2

这与 Rest api 一起使用。我们尝试在信封中的所有文档中使用相同的锚文本值。我们还可能将几个不同的服务器模板应用于信封。我们发现,令我们沮丧的是,Docusign 将锚标签应用到它看到锚文本的任何地方,这意味着如果我们在信封中有 3 个服务器模板,则处理将为它创建的每个锚文本创建 3 次锚标签在每个文档中找到。这意味着用户需要点击三下才能正式签署文件。缓解这个问题的最快方法是什么?

- 这是json

 "compositeTemplates": [
{
  "compositeTemplateId": "1",
  "serverTemplates": [
    {
      "sequence": "1",
      "templateId": "61323293-7f78-4e2b-a296-0c084db16f19"
    }
  ],
  "inlineTemplates": [
    {
      "sequence": "2",
      "documents": [],
      "recipients": {
        "signers": [
          {
            "name": "Kathy Lori",
            "email": "kathylori@xxx.com",
            "recipientId": "1",
            "accessCode": "12345",
            "customFields": [],
            "routingOrder": "1",
            "note": "",
            "roleName": "Customer_SellerName",
            "emailNotification": {
              "emailSubject": "Please sign the  document(s) (Lori)",
              "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
              "supportedLanguage": "en"
            }
          }
        ],
        "certifiedDeliveries": []
      },
      "customFields": {
        "textCustomFields": [
          {
            "name": "EnvelopeInfo",
            "value": "my data"
          }
        ]
      }
    }
  ],
  "document": {
    "documentId": "1",
    "name": "C:\\Temp\\Docusign\\Package\\Canyonlands-ViewOnly.docx",
    "fileExtension": ".docx",
    "order": "1",
    "documentFields": [
      {
        "name": "DMSID",
        "value": "1"
      }
    ],
    "documentBase64": "[Document:Base64Array]"
  }
},
{
  "compositeTemplateId": "2",
  "serverTemplates": [
    {
      "sequence": "2",
      "templateId": "14da6be4-c719-47d9-b183-da13295f86d5"
    }
  ],
  "inlineTemplates": [
    {
      "sequence": "2",
      "documents": [],
      "recipients": {
        "signers": [
          {
            "name": "Kathy Lori",
            "email": "kathylori@xxx.com",
            "recipientId": "1",
            "accessCode": "12345",
            "customFields": [],
            "routingOrder": "1",
            "note": "",
            "roleName": "Customer_SellerName",
            "emailNotification": {
              "emailSubject": "Please sign the document(s) (Lori)",
              "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
              "supportedLanguage": "en"
            }
          }
        ],
        "certifiedDeliveries": []
      },
      "customFields": {
        "textCustomFields": [
          {
            "name": "EnvelopeInfo",
            "value": "my data"
          }
        ]
      }
    }
  ],
  "document": {
    "documentId": "60059128",
    "name": "C:\\Temp\\Docusign\\Package\\e AKA.docx",
    "fileExtension": ".docx",
    "order": "2",
    "documentFields": [
      {
        "name": "DMSID",
        "value": "2"
      }
    ],
    "documentBase64": "[Document:Base64Array]"
  }
},
{
  "compositeTemplateId": "3",
  "serverTemplates": [
    {
      "sequence": "3",
      "templateId": "6b1a11c6-9719-424b-b983-4b278a467dd6"
    }
  ],
  "inlineTemplates": [
    {
      "sequence": "2",
      "documents": [],
      "recipients": {
        "signers": [
          {
            "name": "Kathy Lori",
            "email": "kathylori@xxx.com",
            "recipientId": "1",
            "accessCode": "12345",
            "customFields": [],
            "routingOrder": "1",
            "note": "",
            "roleName": "Customer_SellerName",
            "emailNotification": {
              "emailSubject": "Please sign the document(s) (Lori)",
              "emailBody": "Hello,\r\n\r\nYour  consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
              "supportedLanguage": "en"
            }
          }
        ],
        "certifiedDeliveries": []
      },
      "customFields": {
