使用模板通过电子邮件请求文档签名不会填充选项卡值 [英] Requesting document signing via email using template doesn't populate tab values

问题描述

我创建了一个带有收件人的模板，并在其中添加了文本标签，我正在使用python api使用模板ID进行签名发送文档。如果我将文档发送给模板附带的收件人，则会收到带有选项卡（文本和复选框）的文档，但如果将其发送到其他电子邮件，则不会填充选项卡。

I have created a template with recipient and added text tabs in it, I'm using python api to send a the document using template id for signing. If I send document to the recipient attached to the template I get the document with tabs (text and checkboxes) populated but if I send it to some other email the tabs are not being populated.

我想要的是能够将文档发送到任何电子邮件，而无需将它们添加为模板中的收件人，我的问题是：

What I want is to be able to send the document to any email without them being added as recipient in the template, my question is:

是否可以发送签名请求电子邮件而无需将其作为收件人添加到模板中并填充选项卡？还是我必须始终将正在发送签名请求的电子邮件作为收件人添加到模板中，以便填充选项卡

这是代码

        radio_group = RadioGroup(
            group_name="patient_gender",
            radios=[Radio(value="Male", selected="true")]
        )

        text = Text(
            tab_label="patient_address", value="123 Main St. San Francisco, CA 94105"
        )

        text = Text(
            tab_label="patient_address", value="123 Main St. San Francisco, CA 94105"
        )

        tabs = Tabs(
            radio_group_tabs=[radio_group],
            text_tabs=[text]
        )

        signer = TemplateRole(  # The signer
            email=signer_email, name=signer_name,
            tabs=tabs,
            role_name='signer'
        )

        envelope_definition = EnvelopeDefinition(
            email_subject="Please sign this document sent from the Python SDK",
            template_id="e8886b8c-6433-4c14-963b-aed5811df098",
            template_roles=[signer],
            status="sent"  # requests that the envelope be created and sent.
        )
        # Ready to go: send the envelope request
        api_client = ApiClient()
        api_client.host = base_path
        api_client.set_default_header("Authorization", "Bearer " + access_token)

        envelope_api = EnvelopesApi(api_client)
        results = envelope_api.create_envelope(account_id, envelope_definition=envelope_definition)
        return results

推荐答案

您需要更改模板。收件人应该是占位符收件人，这意味着收件人没有电子邮件或姓名，只有角色名称。这样一来，您就可以实时提供来自API的信息。

You need to change your template. The recipient should be a placeholder recipient, which means that recipient has no email or name, just a role name. That would allow you to provide the information from the API in real time.

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