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{"openapi":"3.0.0","info":{"contact":{"email":"devcenter@docusign.com","name":"DocuSign Developer Center","url":"https://developers.docusign.com/"},"description":"The DocuSign REST API provides you with a powerful, convenient, and simple Web services API for interacting with DocuSign.","termsOfService":"https://www.docusign.com/company/terms-and-conditions/web","title":"DocuSign","version":"v2","x-apisguru-categories":["ecommerce"],"x-logo":{"url":"https://twitter.com/DocuSign/profile_image?size=original"},"x-origin":[{"format":"swagger","url":"https://raw.githubusercontent.com/docusign/eSign-OpenAPI-Specification/master/esignature.rest.swagger.json","version":"2.0"}],"x-providerName":"docusign.net"},"externalDocs":{"description":"See the DocuSign REST API Guide for more information.","url":"https://docs.docusign.com/esign"},"tags":[{"description":"The AcccountBrands resource provides methods that allow you to create and delete the account brand associated with an account.\n\nBranding allows you to add the look and feel of your organization's\nbrand to the sending, signing, and email process making it easier for users to identify envelopes coming from your organization.\n\nThe DocuSign Account Custom Branding feature lets you set the colors, logo, and text for your account. You can create any number of brand profiles with different settings to reflect each of your corporate brands or different internal divisions or departments.\n\nWhen you create or change a branding profile, it applies to everyone using that profile and affects all envelopes sent with that profile.","name":"AccountBrands"},{"description":"The AccountConsumerDisclosures resource provides methods that allow you to retrieve the consumer disclosures associated with the account.","name":"AccountConsumerDisclosures"},{"description":"The CustomFields resource provides a method that enables you to retrieve the custom fields associated with an account.\n\nThese fields can be used with your account's envelopes to record information about the envelopes. The fields can be searched to find matching envelopes and track information. \n\nThe envelope custom fields are shown in the DocuSign member console's Envelope Settings section when a user creates an envelope. The envelope custom fields are not seen by envelope recipients.\n\nThere are two types of envelope custom fields, text and list. A text custom field lets the sender enter the value for the field. The list custom field lets the sender select the value of the field from a pre-determined list.","name":"AccountCustomFields"},{"description":"The EnvelopeBulkRecipients resource provide methods that allow you manage the bulk recipient file for an envelope.\n\nThe bulk recipient CSV (Comma Separated Value) file contains the list of recipient names and email addresses that you can add to an envelope to send the same document to a large number of recipients.\n \nThe required and optional information that can be included the file is described in the [ML: BulkEnvelope: updateRecipients] method","name":"EnvelopeBulkRecipients"},{"description":"The EnvelopeCustomFields resource provides methods that allow you manage custom fields in an envelope. \n\nCustom fields can be used in the envelopes for your account to record information about the envelope, help search for envelopes and track information. The envelope custom fields are shown in the Envelope Settings section when a user is creating an envelope in the DocuSign member console. The envelope custom fields are not seen by the envelope recipients.\n\nThere are two types of envelope custom fields, text and list. A text custom field lets the sender enter the value for the field. With a list custom field, the sender selects the value of the field from a pre-made list.","name":"EnvelopeCustomFields"},{"description":"The EnvelopeDocumentFields resource provides methods that allow you to manage custom fields on a document.\n\nYou can create custom versions of standard fields that combine of field properties, such as font type or size, or a validation setting. \n\nNote: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, check your account plan or contact your Account Manager.","name":"EnvelopeDocumentFields"},{"description":"The EnvelopeLocks resource provides methods that allow you to manage locks on an envelope.\n\nYou can lock the envelope, and set the time until the lock expires, to prevent users or recipients from accessing and changing the envelope.\n\nUsers must have envelope locking capability enabled to use these functions.","name":"EnvelopeLocks"},{"description":"<!-- resources aren't rendered the same way\n as other pages. This is a little hack to\n make the headings work better -->\n<style>\nh1, h2, h3 {\n margin-top: 1em;\n}\n</style>\n\nThe EnvelopeRecipients resource allows you manage the recipients of an\nenvelope. There are seven recipient types. All types share\na [core set of parameters](#core-recipient-parameters).\nSome recipient types have additional parameters.\n\n<br>\n\n| Recipient type | Description |\n| :--- | :--- |\n| [Agents](#agents-recipient) | An agent recipient can add name and email information for recipients that appear after the agent in routing order. |\n| [Carbon Copies](#carbon-copies-recipient) | Carbon copy recipients get a copy of the envelope but don't need to sign, initial, date or add information to any of the documents. This type of recipient can be used in any routing order. Carbon copy recipients receive their copy of the envelope when the envelope reaches the recipient's order in the process flow and when the envelope is completed. |\n| [Certified Deliveries](#certified-deliveries-recipient) | Certified delivery recipients must receive the completed documents for the envelope to be completed. However, they don't need to sign, initial, date or add information to any of the documents. |\n| [Editors](#editors-recipient) | Editors have the same management and access rights for the envelope as the sender. They can make changes to the envelope as if they were using the Advanced Correct feature. This recipient can add name and email information, add or change the routing order and set authentication options for the remaining recipients. Additionally, this recipient can edit signature/initial tabs and data fields for the remaining recipients. The recipient must have a DocuSign account to be an editor. |\n| [In-Person Signers](#in-person-signers-recipient) | An in-person recipient is a DocuSign user, acting as a Signing Host, who is in the same physical location as the signer. |\n| [Intermediaries](#intermediaries-recipient) | An intermediary is a recipient who can, but is not required to, add name and email information for recipients at the same or subsequent level in the routing order, unless subsequent agents, editors or intermediaries are added. |\n| [Signers](#signers-recipient) | A signer is a recipient who must sign, initial, date, or add data to form fields on the documents in the envelope. |\n\n<br>\n\nNot all recipients are are available to all account types.\nReview your account plan to determine\nwhich recipient types are available to you.\nAll recipient types are available in the Demo environment.\n\n\n## Core Recipient Parameters\n\nAll recipients, regardless of type, have the same common parameters.\nThe following table contains the descriptions\nfor the core properties for all recipient types.\n\n<br>\n\n| Name | Required | Schema Type | Description |\n| :--- | :--- | :--- | :--- |\n| email | Yes | Email | Email of the recipient. Notification will be sent to this email id.<br/>Maximum Length: 100 characters. |\n| name | Yes | String | Full legal name of the recipient.<br/>Maximum Length: 100 characters. |\n| accessCode | No | String | This optional element specifies the access code a recipient has to enter to validate the identity.<br/>Maximum Length: 50 characters. |\n| addAccessCodeToEmail | No | Boolean | This optional attribute indicates that the access code is added to the email sent to the recipient; this nullifies the Security measure of Access Code on the recipient. |\n| clientUserId | No | String | This specifies whether the recipient is embedded or remote.<br/><br/>If the `clientUserId` property is not null then the recipient is embedded. Note that if the `ClientUserId` property is set and either `SignerMustHaveAccount` or `SignerMustLoginToSign` property of the account settings is set to **true**, an error is generated on sending. |\n| embeddedRecipientStartURL | No | String | This is 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, but when the document link in the email is clicked the recipient is redirected, through DocuSign, to this URL to complete their actions. When routing to the URL, it is up to the sender's system (the server responding to the URL) to then request a recipient token to launch a signing session.<br/><br/>If the value `SIGN_AT_DOCUSIGN` is used for this node, 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 would be launched by any partner.<br/><br/>It is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application and DocuSign expects that senders will follow their own process for establishing the recipient'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 the `EmbeddedRecipientStartURL` property to `SIGN_AT_DOCUSIGN`, 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 one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) be used to verify the identity of the recipient.<br/><br>If the `clientUserId` property is NOT set and the `embeddedRecipientStartURL` property is set, DocuSign ignores the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the `embeddedRecipientStartURL` property using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The customFields must be part of the recipient or envelope. The merge fields are enclosed in double brackets.<br/><br/>_Example_:<br/>`http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]` |\n| customFields | No | customField |An optional array of strings that allows the sender to provide custom data about the recipient. This information is returned in the envelope status but otherwise not used by DocuSign. String `customField` properties have a maximum length of 100 characters. |\n| emailNotification | No | emailNotification | An optional complex type that has information for setting the language for the recipient's email information. It is composed of three elements:<br/><br/>*emailBody*: a string with the email message sent to the recipient.<br/>Maximum Length: 10000 characters.<br/><br/>*emailSubject*: a string with the subject of the email sent to the recipient.<br/>Maximum Length: 100 characters.<br/><br/>*supportedLanguage*: The simple type enumeration of the language used. The supported languages, with the language value shown in parenthesis, are: Arabic (ar), Bahasa Indonesia (id), Bahasa Melayu (ms) Bulgarian (bg), Czech (cs), Chinese Simplified (zh_CN), Chinese Traditional (zh_TW), Croatian (hr), Danish (da), Dutch (nl), English US (en), English UK (en_GB), Estonian (et), Farsi (fa), Finnish (fi), French (fr), French Canada (fr_CA), German (de), Greek (el), Hebrew (he), Hindi (hi), Hungarian (hu), Italian (it), Japanese (ja), Korean (ko), Latvian (lv), Lithuanian (lt), Norwegian (no), Polish (pl), Portuguese (pt), Portuguese Brazil (pt_BR), Romanian (ro),Russian (ru), Serbian (sr), Slovak (sk), Slovenian (sl), Spanish (es),Spanish Latin America (es_MX), Swedish (sv), Thai (th), Turkish (tr), Ukrainian (uk) and Vietnamese (vi).<br/><br/>**IMPORTANT**: If this is enabled for one recipient, it overrides the Envelope Subject and `EmailBlurb` property settings. Also, you must set the `emailNotification` property for all recipients. |\n| excludedDocuments | No | Array of Strings | Specifies the documents that are not visible to this recipient. Document Visibility must be enabled for the account and the enforceSignerVisibility property must be set to true for the envelope to use this.<br/><br/>When the enforceSignerVisibility property is set to **true**, documents with tabs can only be viewed by signers that have a tab on that document. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all the documents in an envelope, unless they are specifically excluded using this setting when an envelope is sent. Documents that do not have tabs are always visible to all recipients, unless they are specifically excluded using this setting when an envelope is sent. |\n| idCheckConfigurationName | No | String |Specifies authentication check by name. The names used here must be the same as the authentication type names used by the account (these name can also be found in the web console sending interface in the Identify list for a recipient). This overrides any default authentication setting.<br/><br/>_Example_:<br/> Your account has ID Check and SMS Authentication available and in the web console Identify list these appear as 'ID Check $' and 'SMS Auth $'. To use ID check in an envelope, the `idCheckConfigurationName` property must be set to `ID Check $`. To use SMS, it must be set to `SMS Auth $` and you must add phone number information to the `smsAuthentication` node.|\n| iDCheckInformationInput | No | IdCheckInformationInput | This complex element contains input information related to a recipient ID check. It can include the following information.<br/><br/>*addressInformationInput*: Used to set recipient address information and consists of:<br/><br/>*addressInformation*: consists of six elements, with street2 and zipPlus4 being optional. The elements are: street1, street2, city, state, zip, zipPlus4\\. The maximum number of characters in each element are: street1/street2 = 150 characters, city = 50 characters, state = 2 characters, and zip/zipPlus4 = 20 characters.<br/><br/>displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.