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DocuSign

Interact with the DocuSign eSignature REST API v2.1 — complete enterprise coverage

Actions341

Envelope View → Create Recipient View

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Summary

Generates a URL for a recipient to access an embedded signing session.

Inputs

  • authentication (required) — Authentication method for the session (OAuth2 or JWT).
  • category (required) — API category to work with (defaults to Envelopes).
  • accountId (required) — The DocuSign Account ID (GUID).
  • envelopeId (required) — The ID (GUID) of the envelope.
  • returnUrl (required) — URL to redirect to after the view session ends. Must be HTTPS.
  • signerEmail (required) — The signer's email address.
  • signerName (required) — The signer's name.
  • clientUserId (required) — Must match the Client User ID set when the recipient was added.
  • authenticationMethod — Specific authentication method to enforce (e.g., email, password, phone). Defaults to 'none'.
  • recipientViewOptions — Collection of embedded signing options including ping URL, frame settings, recipient ID, and security headers.

Output shape

A single record containing a URL to the embedded signing session.

The URL is typically short-lived; the recipient must complete the signing session before it expires. The node returns the full response from the DocuSign API.

Examples

Example 1: Generate a signing URL for a specific signer via OAuth2 authentication.

Set authentication to OAuth2, provide the envelope ID, signer email/name, and a return URL.

Example 2: Create a signing URL with phone authentication enforced.

Set authenticationMethod to 'phone' and include standard recipient details.

Example 3: Generate a URL with custom iframe and ping settings.

Use recipientViewOptions to configure frameAncestors, pingUrl, and xFrameOptions.

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