docusign代表发送功能 [英] docusign send on behalf functionality

问题描述

我一般是docusign和api的新手。我已经在docusign上手动创建了一个主帐户，现在我想使用该帐户创建新用户并使用代表发送功能。我已经阅读过该pdf文件（ http://www.docusign.com/sites /default/files/REST_API_Guide_v2.pdf ）。但是，有人可以用外行的方式解释我需要遵循的确切步骤吗？谢谢

i am a newbie to docusign and api's in general. i have created a master account manually on docusign and now i want to create new users using this account and use the send on behalf functionality. I have already gone through this pdf (http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf). But can anyone explain in layman's terms what are the exact steps that i need to follow? Thanks

推荐答案

请通过 DocuSign开发中心，因为整个站点上都有一些非常有用的信息，包括您要查找的确切SOBO（代表发送）步骤。

Please go through the DocuSign Dev Center as there is some very useful information throughout the site, including the exact SOBO (Send On Behalf Of) steps that you are looking for.

转到开发人员中心->探索->功能-> SOBO。一般来说，您需要执行以下步骤：

Go to Dev Center -> Explore -> Features -> SOBO. Generally speaking these are steps you need to take:

1. 获取User1（身份验证用户）的访问令牌


2. 获取User2（操作用户-您代表此人发送的访问令牌）


3. 代表User2发送请求

请参阅开发人员中心的此页面，以了解要采取的确切步骤和可能的帐户设置：

See this page of the Dev Center for the exact steps to take and potential account settings you need to have turned on:

http://www.docusign.com/developer-center/explore / features / sobo

要总结页面的解释并在此处获得答案，以下是详细信息：

To summarize what the page explains and have the answer here too, here are the details:

STEP＃1：

POST https://{server}/restapi/{apiVersion}/oauth2/token

Accept: application/json
Content-Type: application/x-www-form-urlencoded
Content-Length: {length of body}

grant_type=password&client_id={IntegratorKey}&username={email}&password={password}&scope=api

确保在正文中提供帐户电子邮件，密码和集成商密钥。

Make sure you supply your account email, password, and integrator key in the body.

成功的响应将返回以下JSON：

A successful response returns the following JSON:

{
    "access_token": "<access token for user>",
    "scope": "api",
    "token_type": "bearer"
}

步骤＃2：

此处添加标头授权：不记名< access_token> 其中< access_token> 是步骤1中返回的令牌，电子邮件现在是您要代表的用户的电子邮件地址：

Here you add the header Authorization: bearer <access_token> where <access_token> is the token that was returned in step 1 and the email is now the email address of the user you want to send on behalf of:

POST https://{server}/restapi/{apiVersion}/oauth2/token

Authorization: bearer <access token>
Accept: application/json
Content-Type: application/x-www-form-urlencoded
Content-Length: {length of body}

grant_type=password&client_id={IntegratorKey}&username={$emailOnBehalf}&password={password}&scope=api

结果是另一个访问令牌，比方说它是12345。

The result is another access token, let's say it's 12345.

第3步：

现在，您可以在签名请求中使用以下auth标头代表该用户发送邮件：

Now you can send on behalf of this user by using the following auth headers in your signature request:

Authorization: bearer 12345
X-DocuSign-Act-As-User: $emailOnBehalf

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