我正在研究 DocuSign 集成。我具有基本功能，但似乎无法弄清楚如何将本地文档 (PDF) 与服务器模板合并，以便在服务器模板上配置的选项卡被使用或覆盖在传递的文档上。
我的模板是在服务器上定义的，我可以直接从 Web UI 使用它而不会出现问题（它是 W4 表单）。该模板具有三个选项卡（SSN、在此处签名和日期），如下所示。使用 API Explorer 通过其 ID 访问此模板会产生以下 json
{
"envelopeTemplateDefinition": {
"templateId": "_redacted_",
"name": "W4 3/13/2017",
"shared": "true",
"password": "",
"description": "",
"lastModified": "2017-06-05T18:45:28.4470000Z",
"lastModifiedBy": {
"userName": "Andrew",
"userId": "_redacted_",
"email": "my_email_address",
"uri": "/users/_redacted_
},
"pageCount": 2,
"uri": "/templates/_redacted_",
"folderName": "Templates",
"folderId": "_redacted_",
"folderUri": "/folders/_redacted_",
"owner": {
"userName": "Andrew",
"userId": "_redacted_",
"email": "my_email_address"
}
},
"documents": [
{
"documentId": "46677269",
"uri": "/envelopes/_redacted_/documents/46677269",
"name": "W4.pdf",
"order": "1",
"pages": "2",
"display": "inline",
"includeInDownload": "true",
"signerMustAcknowledge": "no_interaction",
"templateLocked": "false",
"templateRequired": "false",
"documentGroup": "content"
}
],
"emailSubject": "Please DocuSign: W4.pdf",
"emailBlurb": "",
"signingLocation": "online",
"autoNavigation": "true",
"envelopeIdStamping": "true",
"authoritativeCopy": "false",
"notification": {
"reminders": {
"reminderEnabled": "false",
"reminderDelay": "0",
"reminderFrequency": "0"
},
"expirations": {
"expireEnabled": "true",
"expireAfter": "120",
"expireWarn": "0"
}
},
"enforceSignerVisibility": "false",
"enableWetSign": "true",
"allowMarkup": "false",
"allowReassign": "true",
"recipients": {
"signers": [
{
"defaultRecipient": "false",
"tabs": {
"signHereTabs": [
{
"stampType": "signature",
"name": "SignHere",
"tabLabel": "Signature _redacted_",
"scaleValue": 1.0,
"optional": "false",
"documentId": "46677269",
"recipientId": "94043042",
"pageNumber": "1",
"xPosition": "193",
"yPosition": "682",
"tabId": "_redacted_",
"templateLocked": "false",
"templateRequired": "false"
}
],
"dateSignedTabs": [
{
"name": "DateSigned",
"value": "",
"tabLabel": "Date Signed _redacted_",
"font": "lucidaconsole",
"fontColor": "black",
"fontSize": "size9",
"documentId": "46677269",
"recipientId": "94043042",
"pageNumber": "1",
"xPosition": "480",
"yPosition": "713",
"tabId": "_redacted_",
"templateLocked": "false",
"templateRequired": "false"
}
],
"ssnTabs": [
{
"validationPattern": "",
"validationMessage": "",
"shared": "false",
"requireInitialOnSharedChange": "false",
"requireAll": "false",
"value": "",
"width": 144,
"required": "true",
"locked": "false",
"concealValueOnDocument": "true",
"disableAutoSize": "false",
"maxLength": 4000,
"tabLabel": "Text _redacted_",
"font": "lucidaconsole",
"fontColor": "black",
"fontSize": "size9",
"documentId": "46677269",
"recipientId": "94043042",
"pageNumber": "1",
"xPosition": "442",
"yPosition": "563",
"tabId": "_redacted_",
"templateLocked": "false",
"templateRequired": "false"
}
]
},
"signInEachLocation": "false",
"name": "",
"email": "",
"recipientId": "94043042",
"accessCode": "",
"requireIdLookup": "false",
"routingOrder": "1",
"note": "",
"roleName": "New Employee",
"deliveryMethod": "email",
"templateLocked": "false",
"templateRequired": "false",
"inheritEmailNotificationConfiguration": "false"
}
],
"agents": [ ],
"editors": [ ],
"intermediaries": [ ],
"carbonCopies": [ ],
"certifiedDeliveries": [ ],
"inPersonSigners": [ ],
"recipientCount": "1"
}
}
我想要做的是将此模板应用于已经部分填写的PDF，这样当签名者得到它时，服务器模板中定义的选项卡将用于sing。
就目前而言，什么都没有。只是我在下面作为 base64 数据传入的部分填写的 PDF，没有要填写或签名的服务器模板选项卡。这是我用于 API 调用的 json（在 PHP 中）。
$data = array (
"emailBlurb" => "Test Email Body",
"emailSubject" => "Test Email Subject",
"status" => "sent",
"compositeTemplates" => array(array(
"document" => array(
"documentId" => 46677269,
"name" => $documentName,
"documentBase64" => $document
),
"serverTemplates" => array(array(
"sequence" => 1,
"templateId" => "_redacted_"
)),
"inlineTemplates" => array(array(
"sequence" => 2,
"recipients" => array(
"signers" => array(array(
"email" => $recipientEmail,
"name" => $recipientName,
"recipientId" => $recipientID,
"roleName" => "New Employee"
))
)
))
))
); //$data = array...
