具有嵌入式签名的DocuSign ID检查 [英] DocuSign ID Check with Embedded signing
问题描述
我一直在尝试使用REST API创建用于嵌入式签名的收件人，但仍然需要进行ID检查。我似乎无法正常工作。嵌入式签名部分工作正常，但没有提示我进行ID检查。
Using the REST API, I've been trying to create recipients for embedded signing and still require ID check. I can't seem to get it to work. The embedded signing part works fine but I'm not prompted for the ID check.
我知道通过嵌入式签名，我的应用程序可以处理用户身份验证职责，但我们的业务仍希望签名人使用ID检查功能进行身份验证。
I know with embedded signing that user authentication duties can be handled by my app but our business would still like to have signers authenticate with the ID check feature.
那么甚至可以使用带有嵌入式签名的ID检查功能吗？
So is it even possible to use the ID check feature with embedded signing?
推荐答案
在使用DocuSign REST API创建信封时如何指定收件人身份验证方法将取决于您是否：
How you specify recipient authentication method when using the DocuSign REST API to Create an Envelope will depend on whether you're:
1）使用DocuSign模板创建信封
或
2）通过提供文档作为创建信封API调用的一部分来创建信封。
1) creating an Envelope using a DocuSign Template OR 2) creating an Envelope by supplying document(s) as part of your Create Envelope API call.
在第一种情况下（使用DocuSign模板创建信封），可以在Create Envelope API调用中使用Composite Templates将ID Check指定为收件人身份验证的形式（即使您的模板未指定任何形式的收件人身份验证）。例如，此请求将创建一个信封（使用模板），该信封为嵌入式收件人指定ID Check：
In the first case (creating an Envelope using a DocuSign Template), you can use Composite Templates in your Create Envelope API call to specify ID Check as the form of recipient authentication (even if your template doesn't specify any form of recipient authentication). For example, this request will create an envelope (using a template) that specifies ID Check for an Embedded recipient:
POST https：// {{env}} .docusign .net / restapi / {{version}} /帐户/ {{acctId}} /信封
POST https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes
{
"emailSubject": "Please sign",
"emailBlurb": "Please sign...thanks!",
"status": "sent",
"compositeTemplates": [
{
"serverTemplates": [
{
"sequence": 1,
"templateId": "YOUR_TEMPLATE_ID"
}
],
"inlineTemplates": [
{
"sequence": 2,
"recipients": {
"signers": [
{
"email": "test@test.com",
"name": "Sally Adamson",
"recipientId": "1",
"clientUserId": "YOUR_CLIENT_USER_ID_VALUE",
"roleName": "Signer 1",
"requireIdLookup": "true",
"idCheckConfigurationName": "ID Check $"
}
]
}
}
]
}
]
}
请注意，必须将 requireIdLookup 属性设置为 true ，并将 idCheckConfigurationName 属性设置为对于收件人，请选择ID Check $ ，以将ID Check指定为收件人身份验证方法。
Notice that you must set the requireIdLookup property to true and set the idCheckConfigurationName property to ID Check $ for the recipient, to specify ID Check as the recipient authentication method.
在后一种情况下（通过提供文档作为一部分来创建信封）您的Create Envelope API调用），只需将 requireIdLookup 属性设置为 true ，并将 idCheckConfigurationName 属性设置为 ID Check $ （针对收件人）。例如，此收件人结构（当包含在Create Envelope API请求的上下文中时）指定将通过ID Check对收件人进行身份验证：
In the latter case (creating an Envelope by supplying documents as part of your Create Envelope API call), you simply need to set the requireIdLookup property to true and set the idCheckConfigurationName property to ID Check $ for the recipient. For example, this recipient structure (when included in the context of a Create Envelope API request) specifies that the recipient will be authenticated via ID Check:
"recipients": {
"signers": [
{
"email": "test@test.com",
"name": "Bob Adamson",
"recipientId": "1",
"routingOrder": "1",
"idCheckConfigurationName": "ID Check $",
"requireIdLookup": "true",
"tabs": {
"signHereTabs": [
{
"recipientId": "1",
"tabLabel": "Customer_Signature",
"documentId": "1",
"pageNumber": "1",
"xPosition": "100",
"yPosition": "100"
}
]
}
}
]
}
这篇关于具有嵌入式签名的DocuSign ID检查的文章就介绍到这了，希望我们推荐的答案对大家有所帮助，也希望大家多多支持IT屋！
