从签署者附件选项卡中提取附件 [英] Extracting Attachments from Signer Attachment Tabs

问题描述

我们创建了一个新模板，其中包含使用签名者附件"标签添加附件的选项.

请让我们知道如何使用API​​以编程方式从信封中检索附件文件，我们尝试使用RequestDocumentPDFs()方法，但是由于我们有多个签名者附件"标签.

例如选项A(复选框1"选项卡)–如果用户选择，我们将要求签名者附件1"选项卡上载相关文档.选项B(复选框2"选项卡)–如果用户选择，我们将要求签名者附件2"选项卡上载相关文档.选项C(复选框3"选项卡)–如果用户选择，我们将要求签名者附件3"选项卡上载相关文档.

解决方案

DocuSign似乎没有为您提供一种通过编程方式将附件与用于提供附件的特定附件"选项卡相关联的方法.但是，在您描述的特定情况下，似乎可以通过评估附件文档来获取所需的信息，而不是通过选中复选框选项卡来获取: 不是 :

• 如果选择了 Option A (复选框1 选项卡)，则签名者提供的附件与 Signer附件1 选项卡相关./li>
• 如果选择了选项B (复选框2 选项卡)，则附件签名者提供的内容与签名者附件2 标签相关.
• 如果选择了选项C (复选框3 标签)，则附件签名者提供的内容与签名者附件3 标签相关.

这种方法足以满足您描述的(简单)方案，但是显然在您在整个信封中的不同位置收集多个附件的情况下，这是不够的.

We have created a new template with option to add Attachments using Signer Attachment tabs.

Please let us know how we can programmatically retrieve the Attached files from the envelope using API, we tried using RequestDocumentPDFs() method, but it doesn’t provide us to which "Signer Attachment" tab the document belongs to, since we have multiple "Signer Attachment" tabs.

Ex. Option A (Checkbox 1 tab) – If the user selects, we will ask "Signer Attachment 1" tab to upload the related document. Option B (Checkbox 2 tab) – If the user selects, we will ask "Signer Attachment 2" tab to upload the related document. Option C (Checkbox 3 tab) – If the user selects, we will ask "Signer Attachment 3" tab to upload the related document.

解决方案

It doesn't appear that DocuSign gives you a way to programmatically correlate an attached file with the specific Attachment tab that was used to supply the attachment. However, in the specific scenario that you describe it seems like you could get the info you need not by evaluating the attached document, but by instead evaluating the checkbox tabs:

• If Option A (Checkbox 1 tab) is selected, then the attachment supplied by the signer correlates to Signer Attachment 1 tab.
• If Option B (Checkbox 2 tab) is selected, then the attachment supplied by the signer correlates to Signer Attachment 2 tab.
• If Option C (Checkbox 3 tab) is selected, then the attachment supplied by the signer correlates to Signer Attachment 3 tab.

This approach would suffice for the (simple) scenario that you describe, but obviously would be insufficient in cases where you are collecting multiple attachments in various places throughout the envelope.

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