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DocuSign Java API:如何阻止收件人添加字段?

Disable Recipient's "Fields" Panel via DocuSign Java API

Hey there, I’ve tackled this exact scenario with the DocuSign Java SDK before — here’s a straightforward way to lock down that left-side "Fields" panel so recipients can’t add their own signature, name, or other custom fields when viewing a document to sign:

The Key Setting

The core fix is setting the recipientCanAddTabs property to false for your signer(s). This flag explicitly prevents the recipient from accessing the Fields toolbar and adding any custom tabs to the document.

Java Code Implementation

Here’s how to add this setting when building your envelope and signer object:

// Create your signer object (update email, name, and IDs to match your use case)
Signer signer = new Signer();
signer.setEmail("recipient@example.com");
signer.setName("John Doe");
signer.setRecipientId("1");
signer.setClientUserId("user_123"); // Optional, for embedded signing flows

// *Critical Line*: Disable the left-side Fields panel for this recipient
signer.setRecipientCanAddTabs(false);

// Add pre-defined tabs (e.g., a signature tab placed via anchor text)
Tabs tabs = new Tabs();
SignatureTab signatureTab = new SignatureTab();
// Use anchor text to place the signature where you want in the document
signatureTab.setAnchorString("/signature_placement/");
signatureTab.setAnchorUnits("pixels");
signatureTab.setAnchorYOffset("15");
signatureTab.setAnchorXOffset("10");

tabs.setSignatureTabs(Arrays.asList(signatureTab));
signer.setTabs(tabs);

// Assemble the envelope and send it
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition();
envelopeDefinition.setRecipients(new Recipients().setSigners(Arrays.asList(signer)));
envelopeDefinition.setStatus("sent"); // Marks the envelope ready to send

// Use your DocuSign API client to create and send the envelope
EnvelopeSummary envelopeSummary = envelopesApi.createEnvelope(accountId, envelopeDefinition);

Quick Notes

  • Per-Recipient Control: This setting works per signer, so you can choose to lock down the Fields panel for specific recipients while leaving it enabled for others (like internal admins).
  • Template Compatibility: If you’re using a DocuSign template, apply the same logic to a TemplateRole object instead — just call templateRole.setRecipientCanAddTabs(false).
  • End-User Experience: After applying this, recipients will only see the pre-placed tabs you’ve configured; the left-side "Fields" panel will be completely hidden and unavailable.

内容的提问来源于stack exchange,提问作者Saul

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最近更新时间:2026.05.20 07:48:55