我有兴趣从模板中获取角色以正确填充它们并自动保持最新状态。
是否有可能使用 REST API 来获得它?
有“按 ID 获取帐户模板 - v2/accounts/:accountId/templates/:templateId”请求,但它似乎返回的有关角色或收件人的有用信息很少。
我有兴趣从模板中获取角色以正确填充它们并自动保持最新状态。
是否有可能使用 REST API 来获得它?
有“按 ID 获取帐户模板 - v2/accounts/:accountId/templates/:templateId”请求,但它似乎返回的有关角色或收件人的有用信息很少。
使用 REST API,您可以通过简单地执行“GET Envelope Recipients”请求来获取模板的收件人角色名称,您可以在其中指定Template Id来代替Envelope Id。例如:
获取https://demo.docusign.net/restapi/v2/accounts/ {accountId}/envelopes/{templateId}/recipients?include_tabs=false&include_extended=true
对该请求的响应将包含每个收件人类型的收件人对象数组(即:签名者、代理、编辑、中介、carbonCopies、certifiedDeliveries、inPersonSigners);每个收件人对象都将包含属性roleName。以下是包含 3 个收件人(2 个签名者和一个抄送收件人)的模板的示例响应:
{
"signers": [
{
"signInEachLocation": "false",
"name": "",
"email": "",
"recipientId": "5741ec70-b056-44eb-b462-eceee88ddf77",
"requireSignerCertificate": "false",
"requireIdLookup": "false",
"routingOrder": "1",
"roleName": "Signer 1",
"status": "created",
"templateLocked": "false",
"templateRequired": "false"
},
{
"signInEachLocation": "false",
"name": "",
"email": "",
"recipientId": "c64d4567-2efd-422d-9b0a-a5427aa2512d",
"requireSignerCertificate": "false",
"requireIdLookup": "false",
"routingOrder": "2",
"roleName": "Signer 2",
"status": "created",
"templateLocked": "false",
"templateRequired": "false"
}
],
"agents": [],
"editors": [],
"intermediaries": [],
"carbonCopies": [
{
"name": "Legal Team",
"email": "email3@outlook.com",
"recipientId": "a63e3714-adc2-4e05-b2c5-b3c3bbf50aa2",
"requireIdLookup": "false",
"routingOrder": "3",
"roleName": "Legal Team",
"status": "created",
"templateLocked": "true",
"templateRequired": "true"
}
],
"certifiedDeliveries": [],
"inPersonSigners": [],
"recipientCount": "3"
}