在复合模板上组合签名者任务

Question

我正在运行通过 PostMan 使用 DocuSign API 进行一些测试，以获得解决方案概念验证。我的目标是创建一个包含多个文档的信封，每个文档都分配给自己的模板。

我们的目标是根据需要创建模板的动态信封；即有时我们只需要将一个模板放入信封中，有时我们可能需要五六个。棘手的一点是，一个人可能同时是多个文档的收件人。我们正在寻找是否可以配置信封，以便他们可以一次签署所有文档。

我已经能够使用 API 生成一个信封，其中包含分配给两个模板的两个文档。每个模板都有三个收件人（两个文档都是同样的三个人）。信封自动分配给第一个模板的第一批收件人（收件人 A 和 B，因为他们的路由顺序均为 1）。但是当收件人去签署信封时，他们只能看到第一个文件的签名选项，而没有签署第二个文件的选项。

我想要实现的目标可行吗？

我正在 Postman 中测试这个过程。下面是 POST 正文的副本。我很感激任何建议。

{
"compositeTemplates": [
    {
        "document": {
            "documentBase64": "<<BinaryDataA>>",
            "documentId": "1",
            "fileExtension": "pdf",
            "name": "Test Document A"
        },
        "inlineTemplates": [
            {
                "sequence": "1",
                "recipients": {
                    "signers": [
                        {
                            "email": "<<recipient_a_email>>",
                            "name": "<<recipient_a_name>>",
                            "recipientId": "1",
                            "roleName": "Client A",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_b_email>>",
                            "name": "<<recipient_b_name>>",
                            "recipientId": "2",
                            "roleName": "Client B",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_c_email>>",
                            "name": "<<recipient_c_name>>",
                            "recipientId": "3",
                            "roleName": "Internal Review",
                            "routingOrder":"2"
                        }
                    ]
                }
            }
        ],
        "serverTemplates": [
            {
                "sequence": "1",
                "templateId": "<<templateID_1>>"
            }
        ]
    },
    {
        "document": {
            "documentBase64": "<<BinaryDataB>>",
            "documentId": "2",
            "fileExtension": "pdf",
            "name": "Test Landscape Document"
        },
        "inlineTemplates": [
            {
                "sequence": "1",
                "recipients": {
                    "signers": [
                        {
                            "email": "<<recipient_a_email>>",
                            "name": "<<recipient_a_name>>",
                            "recipientId": "1",
                            "roleName": "Client A",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_b_email>>",
                            "name": "<<recipient_b_name>>",
                            "recipientId": "2",
                            "roleName": "Client B",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_c_email>>",
                            "name": "<<recipient_c_name>>",
                            "recipientId": "3",
                            "roleName": "Internal Review",
                            "routingOrder":"2"
                        }
                    ]
                }
            }
        ],
        "serverTemplates": [
            {
                "sequence": "1",
                "templateId": "<<templateID_2>>"
            }
        ]
    }
],
"status": "sent",
"emailSubject":"Please Sign this Document"}

Answer 1

试试这个：（摘自吉尔的 Composite Template Blog Post）

{

    "emailSubject": "Please sign your lease agreement.",
    "emailBlurb": "Each tenant must sign individual lease.",
    "status": "sent",
    "compositeTemplates": [{
        "document": {
        "documentId": "1",
        "name": "Property-A",
        "fileExtension": "pdf",
        "documentBase64": "JVBERi...NCg=="
        }
    },
    {
        "serverTemplates": [{
        "sequence": "1",
        "templateId": "E5577130-xxxx-xxxx-xxxx-95DD79644971"
        }],
        "inlineTemplates": [{
        "recipients": {
            "signers": [{
            "email": "wile.e.coyote@example.com",
            "name": "Wile E. Coyote",
            "roleName": "Tenant"
            }]
        },
        "sequence": "2"
        }]
    },
    {
        "serverTemplates": [{
        "sequence": "1",
        "templateId": "E5577130-xxxx-xxxx-xxxx-95DD79644971"
        }],
        "inlineTemplates": [{
        "recipients": {
            "signers": [{
            "email": "hunter_of_rabbits@example.com",
            "name": "Elmer Fudd",
            "roleName": "Tenant"
            }]
        },
        "sequence": "2"
        }]
    }
    ]
}

Answer 2

下面的 JSON 正文允许我创建一个包含两个文档的信封，每个文档分配给不同的模板。我确实必须为每个复合项目定义收件人信息，但 DocuSign 认识到他们是同一个人，并且他们能够在一个会话中签署两个文档。

该博客 (https://www.docusign.com/blog/dsdev-why-use-composite-templates) 帮助描述了复合信封的结构，这是一个很大的帮助。

{
"compositeTemplates": [
    {
        "compositeTemplateId": "1",
        "document": {
            "documentBase64": "<<BinaryDataA>>",
            "documentId": "1",
            "fileExtension": "pdf",
            "name": "Test Document A"
        },
        "serverTemplates": [
            {
                "sequence": "1",
                "templateId": "<<TemplateIDA>>"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": "1",
                "recipients": {
                    "signers": [
                        {
                            "email": "<<recipient_A_Email>>",
                            "name": "<<recipient_A_Name>>",
                            "recipientId": "1",
                            "roleName": "Client A",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_B_Email>>",
                            "name": "<<recipient_B_Name>>",
                            "recipientId": "2",
                            "roleName": "Client B",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_C_Email>>",
                            "name": "<<recipient_C_Name>>",
                            "recipientId": "3",
                            "roleName": "Internal Review",
                            "routingOrder":"2"
                        }
                    ]
                }
            }
        ]
    },
    {
        "compositeTemplateId": "2",
        "document": {
            "documentBase64": "<<BinaryDataB>>",
            "documentId": "2",
            "fileExtension": "pdf",
            "name": "Test Document B"
        },
        "serverTemplates": [
            {
                "sequence": "1",
                "templateId": "<<TemplateIDB>>"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": "1",
                "recipients": {
                    "signers": [
                        {
                            "email": "<<recipient_A_Email>>",
                            "name": "<<recipient_A_Name>>",
                            "recipientId": "1",
                            "roleName": "Client A",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_B_Email>>",
                            "name": "<<recipient_B_Name>>",
                            "recipientId": "2",
                            "roleName": "Client B",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_C_Email>>",
                            "name": "<<recipient_C_Name>>",
                            "recipientId": "3",
                            "roleName": "Internal Review",
                            "routingOrder":"2"
                        }
                    ]
                }
            }
        ]
    }
],
"status": "sent",
"emailSubject":"Please Sign this Document",
"emailBlurb":"This is a test email blurb"}

在复合模板上组合签名者任务

Combining Signer Tasks on Composite Template

docusignapi