使用DOCUSIGN发送信封时将页面插入文档 [英] insert a page into document while sending envelope using DOCUSIGN

问题描述

我对docusign和API还是陌生的.

I am new to docusign and the APIs.

但是我试图了解什么是实现用例的最佳方法.

However I am trying to understand what would be the best way to achieve my usecase.

我有一个文档，除了第一页和最后一页(用户必须在该页上签名)之外，该页可以有(1+)个中间页.

I have a document which can have (1+) middle pages apart from the first and last page where user has to sign the document.

要优化这一点，我正在思考但仍未找到答案.

To optimize this is a solution i am thinking but not nearing the answer.

1. 创建一个包含三个页面的模板.

1. Create a template with three pages.

根据情况向用户发送信封时(中间页面可以是1 + ...)，我试图动态创建页面并尝试插入模板的现有文档之间.

While sending envelope to user depending upon the scenario (the middle pages can be 1+...) I am trying to create the pages dynamically and trying to insert between the exising document of template.

这可能吗?

或者我应该通过将初始模板制成两个单独的模板并将动态模板插入为内联"模板来尝试使用Composite Template API吗?

Or should i need to try Composite Template API for this by making the inital Template as Two seperate template and insert the dynamic one as "inline" template?

推荐答案

一个信封，其中三个文档提供给Signer:根据您对以下结构(REST或SOAP)的最终建议，使用复合模板形式的信封:

One Envelope with three documents presented to Signer: use Composite Template form of envelope per your final suggestion of the following structure (REST OR SOAP):

Composite Templates
    Composite Template
      Server Template (Static Document PDF and Recipient Role and Tabs)
      Inline Template
           Recipient Role 
    Composite Template
      Server Template (structure PDF and Tabs)
      Document (actual PDF bytes for dynamic document)
    Composite Template
      Server Template (Static Document PDF and Recipient Role and Tabs)

如果您希望将信封中的一个文档(而不是一个PDF)呈现给签名人，则这不是解决方案

This is NOT the solution if your want one document (not one PDF) in the Envelope presented to the Signer

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