How do we configure docusign role Signer Name? "For In Person Signer type, the Recipient Signer Name cannot be blank." error for "In Person" type.

[George_Ngo1]

Thanks in advance for anyone taking a look at this. We're working with Docusign techs and after troubleshooting sessions, we're seeing that when Onbase Configuration is configured for docusign, we are only able to define roles and assign the "Name" and "Email" keyword to the roles. But when we have a Docusign template that uses an "In Person" type for the signer, the onbase call to docusign is not sending the <SignerName> element to docusign. It is empty. And this coincides with the error diagnostics console is reporting; "For In Person Signer type, the Recipient Signer Name cannot be blank. ". Has anyone ran into this and are we able to assign this additional required field to be delivered to docusign? We are sending to docusign using the "Upload to Docusign" action in a system task. There doesn't seem to be a lot we can configure for it.

This is what Onbase passes to docusign. (i changed the values, but in this context daniel tiger has a docusign account and can be a sender).

            <Recipients>                <Recipient>                    <ID>92144900</ID>                    <UserName>daniel tiger</UserName>                    <Email>daniel.tiger@zoo.com</Email>                    <Type>Signer</Type>                    <AccessCode />                    <RequireIDLookup>false</RequireIDLookup>                    <RoutingOrder>1</RoutingOrder>                    <Note />                    <RoleName>Sender</RoleName>                </Recipient>                <Recipient>                    <ID>74972600</ID>                    <UserName>george monkey</UserName>                    <SignerName />                    <Email>daniel.tiger@zoo.com</Email>                    <Type>InPersonSigner</Type>                    <AccessCode />                    <RequireIDLookup>false</RequireIDLookup>                    <RoutingOrder>1</RoutingOrder>                    <Note />                    <RoleName>Signer1</RoleName>                </Recipient>            </Recipients>            <EnvelopeInformation>                <AccountId>672bd9fa-6d95-4550-819e-81ec41385c43</AccountId>            </EnvelopeInformation>            <ActivateEnvelope>true</ActivateEnvelope>

The part that is causing the error is the <SignerName />. And according to the two Docusign engineers working with us, this is required and that we should be able to send this information to them. They then took this xml and ran it through a debug, provided a value for <SignerName />, which looks like below, and the transaction went through successfully.

                    <UserName>george monkey</UserName>                    <SignerName> George Monkey</SignerName>                    <Email>daniel.tiger@zoo.com</Email>

All this to ask, how do we send the SignerName from onbase to docusign? According to docusign, this should be possible.

Thanks everyone!