我怀疑我只是缺少对服务器模板中定义的选项卡的一些适当引用。但是文档很糟糕，我已经花了几个小时梳理网络。任何帮助将非常感激。
更新1
根据要求，这是成功生成信封的代码：
function c_requestSignature($templateID, $recipientName, $recipientEmail, $recipientID, $document){
//function sets up the passed document for signing using the specified template
$documentName = "W4"; //FIXME fetch document name using templateID
$baseURL = c_docusignBaseURL();
$accountId = c_docusignAccountId();
$header = c_docusignHeader();
$data = array (
"emailSubject" => "Please sign " . $documentName,
//"emailBlurb" => "Test Email Body",
"status" => "sent",
"compositeTemplates" => array(
"compositeTemplate" => array(
"serverTemplates" => array(
"serverTemplate" => array(
"sequence" => "1",
"templateId" => "_redacted_"
)
),
"inlineTemplates" => array(
"inlineTemplate" => array(
"sequence" => "2",
"recipients" => array(
"signers" => array(
"signer" => array(
"name" => $recipientName,
"email" => $recipientEmail,
"roleName" => "NewHire"
)
)
)
)
),
"document" => array(
"documentId" => "1",
"name" => $documentName,
"fileExtension" => "pdf",
"documentBase64" => $document
)
)
)
);
// Send to the /envelopes end point, which is relative to the baseUrl received above.
$curl = curl_init($baseURL . "/envelopes" );
curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
curl_setopt($curl, CURLOPT_POST, true);
curl_setopt($curl, CURLOPT_POSTFIELDS, $data_string);
curl_setopt($curl, CURLOPT_HTTPHEADER, array(
'Content-Type: application/json',
'Content-Length: ' . strlen($data_string),
"X-DocuSign-Authentication: $header" )
);
$json_response = curl_exec($curl); // Do it!
$status = curl_getinfo($curl, CURLINFO_HTTP_CODE);
if ( $status != 201 ) {
echo "Error calling DocuSign, status is:" . $status . "\nerror text: ";
print_r($json_response); echo "\n";
exit(-1);
}
$response = json_decode($json_response, true);
$envelopeId = $response["envelopeId"];
error_log ("successfully created envelope: $envelopeId");
$url = getSignatureURL($envelopeId, $recipientName, $recipientEmail, $recipientID);
return $url;
}//c_requestSignature()...
函数 getSignatureURL() 的代码如下：
function getSignatureURL($envelopeId, $recipientName, $recipientEmail, $recipientID){
//function retrieves the signing ceremony UX URL from DocuSign
$baseURL = c_docusignBaseURL();
$accountId = c_docusignAccountId();
$header = c_docusignHeader();
//set up the data we'll send to the Docusign server
$data = array("returnUrl" => "http://_redacted_",
"authenticationMethod" => "none",
"email" => $recipientEmail,
"name" => $recipientName,
"recipientId" => $recipientID,
//"recipientId" => "1",
//"clientUserId" => $recipientID,
"userName" => $recipientName
);
$data_string = json_encode($data);
//set up curl
$curl = curl_init($baseURL . "/envelopes/$envelopeId/views/recipient" );
curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
curl_setopt($curl, CURLOPT_POST, true);
curl_setopt($curl, CURLOPT_POSTFIELDS, $data_string);
curl_setopt($curl, CURLOPT_HTTPHEADER, array(
'Content-Type: application/json',
'Content-Length: ' . strlen($data_string),
"X-DocuSign-Authentication: $header" )
);
//make the API call
$json_response = curl_exec($curl);
$status = curl_getinfo($curl, CURLINFO_HTTP_CODE);
if ( $status != 201 ) {
echo "error calling webservice, status is:" . $status . "\nerror text is --> ";
print_r($json_response); echo "\n";
exit(-1);
}
//retrieve and process the response
$response = json_decode($json_response, true);
return $response["url"];
}
更新 2
这是所要求的原始json...
{
"emailSubject": "some subject",
"status": "sent",
"compositeTemplates": [
{
"serverTemplates": [
{
"sequence": "1",
"templateId": "_redacted_"
}
],
"inlineTemplates": [
{
"sequence": "2",
"recipients": {
"signers": [
{
"name": "Andrew Tester1",
"email": "my_email_address",
"roleName": "NewHire",
"recipientId": "1234",
"clientUserId": "1234"
}
]
}
}
],
"document": {
"documentId": "1",
"name": "W4",
"fileExtension": "pdf",
"documentBase64": "_redacted_"
}
}
]
}
更新 3
我遇到了一个问题，它阻止我看到上述 json 的正确输出。修复后，现在我收到以下错误：
调用 DocuSign 时出错，状态为：400 错误文本：{“errorCode”：“TAB_REFERS_TO_MISSING_DOCUMENT”，“message”：“选项卡元素中指定的 DocumentId 不引用此信封中的文档。Tab 引用 DocumentId 46677269，它不是当下。” }
如果我将上面的文档节更改如下：
"document": {
"documentId": "46677269",
"name": "W4",
"fileExtension": "pdf",
"documentBase64": "_redacted_"
}
错误消失了，但我仍然得到一个没有标签的签字仪式。