文档模板-角色设置为“亲自签名或电子邮件签名” [英] Document Templates - Roles Set to In person or email signing
问题描述
我已经成功创建了一个使用文档模板创建新信封的系统。
I have successfully created a system to use a document template to create a new envelope.
系统具有选项卡式UI和iframe，每次更改选项卡以及URL过期时，都会从Docusign API中获取新的URL。
The system has a tabbed UI and iframe that fetches new URLs from the Docusign API every time a tab is changed, and when a URL expires.
我的问题是，现在，有些客户将亲自登录或通过电子邮件签名。阅读文档后，创建信封后，我看不到从亲自更改为电子邮件签名者的方法。 是正确的吗？
My problem is that now, some clients will either be sign in-person or sign via email. After reading the docs, I don't see a way to change from an in-person to an email signer after the envelope has been created. Is that correct?
- 是否可以设置角色是当面还是电子邮件签名？创建信封的时间而又不影响原始模板吗？
- 如果不可能，我最好的选择是创建一个模板，该模板具有用于亲自和电子邮件签名的重复字段，并且只根据我的情况使用合适的？
推荐答案
如果需要更改-person签署人到远程签署人，反之亦然，或者将其他任何收件人类型转换为另一种收件人类型，您有两种选择：
If you need to change an in-person signer to a remote signer, or vice-versa, or any other recipient type into another recipient type you have two options:
- 执行信封校正
- 删除，然后将收件人作为其他类型添加回进程内信封。
对于选项1，使用信封更正，您可以编辑收件人，标签甚至文档（如果尚未签名）之类的内容。进行以下API调用以请求信封的更正URL：
For option #1, using an envelope correction you can edit things like recipients, tabs, and even documents if they have not been signed yet. Make the following API call to request the correction URL of an envelope:
POST /v2/accounts/{accountId}/envelopes/{envelopeId}/views/correct
API文档： https://docs.docusign.com/esign/restapi/Envelopes/EnvelopeViews/createCorrect/
对于选项2，系统不允许您将收件人转换为其他收件人类型-但是-您可以从信封中删除收件人然后将它们重新添加为其他类型。例如，删除一个亲自签名者，然后将他们重新添加为签名者。
For option #2, the system does not let you convert a recipient into another recipient type - HOWEVER - you can delete a recipient from an envelope then add them back in as a different type. For instance, delete an in-person signer and then add them back in as a signer.
您可以通过信封收件人资源。
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