DocuSign：从模板创建信封时，我需要文档的第一个收件人知道通过templateRoles分配的签名者的名称 [英] DocuSign: I need the first recipient of a document to know the name of signers assigned via templateRoles when creating an envelope from a template

问题描述

我有一个模板，该模板带有一个已知的第一个签名者，然后是一个由templateRoles定义的第二个签名者。第一个签名者需要知道第二个签名者的名字。我没有找到通过DocuSign控制台执行此操作的方法，因为预填充的选项卡特定于当前收件人，或者特定于已经签署或查看文档的人员。创建信封时，我需要预填一个标签。

已修改：我可以通过以下方式为已知收件人分配预填充标签：

API。为了获取收件人的选项卡列表，我在信封/ {envelope} /收件人/ {recipientId} /选项卡的请求中使用了acceptedId。然后，我可以将选项卡与receiveId关联。但是在从模板创建信封时预填充选项卡的过程中，receiverId被拒绝，并且需要roleName，这使事情变得更加复杂。

解决方案方案

[我对您的情况还不太清楚，但无论如何我都会努力回答。如果我错过了商标，请（通过评论）阐明问题。]

如何通知一位收件人其他收件人的姓名将取决于您是否希望该信息（即收件人姓名）实际出现在文档本身中的某个位置。

如果您不希望后续收件人的姓名出现在文档本身中的任何位置，但仍需要一种方法来告知第一个签名者：随后的收件人姓名，则可以通过为第一个收件人指定注释来实现。当收件人首次输入信封时，便笺的内容将仅出现在收件人收到的电子邮件中，并在弹出对话框中显示-不会出现在信封文档中的任何地方。例如，以下是收件人访问信封时的注释：

如果正在通过DocuSign控制台创建/发送信封，那么发件人可以手动添加注意，指示后续签名者的姓名，和/或第一收件人需要知道的其他信息。

如果要创建/发送通过API发送信封，然后只需为第一个收件人填充 note 属性（在创建信封请求中），即可为第一个收件人指定注意：

  POST https：// {{env}} .docusign.net / restapi / {{version}} / accounts / {{acctId }} /信封
 {
 emailSubject：请签名，
 emailBlurb：请签名...谢谢！，
 status：已发送，
 compositeTemplates：[
 {
 serverTemplates：[
 {
 sequence：1，
 templateId： 9C848429 -3C12-4C5E-BDD1-681C4FE25A2A 
}]，
 inlineTemplates：[
 {
 sequence：2，2，
 recipients：{
 signers：[{
 email： [e-mail]，
 name：  John Doe，
 recipientId： 1，
 roleName：签名人1，
 note：John-第二个签名人的名字是：Mary Adams。，
 routingOrder： 1 
}，
 {
 email： [e-mail]，
 name：  Mary Adams，
 recipientId： 2，
 roleName： Signer 2，
 routingOrder： 2 
} 
 ] 
} 
}] 
}] 
} 
  

或者-如果您确实希望在第一个收件人查看信封文档时第二个收件人的姓名实际出现在文档中，那么您应该能够简单地使用<创建模板（在DocuSign控制台中）。由第二个收件人分配/拥有的strong> FullName 标签，如下所示：

然后，当第一个收件人查看信封时，他应该看到第二个收件人的名称，您将其放置在模板中的 Fullname 标签上：

注意：如果您使用我描述的全名标签方法，则可能还需要确保启用此帐户设置（在首选项>>功能中）：

I have a template with a known first signer, then a second signer who is defined by templateRoles. The first signer needs to know the name of the second signer. I have not found a way to do this via the DocuSign console, since prefilled tabs are specific to the current receiver, or to someone who has already signed or reviewed the document. I need to prefill a tab when I create the envelope. How can I assign a prefilled tab for a known recipient, since templateRoles requires a roleName and I have a recipientId?

Revised: I am able to explore an existing template via the API. In order to get a list of tabs for recipient, I use a recipientId in a request to envelopes/{envelope}/recipients/{recipientId}/tabs. I can then associate a tab with the recipientId. But in the process of prefilling a tab when creating an envelope from a template, the recipientId is rejected and a roleName is required, which makes this much more complicated.

解决方案

[I'm not exactly clear on your scenario, but I'll take a stab at answering anyway. Please clarify the question (via Comments) if I've missed the mark.]

How you inform one recipient of other recipient(s) name(s) will depend on whether or not you want that information (i.e., the recipient names) to actually appear somewhere in the documents themselves.

If you do NOT want the name(s) of subsequent recipient(s) to appear anywhere within the documents themselves, but still need a way to inform the first signer of subsequent recipient(s) name(s), then you can achieve this by specifying a note for the first recipient. Contents of the "note" will appear only in the email that the recipient receives and in a popup dialog when the recipient first enters the Envelope -- it will not appear anywhere in the Envelope's document(s). For example, here's what a note looks like when the recipient accesses the Envelope:

If the Envelope is being created/sent via the DocuSign console, then the sender can manually add a NOTE for the first recipient that indicates the name of the subsequent signer(s), and/or whatever other information the first recipient needs to know.

If you're creating/sending the envelope via the API, then you can specify a NOTE for the first recipient simply by populating the note property for the first recipient (in the Create Envelope request):

POST https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes
{
  "emailSubject": "Please sign",
  "emailBlurb": "Please sign...thanks!",
  "status": "sent",
    "compositeTemplates": [
    {
        "serverTemplates": [
        {
            "sequence" : 1,
            "templateId": "9C848429-3C12-4C5E-BDD1-681C4FE25A2A"
        }],
        "inlineTemplates": [
        {
            "sequence" : 2,
            "recipients": {
                "signers" : [{
                    "email": "[e-mail]",
                    "name": "John Doe",
                    "recipientId": "1",
                    "roleName": "Signer 1",
                    "note": "Hi John -- the second signer's name is: Mary Adams.",
                    "routingOrder": "1"
                  },
                  {
                    "email": "[e-mail]",
                    "name": "Mary Adams",
                    "recipientId": "2",
                    "roleName": "Signer 2",
                    "routingOrder": "2"
                  }
                ]
            }
        }]
    }]
}

Alternatively -- if you DO want the second recipient's name to actually appear in the document(s) when the first recipient views the Envelope documents, then you should be able to simply create the Template (in the DocuSign console) with a FullName tab assigned-to / owned-by the second recipient, like this:

Then, when the first recipient views the envelope, he should see the second recipient's name where you placed the Fullname tab in the Template:

Note: If you use the "Fullname" tab approach that I've described, you might also need to make sure that this account setting (in Preferences >> Features) is enabled:

这篇关于DocuSign：从模板创建信封时，我需要文档的第一个收件人知道通过templateRoles分配的签名者的名称的文章就介绍到这了，希望我们推荐的答案对大家有所帮助，也希望大家多多支持IT屋！