<br/><br/>*receiveInResponse*: A Boolean element that specifies if the information needs to be returned in the response.<br/><br/>*dobInformationInput*: Used to set recipient date of birth information and consists of:<br/><br/>*dateOfBirth*: Specifies the recipient's date, month and year of birth.<br/><br/>*displayLevelCode*: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.<br/><br/>*receiveInResponse*: A Boolean element that specifies if the information needs to be returned in the response.<br/><br/>*ssn4InformationInput*: Used to set the last four digits of the recipient's SSN information and consists of:<br/><br/>*ssn4*: Specifies the last four digits of the recipient's SSN.<br/><br/>*displayLevelCode*: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.<br/><br/>*receiveInResponse*: A Boolean element that specifies if the information needs to be returned in the response.<br/><br/>*ssn9InformationInput*: Used to set the recipient's SSN information. Note that the ssn9 information can never be returned in the response. The ssn9 input consists of:<br/><br/><br/><br/>*ssn9*: Specifies the recipient's SSN.<br/><br/>*displayLevelCode*: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay. |\n| inheritEmailNotificationConfiguration | No | Boolean | Optional element. If true and the envelope recipient creates a DocuSign account after signing, the Manage Account Email Notification settings are used as the default settings for the recipient's account. |\n| note | No | String | A note that is unique to this recipient. This note is sent to the recipient via the signing email. The note displays in the signing UI near the upper left corner of the document on the signing screen.<br/>Maximum Length: 1000 characters. |\n| phoneAuthentication | No | RecipientPhoneAuthentication | Optional element. Contains the elements: <br/><br/> *recipMayProvideNumber*:Boolean. When set to **true** thenrecipient can use whatever phone number they choose to.<br/><br/> *senderProvidedNumbers*: ArrayOfString. A list of phone numbers the recipient can use. <br/><br/>*recordVoicePrint* - Reserved for DocuSign. <br/><br/>*validateRecipProvidedNumber* - Reserved for DocuSign. | |\n| recipientAttachment | No | Attachment | Reserved for DocuSign. |\n| recipientId | No | String | Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document. |\n| requireIdLookup | No | Boolean | When set to **true**, the recipient is required to use the specified ID check method (including Phone and SMS authentication) to validate their identity. |\n| roleName | No* | String | Optional element. Specifies the role name associated with the recipient.<br/><br/>This is required when working with template recipients. |\n| routingOrder | Yes | String | This element specifies the routing order of the recipient in the envelope. |\n| smsAuthentication | No | senderProvidedNumbers | Optional element. Contains the element:<br/><br/>*senderProvidedNumbers*: Array that contains a list of phone numbers the recipient can use for SMS text authentication. |\n| socialAuthentications | No | Boolean | Lists the social ID type that can be used for recipient authentication. |\n| templateAccessCodeRequired | No | Boolean | Optional element. Used only when working with template recipients. When set to **true** and the `TemplateLocked` parameter is set to **true**, the sender must enter an access code. |\n| templateLocked | No | Boolean | Optional element. Used only when working with template recipients. When set to **true**, the sender cannot change any attributes of the recipient. |\n| templateRequired | No | Boolean | Optional element. Used only when working with template recipients. When set to **true**, the sender may not remove the recipient. |\n\n<br>\n\n**JSON layout**\n\n```\n\"email\": \"email.name@company.com\",\n \"name\": \"recipient name\",\n \"accessCode\": \"\",\n \"addAccessCodeToEmail\": false,\n \"clientUserIs\": null,\n \"embeddedRecipientStartURL\": \"string\",\n \"customFields\": {\n \"sample string 1\",\n \"sample string 2\"\n },\n \"emailNotification\"{\n \"emailBody\":\"email text\",\n \"emailSubject\":\"Subject text\",\n \"supportedLanguage\":\"en\",\n },\n \"excludedDocuments\": [\"2\", \"4\"],\n \"idCheckConfigurationName\": null,\n \"idCheckInformationInput\": {\n \"addressInformationInput\": {\n \"addressInformation\": {\n \"street1\": \"sample string 1\",\n \"street2\": \"sample string 2\",\n \"city\": \"sample string 3\",\n \"state\": \"sample string 4\",\n \"zip\": \"sample string 5\",\n \"zipPlus4\": \"sample string 6\"\n },\n \"displayLevelCode\": \"sample string 1\",\n \"receiveInResponse\": \"sample string 2\"\n },\n \"dobInformationInput\": {\n \"dateOfBirth\": \"sample string 1\",\n \"displayLevelCode\": \"sample string 2\",\n \"receiveInResponse\": \"sample string 3\"\n },\n \"ssn4InformationInput\": {\n \"ssn4\": \"sample string 1\",\n \"displayLevelCode\": \"sample string 2\",\n \"receiveInResponse\": \"sample string 3\"\n },\n \"ssn9InformationInput\": {\n \"ssn9\": \"sample string 1\",\n \"displayLevelCode\": \"sample string 2\"\n }\n },\n \"inheritEmailNotificationConfiguration\": false,\n \"note\": \"\",\n \"phoneAuthentication\": {\n \"recipMayProvideNumber\": \"sample string 1\",\n \"validateRecipProvidedNumber\": \"sample string 2\",\n \"recordVoicePrint\": \"sample string 3\",\n \"senderProvidedNumbers\": [\n \"sample string 1\",\n \"sample string 2\"\n ]\n },\n \"recipientAttachment\": null,\n \"recipientCaptiveInfo\": null,\n \"recipientId\": \"1\",\n \"requireIdLookup\": false,\n \"roleName\": \"\",\n \"routingOrder\": 1,\n \"smsAuthentication\": {\n \"senderProvidedNumbers\":[\n \"sample string 1\",\n \"sample string 2\"\n ]\n },\n \"socialAuthentications\": null,\n \"templateAccessCodeRequired\": false,\n \"templateLocked\": false,\n \"templateRequired\": false,\n...\n```\n\n\n## Agents Recipient\n\nAn agent recipient can add name and email information for recipients that appear after the agent in routing order.\n\nIn addition to the [core parameters](#core-recipient-parameters),\nthis type adds the following parameters.\n\n<br>\n\n| Name | Required | Schema Type | Description |\n| :--- | :--- | :--- | :--- |\n| canEditRecipientEmails | No | Boolean | Optional element. When set to **true**, the Agents Recipient associated with this Recipient can change the Recipient's pre-populated Email address. This element is only active if enabled for the account. |\n| canEditRecipientNames | No | Boolean | Optional element. When set to **true**, the Agents Recipient associated with this recipient can change the recipient's pre-populated name (`UserName`). This element is only active if enabled for the account. |\n\n<br>\n\n**JSON layout**\n\n```\n\"agents\": [{\n <core parameters>\n \"canEditRecipientEmails\": false,\n \"canEditRecipientNames\": false\n}],\n```\n\n\n## Carbon Copies Recipient\n\nCarbon copy recipients get a copy of the envelope but don't need to sign, initial, date or add information to any of the documents. This type of recipient can be used in any routing order. Carbon copy recipients receive their copy of the envelope when the envelope reaches the recipient's order in the process flow and when the envelope is completed.\n\nThis recipient type uses only the [core parameters](#core-recipient-parameters).\n\n**JSON layout**\n\n```\n\"carbonCopies\": [{\n <core parameters>\n```\n\n\n## Certified Deliveries Recipient\n\nCertified delivery recipients must receive the completed documents for the envelope to be completed. However, they don't need to sign, initial, date or add information to any of the documents.\n\nThis recipient type uses only the [core parameters](#core-recipient-parameters).\n\n**JSON layout**\n\n```\n\"certifiedDeliveries\": [{\n<core parameters>\n}],\n```\n\n## Editors Recipient\n\nEditors have the same management and access rights for the envelope as the sender. They can make changes to the envelope as if they were using the Advanced Correct feature. This recipient can add name and email information, add or change the routing order and set authentication options for the remaining recipients. Additionally, this recipient can edit signature/initial tabs and data fields for the remaining recipients. The recipient must have a DocuSign account to be an editor.\n\nIn addition to the [core parameters](#core-recipient-parameters),\nthis type adds the following parameters.\n\n<br>\n\n| Name | Required | Schema Type | Description |\n| :--- | :--- | :--- | :--- |\n| canEditRecipientEmails | No | Boolean | Optional element. When set to **true**, the Editors Recipient associated with this Recipient can change the Recipient's pre-populated Email address. This element is only active if enabled for the account. |\n| canEditRecipientNames | No | Boolean | Optional element. When set to **true**, the Editors Recipient associated with this recipient can change the recipient's pre-populated name (`UserName`). This element is only active if enabled for the account. |\n\n<br>\n\n\n**JSON layout**\n\n```\n\"editors\": [{\n <core parameters>\n \"canEditRecipientEmails\": false,\n \"canEditRecipientNames\": false\n}],\n```\n\n\n## In-Person Signers Recipient\n\nAn in-person recipient is a DocuSign user,\nacting as a Signing Host,\nwho is in the same physical location as the signer.