, set]
 Gets or Sets AdditionalNotifications More...
 
string ClientUserId [get, set]
 Specifies whether the recipient is embedded or remote. If the &#x60;clientUserId&#x60; property is not null then the recipient is embedded. Note that if the &#x60;ClientUserId&#x60; property is set and either &#x60;SignerMustHaveAccount&#x60; or &#x60;SignerMustLoginToSign&#x60; property of the account settings is set to true, an error is generated on sending.ng. Maximum length: 100 characters. More...
 
string DefaultRecipient [get, set]
 When set to true, this recipient is the default recipient and any tabs generated by the transformPdfFields option are mapped to this recipient. More...
 
string DeliveryMethod [get, set]
 Reserved: For DocuSign use only. More...
 
string Email [get, set]
 Specifies the email associated with a role name. More...
 
RecipientEmailNotification EmailNotification [get, set]
 A complex type that contains information sets the language of the recipient&#39;s email information. IMPORTANT: If you enable email notification for one recipient, you must enable email notification for all recipients as it overrides the Envelope Subject and &#x60;EmailBlurb&#x60; property settings. More...
 
string EmbeddedRecipientStartURL [get, set]
 Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender&#39;s system (the server responding to the URL) must request a recipient token to launch a signing session. If set to &#x60;SIGN_AT_DOCUSIGN&#x60;, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner. It is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient&#39;s identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets &#x60;EmbeddedRecipientStartURL&#x3D;SIGN_AT_DOCUSIGN&#x60;, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient. If the &#x60;clientUserId&#x60; property is NOT set, and the &#x60;embeddedRecipientStartURL&#x60; is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The &#x60;customFields&#x60; property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. Example: &#x60;http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]&#x60; More...
 
string InPersonSignerName [get, set]
 Specifies the full legal name of the signer in person signer template roles. Maximum Length: 100 characters. More...
 
string Name [get, set]
 Specifies the recipient&#39;s name. More...
 
RecipientPhoneNumber PhoneNumber [get, set]
 Describes the recipient phone number. More...
 
List< RecipientSignatureProviderRecipientSignatureProviders [get, set]
 Gets or Sets RecipientSignatureProviders More...
 
string RoleName [get, set]
 Optional element. Specifies the role name associated with the recipient.<br/><br/>This is required when working with template recipients. More...
 
string RoutingOrder [get, set]
 Specifies the routing order of the recipient in the envelope. More...
 
string SigningGroupId [get, set]
 When set to true and the feature is enabled in the sender&#39;s account, the signing recipient is required to draw signatures and initials at each signature/initial tab ( instead of adopting a signature/initial style or only drawing a signature/initial once). More...
 
Tabs Tabs [get, set]
 A list of tabs, which are represented graphically as symbols on documents at the time of signing. Tabs show recipients where to sign, initial, or enter data. They may also display data to the recipients. More...
 

Detailed Description

Information about a specific role.

Constructor & Destructor Documentation

◆ TemplateRole()

DocuSign.eSign.Model.TemplateRole.TemplateRole ( string  AccessCode = default(string),
List< RecipientAdditionalNotification AdditionalNotifications = default(List<RecipientAdditionalNotification>),
string  ClientUserId = default(string),
string  DefaultRecipient = default(string),
string  DeliveryMethod = default(string),
string  Email = default(string),
RecipientEmailNotification  EmailNotification = default(RecipientEmailNotification),
string  EmbeddedRecipientStartURL = default(string),
string  InPersonSignerName = default(string),
string  Name = default(string),
RecipientPhoneNumber  PhoneNumber = default(RecipientPhoneNumber),
List< RecipientSignatureProvider RecipientSignatureProviders = default(List<RecipientSignatureProvider>),
string  RoleName = default(string),
string  RoutingOrder = default(string),
string  SigningGroupId = default(string),
Tabs  Tabs = default(Tabs) 
)
inline

Initializes a new instance of the TemplateRole class.

