如何手动发送信封链接? [英] How can I send an envelope link manually?

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问题描述

我有一个通过API创建的信封,我将其状态设置为在创建期间已发送,因此从未将其发送给客户.然后使用 receipientViewRequest 抓取它的链接,并通过电子邮件将其发送给客户,以便他们可以对其进行签名.但是,该链接只能使用一次.第一次单击/访问后,链接失效.无论如何,有没有永不过期的信封链接?

解决方案

您正在使用的签名流程称为 Embedded Signing .在嵌入式签名中,您需要邀请或要求签名人访问您的应用程序,并且当签名人准备好对文档进行签名时,此时您应生成签名URL(按需)并要求用户完成签名.该链接是一次性使用的,默认情况下,如果不使用,它将在300秒后过期.如果您希望DocuSign用您的应用程序URL将电子邮件发送给签名者,以便当签名者单击电子邮件链接时将签名者重定向到您的应用程序,则可以将您的应用程序URL放在 embeddedRecipientStartURL 属性中API调用中签名者的身份.通过添加此属性,DocuSign将发送电子邮件到DocuSign,然后单击查看文档"按钮,浏览器将重定向到您的应用程序,一旦到达您的应用程序,您就可以生成嵌入式的签名URL,以便您主持签名仪式.

永远不要通过电子邮件或任何方式发送此嵌入式Signing URL链接.如果您想让DocuSign向签名人发送电子邮件,以便签名人可以在任何时候签名,那么您应该执行 Remote Signing ,这可以通过在API调用中删除收件人的clientUserId来实现.

I have an envelope I've created through the API and I set the status of it to sent during creation time so it was never sent to the customer. Then using receipientViewRequest I grabbed the link for it and sent that to the customer in an email so they can sign it. However, the link only works once. After the first click/visit, the link expires. Is there anyway to get a link to the envelope that doesn't expire?

解决方案

The signing flow which you are using is called as Embedded Signing. In embedded Signing, you need to invite or ask your signer to visit your App, and when signer is ready to sign the document then at that time you should generate the signing URL (on-demand) and ask user to complete the signing. This link is one time use and by default, it expires in 300 seconds if not used. If you want DocuSign to send an email to the signer with your App URL so that signer is redirected to your App when he/she clicks the email link, then you can put your App URL in the embeddedRecipientStartURL property of the signer in the API call. By adding this property DocuSign will send an email to DocuSign and on click on Review Documents button, browser will be redirected to your App, once it reaches your App then you can generate embedded Signing URL so that you can host the Signing ceremony.

You should never send this embedded Signing URL link in an email or via any medium. If you want DocuSign to send an email to the signer so that signer can sign the document at any time then you should do Remote Signing, this can be achieved by removing the clientUserId for the recipient in your API call.

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