1

我试图通过自定义演示沙盒帐户中的“电子邮件资源文件”来更改 DocuSign 针对各种事件（即，已完成/作废/拒绝）发送的电子邮件的内容。我什至以“Sending Custom”的名义创建了一个新品牌，并导入了一个示例资源并修改了“SenderEnvelopeComplete(en)”模板。我在我的其余 api 代码中也使用了brandid，但它向我显示了默认模板每次我发送文件的时候..

当我在我的代码上使用 emailblurb 并发送文档时，一切正常，但我希望通过更改“电子邮件资源文件”中的内容来更改各种事件的整个电子邮件内容。尝试看到这个“我们可以自定义 DocuSign 响应在每个信封上运行时通过电子邮件发送 Blurb(Content)？ ” 但它对我没有多大帮助.. 如果有人给我一个清晰的镜头，那将非常有帮助.. 下面是我试图实现的事情的快照。 .

有另一个问题要问不确定这一点是否可能，我同时向两个不同的收件人发送相同的文档，是否可以分别为他们发送两个不同的电子邮件内容？

演示文档沙盒帐户中的品牌截图：

在此处输入图像描述

在此处输入图像描述

使用自定义 BrandId 创建文档的代码：

                    Signer signer = new Signer();

                    signer.Name = FormData.InsuredName;

                    signer.Email = FormData.InsuredEmail;
                    signer.RecipientId = "1";


                    // Create a |SignHere| tab somewhere on the document for the recipient to sign
                    signer.Tabs = new Tabs();
                    signer.Tabs.SignHereTabs = new List<SignHere>();
                    signer.Tabs.TextTabs = new List<Text>();
                    signer.Tabs.CheckboxTabs = new List<Checkbox>();
                    SignHere signHere = new SignHere();


                    for (int m = 0; m < 17; m++)
                    {
                        Text textHere = new Text();


                        if (m == 0)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "Company/Insured Name";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 122).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top - 4).ToString();
                            textHere.Required = "false";
                        }
                        if (m == 1)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "Contract/Account # (if known)";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 146).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 20).ToString();
                            textHere.Required = "false";
                        }
                        if (m == 2)
                        {

                            for (int c = 0; c < 2; c++)
                            {
                                Checkbox checkHere = new Checkbox();
                                checkHere.DocumentId = "1";
                                checkHere.PageNumber = (s + 1).ToString();
                                checkHere.RecipientId = "1";
                                if (c == 0)
                                {
                                    checkHere.TabLabel = "Credit Automatic Payments";
                                    checkHere.Required = "false";
                                    checkHere.XPosition = ((int)extractorCredit.FoundText.Left + 118).ToString();
                                    checkHere.YPosition = ((int)extractorCredit.FoundText.Top + 141).ToString();
                                }
                                else
                                {

                                    checkHere.TabLabel = "Credit Down Payments";
                                    checkHere.Required = "false";
                                    checkHere.XPosition = ((int)extractorCredit.FoundText.Left + 319).ToString();
                                    checkHere.YPosition = ((int)extractorCredit.FoundText.Top + 141).ToString();

                                }
                                signer.Tabs.CheckboxTabs.Add(checkHere);
                            }

                        }
                        if (m == 3)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "Name on Card";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 170).ToString();
                            textHere.Required = "false";
                        }
                        if (m == 4)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "Credit Card";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 195).ToString();
                            textHere.Required = "false";
                        }
                        if (m == 5)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "Expiration Date";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 85).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 232).ToString();
                            textHere.Required = "false";
                        }
                        if (m == 6)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "Expiration Year";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 112).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 232).ToString();
                            textHere.Required = "false";
                        }
                        if (m == 7)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "CVV Code";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 236).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 232).ToString();
                            textHere.Required = "false";
                        }
                        if (m == 8)
                        {

