DocuSign API将PDF字段自动转换为SecureFields [英] DocuSign API auto convert PDF fields to SecureFields

问题描述

使用DocuSign API创建新模板时，是否可以像使用Web控制台一样自动将PDF字段转换为DocuSign SecureFields？

When using the DocuSign API to create a new template, is there a way to automatically convert PDF fields to DocuSign SecureFields like there is when using the web console?

发布到：

https://demo.docusign.net/restapi/v2/accounts/{account_id}/templates

请求正文：

{
        "emailsubject":"Please sign this",
        "templateId":"",
        "recipients":{
            "signers":[{
                "routingOrder":1,
                "roleName":"RoleOne",
                "recipientId":"1"
            }]
        },
        "envelopeTemplateDefinition":{
            "name":"test",
            "templateId":""
        },
        "documents":[{
            "documentId":"1",
            "name":"Agreement8_7_2012",
            "transformPdfFields":"true"
        }]
      }

我得到了成功的响应，模板被创建，而没有任何DocuSign SecureFields。

I get a successful response and the template is created, just without any DocuSign SecureFields.

推荐答案

首先，尝试将收件人的 defaultRecipient 属性设置为 true ：

First, try setting the defaultRecipient property to true for the recipient:

"recipients":{
    "signers":[{
        "routingOrder":1,
        "roleName":"RoleOne",
        "recipientId":"1",
        "defaultRecipient":"true"
    }]
}

这将告诉DocuSign所有转换为DocuSign字段的PDF字段都应属于该收件人。

This will tell DocuSign that all PDF fields that are transformed into DocuSign fields should belong to that recipient.

如果该更改不能解决您的问题，那么我d怀疑可能是PDF字段的属性阻止了转换成功。要进行故障排除，建议您执行以下操作：

If that change doesn't resolve your issue, then I'd suspect that perhaps it's the properties of the PDF fields that are preventing the transformation from being successful. To troubleshoot, I'd suggest that you do the following:

• 验证您的PDF字段是否在字段类型中DocuSign将转换的内容（即CheckBox，DateTime，ListBox，Numeric，Radio，Text，Signature和Password）。

• Verify that the fields in your PDF are amongst the Field Types that DocuSign will convert (i.e.: CheckBox, DateTime, ListBox, Numeric, Radio, Text, Signature, and Password).

检查PDF中的字段属性。好像DocuSign可能不会转换设置了某些保护属性的PDF字段（例如，Visible = false-或对于签名字段，Read-Only = true）。也许开始在单个字段上尝试各种属性设置，以查看更改PDF中的字段属性是否使DocuSign能够转换该字段。

Examine field properties in the PDF. Seems like DocuSign may not transform PDF fields that have certain protective properties set (for example, Visible=false -- or for signature fields, Read-Only=true). Perhaps start experimenting with various property settings on a single field, to see if changing field properties in the PDF enables DocuSign to transform that field.

DocuSign REST API指南（ http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf ）包含有关字段转换过程的信息。

The "Transform PDF Fields" section [starting on page 105] of the DocuSign REST API Guide (http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf) contains info about the field transformation process.

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