Docusign: Unable to lock a tab for a particular participent

Question

I am creating a composite template that has data tabs and two recipients. I want that One recipient can modify the fields, but the other user can't. I tried using the locked attribute. But when I set locked=True for one recipient and locked=False for another recipient it locks them for all.

Any suggestions how I can lock a tab for particular recipient only

Answer 1

By default, each tab (field) is owned by the recipient that the tab is owned by. If you want a tab to modified by more than one recipient, the tab must be marked as shared.

You can use the API Request Builder to experiment. You can then have the API Request Builder create the Python code for you.

So to have a tab be modified by one signer and not by another:

    "recipients": {
      "signers": [
        {
          "email": "signer_email@example.com",
          "name": "Signer's name", // This signer can modify the tab.
          "recipientId": "1",      // Other signers cannot
          "tabs": {
            "signHereTabs": [
              {
                "anchorString": "/sig1/",
                "anchorXOffset": "20",
                "anchorUnits": "pixels"
              }
            ],
            "textTabs": [
              {
                "anchorString": "/sig1/",
                "locked": "false", // the tab is NOT read-only
                "value": "initial value in the field",
                "required": "true", // the signer must update the tab
                "tabLabel": "data_label", // The data label for the tab
                "shared": "false" // only this signer can modify the value 
              }
            ]
          }
        }
      ]
    }