Parameters
AccessCodeIf a value is provided, the recipient must enter the value as the access code to view and sign the envelope. Maximum Length: 50 characters and it must conform to the account&#39;s access code format setting. If blank, but the signer &#x60;accessCode&#x60; property is set in the envelope, then that value is used. If blank and the signer &#x60;accessCode&#x60; property is not set, then the access code is not required..
AdditionalNotificationsAdditionalNotifications.
ClientUserIdSpecifies whether the recipient is embedded or remote. If the &#x60;clientUserId&#x60; property is not null then the recipient is embedded. Note that if the &#x60;ClientUserId&#x60; property is set and either &#x60;SignerMustHaveAccount&#x60; or &#x60;SignerMustLoginToSign&#x60; property of the account settings is set to true, an error is generated on sending.ng. Maximum length: 100 characters. .
DefaultRecipientWhen set to true, this recipient is the default recipient and any tabs generated by the transformPdfFields option are mapped to this recipient..
DeliveryMethodReserved: For DocuSign use only..
EmailSpecifies the email associated with a role name..
EmailNotificationA complex type that contains information sets the language of the recipient&#39;s email information. IMPORTANT: If you enable email notification for one recipient, you must enable email notification for all recipients as it overrides the Envelope Subject and &#x60;EmailBlurb&#x60; property settings. .
EmbeddedRecipientStartURLSpecifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender&#39;s system (the server responding to the URL) must request a recipient token to launch a signing session. If set to &#x60;SIGN_AT_DOCUSIGN&#x60;, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner. It is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient&#39;s identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets &#x60;EmbeddedRecipientStartURL&#x3D;SIGN_AT_DOCUSIGN&#x60;, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient. If the &#x60;clientUserId&#x60; property is NOT set, and the &#x60;embeddedRecipientStartURL&#x60; is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The &#x60;customFields&#x60; property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. Example: &#x60;http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]&#x60; .
InPersonSignerNameSpecifies the full legal name of the signer in person signer template roles. Maximum Length: 100 characters..
NameSpecifies the recipient&#39;s name..
PhoneNumberDescribes the recipient phone number..
RecipientSignatureProvidersRecipientSignatureProviders.
RoleNameOptional element. Specifies the role name associated with the recipient.<br/><br/>This is required when working with template recipients..
RoutingOrderSpecifies the routing order of the recipient in the envelope. .
SigningGroupIdWhen set to true and the feature is enabled in the sender&#39;s account, the signing recipient is required to draw signatures and initials at each signature/initial tab ( instead of adopting a signature/initial style or only drawing a signature/initial once)..
TabsA list of tabs, which are represented graphically as symbols on documents at the time of signing. Tabs show recipients where to sign, initial, or enter data. They may also display data to the recipients..

Member Function Documentation

◆ Equals() [1/2]

override bool DocuSign.eSign.Model.TemplateRole.Equals ( object  obj)
inline

Returns true if objects are equal

Parameters
objObject to be compared
Returns
Boolean

◆ Equals() [2/2]

bool DocuSign.eSign.Model.TemplateRole.Equals ( TemplateRole  other)
inline

Returns true if TemplateRole instances are equal

Parameters
otherInstance of TemplateRole to be compared
Returns
Boolean

◆ GetHashCode()

override int DocuSign.eSign.Model.TemplateRole.GetHashCode ( )
inline

Gets the hash code

Returns
Hash code

◆ ToJson()

string DocuSign.eSign.Model.TemplateRole.ToJson ( )
inline

Returns the JSON string presentation of the object

Returns
JSON string presentation of the object

◆ ToString()

override string DocuSign.eSign.Model.TemplateRole.ToString ( )
inline

Returns the string presentation of the object

Returns
String presentation of the object

Property Documentation

◆ AccessCode

string DocuSign.eSign.Model.TemplateRole.AccessCode
getset

If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. Maximum Length: 50 characters and it must conform to the account&#39;s access code format setting. If blank, but the signer &#x60;accessCode&#x60; property is set in the envelope, then that value is used. If blank and the signer &#x60;accessCode&#x60; property is not set, then the access code is not required.

If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. Maximum Length: 50 characters and it must conform to the account&#39;s access code format setting. If blank, but the signer &#x60;accessCode&#x60; property is set in the envelope, then that value is used. If blank and the signer &#x60;accessCode&#x60; property is not set, then the access code is not required.

◆ AdditionalNotifications

List<RecipientAdditionalNotification> DocuSign.eSign.Model.TemplateRole.AdditionalNotifications
getset

Gets or Sets AdditionalNotifications

◆ ClientUserId

string DocuSign.eSign.Model.TemplateRole.ClientUserId
getset

Specifies whether the recipient is embedded or remote. If the &#x60;clientUserId&#x60; property is not null then the recipient is embedded. Note that if the &#x60;ClientUserId&#x60; property is set and either &#x60;SignerMustHaveAccount&#x60; or &#x60;SignerMustLoginToSign&#x60; property of the account settings is set to true, an error is generated on sending.ng. Maximum length: 100 characters.

Specifies whether the recipient is embedded or remote. If the &#x60;clientUserId&#x60; property is not null then the recipient is embedded. Note that if the &#x60;ClientUserId&#x60; property is set and either &#x60;SignerMustHaveAccount&#x60; or &#x60;SignerMustLoginToSign&#x60; property of the account settings is set to true, an error is generated on sending.ng. Maximum length: 100 characters.

