How to resend email to recipient who is both in-person and remote signer?

Question

I'm not sure if this is possible but we have implemented one of our signers to be both remote and in-person (by including the clientUserID in the request AND using signer.EmbeddedRecipientStartURL = "SIGN_AT_DOCUSIGN";

By doing this, the signer gets an email but can also sign embedded.

When we modify an envelope (for example by modifying the email subject line) and pass resendEnvelope=true to the envelope update API, it only resends the new email to the remote signers. The signer who is both does not get one.

Is there any way around this or do I unfortunately have to create an all-or-none email scenario where the signer is manually declared either in-person or remote and needs to be removed/re-added by the user in order to convert between them?

Answer 1

Not sure if there's a way around this using platform settings only, however you can always just have your app send the email - instead of using a platform generated email notifications - when certain conditions are met.

Since you have the recipient information you have their name and email, so when a given envelope is modified you can call the Envelopes: get API to retrieve routing information to know who turn it is etc then generate a signing URL for that recipient, stuff into a branded email, and send it their way.