Docusign：创建具有动态内容的文档 [英] Docusign: Creating a Document with dynamic content

问题描述

我有一个非常类似于采购订单的文档，需要通过DocuSign发送以进行签名。
标头类型的数据是固定的，可以很容易地放在文档上，然后用制表符填充。
伴随着这个，有一些Details可能是1或更多。我想知道最好的策略是使用Docusign API创建此类文档吗？

I have a document that is very similar to a Purchase Order that needs to be sent out for a signature through DocuSign. There's header type data that is fixed and can easily be placed on the document and then filled with tabs. Along with this, there are Details which may be 1 or more. I'm wondering what the best strategy to use is to create this type of Document with Docusign API?

编辑：包括需要生成的PDF样本：

Including a sample of the PDF that needs to be produced:

TIA

推荐答案

您真正要问的是首先动态创建文档，然后通过DocuSign对其进行签名。

You're really asking about dynamically creating a document first and foremost, then getting it signed via DocuSign.

您有很多选择：

动态创建pdf 。有许多库可用于执行此操作。只是谷歌创建PDF。

Create a pdf dynamically. There are many libraries available for doing this. Just google for "creating a pdf ".

动态创建html文档，然后直接将其发送到DocuSign或首先将其发送给专门从动态制作精美文档的公司数据。我为此喜欢 WebMerge 。

Create an html document dynamically, then either send it to DocuSign directly or first send it to a company that specializes in making nice documents from dynamic data. I like WebMerge for this.

当您将文档发送给DocuSign，我同意Rickey所说的锚定字符串是在正确的位置放置签名的好方法。有一个使用锚字符串放置DocuSign字段的食谱。

When you send the doc to DocuSign, I agree with Rickey that Anchor Strings are a good way to have the signature in the right place. There's a recipe for placing DocuSign fields by using anchor strings.

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