Is it possible to set the recipient role in the tag?

Question

Hello,I am trying to build some templates for AdobeSign for my Dynamics CRM environment.I would like to know if it is possible to set the role in the tag inside the document?For example for the approver:{{Sig1_es_:approver1:signature}}I've read the AdobeSign Text Tag Guide and I came accross the following sentence, but I am not sure about the meaning:The signer and sender fields are used to specify the recipient roles for an agreement. Does it mean that I can only define the role when I create the agreement recipient and not already when creating the template?

jeff.levy · Answer

I'm struggling with this, too. I can't seem to find any documentation indicating what the valid roles are. Documentation is very vague.

Best I can tell, "approver" is invalid. If you read the documentation very literally.

I'm using the API, so there is some logical confusion there. It should be a one-to-one match with the ROLE types specified in the participantSet. These are enumerated as valid role-types for participantSet:
SIGNER, APPROVER, ACCEPTOR, CERTIFIED_RECIPIENT, FORM_FILLER or DELEGATE_TO_SIGNER, DELEGATE_TO_APPROVER, DELEGATE_TO_ACCEPTOR, DELEGATE_TO_CERTIFIED_RECIPIENT, DELEGATE_TO_FORM_FILLER, or SHARE

one would think that one could create tag text, thus: {{foo_es_:acceptor:signature}}, but that doesn't seem to be the case.

What's weird here is that I have an 8-participant sign job I'm working on, and 1st step is to go to approver. If I have {{sig1_es_:signer1:signature}}, the approver is allowed to sign. If I increment, {{sig1_es_:signer2:signature}}, they cannot sign, they must approve.

tl;dr: Everyone's a 'signer', it seems. If you have multiple role-types, and multiple signers, increment by 1.

I think. Maybe one of the Adobe brains can chime in.

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