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

New Here ,
Apr 14, 2022 Apr 14, 2022

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?

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Adobe Sign forms
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May 06, 2022 May 06, 2022
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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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