Docusign-使用相同的路由顺序添加非签名CC角色 [英] Docusign - Adding a non signing CC role with same routing order

问题描述

我们在Docusign中配置了一个模板，并且需要在签名过程之前和之后添加一个签名者和一个非签名者，我们需要向他们发送一份副本，我选择了Add CC按钮并添加了所需的角色并将操作指定为接收副本。现在，签名者和非签名者的电子邮件地址是动态的，因此我使用API​​填充了角色名称，电子邮件地址。对于角色名称，我在模板中指定它，并通过代码使用相同的匹配角色名称。

We have one template configured in Docusign and have a requirement of adding one signer and one non-signer to whom we need to send a carbon copy,both,before and after the signing process.I chose the Add CC button and added the required role and specified the action as Receive a copy.Now, the email address for the signer and the non-signer are dynamic and hence I am using the API to populate the role name,email address. For the role name, I specify it in the template and use the same matching role name through code.

现在：

1）当我添加路由顺序为2的非签名者CC角色时，一切正常，但是非签名者仅获得完整电子邮件的副本，由于路由顺序为2，我认为这是正确的。使非签名者也能收到第一封电子邮件，我对两者保持相同的路由顺序。

1) When I add the non-signer CC role with routing order as 2, everything works fine but the non-signer gets only a carbon copy of the completed email which I guess is correct since the routing order is 2. To enable the non signer to get the first email too,I kept the same routing order for both.

2）但是，当路由顺序相同时，非签名者获取副本，但是当签名人收到电子邮件并打开信封进行签名时，签名人必须放置签名/初始/公司/标题/签名日期/文本控件以完成签名过程。字段变为不可编辑。

2) But when the routing order is the same,the non-signer gets a carbon copy but when the signer gets the email and opens the envelope for signing, the signer has to place either a signature/intial/company/title/date signed/text control to complete the signing process.In addition to this the editable fields become non-editable.

如何解决这个问题？

推荐答案

@Ajay Iyengar，没错。原因是因为角色名称相同，所以两个接收者合并为一个。通过为它们指定一个唯一的名称，这种行为就不再可见。

@Ajay Iyengar, that is correct. The reason being is that because the role names are the same, the two recipients are merged into one. By giving them a unique name, this behavior is no longer seen.

-贾斯汀

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