Docusign |嵌入式签名|谁和何时生成“签名URL”？ [英] Docusign | Embedded Signing | Who and When generates the "signing URL"?
问题描述
我有一个将电子签名与一些机密客户的现有应用程序集成的用例。
I've a use-case to integrate e-signature with an existing application of some confidential customer.
用例：
Tom是一个人力资源经理。
汤姆要他的客户佩德罗（Pedro）在文档上签名。
Use-Case: Tom is a human resources manager. Tom wants his customer Pedro to sign a document.
汤姆会创建一个信封。
Pedro应该具有链接，即签名URL，以便他可以在该文档上签名。
Tom would create an envelope. Pedro should have the link i.e. "signing URL" where he can sign that document.
现在，他将通过POST API创建该签名URL ？是汤姆吗？如果是，那么他是否需要与Pedro共享该链接以及如何共享？
Now, who would hit POST API to create that "signing URL" ? Is it Tom ? If yes, then does he need to share that link with Pedro and how?
推荐答案
第一个问题是：Pedro是一个远程站点吗？签名人（通过电子邮件接收签名仪式的邀请）或嵌入式签名人（使用Tom的Web门户）。
The first question is: is Pedro a remote signer (receives the invitation to the signing ceremony via email) or an embedded signer (uses Tom's web portal).
对于远程签名人，默认值为Tom在发送远程签名人时信封，DocuSign将向Pedro发送一封电子邮件，邀请他签名。
For remote signers, the default is that when Tom sends the envelope, DocuSign will send an email to Pedro inviting him to sign.
对于嵌入式签名者，当Pedro接下来登录由Tom团队构建的Web门户时：
For embedded signers, when Pedro next logs into the web portal built by Tom's team:
- 门户网站软件将知道它希望Pedro使用嵌入式签名对信封进行签名。
- 门户网站将通过JWT授予获得DocuSign访问令牌。
- Web门户将使用访问令牌来获取信封的签名URL。
- 网络门户会将Pedro的浏览器重定向到签字仪式
- Pedro签字。这被认为是嵌入式签名，因为它是在Web门户的流程内完成的。
- DocuSign，根据签名url请求的指示，会将Pedro的浏览器重定向回Web门户应用程序。
- Pedro仍然登录到Web门户，现在可以在门户中执行其他任务
- the web portal software will know that it wants Pedro to sign the envelope using embedded signing.
- the web portal will obtain a DocuSign access token using JWT grant.
- the web portal will use the access token to obtain a signing url for the envelope.
- the web portal will redirect Pedro's browser to the signing ceremony
- Pedro signs. This is considered embedded signing since it is done within the flow of the web portal.
- DocuSign, as directed by the signing url request, will re-direct Pedro's browser back to the web portal app.
- Pedro is still logged into the web portal and can now do other tasks within the portal
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