Docusign签名URL-显示复合模板的文档1 [英] Docusign signing url - Showing document 1 of a composite template
问题描述
我想使用docusign rest api创建一个包含2个文档的信封。
然后，我将使用邮政收件人视图将文档1显示给第一个收件人（在iframe中），并在同一信封中将显示文档2签名给另一个收件人。
Using the docusign rest api i would like to create an envelope with 2 documents. I will then be using the Post Recipient view to show document 1 to the first recipient (in an iframe) and once signed show document 2 in the same envelope to another recipients.
我创建了具有不同tempalteRoles的模板（不同的名称，顺序为5和10）。
i have created the templates with different tempalteRoles (different names, order 5 and 10).
根据我的理解，使用userId和docusign帐户中的正确设置，我可以向收件人1显示文档1，然后向收件人2显示文档2。
Its my understanding using a userId and the right settings in my docusign account, i can show document 1 to recipient 1 and then document 2 to recipient 2.
当我尝试创建复合信封时，将显示整个文档。
当我呼叫信封的收件人状态时，它仅显示一个签名者。
When i try and create the composite envelope the whole document is shown. when i call the recipient status for the envelope it only shows one signer.
我发现只有在2个模板角色具有相同的clientUserId，userName和email时才会创建信封，否则我会收到错误消息 ONESIGNALLSIGN_NOT_SATISFIED
I have found the envelope will only create when the 2 template roles have the same clientUserId, userName and email, otherwise i get the error "ONESIGNALLSIGN_NOT_SATISFIED"
这是我通过的信封
{
"accountId": "ACCOUNT_ID",
"emailSubject": "Email subject",
"status": "sent",
"templateId": "TEMPLATE_ID",
"templateRoles": [
{
"roleName": "PDS Customer",
"email": "pds@example.com",
"name": "TestFirstName TestSurname",
"clientUserId": "1",
"tabs": {
"textTabs": [
{
"tabLabel": "DocumentNumber",
"value": "123456789",
"locked": true,
"documentId": 1,
"pageNumber": 1
}
...removed some
]
}
},
{
"roleName": "Customer",
"email": "test@example.com",
"name": "mrTestFirstName TestSurname",
"clientUserId": "2",
"tabs": {
"textTabs": [
{
"tabLabel": "StorerEmail_LocalPart",
"value": "test",
"locked": true,
"documentId": 2,
"pageNumber": 1
}
...removed some
]
}
}
],
"compositeTemplates": [
{
"compositeTemplateId": 1,
"serverTemplates": [
{
"sequence": 1,
"templateId": "TEMPLATE_ID_2"
}
]
}
]
}
推荐答案
错误消息是由于启用了文档可见性。在这种情况下，每个签名者必须至少存在一个选项卡。您的第二个签名者（无论是否嵌入）必须至少具有一个选项卡。在这种情况下，它可能在第二个文档上。
The error message is due to having Document Visibility enabled. In that scenario, each signer must have at least one tab present. Your second signer (embedded or not) must have at least one tab. In this case it'd probably be on the second document.
您的上述API调用确实引用了第二个documentId，因此您可能还可以。
Your API call above does refer to a second documentId though so you may be okay there.
我建议您不要将简单发送（使用顶层的templateRoles）与复合模板混合使用。相反，应将内联模板以及所有收件人信息添加到CompositeTemplates结构中。
I would suggest that you not mix the "simple" sending (using templateRoles at the top level) with composite templates. Instead, add an inline template to the compositeTemplates structure with all of your recipient information. You may be seeing some odd behavior due to mixing those.
最后，默认的文档可见性配置仅在收件人在文档上具有选项卡的情况下才会向收件人显示文档。如果第二个签名者应该看到所有文档，则必须在每个文档上为其添加一个选项卡，或显式设置每个文档的可见性。
Lastly, the default Document Visibility configuration will show a document to a recipient only if they have a tab on that document. If your second signer should see all documents then you must either add a tab for them on each document or explicitly set visibility per document.
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