\n\nIn addition to the [core parameters](#core-recipient-parameters),\nthis type adds the following parameters.\n\nThe following restrictions apply\nto using electronic notary when sending documents:\n\n* Authentication methods are allowed for the signer but not the notary.\n* The Sign On Paper, Document Markup, Field Markup and Change Signer options cannot be used for the documents.\n* Tabs may be assigned to the signer, but cannot be assigned to the notary.\n\nRefer to [eNotary Resources][enotary-resources]\nin the DocuSign Support Center for more information\nabout how the eNotary feature works.\n\n<br>\n\n| Name | Required | Schema Type | Description |\n| :------------------ | :---------------------------------------------------------------- | :---------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |\n| inPersonSigningType | No | String | Specifies whether the envelope uses the eNotary feature. The accepted values are:<ul markdown=1><li>`inPersonSigner` The envelope uses the normal in-person signing flow.</li><li>`notary`: The envelope uses the eNotary signing flow.</li></ul> |\n| notaryHost | Yes, when `inPersonSigningType` is `notary` | NotaryHost | Sets the information for the notary host for the notary in person signing flow. The following information is required: <ul markdown=1> <li>`recipientId`: A unique ID number for the notary signing host. </li> <li>`name`: Specifies the notary's full legal name.</li> <li>`email`: Specifies the notary's email address. </li> </ul>|\n| autoNavigation | No | Boolean | Specifies whether auto navigation is set for the recipient. |\n| defaultRecipient | No | Boolean | When set to **true**, this is the default recipient for the envelope. This option is used when creating an envelope from a template. |\n| hostName | Yes, when `inPersonSigningType` is `inPersonSigner` | String | The name of the signing host. This is the DocuSign user that is hosting the in-person signing session. |\n| hostEmail | Yes, when `inPersonSigningType` is `inPersonSigner` | String | The email address of the signing host. This is the DocuSign user that is hosting the in-person signing session. |\n| signerName | Yes, when `inPersonSigningType` is `inPersonSigner` | String | The in-person signer's full legal name. |\n| signerEmail | No, but valid only when `inPersonSigningType` is `inPersonSigner` | String | The in-person signer's email address. |\n| name | Yes, when `inPersonSigningType` is `notary` | String | The full legal name of the signer in an eNotary flow. |\n| email | Yes, when `inPersonSigningType` is `notary` | String | The signer's email address in an eNotary flow. |\n| signatureInfo | No | String | Optional element only used with recipient types In Person Signers and Signers.<br/><br/>Allows the sender to pre-specify the signature name, signature initials, and signature font used in the signature stamp for the recipient. |\n| signInEachLocation | No | Boolean | When set to **true** and the feature is enabled in the sender'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). |\n| tabs | No | Tab | Optional element only used with recipient types In Person Signers and Signers.<br/><br/>Specifies the Tabs associated with the recipient. See the [EnvelopeRecipientTabs resource][envelopeRecipientTabsResource] for more information about tabs. |\n\n<br>\n\n**JSON layout**\n\n```\n\"inPersonSigners\": [{\n \"hostEmail\": \"signing.host@company.com\",\n \"hostName\": \"Mike Host\",\n <core parameters>\n \"autoNavigation\": false,\n \"defaultRecipient\": false,\n \"signInEachLocation\": false,\n \"signatureInfo\": null,\n \"signerEmail\": \"inperson.signer@company.com\",\n \"signerName\": \"Isaac Inperson\",\n \"email\": \"notary.signer@example.com\",\n \"name\": \"Notary Signer\"\n \"tabs\": {\n \"approveTabs\": null,\n \"checkboxTabs\": null,\n \"companyTabs\": null,\n \"dateSignedTabs\": null,\n \"dateTabs\": null,\n \"declineTabs\": null,\n \"emailTabs\": null,\n \"envelopeIdTabs\": null,\n \"fullNameTabs\": null,\n \"initialHereTabs\": null,\n \"listTabs\": null,\n \"noteTabs\": null,\n \"numberTabs\": null,\n \"radioGroupTabs\": null,\n \"signHereTabs\": [{\n \"signerAttachmentTabs\": null,\n \"ssnTabs\": null,\n \"textTabs\": null,\n \"titleTabs\": null,\n \"zipTabs\": null\n }\n \"inPersonSigningType\": \"notary\",\n \"notaryHost\": {\n \"email\": \"notary@example.com\",\n \"name\": \"Natalie Notary\",\n \"recipientId\": \"string\"\n }\n}],\n```\n\n\n## Intermediaries Recipient\n\nAn intermediary is a recipient who can, but is not required to, add name and email information for recipients at the same or subsequent level in the routing order, unless subsequent agents, editors or intermediaries are added.