作为发送DocuSign的一部分，可以对文档签名吗？ [英] Is it possible to sign a document as part of sending in DocuSign?
问题描述
相关问题：
在我的公司中，一些发送用于签名的文档需要发件人的签名以及客户的签名。在这种情况下，默认的DocuSign流似乎是发件人在发送视图中将自己添加为收件人，然后发送文档并立即在收件人视图中打开文档，并在其中添加签名。
At my company, some of the documents that get sent out for signature require the sender's signature as well as the customer's signature. The default DocuSign flow for this situation seems to be that the sender adds themselves as a recipient in Send view, then sends the document and immediately opens it in Recipient view, where they add their signatures.
发件人希望不必在收件人视图中重新打开文档。
Senders would prefer not have to re-open the document in Recipient view. It would make our process much more efficient if either:
-
发件人可以将其签名添加为发送过程的一部分（例如，一个自定义标签（是其签名的图片）或
the sender could add their signature as part of the sending process (e.g. a custom tag that is an image of their signature) or
我们可以使用DocuSign Rest API代表员工签名
we could use the DocuSign Rest API to sign on behalf of our employees
我还没有找到实现这两种方法的方法。选项＃1似乎不可行，因为所有自定义标签都会提示用户输入或显示有关用户的信息。
I haven't found a way to implement either approach. Option #1 doesn't seem possible because all of the custom tags prompt for user input or display information about the user.
有人知道做这两种方法中的一种吗？这些选择？
Does anyone know of a way to do either of these options?
推荐答案
不幸的是，这是不可能的，您始终需要在发送后重新打开信封。发送过程和签名过程需要分开；如果不是，那么您可能需要花很长时间标记并设置信封，然后再发送（例如，您正在编辑信封，在其他应用之间切换，回复电子邮件等），最后发送已配置的信封一个小时以后。
Unfortunately this is not possible, you'll always need to re-open the envelope after sending. The sending process and the signing process need to be separate; if they were not then you could take a long time tagging and setting up your envelope before you send (let's say you're editing the envelope, switching between other apps, responding to emails, etc.) and that you finally send the configured envelope after an hour.
系统如何确切知道您何时签名，以便可以将其记录在审核跟踪中？如果您想要对接收者进行其他身份验证，而不仅仅是用于登录DocuSign帐户的电子邮件和密码，例如电话访问代码或基于知识的身份验证，该怎么办？
How would the system know exactly when you signed so that it can record that in the audit trail? What if you want additional authentication for the recipients, beyond just the email and password you used to login to your DocuSign account, such as a phone access code or Knowledge Based Authentication?
这就是为什么它们是独立的过程。除此之外，您无法为自己或其他任何人自动进行签名-这是人类需要做的一部分，因此很遗憾，您不得不额外点击一次，必须重新打开信封。
That's why they are separate processes. In addition to that, you can not automate the signing for yourself or anyone else - that's the one part the human needs to do, so unfortunately you're stuck with one extra click of having to re-open the envelope.
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