◆ DefaultRecipient

string DocuSign.eSign.Model.TemplateRole.DefaultRecipient
getset

When set to true, this recipient is the default recipient and any tabs generated by the transformPdfFields option are mapped to this recipient.

When set to true, this recipient is the default recipient and any tabs generated by the transformPdfFields option are mapped to this recipient.

◆ DeliveryMethod

string DocuSign.eSign.Model.TemplateRole.DeliveryMethod
getset

Reserved: For DocuSign use only.

Reserved: For DocuSign use only.

◆ Email

string DocuSign.eSign.Model.TemplateRole.Email
getset

Specifies the email associated with a role name.

Specifies the email associated with a role name.

◆ EmailNotification

RecipientEmailNotification DocuSign.eSign.Model.TemplateRole.EmailNotification
getset

A complex type that contains information sets the language of the recipient&#39;s email information. IMPORTANT: If you enable email notification for one recipient, you must enable email notification for all recipients as it overrides the Envelope Subject and &#x60;EmailBlurb&#x60; property settings.

A complex type that contains information sets the language of the recipient&#39;s email information. IMPORTANT: If you enable email notification for one recipient, you must enable email notification for all recipients as it overrides the Envelope Subject and &#x60;EmailBlurb&#x60; property settings.

◆ EmbeddedRecipientStartURL

string DocuSign.eSign.Model.TemplateRole.EmbeddedRecipientStartURL
getset

Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender&#39;s system (the server responding to the URL) must request a recipient token to launch a signing session. If set to &#x60;SIGN_AT_DOCUSIGN&#x60;, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner. It is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient&#39;s identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets &#x60;EmbeddedRecipientStartURL&#x3D;SIGN_AT_DOCUSIGN&#x60;, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient. If the &#x60;clientUserId&#x60; property is NOT set, and the &#x60;embeddedRecipientStartURL&#x60; is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The &#x60;customFields&#x60; property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. Example: &#x60;http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]&#x60;

Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender&#39;s system (the server responding to the URL) must request a recipient token to launch a signing session. If set to &#x60;SIGN_AT_DOCUSIGN&#x60;, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner. It is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient&#39;s identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets &#x60;EmbeddedRecipientStartURL&#x3D;SIGN_AT_DOCUSIGN&#x60;, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient. If the &#x60;clientUserId&#x60; property is NOT set, and the &#x60;embeddedRecipientStartURL&#x60; is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The &#x60;customFields&#x60; property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. Example: &#x60;http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]&#x60;

◆ InPersonSignerName

string DocuSign.eSign.Model.TemplateRole.InPersonSignerName
getset

Specifies the full legal name of the signer in person signer template roles. Maximum Length: 100 characters.

Specifies the full legal name of the signer in person signer template roles. Maximum Length: 100 characters.

◆ Name

string DocuSign.eSign.Model.TemplateRole.Name
getset

Specifies the recipient&#39;s name.

Specifies the recipient&#39;s name.

◆ PhoneNumber

RecipientPhoneNumber DocuSign.eSign.Model.TemplateRole.PhoneNumber
getset

Describes the recipient phone number.

Describes the recipient phone number.

◆ RecipientSignatureProviders

List<RecipientSignatureProvider> DocuSign.eSign.Model.TemplateRole.RecipientSignatureProviders
getset

Gets or Sets RecipientSignatureProviders

◆ RoleName

string DocuSign.eSign.Model.TemplateRole.RoleName
getset

Optional element. Specifies the role name associated with the recipient.<br/><br/>This is required when working with template recipients.

Optional element. Specifies the role name associated with the recipient.<br/><br/>This is required when working with template recipients.

◆ RoutingOrder

string DocuSign.eSign.Model.TemplateRole.RoutingOrder
getset

Specifies the routing order of the recipient in the envelope.

Specifies the routing order of the recipient in the envelope.

◆ SigningGroupId

string DocuSign.eSign.Model.TemplateRole.SigningGroupId
getset

When set to true and the feature is enabled in the sender&#39;s account, the signing recipient is required to draw signatures and initials at each signature/initial tab ( instead of adopting a signature/initial style or only drawing a signature/initial once).

When set to true and the feature is enabled in the sender&#39;s account, the signing recipient is required to draw signatures and initials at each signature/initial tab ( instead of adopting a signature/initial style or only drawing a signature/initial once).

◆ Tabs

Tabs DocuSign.eSign.Model.TemplateRole.Tabs
getset

A list of tabs, which are represented graphically as symbols on documents at the time of signing. Tabs show recipients where to sign, initial, or enter data. They may also display data to the recipients.

A list of tabs, which are represented graphically as symbols on documents at the time of signing. Tabs show recipients where to sign, initial, or enter data. They may also display data to the recipients.


The documentation for this class was generated from the following file: