How to handle documents for view only in Docusign - docusignapi

Question

This is with the REST api. I have some documents which only need to be viewed, they have no anchor text tags on them. I found that if I gave such documents a server template id, that Docusign would use whichever document was part of the template and not the one I specified. Is the best practice to use certified viewers for such documents and not have them be signers? I noticed that if I had a server template and at least one of my documents had signing tabs, that all the other documents that I wanted to view would be viewable.

Answer 1

Yes, best practice here would be to use a different recipient type other than signer. The certified delivery recipient should work, the carbon copy (cc) recipients should also work well in this case.
Here's what a request with a Carbon Copy recipient in routing order 2 looks like:
{
"emailSubject": "Please sign this doc",
"status": "sent",
"documents": [
{
"documentId": "1",
"name": "test.pdf"
}
],
"recipients": {
"signers": [
{
"email": "signer#email.com",
"name": "John Doe",
"recipientId": "1",
"routingOrder": "1",
"tabs": {
"signHereTabs": [
{
"xPosition": "100",
"yPosition": "100",
"documentId": "1",
"pageNumber": "1"
}
]
}
}
],
"carbonCopies": [
{
"email": "carbonCopy#email.com",
"name": "Sally Doe",
"recipientId": "2",
"routingOrder": "2"
}
]
}
}