发送带有设置签名顺序的嵌入式签名电子邮件 [英] Send embedded signing email with setting signing order

问题描述

因此，基本上，我需要使用嵌入式签名功能来获取URL并将其嵌入到我的应用程序中，然后我的客户才能从我这边签名文档。除此之外，在我的客户在文档上签名后，他还需要请债务人在同一文档上签名。
因此，在DocuSign UI上，我发现可以设置签名顺序，这意味着第二位收件人在第一个收件人签名后立即收到电子邮件（完全符合我的要求）。
在用户界面上设置
但是，第二个收件人不能

So basically I need to use embedded signing feature to get the URL and embed into my application, and then my customer can sign the document from my side. Apart from that, after my customer signed on the doc, he needs to ask his debtor to sign on the same doc as well. So on DocuSign UI, I found that I can set a signing order, which means the second recipient receives the email right after the first recipient signed (perfect match my requirement). setting on UI However, the second recipient can not receive the email after the first signer signed even though on UI it says sent.

public Envelope embeddedSigning(Long debtorId, String signerEmail, String signerName, String templateId) throws ApiException, IOException {
    // create an envelop
    EnvelopeDefinition envelope = makeEnvelope(debtorId, signerEmail, signerName, templateId);

    ApiClient apiClient = baseRestApiClient();
    apiClient.addDefaultHeader("Authorization", "Bearer " + getToken());
    EnvelopesApi envelopesApi = new EnvelopesApi(apiClient);
    EnvelopeSummary summary = envelopesApi.createEnvelope(accountId, envelope);
    RecipientViewRequest viewRequest = makeRecipientViewRequest(debtorId, signerEmail, signerName);
    ViewUrl viewUrl = envelopesApi.createRecipientView(accountId, summary.getEnvelopeId(), viewRequest);

    // @formatter:off
    return Envelope.builder()
        .envelopId(summary.getEnvelopeId())
        .redirectUrl(viewUrl.getUrl()).build();
    // @formatter:on
  }

private EnvelopeDefinition makeEnvelope(Long debtorId, String signerEmail, String signerName, String templateId) throws IOException {
    EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition();
    envelopeDefinition.setEmailSubject("Please sign this document");
    envelopeDefinition.setTemplateId(templateId);

    TemplateRole signer = new TemplateRole();
    signer.setEmail(signerEmail);
    signer.setName(signerName);
    signer.clientUserId(String.valueOf(debtorId));
    signer.setRoleName("signer0");
    signer.setRoutingOrder("1");

    TemplateRole signer1 = new TemplateRole();
    signer1.setEmail("xxx");
    signer1.setName("xxx");
    signer1.clientUserId(String.valueOf(xxx));
    signer1.setRoleName("signer1");
    signer1.setRoutingOrder("2");

    envelopeDefinition.setTemplateRoles(Arrays.asList(signer, signer1));
    envelopeDefinition.setStatus("sent");
    return envelopeDefinition;
  }

推荐答案

您正在设置 signer1.clientUserId（String.valueOf（xxx））; ，这意味着您正在将签名者作为嵌入式签名者。默认情况下，DocuSign不会将电子邮件发送到嵌入式签名者。通过将签名者设置为嵌入式签名者，您是在告诉DocuSign，调用App会决定何时为该签名者主持签名仪式，因此DocuSign将不会发送电子邮件，因为他们不会从电子邮件中进行签名，而是您的该签名者在您的应用上时将生成签名URL的应用。因此，如果删除 signer1.clientUserId（String.valueOf（xxx））; 代码，则会看到signer1将从DocuSign收到电子邮件。

You are setting signer1.clientUserId(String.valueOf(xxx)); which means you are making signer an embedded signer. By Default, DocuSign does not send email to the embedded signer. By making a signer as embedded signer, you are telling DocuSign that calling App will take care of deciding when to host signing ceremony for this signer so DocuSign will not send an email as they will not be doing signing from the email, instead it be your App which will be generating Signing URL when that signer is on your App. So if you remove signer1.clientUserId(String.valueOf(xxx)); code then you will see that signer1 will get an email from DocuSign.

文档有更多详细信息关于嵌入式签名。

Docs has more details about embedded signing.

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