Can we convert embedded envelope to Emailed Envelope and vise versa in DocuSign

Question

We are working on the assignment to optimize the envelope generation process.

We found out that our users are creating Emailed envelope and Embedded Envelope of same documents - Is there any way we can convert Emailed Envelopes to Embedded and vise versa ?

Answer 1

You can delete a recipient and add them back as the different type. You can also make a recipient BOTH remote and in-person by setting the EmbeddedRecipientStartURL of the signer to "SIGN_AT_DOCUSIGN".

Answer 2

At the time of Envelope creation, each recipient is specified as either Embedded (will access the envelope via your application) or Remote (will access the Envelope via link in an Email that DocuSign sends). [This is specified via the presence or absence of the clientUserId property on each recipient in the Create Envelope API request.] Once an Envelope has been sent, it is not possible to change an Embedded recipient to a Remote recipient, or vice versa.