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I have configured docusign with my developer account. I have configured a placeholder for signer to sign at the bottom of the document. And the same is visible in the recipient view in template edit mode. But when I am trying to access the document via in-person view for signing, I am able to see the menu in left panel, from where the signer will be able to sign wherever they want. The placeholder that I set earlier is no-where to be seen.

What could be the reason?

EDIT 1

Adding code used for creating envelope:

TemplateRole signer = new TemplateRole();
signer.setEmail("abc@gmail.com");
signer.setName("John Doe");
signer.setRoleName("Contractor");

EnvelopeDefinition envelope = new EnvelopeDefinition();
signer.setClientUserId("actual uuid");

envelope.setTemplateId("actual template id");
envelope.setTemplateRoles(Collections.singletonList(signer));
envelope.setStatus("sent");

return envelope;

EDIT 2

Added picture of template setup from docusign. enter image description here

picture for reference

EDIT 3

Based on one answer, modified role name in code to Contractor, so that role name in template and in code are same. No I am getting this error:

For In Person Signer type, the Recipient Signer Name cannot be blank.

Clearly I am supplying name in code.

question from:https://stackoverflow.com/questions/66050079/how-to-disable-toolbar-in-docusign-in-person-view

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1 Answer

The issue is your template has "Contractor" as the role name but in your code the role name is "signer".

It must match the template for the tabs to appear.

Also add this:

signer.setInPersonSignerName("Inbar Gazit");

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