\n\nIn addition to the [core parameters](#core-recipient-parameters),\nthis type adds the following parameters.\n\n<br>\n\n| Name | Required | Schema Type | Description |\n| :--- | :--- | :--- | :--- |\n| canEditRecipientEmails | No | Boolean | Optional element. When set to **true**, the Agents Recipient associated with this Recipient can change the Recipient's pre-populated Email address. This element is only active if enabled for the account. |\n| canEditRecipientNames | No | Boolean | Optional element. When set to **true**, the Agents Recipient associated with this recipient can change the recipient's pre-populated name (`UserName`). This element is only active if enabled for the account. |\n\n<br>\n\n**JSON layout**\n\n```\n\"intermediaries\": [{\n<core parameters>\n \"canEditRecipientEmails\": false,\n \"canEditRecipientNames\": false\n}],\n```\n\n\n\n## Signers Recipient\n\nA signer is a recipient who must sign, initial, date, or add data to form fields on the documents in the envelope.\n\nIn addition to the [core parameters](#core-recipient-parameters),\nthis type adds the following parameters.\n\n<br>\n\n\n| Name | Required | Schema Type | Description |\n| :--- | :--- | :--- | :--- |\n| autoNavigation | No | Boolean | Specifies whether auto navigation is set for the recipient.|\n| defaultRecipient | No | Boolean | When set to **true**, this is the default recipient for the envelope. This option is used with the CreateEnvelopeFromTemplatesAndForms method. |\n| signInEachLocation | No | Boolean | When set to **true** and the feature is enabled in the sender'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). |\n| signatureInfo | No | String | Optional element only used with recipient types In Person Signers and Signers.<br/><br/>Allows the sender to pre-specify the signature name, signature initials, and signature font used in the signature stamp for the recipient. |\n| signerEmail | No | String | Optional element. The email address for an InPersonSigner recipient Type.<br/>Maximum Length: 100 characters. |\n| signerName | Yes | String | Required element with recipient type In Person Signers.<br/>Maximum Length: 100 characters.<br/><br/>The full legal name of a signer for the envelope. |\n| tabs | No | Tab | Optional element only used with recipient types In Person Signers and Signers.<br/><br/>Specifies the Tabs associated with the recipient. See the the [EnvelopeTabs resource][envelopeTabsResource] for more information about tabs. |\n| deliveryMethod | No | String | Reserved for DocuSign.|\n| deliveredDateTime | No | DateTime | Reserved for DocuSign. |\n| signedDateTime | No | DateTime | Reserved for DocuSign. |\n| offlineAttributes | No | &nbsp; | Reserved for DocuSign.|\n\n<br>\n\n**JSON layout**\n\n```\n\"Signers\": [{\n<core paramters>\n \"autoNavigation\": false,\n \"defaultRecipient\": false,\n \"signInEachLocation\": false,\n \"signatureInfo\": null,\n \"tabs\": {\n \"approveTabs\": null,\n \"checkboxTabs\": null,\n \"companyTabs\": null,\n \"dateSignedTabs\": null,\n \"dateTabs\": null,\n \"declineTabs\": null,\n \"emailTabs\": null,\n \"envelopeIdTabs\": null,\n \"fullNameTabs\": null,\n \"initialHereTabs\": null,\n \"listTabs\": null,\n \"noteTabs\": null,\n \"numberTabs\": null,\n \"radioGroupTabs\": null,\n \"signHereTabs\": [{\n \"signerAttachmentTabs\": null,\n \"ssnTabs\": null,\n \"textTabs\": null,\n \"titleTabs\": null,\n \"zipTabs\": null\n }\n \"deliveryMethod\":\"\",\n \"deliveredDateTime\":\"String Content\",\n \"signedDateTime\":\"String Content\",\n \"offlineAttributes\":{\n \"deviceName\":\"String Content\",\n \"deviceModel\":\"String Content\",\n \"gpsLatitude\":\"String Content\",\n \"gpsLongitude\":\"String Content\",\n \"accountEsignId\":\"String Content\"\n }\n}],\n```\n\n[envelopeRecipientTabsResource]: /esign/restapi/Envelopes/EnvelopeRecipientTabs/\n[enotary-resources]: https://support.docusign.com/en/guides/ndse-user-guide-enotary-resources\n\n","name":"EnvelopeRecipients"},{"description":"<!-- resources aren't rendered the same way\n as other pages. This is a little hack to\n make the headings work better -->\n<style>\nh1, h2, h3 {\n margin-top: 1em;\n}\n</style>\n\nThe EnvelopeRecipientTabs resource provides methods that let you\nadd,\nupdate,\nand delete tabs\nfrom an envelope.\nTabs are associated with a specific recipient\nin an envelope\nand are only used by the recipient types\nIn Person Signers and Signers.\n\n<!-- START doctoc generated TOC please keep comment here to allow auto update -->\n<!