多个签名者、PDF Transform/CompositeTemplate 和通配符

Multiple signers, PDF Transform/CompositeTemplate and wildcards

我知道我可以使用 PDF 字段转换和复合模板执行以下操作(我实际上使用的是 C# SDK,所以实际上 JSON 并不重要,因为知道这可以使用SDK) 让收件人在名称以 PrimarySigner

开头的 PDF 表单(不是 DocuSign 模板)上的所有签名选项卡上签名
"tabs":{
   "signHereTabs":[
   {
      "tabLabel":"PrimarySigner\*"
   }
]

假设一个文档有三组签名域。签名者一获得 PrimarySigner,签名者二获得 SecondarySigner,并且根据信封的上下文,签名者一或签名者二可能获得 TertiarySigner。在签名者获得这些签名字段的情况下,我可以为签名者添加多个通配符吗?例如:

"tabs":{
   "signHereTabs":[
   {
      "tabLabel":"PrimarySigner\*"
   }
   ],
   "signHereTabs":[
   {
      "tabLabel":"TertiarySigner\*"
   }
   ]
}

更新:我认为我已经使用 C# SDK 实现了这一点。但是,两个签名者的签名标签都消失了;当他们查看文档时,他们获得的是自由形式而不是直接的签名体验。我要发送的 PDF 文档有两个 PDF 签名字段,名为 DocuSignSignHere_Signer1_1 和 DocuSignSignHere_Signer2_1。我已经仔细检查了明显的设置,例如设置 TransformPDFFields 等。通配符将在 pdf 表单字段名称的两端得到尊重,是吗?

这是连载信封的JSON。

{
   "compositeTemplates":[
      {
         "inlineTemplates":[
            {
               "documents":[
                  {
                     "documentBase64":"redacted",
                     "documentId":"1",
                     "name":"TestPDFForm.pdf",
                     "transformPdfFields":"true"
                  }
               ],
               "recipients":{
                  "signers":[
                     {
                        "email":"test@test.com",
                        "name":"Test Signer 1",
                        "recipientId":"1",
                        "tabs":{
                           "signHereTabs":[
                              {
                                 "tabLabel":"DocuSignSignHere_Signer1\*"
                              }
                           ]
                        }
                     },
                     {
                        "email":"test2@test.com",
                        "name":"Test Signer 2",
                        "recipientId":"2",
                        "tabs":{
                           "signHereTabs":[
                              {
                                 "tabLabel":"DocuSignSignHere_Signer2\*"
                              }
                           ]
                        }
                     }
                  ]
               },
               "sequence":"1"
            }
         ]
      }
   ],
   "customFields":{
      "textCustomFields":[
         {
            "name":"ClientId",
            "value":"A:1!!D:1!!T:1!!UserId:123!!C:10BD32B131C5ECE3"
         }
      ]
   },
   "documents":[

   ],
   "emailSubject":"Test Email",
   "eventNotification":{
      "envelopeEvents":[
         {
            "envelopeEventStatusCode":"completed"
         }
      ],
      "includeCertificateOfCompletion":"true",
      "includeCertificateWithSoap":"false",
      "includeDocumentFields":"true",
      "includeSenderAccountAsCustomField":"true",
      "includeTimeZone":"true",
      "requireAcknowledgment":"true",
      "signMessageWithX509Cert":"false",
      "url":"https://test.test.com/documentcallback.aspx",
      "useSoapInterface":"false"
   },
   "status":"sent"
}

是的,您可以将带有通配符的多个字段分配给单个签名者。

在您的示例中,您应该将通配符前缀 (\*) 移动到 beginning of the tabLabel。您也可以将 signHereTabs 移动到单个数组中。

这是一个示例PostEnvelope request. See full example here

POST /v2/accounts/{accountId}/envelopes

 {
     "compositeTemplates": [
         {
             "inlineTemplates": [
                 {
                     "sequence": "1",
                     "recipients": {
                         "signers": [
                             {
                                 "name": "Jane Doe",
                                 "email": "janedoe@acme.com",
                                 "recipientId": "1",
                                 "tabs": {
                                     "signHereTabs": [
                                         {
                                             "tabLabel": "\*PrimarySigner"
                                         },
                                         {
                                             "tabLabel": "\*TertiarySigner"
                                         }
                                     ]
                                 }
                             },
                             {
                                 "name": "Bob Doe",
                                 "email": "BobDoe@acme.com",
                                 "recipientId": "2",
                                 "tabs": {
                                     "signHereTabs": [
                                         {
                                             "tabLabel": "\*SecondarySigner"
                                         }
                                     ]
                                 }
                             }
                         ]
                     }
                 }
             ],
             "document": {
                 "documentId": "1",
                 "name": "Doc with Fields",
                 "transformPdfFields": "true",
                 "fileExtension": "pdf",
                 "documentBase64": ""
             }
         }
     ],
     "emailSubject": "Doc with form fields",
     "status": "sent",
 }