自动添加标签 [英] Automatically add tags

问题描述

使用MS Word文档作为源文件，是否可以在上载的文档中包含特殊标记字符或MS Word字段，以便Dousing可以读取特殊标记或字段并将其替换为适当的标记和签名数据？

这将允许我调整文档创建软件，以便在需要标签的位置插入令牌以及包含收件人数据的隐藏文件，然后我们的用户只需单击按钮以获取合同，将其上传到DS，并正确填充所有字段和标签。

告诉我您可以这样做！

解决方案

是的，DocuSign可以使用文档中存在的锚文本自动将DocuSign选项卡放置在文档中。 REST API指南的 锚定选项卡部分（从p 292开始）- http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf －提供有关在使用REST API创建信封时如何实现此目的的信息。 / p>

使用带有标签的锚文本可以使DocuSign在您指定的文本字符串的每个位置自动将标签添加/放置在文档中（即锚文字字符串）存在于文档中。例如，如果您的文档在每个需要第一个签名者签名的位置都包含字符串〜s1 ，则用于创建信封的REST API请求将包含以下标签 >使DocuSign在文档中出现〜s1 的每个位置自动为签名者添加签名选项卡的信息：

  tabs：{
 signHereTabs：[
 {
 anchorString：〜s1，
 anchorXOffset： 1，
 anchorYOffset： 0.5，
 anchorIgnoreIfNotPresent： false，
 anchorUnits：英寸 
} 
] 
} 
  

注意：使用锚文本放置标签的唯一必需属性是 anchorString -在上面的示例中，我包含了一些其他属性，您可能会或可能不想使用它们。有关上述示例中包含的其他属性的含义/目的，请参见REST API指南。

Using MS Word documents as our source files, is there a way to include special token characters or MS Word fields inside an uploaded document so that Dousing can read the special tokens or field and replace them with the appropriate tags and signatory data?

This would allow me to adjust our document creation software to insert tokens where we needed tags, along with hidden filed that contained recipient data, and then our users could just click a button to get the contract, upload it to DS and have all the fields and tags populate properly.

Tell me you can do this!

解决方案

Yes, DocuSign can automatically place DocuSign tabs in documents using "anchor text" that exists in the documents. The "Anchoring tabs" section of the REST API guide (starting on p 292) -- http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf -- provides information about how you can achieve this when creating an Envelope with the REST API.

Using "anchor text" with tabs enables you to have DocuSign automatically add/place the tabs in the documents in each place where the text string you specify (i.e., the "anchor text" string) exists in the document. For example, if your documents contained the string ~s1 in each location where the first signer's signature was required, the REST API request you use to create the envelope would include the following tabs information to have DocuSign automatically add a Signature tab for the signer in each location where ~s1 appears in the documents:

"tabs": {
  "signHereTabs": [
    {
    "anchorString": "~s1",
    "anchorXOffset": "1",
    "anchorYOffset": "0.5",
    "anchorIgnoreIfNotPresent": "false",
    "anchorUnits": "inches"
    }
  ]
}

Note: The only property absolutely required to use anchor text for tab placement is anchorString -- I've included some additional properties in the sample above that you may or may not want to utilize. See the REST API guide for information about the meaning/purpose of the other properties included in the sample above.

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