                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "Billing Address";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 257).ToString();
                            textHere.Required = "false";
                        }
                        if (m == 9)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "City";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 282).ToString();
                            textHere.Required = "false";
                        }
                        if (m == 10)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "State";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 226).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 282).ToString();
                            textHere.Required = "false";
                        }
                        if (m == 11)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "Zip";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 303).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 282).ToString();
                            textHere.Required = "false";
                        }

                        if (m == 12)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "Name(s)";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 55).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 382).ToString();
                            textHere.Required = "false";
                        }

                        if (m == 13)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "Date";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 258).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 382).ToString();
                            textHere.Required = "false";
                        }

                        if (m == 14)
                        {
                            SignHere signHereAch = new SignHere();
                            signHereAch.DocumentId = "1";
                            signHereAch.PageNumber = (s + 1).ToString();
                            signHereAch.RecipientId = "1";
                            signHereAch.TabLabel = "Signature";
                            signHereAch.XPosition = ((int)extractorCredit.FoundText.Left + 58).ToString();
                            signHereAch.YPosition = ((int)extractorCredit.FoundText.Top + 410).ToString();
                            signHereAch.ScaleValue = .6;
                            signHereAch.Optional = "true";
                            signer.Tabs.SignHereTabs.Add(signHereAch);
                        }
                        if (m == 15)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "Contact Phone";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 336).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 432).ToString();
                            textHere.Required = "false";
                        }
                        if (m == 16)
                        {
                            textHere.DocumentId = "1";
                            textHere.PageNumber = (s + 1).ToString();
                            textHere.RecipientId = "1";
                            textHere.Locked = "false";
                            textHere.Font = "Arial";
                            textHere.FontSize = "4";
                            textHere.TabLabel = "Email Address";
                            textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString();
                            textHere.YPosition = ((int)extractorCredit.FoundText.Top + 470).ToString();
                            textHere.Required = "false";
                        }

                        signer.Tabs.TextTabs.Add(textHere);
                    }

                    envDef.Recipients.Signers.Add(signer);


        // set envelope status to "sent" to immediately send the signature request
        envDef.EnvelopeIdStamping = "false";
        envDef.Status = "sent";
        envDef.BrandId = "31682b06-6e7a-4ab6-a13a-c9cd68253389";
        //envDef.EmailBlurb = "Hi " + FormData.InsuredName + ",Please review the ***.";


        // Use the EnvelopesApi to send the signature request!
        EnvelopesApi envelopesApi = new EnvelopesApi();


        EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
4

1 回答 1

2

是的，您可以设置brand用于特定信封的哪个。从文档：

确定信封中使用的品牌 ID 的规则

以下规则用于确定信封中使用的品牌 ID：

如果在信封/模板中指定了品牌 ID，并且该品牌 ID 可用于帐户，则在信封中使用该品牌。

如果在信封中使用了多个模板并且指定了多个brandId，则在整个信封中使用指定的第一个brandId。

在未指定品牌且发件人属于某个组的情况下；如果只有一个品牌与该集团相关联，则在信封中使用该品牌。否则，将使用帐户的默认签名品牌。

对于不符合上述任何规则的信封，将在信封中使用帐户的默认签名品牌。

通过 Web 界面设置品牌。请仔细编辑品牌文件！我建议您将品牌文件置于源代码控制之下，并经常签入，以便在遇到问题时进行回溯。

问：我可以为每个收件人设置不同的消息吗？

是的。该emailblurb字段用于公共消息。该emailNotification字段使您能够提供特定于收件人的电子邮件设置。API 字段是具有以下字段的对象：

  • emailBody: string 指定发送给收件人的邮件的电子邮件正文。最大长度：10000 个字符。
  • emailSubject: string 指定发送给收件人的电子邮件的主题。合并字段信息可以包含在电子邮件主题中。
  • supportedLanguage:string 应该为 DocuSign 生成的电子邮件部分使用什么语言。这用于从品牌文件中提取正确的语言字段。
于 2016-05-25T05:46:14.080 回答