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Using the sample C# send document API call, how can I send a data element located in my system, such as zip code or last 4 of ssn, to be enable this as an access code to view the document? This way I know that the person signing has another level of authentication tat ties back to the signer.

bf-coder
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  • Also check out the ID Check stuff if that's an option for you. It costs some money, but it's a great way to actually verify that customers are who they say without requiring them to log in to a separate system. – Chuck Vose Feb 26 '15 at 02:20

1 Answers1

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Have you read through the DocuSign API documentation yet? Just add the accessCode property to your signer JSON object and give it a value. Basically, something like this: 

"recipients": 
 {
    "signers": [
     {
        "email": "test_1@email.com",
        "name": "Name 1",
        "accessCode": "1234",

        ...

Description from API docs:

"This Optional element specifies the access code a recipient has to enter to validate their identity. This can be a maximum of 50 characters."

Ergin
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  • I am using XML as shown below from the sample C#. See below. Can it be done using this method? – bf-coder Feb 25 '15 at 12:49
  • // add document(s) "" + "" + "1" + "" + documentName + "" + "" + args [2] + "" + "" + "" + // add recipient(s) "" + "" + "" + "1" + "" + recipientEmail + "" + "" + recipientName + "" + "" + args [0] + "" + "" + args [1] + "" + "1234" + "" + – bf-coder Feb 25 '15 at 12:53
  • This is a really cool answer. I had no idea about the accessCode property. I'm going to sock that away for next time. – Chuck Vose Feb 26 '15 at 02:21