在处理中共享文档上切换签名者 [英] Switch signers on an In Process shared document
问题描述
一旦信封处于处理中，是否可以在共享文档上切换签名者（带有标签）？
Is it possible to switch a signer (with tabs), on a shared document, once an envelope's In Process?
我们的过程如下：
-
将生成一个共享的PDF文档（不使用DocuSign模板），并为所有签名者提供签名占位符。
A single shared PDF document is generated (not using a DocuSign template) with signing placeholders for all signers.
我们为文档PDF创建并发送一个信封。
We create and send an envelope for the document PDF.
一个或多个客户在文档上签名（使用
One or more customers sign the document (using an embedded signing page).
最后一个签名者（我们的员工）（也使用嵌入式签名页）对文档进行签名。
The last signer (our employee) signs the document (also using an embedded signing page).
员工签名者可以是几名员工之一，但是无论是谁，他们都将始终在文档上的相同位置签名。我们希望能够将选择哪个员工签署文档的时间推迟到流程结束之前，而不必在创建信封时指定它们。
The employee signer could be one of several employees, but, whomever it is, they'll always sign the same locations on the document. We'd like to be able to delay the choice of which employee signs the document until the end of the process, instead having to specify them at envelope creation.
信封正在处理中，我可以添加和删除员工收件人，但是我也找不到包含他们的标签的方法。我在请求中包含了标签，但添加的员工始终处于草稿状的创建状态，而没有标签。嵌入式视图仍要求查看者手动放置其选项卡。我需要将选项卡已经放置并锁定在文档上的位置，以便员工可以签名。
Once the envelope is In Process, I'm able to add and delete employee recipients, but I can't find a way to include their tabs too. I include the tabs in the request, but the added employee is always in a draft-like 'created' state without tabs. The embedded view still asks the viewer to manually place their tabs. I need the tabs to be already placed and locked in position on the document so the employee can sign.
我们正在使用REST API，这需要自动化解决方案（无手动包络更正）。有什么方法可以做到这一点或类似的方法？
We're using the REST API and this needs to be an automated solution (no manual envelope corrections). Is there some way to achieve this or something similar?
这是我的添加收件人请求
Here's my add-recipient request
POST https://demo.docusign.net/restapi/v2/accounts/<account>/envelopes/<envelope-id>/recipients?resend_envelope=true
{
"signers" : [{
"recipientId" : 4,
"email" : "john@example.com",
"name" : "John Citizen",
"tabs" : {
"initialHereTabs" : [{
"documentId" : "1",
"recipientId" : 4,
"name" : "InitialHere_3",
"pageNumber" : 1,
"xPosition" : 282,
"yPosition" : 454,
"tabName" : "InitialHere_3"
}
],
"signHereTabs" : [{
"documentId" : "1",
"recipientId" : 4,
"name" : "SignHere_3",
"pageNumber" : 1,
"xPosition" : 81,
"yPosition" : 447,
"tabName" : "SignHere_3"
}
],
},
"clientUserId" : "LTEST_Resident4",
"routingOrder" : 2,
}
]
}
（我也尝试了使用PUT而不是POST的相同请求。结果是相同的）
(I've also tried the same request with PUT instead of POST. The result is the same)
推荐答案
听起来您的工作流程需要执行以下操作：
- 使用阻止者收件人创建信封
- 在识别出收件人后添加其他收件人
- 向新收件人添加标签
- 当您希望文档发送时删除阻止收件人
- Create Envelope with a "Blocker Recipient"
- Add Additional Recipient when they're identified
- Add Tags to new Recipient
- Delete "Blocker Recipient" when you want the document sent on
我假设您已经照顾了1.我将简要介绍一下2-4。
POST: https://demo.docusign.net/restapi/v2/accounts/{accountId}/envelopes/{envelopeId}/recipients
{
"signers": [
{
"email": "email@domain.com",
"name": "Andrew Wilson",
"recipientId": "3",
"defaultRecipient": "true",
"routingOrder": "3"
}
]
}
3。将标签添加到收件人
3. Add Tags to Recipient
POST: https://demo.docusign.net/restapi/v2/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/tabs
{
"signHereTabs": [
{
"xPosition": "100",
"yPosition": "200",
"documentId": "1",
"pageNumber": "1"
},
{
"xPosition": "200",
"yPosition": "200",
"documentId": "1",
"pageNumber": "1"
}
]
}
4。删除阻止接收者
4. Delete Blocker Recipient
DELETE: https://demo.docusign.net/restapi/v2/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}
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