        "textCustomFields": [
          {
            "name": "EnvelopeInfo",
            "value": "my data"
          }
        ]
      }
    }
  ],
  "document": {
    "documentId": "85586460",
    "name": "C:\\Temp\\Docusign\\Package\\e Equity Disbursement Instructions.docx",
    "fileExtension": ".docx",
    "order": "3",
    "documentFields": [
      {
        "name": "DMSID",
        "value": "3"
      }
    ],
    "documentBase64": "[Document:Base64Array]"
  }
},
{
  "compositeTemplateId": "4",
  "serverTemplates": [
    {
      "sequence": "4",
      "templateId": "61323293-7f78-4e2b-a296-0c084db16f19"
    }
  ],
  "inlineTemplates": [
    {
      "sequence": "2",
      "documents": [],
      "recipients": {
        "signers": [
          {
            "name": "Kathy Lori",
            "email": "kathylori@xxx.com",
            "recipientId": "1",
            "accessCode": "12345",
            "customFields": [],
            "routingOrder": "1",
            "note": "",
            "roleName": "Customer_SellerName",
            "emailNotification": {
              "emailSubject": "Please sign the  document(s) (Lori)",
              "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
              "supportedLanguage": "en"
            }
          }
        ],
        "certifiedDeliveries": []
      },
      "customFields": {
        "textCustomFields": [
          {
            "name": "EnvelopeInfo",
            "value": "my data"
          }
        ]
      }
    }
  ],
  "document": {
    "documentId": "4",
    "name": "C:\\Temp\\Docusign\\Package\\EightDocument.docx",
    "fileExtension": ".docx",
    "order": "4",
    "documentFields": [
      {
        "name": "DMSID",
        "value": "4"
      }
    ],
    "documentBase64": "[Document:Base64Array]"
  }
},
{
  "compositeTemplateId": "5",
  "inlineTemplates": [
    {
      "sequence": "3",
      "documents": [
        {
          "documentId": "5",
          "name": "C:\\Temp\\Docusign\\Package\\FifthDocument.docx",
          "fileExtension": ".docx",
          "order": "5",
          "documentFields": [
            {
              "name": "DMSID",
              "value": "5"
            }
          ],
          "documentBase64": "[Document:Base64Array]"
        },
        {
          "documentId": "6",
          "name": "C:\\Temp\\Docusign\\Package\\FirstDocument.docx",
          "fileExtension": ".docx",
          "order": "6",
          "documentFields": [
            {
              "name": "DMSID",
              "value": "6"
            }
          ],
          "documentBase64": "[Document:Base64Array]"
        },
        {
          "documentId": "7",
          "name": "C:\\Temp\\Docusign\\Package\\FourthDocument.docx",
          "fileExtension": ".docx",
          "order": "7",
          "documentFields": [
            {
              "name": "DMSID",
              "value": "7"
            }
          ],
          "documentBase64": "[Document:Base64Array]"
        }
      ],
      "recipients": {
        "signers": [
          {
            "name": "Kathy Lori",
            "email": "kathylori@xxx.com",
            "recipientId": "1",
            "accessCode": "12345",
            "customFields": [],
            "routingOrder": "1",
            "note": "",
            "roleName": "Customer_SellerName",
            "emailNotification": {
              "emailSubject": "Please sign the document(s) (Lori)",
              "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
              "supportedLanguage": "en"
            }
          }
        ],
        "certifiedDeliveries": []
      },
      "customFields": {
        "textCustomFields": [
          {
            "name": "EnvelopeInfo",
            "value": "my data"
          }
        ]
      }
    }
  ]
}
4

2 回答 2

2
  1. 创建信封status=created

  2. 使用listRecipients api 检索所有选项卡。

  3. 使用DeleteRecipientTabs api 删除信封中的选项卡。您可以在一次通话中删除多个选项卡。

  4. 使用createRecipientTabs api 创建新的 Anchor 选项卡。

  5. 使用UpdateEnvelope api 将信封状态标记为已发送。

于 2017-06-08T14:48:48.380 回答
1

在您的 JSON 请求中,无需指定compositeTemplateId=4You can remove it and just move the document to compositeTemplateId=5。这样就不会有重复的锚标签。

如果您要在服务器模板中重用该文档,则第二次包含它是有意义的。但是看起来您无论如何都要替换服务器模板中的文档,因此第二次使用相同的服务器模板没有意义。

如果您不想执行上述方法,请按照我在其他答案中建议的方法

在下面的 Json 中,我删除了重复的复合模板并将文档移动到最终模板中。

{
  "compositeTemplates": [
    {
        "compositeTemplateId": "1",
        "serverTemplates": [
            {
                "sequence": "1",
                "templateId": "61323293-7f78-4e2b-a296-0c084db16f19"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": "2",
                "documents": [ ],
                "recipients": {
                    "signers": [
                        {
                            "name": "Kathy Lori",
                            "email": "kathylori@xxx.com",
                            "recipientId": "1",
                            "accessCode": "12345",
                            "customFields": [ ],
                            "routingOrder": "1",
                            "note": "",
                            "roleName": "Customer_SellerName",
                            "emailNotification": {
                                "emailSubject": "Please sign the  document(s) (Lori)",
                                "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
                                "supportedLanguage": "en"
                            }
                        }
                    ],
                    "certifiedDeliveries": [ ]
                },
                "customFields": {
                    "textCustomFields": [
                        {
                            "name": "EnvelopeInfo",
                            "value": "my data"
                        }
                    ]
                }
            }
        ],
        "document": {
            "documentId": "1",
            "name": "C:\\Temp\\Docusign\\Package\\Canyonlands-ViewOnly.docx",
            "fileExtension": ".docx",
            "order": "1",
            "documentFields": [
                {
                    "name": "DMSID",
                    "value": "1"
                }
            ],
            "documentBase64": "[Document:Base64Array]"
        }
    },
    {
        "compositeTemplateId": "2",
        "serverTemplates": [
            {
                "sequence": "2",
                "templateId": "14da6be4-c719-47d9-b183-da13295f86d5"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": "2",
                "documents": [ ],
                "recipients": {
                    "signers": [
                        {
                            "name": "Kathy Lori",
                            "email": "kathylori@xxx.com",
                            "recipientId": "1",
                            "accessCode": "12345",
                            "customFields": [ ],
                            "routingOrder": "1",
                            "note": "",
                            "roleName": "Customer_SellerName",
                            "emailNotification": {
                                "emailSubject": "Please sign the document(s) (Lori)",
                                "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
                                "supportedLanguage": "en"
                            }
                        }
                    ],
                    "certifiedDeliveries": [ ]
                },
                "customFields": {
                    "textCustomFields": [
                        {
                            "name": "EnvelopeInfo",
                            "value": "my data"
                        }
                    ]
                }
            }
        ],
        "document": {
            "documentId": "60059128",
            "name": "C:\\Temp\\Docusign\\Package\\e AKA.docx",
            "fileExtension": ".docx",
            "order": "2",
            "documentFields": [
                {
                    "name": "DMSID",
                    "value": "2"
                }
            ],
            "documentBase64": "[Document:Base64Array]"
        }
    },
    {
        "compositeTemplateId": "3",
        "serverTemplates": [
            {
                "sequence": "3",
                "templateId": "6b1a11c6-9719-424b-b983-4b278a467dd6"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": "2",
                "documents": [ ],
                "recipients": {
                    "signers": [
                        {
                            "name": "Kathy Lori",
                            "email": "kathylori@xxx.com",
                            "recipientId": "1",
                            "accessCode": "12345",
                            "customFields": [ ],
                            "routingOrder": "1",
                            "note": "",
                            "roleName": "Customer_SellerName",
                            "emailNotification": {
                                "emailSubject": "Please sign the document(s) (Lori)",
                                "emailBody": "Hello,\r\n\r\nYour  consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
                                "supportedLanguage": "en"
                            }
                        }
                    ],
                    "certifiedDeliveries": [ ]
                },
                "customFields": {
                    "textCustomFields": [
                        {
                            "name": "EnvelopeInfo",
                            "value": "my data"
                        }
                    ]
                }
            }
        ],
        "document": {
            "documentId": "85586460",
            "name": "C:\\Temp\\Docusign\\Package\\e Equity Disbursement Instructions.docx",
            "fileExtension": ".docx",
            "order": "3",
            "documentFields": [
                {
                    "name": "DMSID",
                    "value": "3"
                }
            ],
            "documentBase64": "[Document:Base64Array]"
        }
    },

    {
        "compositeTemplateId": "5",
        "inlineTemplates": [
            {
                "sequence": "3",
                "documents": [
                    {
                        "documentId": "4",
                        "name": "C:\\Temp\\Docusign\\Package\\EightDocument.docx",
                        "fileExtension": ".docx",
                        "order": "4",
                        "documentFields": [
                            {
                                "name": "DMSID",
                                "value": "4"
                            }
                        ],
                        "documentBase64": "[Document:Base64Array]"
                    },
                    {
                        "documentId": "5",
                        "name": "C:\\Temp\\Docusign\\Package\\FifthDocument.docx",
                        "fileExtension": ".docx",
                        "order": "5",
                        "documentFields": [
                            {
                                "name": "DMSID",
                                "value": "5"
                            }
                        ],
                        "documentBase64": "[Document:Base64Array]"
                    },
                    {
                        "documentId": "6",
                        "name": "C:\\Temp\\Docusign\\Package\\FirstDocument.docx",
                        "fileExtension": ".docx",
                        "order": "6",
                        "documentFields": [
                            {
                                "name": "DMSID",
                                "value": "6"
                            }
                        ],
                        "documentBase64": "[Document:Base64Array]"
                    },
                    {
                        "documentId": "7",
                        "name": "C:\\Temp\\Docusign\\Package\\FourthDocument.docx",
                        "fileExtension": ".docx",
                        "order": "7",
                        "documentFields": [
                            {
                                "name": "DMSID",
                                "value": "7"
                            }
                        ],
                        "documentBase64": "[Document:Base64Array]"
                    }
                ],
                "recipients": {
                    "signers": [
                        {
                            "name": "Kathy Lori",
                            "email": "kathylori@xxx.com",
                            "recipientId": "1",
                            "accessCode": "12345",
                            "customFields": [ ],
                            "routingOrder": "1",
                            "note": "",
                            "roleName": "Customer_SellerName",
                            "emailNotification": {
                                "emailSubject": "Please sign the document(s) (Lori)",
                                "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
                                "supportedLanguage": "en"
                            }
                        }
                    ],
                    "certifiedDeliveries": [ ]
                },
                "customFields": {
                    "textCustomFields": [
                        {
                            "name": "EnvelopeInfo",
                            "value": "my data"
                        }
                    ]
                }
            }
        ]
    }
  ]
}
于 2017-06-08T23:38:35.900 回答