如何管理 Composite Envelope 中的可见性设置

Question

我正在尝试使用 docusign api 在工作流程中处理可见性设置。该工作流由两个内联模板组成，我想对其进行限制，以便签名者无法在第二个内联模板中看到 1 个文档。这是发送到 DocuSign 的 json：

{
  "compositeTemplates": [
    {
      "inlineTemplates": [
        {
          "recipients": {
            "signers": [
              {
                "email": ,
                "name": ,
                "recipientId": "2",
                "roleName": "High School Faculty"
              },
              {
                "email": ,
                "name": ,
                "recipientId": "3",
                "roleName": "High School Administration"
              },
              {
                "email": ,
                "name": ,
                "recipientId": "4",
                "roleName": "Department Dean"
              },
              {
                "documentVisibility": [
                  {
                    "documentId": "2",
                    "recipientId": "5",
                    "visible": "false"
                  }
                ],
                "email": ,
                "name": ,
                "recipientId": "5",
                "roleName": "Department Faculty"
              }
            ]
          },
          "sequence": "1"
        }
      ],
      "serverTemplates": [
        {
          "sequence": "1",
          "templateId": "900cc73b-f35c-45b1-92d1-e8453094aa60"
        }
      ]
    },
    {
      "inlineTemplates": [
        {
          "documents": [
            {
              "documentBase64": <data>, 
              "documentId": "1",
              "fileExtension": "docx",
              "name": "Packet"
            },
            {
              "documentBase64": <data>,
              "documentId": "2",
              "fileExtension": "docx",
              "name": "Packet"
            }
          ],
          "recipients": {
            "signers": [
              {
                "email": ,
                "name": ,
                "recipientId": "2",
                "roleName": "High School Faculty"
              },
              {
                "email": ,
                "name": ,
                "recipientId": "3",
                "roleName": "High School Administration"
              },
              {
                "email": ,
                "name": ,
                "recipientId": "4",
                "roleName": "Department Dean"
              },
              {
                "documentVisibility": [
                  {
                    "documentId": "2",
                    "recipientId": "5",
                    "visible": "false"
                  }
                ],
                "email": ,
                "name": ,
                "recipientId": "5",
                "roleName": "Department Faculty"
              }
            ]
          },
          "sequence": "2"
        }
      ]
    }
  ],
  "emailSubject": "College Now Master Form",
  "enforceSignerVisibility": "true"
}

当我完成工作流程测试时，院系教职工仍然能够在第二个内联模板中查看第二个文档。我正在测试，所以我为每个角色使用相同的登录名，这可能是问题所在吗？谁能指出我做错了什么？我们确实为我们的实例打开了可见性。谢谢！

Answer 1

根据 EnvelopeRecipients 文档，您需要使用 ExcludedDocuments 参数将其定义为收件人对象的一部分：

  "recipients": {
    "signers": [
      {
        "email": "user@example.com",
        "name": "Example Signer",
        "recipientId": "2",
        "routingOrder":1,
        "excludedDocuments":[2],
        "tabs": {
          "signHereTabs": [
            {
              "documentId": "1",
              "recipientId": "1",
              "xPosition": "150",
              "yPosition": "150",
              "pageNumber":1
            }
          ]
        }
    }]
}

您还需要确认您的帐户是如何配置文档可见性的，因为它可以设置为单独排除发件人或发件人帐户的成员。如果设置为 "unless member of signer's account"，测试可能会被取消。

如何管理 Composite Envelope 中的可见性设置

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