Track Envelopes which have used “Change Signer” option
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23-12-2019 - |
Question
How to track Envelopes which have used “Change Signer” option in DocuSign API c#?
Solution
Not sure it's possible to do a search for (i.e., retrieve envelopeIds) for all envelopes where "Change Signer" event has occurred. However, to determine whether the "Change Signer" event has occurred for a specific envelope, you can use the Get Envelope Audit Events operation (REST API):
GET https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/{{envelopeId}}/audit_events
If a "Change Signer" event has occured for the specified envelope, the API response will contain info about this event:
{
"auditEvents": [
...
{
"eventFields": [
{
"name": "logTime",
"value": "2014-02-27T14:41:36.0380469Z"
},
{
"name": "Source",
"value": "web"
},
{
"name": "UserName",
"value": "John Doe"
},
{
"name": "Action",
"value": "Reassign"
},
{
"name": "Message",
"value": "John Doe reassigned the envelope to Mary Smith [marysemail@outlook.com] routing order 1"
},
{
"name": "EnvelopeStatus",
"value": "sent"
},
{
"name": "ClientIPAddress",
"value": "65.11.28.123"
},
{
"name": "Information",
"value": "Mary Smith [marysemail@outlook.com] routing order 1"
},
{
"name": "GeoLocation",
"value": ""
},
{
"name": "Language",
"value": "english (us)"
}
]
...
}
]
The response will contain info for all events that have occured for the specified envelope -- the "Change Signer" event is the one where Action = Reassign (as shown above). See the REST API guide (p127) for more info about the Get Envelope Audit Events operation (http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf).