REST API嵌入式签名-Docusign [英] REST API Embedded Signing -Docusign

问题描述

我正在使用REST API进行嵌入式签名.我已经创建了带有标签的模板并将其设置为必填字段，但是在将文档嵌入网站中进行签名时，我看不到我在模板中设置的标签.我通过在API代码中设置模板ID( http://iodocs.docusign.com/APIWalkthrough/embeddedSigning -php).这是代码

I'm using REST API for Embedded Signing. I have created the template with tags and set them as required fields, but while embedding the document in the website for signing I couldn`t see the tags I have set in the template. I have created this envelope by setting the template ID in the API code(http://iodocs.docusign.com/APIWalkthrough/embeddedSigning - php). Here is the code

<?php

// Input your info:
$email = "email address";           
$password = "password";     
$integratorKey = "integrator key";      
$recipientName = "signer name";     
$templateId = "template ID";        
$templateRoleName = "template Role Name";   
$clientUserId = "client ID";    

// construct the authentication header:
$header = "<DocuSignCredentials><Username>" . $email . "</Username><Password>" . $password . "</Password><IntegratorKey>" . $integratorKey . "</IntegratorKey></DocuSignCredentials>";

/////////////////////////////////////////////////////////////////////////////////////////////////
// STEP 1 - Login (retrieves baseUrl and accountId)
/////////////////////////////////////////////////////////////////////////////////////////////////
$url = "https://demo.docusign.net/restapi/v2/login_information";
$curl = curl_init($url);
curl_setopt($curl, CURLOPT_HEADER, false);
curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
curl_setopt($curl, CURLOPT_HTTPHEADER, array("X-DocuSign-Authentication: $header"));

$json_response = curl_exec($curl);
$status = curl_getinfo($curl, CURLINFO_HTTP_CODE);

if ( $status != 200 ) {
    echo "error calling webservice, status is:" . $status;
    exit(-1);
}

$response = json_decode($json_response, true);
$accountId = $response["loginAccounts"][0]["accountId"];
$baseUrl = $response["loginAccounts"][0]["baseUrl"];
curl_close($curl);

//--- display results
echo "accountId = " . $accountId . "\nbaseUrl = " . $baseUrl . "\n";



/////////////////////////////////////////////////////////////////////////////////////////////////
// STEP 2 - Create an envelope with an Embedded recipient (uses the clientUserId property)
/////////////////////////////////////////////////////////////////////////////////////////////////
$data = array("accountId" => $accountId, 
    "emailSubject" => "DocuSign API - Embedded Signing Example",
    "templateId" => $templateId, 
    "templateRoles" => array(
        array( "roleName" => $templateRoleName, "email" => $email, "name" => $recipientName, "clientUserId" => $clientUserId )),
    "status" => "sent");                                                                    

$data_string = json_encode($data);  
$curl = curl_init($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);
$status = curl_getinfo($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);
}

$response = json_decode($json_response, true);
$envelopeId = $response["envelopeId"];
curl_close($curl);

//--- display results   
echo "Envelope created! Envelope ID: " . $envelopeId . "\n"; 

/////////////////////////////////////////////////////////////////////////////////////////////////
// STEP 3 - Get the Embedded Singing View 
/////////////////////////////////////////////////////////////////////////////////////////////////
$data = array("returnUrl" => "http://www.docusign.com/devcenter",
    "authenticationMethod" => "None", "email" => $email, 
    "userName" => $recipientName, "clientUserId" => $clientUserId
);                                                                    

$data_string = json_encode($data);    
$curl = curl_init($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" )                                                                       
);

$json_response = curl_exec($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);
}

$response = json_decode($json_response, true);
$url = $response["url"];

//--- display results
echo "Embedded URL is: \n\n" . $url . "\n\nNavigate to this URL to start the embedded signing view of the envelope\n"; 

?

如果我使用相同的模板直接从模拟帐户发送信封，它将显示我设置的所有标签.为什么会发生这种情况，是否还有其他设置可用于显示模板中的标签.

If I send envelope directly from the demo account using the same template it shows all the tags I have set. Why this happens, is there any additional settings for displaying tags from the template.

推荐答案

只需在管理面板中设置模板的角色，然后从此处删除收件人.您将在嵌入视图中获得所有选项卡.

Just set the Role for template in admin panel and remove the recipient from there. You will get all the tabs in embed view.

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