Get recipient view not working for composite envelope - docusignapi

Question

I want to create a composite envelope and then do an embedded signing. The issue is that the envelope is created but the call to get the url fails.
First I create the composite envelope:
https://demo.docusign.net/restapi/v2/accounts/ACCOUNT/envelopes
{
"emailSubject": "DocuSign API - Composite Templates",
"emailBlurb": "Composite Templates Sample 1",
"status": "sent",
"compositeTemplates": [
{
"serverTemplates": [
{
"sequence": "1",
"templateId": "1AA7BA0B-9079-4F8C-915B-739576297D62"
}
],
"inlineTemplates": [
{
"sequence": "1",
"recipients": {
"signers": [
{
"email": "email#email.com",
"name": "Signer Name",
"recipientId": "1",
"roleName": "Account Holder"
}
]
}
}
]
},
{
"serverTemplates": [
{
"sequence": "2",
"templateId": "77343ECC-391F-46A1-BFC3-92A3CD8C93E3"
}
],
"inlineTemplates": [
{
"sequence": "2",
"recipients": {
"signers": [
{
"email": "email#email.com",
"name": "Signer Name",
"recipientId": "1",
"roleName": "Account Holder",
"tabs": {
"textTabs": [
{
"tabLabel": "AccountFirstName",
"value": "Client"
},
{
"tabLabel": "AccountLastName",
"value": "Name"
},
{
"tabLabel": "Email1",
"value": "someEmail#email.com"
}
]
}
}
]
}
}
]
},
{
"serverTemplates": [
{
"sequence": "3",
"templateId": "ADADDD87-E831-4EF3-A160-BBE73F449C8E"
}
],
"inlineTemplates": [
{
"sequence": "3",
"recipients": {
"signers": [
{
"email": "email#email.com",
"name": "Signer Name",
"recipientId": "1",
"roleName": "Account Holder"
}
]
}
}
]
}
]
}
The response is:
{
"envelopeId": "99f4c73d-6420-4e3b-88eb-2447139a2616",
"uri": "/envelopes/99f4c73d-6420-4e3b-88eb-2447139a2616",
"statusDateTime": "2014-08-14T21:09:09.0430000Z",
"status": "sent" }
Next I try to get the recipient view
https://demo.docusign.net/restapi/v2/accounts/ACCOUNT/envelopes/99f4c73d-6420-4e3b-88eb-2447139a2616/views/recipient
{
"authenticationMethod": "email",
"email": "email#email.com",
"returnUrl": "www.someUrl.com",
"userName": "Signer Name"
}
And I get this error:
{
"errorCode": "UNKNOWN_ENVELOPE_RECIPIENT",
"message": "The recipient you have identified is not a valid recipient of the specified envelope. Envelope recipient could not be determined. 'clientUserId', 'email', or 'userName' in request and envelope may not match."
}
The email and the names match up so I do not understand why I am unable to get the url. I should point out that this all works if I use the same name and email that is on the DocuSign account, but this needs to work for an external recipient.

Answer 1

To designate a recipient as an embedded/captive recipient when creating an Envelope, such that you'll subsequently be able to submit a "Get Recipient View" request to retrieve a URL that can be used to initiate the recipient's signing session, your "Create Envelope" request must specify the clientUserId property for the recipient. This property should appear as a peer to the other recipient properties (i.e.: email, name, etc.) -- like this:
"signers": [
{
"email": "email#email.com",
"name": "Signer Name",
"recipientId": "1",
"roleName": "Account Holder",
"clientUserId": "12345"
}
]
Then, when you submit the "Get Recipient View" request, you'll need to specify the same value for clientUserId there:
POST https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/ENVELOPE_ID/views/recipient
{
"authenticationMethod": "Email",
"email": "email#email.com",
"returnUrl": "www.someUrl.com",
"userName": "Signer Name",
"clientUserId": "12345"
}
The value of clientUserId can be anything you wish, but max length is 100 characters. See the DocuSign REST API Guide for more details about embedded signing.