正在预览可能的复合文档，而没有通过电子邮件发送出去 [英] Is previewing possible composite documents without sending it out by eMail

问题描述

是否需要向收件人发送电子邮件以使用选项卡填充模板？

Is it necessary to send out an eMail to recipients to fill a template with tabs?

此刻，我创建了一个状态为的信封=发送显然会将已填写的文档发送给收件人。

At the moment I create an envelope with status=sent that will obviously sent the filled documents to recipients. I would not like to send the document's, when creating.

如果我使用 status = created ，则预览仅显示空文件。模板中没有选项卡，也无法发送。

If I use status=created the preview shows just empty documents. The templates are not filled with the tabs and not send.

如何预览但不发送电子邮件。当我认为我已经准备好时发送。总的来说，收件人只会收到电子邮件来签署他们的文档。

How can I preview, but not sent an eMail. And sent when I think I am ready. In total the recipient would just get on eMail to sign their documents.

{
"emailSubject": "DocuSign: Multi Document",
"status": "sent",
"eventNotification": {
    "url": "http://fake.com",
    "envelopeEvents": [
        {
            "envelopeEventStatusCode": "Completed"
        }
    ],
    "recipientEvents": [
        {
            "recipientEventStatusCode": "Completed"
        }
    ]
},
"brandId": "11111-my-brand-id---1111",
"compositeTemplates": [
    {
        "serverTemplates": [
            {
                "sequence": 1,
                "templateId": "myTemplate-id-1"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": 1,
                "recipients": {
                    "signers": [
                        {
                            "email": "[e-mail]",
                            "name": "Dev",
                            "recipientId": 1,
                            "roleName": "Advisor",
                            "tabs": {
                                "textTabs": [
                                    {
                                        "tabLabel": "Subscription_Amount",
                                        "value": "100000",
                                        "documentId": 1
                                    }
                                ],
                                "radioGroupTabs": []
                            }
                        }
                    ]
                }
            }
        ]
    },
    {
        "serverTemplates": [
            {
                "sequence": 2,
                "templateId": "myTemplate-id-2"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": 2,
                "recipients": {
                    "signers": [
                        {
                            "email": "[e-mail]",
                            "name": "Dev",
                            "recipientId": 1,
                            "roleName": "Advisor",
                            "tabs": {
                                "textTabs": [
                                    {
                                        "tabLabel": "Subscription_Amount",
                                        "value": "100000",
                                        "documentId": 1
                                    }
                                ],
                                "radioGroupTabs": []
                            }
                        }
                    ]
                }
            }
        ]
    },
    {
        "serverTemplates": [
            {
                "sequence": 3,
                "templateId": "myTemplate-id-3"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": 3,
                "recipients": {
                    "signers": [
                        {
                            "email": "[e-mail]",
                            "name": "Dev",
                            "recipientId": 1,
                            "roleName": "Other",
                            "tabs": {
                                "textTabs": [
                                    {
                                        "tabLabel": "Subscription_Amount",
                                        "value": "100000",
                                        "documentId": 1
                                    }
                                ],
                                "radioGroupTabs": []
                            }
                        }
                    ]
                }
            }
        ]
    }
]}

发送（简短版本）

{
   emailSubject: 'DocuSign: Multi Document',
   status: 'sent',
   eventNotification:
    exports {
      url: 'https://host/o/fsg11/hook',
      envelopeEvents: [ [Object] ],
      recipientEvents: [ [Object] ] },
   brandId: 'brand-id',
   compositeTemplates:
    [ { serverTemplates: [Object], inlineTemplates: [Object] },
      { serverTemplates: [Object], inlineTemplates: [Object] },
      { serverTemplates: [Object], inlineTemplates: [Object] } ] 
}

接收

{
    envelopeId: 'envelope-id',
    status: 'sent',
    statusDateTime: '2017-06-13T01:10:08.3100000Z',
    uri: '/envelopes/envelope-id'
}

推荐答案

请确保 tabLabel ， recipientId 和 documentId 与服务器模板值匹配。一旦这些值正确，就应该成功创建选项卡。

Please make sure the tabLabel, recipientId and documentId match the server templates values. The tabs should be created successfully once those values are correct.

您可以使用 listTemplateDocuments && listTemplateRecipients API。

You can obtain those values using the listTemplateDocuments && listTemplateRecipients apis.

对于 documentId

GET https://demo.docusign.net/v2/accounts/ {accountId} / templates / {templateId } /文档

GET https://demo.docusign.net/v2/accounts/{accountId}/templates/{templateId}/documents

对于 tabLabel ， recipientId

获取 https：// demo。 docusign.net/v2/accounts/ {accountId} / templates / {templateId} / recipients？include_tabs = true

GET https://demo.docusign.net/v2/accounts/{accountId}/templates/{templateId}/recipients?include_tabs=true

这篇关于正在预览可能的复合文档，而没有通过电子邮件发送出去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！