Docusign显示/隐藏按钮 [英] Docusign show/hide button

问题描述

对于嵌入式签名，当用户首次启动签名会话时，有一个免责声明可以显示给他，我知道可以在首选项中对其进行自定义。

For embedded signing , when a user starts the signing session for the first time, there is a disclaimer that can be shown to him, I know that this can be customized in the preferences.

但是我在哪里显示/隐藏/更改显示给用户的实际按钮，例如，向他显示了审阅，拒绝，稍后完成和在纸上签名按钮。我需要隐藏这四个按钮的最后两个，如何以及在何处执行此操作？

But where do i show/hide/change the actual buttons that are shown to the user , for example there is a Review, Decline, Finish Later and Sign on paper buttons shown to him. I need to hide last two of those four buttons, How and where can i do this ?

我正在使用的代码来自Java的api代码，

The code i am using is from the api code walkthough for java and there is a template setup for our demo account that we are showing to the user.

还有一种方法可以自定义按钮的外观，或者我们可以上传按钮，已经在我们的网站内了吗？ 。

Also is there a way to customize the way the button looks or can we upload a button that we already have within our site? .

预先感谢...

推荐答案

通常来说，有几种控制机制，例如签名者可以使用哪些按钮（功能/功能）：

Generally speaking, there are several mechanisms for controlling things like which buttons (functions/features) are available to Signers:

• 帐户级设置（由帐户控制通过Web控制台进行DocuSign帐户管理：首选项>>功能）


• 品牌级设置（由DocuSign帐户管理员通过资源文件的自定义控制）


• 模板级设置（由有权在网络控制台中编辑模板设置的任何人控制）


• 信封级设置（由广告客户的发件人控制信封（通过API调用设置的参数，或通过网络控制台手动发送信封）

• Account-level settings (controlled by the DocuSign account admin via the web console: Preferences >> Features)
• Brand-level settings (controlled by the DocuSign account admin, via customization of "Resource file(s)")
• Template-level settings (controlled by anyone with access to edit the Template's settings in the web console)
• Envelope-level settings (controlled by the sender of an envelope either via parameters set with the API call, or when manually sending an envelope via the web console)

拒绝 按钮：

• 品牌级设置（在签名资源文件中）：<圣rong> DocuSign_DeclineAllow 布尔设置

• Brand-level setting (in the Signing Resource File): DocuSign_DeclineAllow boolean setting

稍后完成按钮的可见性可以通过意思是：

The visibility of the Finish Later button can be controlled via the following means:

• 品牌级别设置（在签名资源文件中）： DocuSign_FinishLaterAllow 布尔设置

• Brand-level setting (in the Signing Resource File): DocuSign_FinishLaterAllow boolean setting

在纸上签名按钮的可见性可以通过以下方式控制：

The visibility of the Sign on Paper button can be controlled via the following means:

• 帐户级别设置（首选项>>功能）：在纸上签名复选框


• 模板级设置：允许收件人在纸上签名。复选框


• 信封级设置（通过API）： enableWetSign 布尔标志

• account-level setting (Preferences >> Features): Sign on paper checkbox
• template-level setting: Allow recipient(s) to sign on paper. checkbox
• envelope-level setting (via API): enableWetSign boolean flag

更改签名者按钮的可见性可以通过以下方式控制：

The visibility of the Change Signer button can be controlled via the following means:

• 帐户级别设置（首选项>>功能）：签名者可以重新分配信封复选框


• 模板级别设置：允许收件人更改签名责任。


• 信封级设置（通过API）： allowReassign 布尔标志

• account-level setting (preferences >> features): signers can reassign envelopes checkbox
• template-level setting: Allow recipient(s) to change signing responsibility.
• envelope-level setting (via API): allowReassign boolean flag

以下指南可能对您：

• 品牌宣传指南：


• REST API 指南：


• 管理员指南：

• Branding guide:
• REST API guide:
• Administrator guide:

要隐藏稍后完成按钮，您需要编辑签名资源您打算与信封一起使用的品牌的文件，将 DocuSign_FinishLaterAllow 元素值设置为 false -尤其包括 Captive资源文件适用于嵌入式签名者方案。有关访问/修改签名资源文件的信息，请参阅上面链接到的《品牌指南》。然后，在通过API发送信封时，只需将 brandId 属性指定为API请求的一部分，即可将该品牌与相关联。

To hide the Finish Later button, you'll need to edit the Signing Resource file(s) for the Brand you plan to use with your envelopes to set the DocuSign_FinishLaterAllow element value to false -- including especially the "Captive" resource file for the "embedded signer" scenario. See the Branding Guide I've linked to above for information about accessing/modifying the Signing Resource file(s). Then, simply associate that Brand when sending the envelope via API by specifying the brandId property as part of the API request.

要隐藏在纸上签名 按钮，您可以使用帐户级别设置，或模板设置（如果可访问/可见），或信封级别设置（设置 enableWetSign = 错误）。

To hide the Sign On Paper button, you can use the Account-level setting, or the Template setting (if accessible/visible), or Envelope-level setting (set enableWetSign = false in the API call).

关于按钮样式的问题-尽管从技术上来说，您可以修改用于DocuSign用户界面（如果您的DocuSign帐户启用了允许css上传功能）-强烈建议您使用它。修改CSS文件可能会导致无法预料的结果，并且没有简单的方法来撤消您的更改并恢复到原来的状态。节省大量时间和挫败感，并使用现有的/默认按钮样式：）

Regarding the question about button style -- while it's technically feasible for you to modify the CSS used for various elements of the DocuSign UI (if the "allow css upload" feature is enabled for your DocuSign account) -- I'd highly recommend against it. Modifying the CSS file can have very unpredicible results, and there's no easy way to "undo" your changes and get back to square one. Save yourself a lot of time and frustration, and live with the existing/default button style :)

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