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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。

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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"
}
于 2013-09-30T18:17:56.450 回答