Docusign Transform Pdf Fields For single recipient?

Question

I created an envelope in DocuSign where one of the documents contains transform PDF fields. This envelope is sent to multiple recipients and those transform PDF fields are e

Answer 1

In the "Create Envelope" API request, set the defaultRecipient property to true for the Recipient that you want to 'own' the transformed PDF fields. Here's an example request showing how to set the defaultRecipient property:

POST https://demo.docusign.net/restapi/v2/accounts/ACCOUNT_NUMBER/envelopes HTTP/1.1

X-DocuSign-Authentication: {"Username":"USER_NAME","Password":"PASSWORD","IntegratorKey":"INTEGRATOR_KEY"}
Content-Type: multipart/form-data; boundary=MY_BOUNDARY
Accept: application/json
Host: demo.docusign.net
Content-Length: 59549

--MY_BOUNDARY
Content-Type: application/json
Content-Disposition: form-data

{
    "emailBlurb":"Test Email Body",
    "emailSubject": "Test Email Subject",
    "status" : "sent",
    "compositeTemplates": [
    {
        "inlineTemplates": [
        {
            "sequence" : 1,
            "recipients": {
                "signers" : [{
                    "email": "sallysemail@outlook.com",
                    "name": "Sally Adamson",
                    "recipientId": "1",
                    "defaultRecipient": "true"
                }]
            }
        }],
        "document": {
            "documentId": 1,
            "name": "Customer Agreement",
            "transformPdfFields": "true"
        }
    }]
}

--MY_BOUNDARY
Content-Type: application/pdf
Content-Disposition: file; filename="SampleForm.pdf"; documentid="1"

<document bytes removed>

--MY_BOUNDARY--