-- DON'T EDIT THIS SECTION, INSTEAD RE-RUN doctoc TO UPDATE -->\n**On this page**\n\n- [Tab Types](#tab-types)\n- [Sign Here Tab Alignment](#sign-here-tab-alignment)\n- [View Tab](#view-tab)\n- [Requesting Payments](#requesting-payments)\n- [Using Custom Tabs in Envelopes and Templates](#using-custom-tabs-in-envelopes-and-templates)\n- [Anchoring Tabs](#anchoring-tabs)\n- [Automatically Populating Tabs](#automatically-populating-tabs)\n\n<!-- END doctoc generated TOC please keep comment here to allow auto update -->\n\n\n## Tab Types\n\nSome tabs enable values to be entered by the signer. Those tabs' values can be preset either through the web browser or via the API. Other tab types use information that is already recognized by the DocuSign platform. These tabs cannot have their value updated on a per-tab basis by the API or via the browser. In some cases, the info might be settable using a different technique. For example, the Full name tab uses the signer's name, which is set elsewhere in the request. \n\nHere is the list of tabs and whether you can or cannot set their values in the tab definition:\n\n<br>\n\n| Tab Type | Description | \n| :--------------------------------------------------------- | :---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | \n| Approve ([`approve`][approve]) | Allows the recipient to approve documents without placing a signature or initials on the document. If the recipient clicks the tab during the signing process, the recipient is considered to have signed the document. No information is shown on the document of the approval, but it is recorded as a signature in the envelope history. This value **can't** be set. | \n| Checkbox ([`checkbox`][checkbox]) | Allows the recipient to select a yes/no (on/off) option. This value can be set. | \n| Company ([`company`][company]) | Displays the recipient's company name. This value **can't** be set. | \n| Date Signed ([`dateSigned`][dateSigned]) | Displays the date that the recipient signed the document. This value **can't** be set. | \n| Date ([`date`][date]) | Allows the recipient to enter a date. Date tabs are one-line fields that allow date information to be entered in any format. The tooltip for this tab recommends entering the date as MM/DD/YYYY, but this is not enforced. The format entered by the signer is retained. If you need a particular date format enforced, DocuSign recommends using a Text tab with a validation pattern and a validation message to enforce the format. This value can be set. | \n| Decline ([`decline`][decline]) | Allows the recipient the option of declining an envelope. If the recipient clicks the tab during the signing process, the envelope is voided. This value **can't** be set. | \n| Email Address ([`emailAddress`][emailAddress]) | Displays the recipient's email as entered in the recipient information. This value **can't** be set. | \n| Email ([`email`][email]) | Allows the recipient to enter an email address. This is a one-line field that checks that a valid email address is entered. It uses the same parameters as a Text tab, with the validation message and pattern set for email information.<br><br>When getting information that includes this tab type, the original value of the tab when the associated envelope was sent is included in the response. This value be set. | \n| Envelope ID ([`envelopeId`][envelopeId]) | Displays the envelope ID. Recipients cannot enter or change the information in this tab. This value **can't** be set. | \n| First Name ([`firstName`][firstName]) | Displays the recipient's first name. This tab takes the recipient's name as entered in the recipient information, splits it into sections based on spaces and uses the first section as the first name. This value **can't** be set. | \n| Formula Tab ([`formulaTab`][formulaTab]) | The value of a formula tab is calculated from the values of other number or date tabs in the document. When the recipient completes the underlying fields, the formula tab calculates and displays the result. This value can be set.The `formula` property of the tab contains the references to the underlying tabs. See [Calculated Fields][calculatedfields] in the DocuSign Support Center to learn more about formulas. If a formula tab contains a `paymentDetails` property, the tab is considered a payment item. See [Requesting Payments Along with Signatures][paymentguide] in the DocuSign Support Center to learn more about payments. | \n| Full Name ([`fullName`][fullName]) | Displays the recipient's full name. This value **can't** be set. | \n| Initial Here ([`initialHere`][initialHere]) | Allows the recipient to initial the document. May be optional. This value **can't** be set.