DocuSign PDF 表单字段转换:缺少 DateSigned

DocuSign PDF form field transformation: missing DateSigned

我正在使用 DocuSign REST API CreateEnvelope。

我有一个包含表单字段的 PDF,我必须将其上传到 DocuSign。

我正在使用 PDF 表单字段转换将 PDF 字段转换为 DocuSign 选项卡并将它们分配给不同的签名者。

这适用于签名和首字母字段,但我在文档中看不到任何 DateSigned 选项卡。

注意 PDF 表单字段的名称与相应 DocuSign 选项卡的 tabLabel 值完全匹配。

这是 JSON 有效载荷:

{
    "attachments": [],
    "compositeTemplates": [
        {
            "document": {
                "documentBase64": "...",
                "documentFields": [],
                "documentId": "1",
                "matchBoxes": [],
                "name": "E54.000003631.000009458.0000001.pdf",
                "transformPdfFields": "true"
            },
            "inlineTemplates": [
                {
                    "documents": [],
                    "recipients": {
                        "agents": [],
                        "carbonCopies": [],
                        "certifiedDeliveries": [],
                        "editors": [],
                        "inPersonSigners": [],
                        "intermediaries": [],
                        "signers": [
                            {
                                "customFields": [],
                                "documentVisibility": [],
                                "email": "[replace this with a valid email]",
                                "excludedDocuments": [],
                                "name": "Recip_2",
                                "recipientAttachments": [],
                                "recipientId": "2",
                                "recipientSignatureProviders": [],
                                "routingOrder": "1",
                                "signingGroupUsers": [],
                                "socialAuthentications": [],
                                "tabs": {
                                    "approveTabs": [],
                                    "checkboxTabs": [],
                                    "companyTabs": [],
                                    "dateSignedTabs": [
                                        {
                                            "documentId": "1",
                                            "recipientId": "2",
                                            "tabLabel": "S2_DocuSignDateSigned"
                                        }
                                    ],
                                    "dateTabs": [],
                                    "declineTabs": [],
                                    "emailAddressTabs": [],
                                    "emailTabs": [],
                                    "envelopeIdTabs": [],
                                    "firstNameTabs": [],
                                    "formulaTabs": [],
                                    "fullNameTabs": [],
                                    "initialHereTabs": [
                                        {
                                            "documentId": "1",
                                            "recipientId": "2",
                                            "tabLabel": "S2_DocuSignInitialHere"
                                        }
                                    ],
                                    "lastNameTabs": [],
                                    "listTabs": [],
                                    "noteTabs": [],
                                    "numberTabs": [],
                                    "radioGroupTabs": [],
                                    "signerAttachmentTabs": [],
                                    "signHereTabs": [
                                        {
                                            "documentId": "1",
                                            "recipientId": "2",
                                            "tabLabel": "PdfField_5"
                                        }
                                    ],
                                    "ssnTabs": [],
                                    "textTabs": [],
                                    "titleTabs": [],
                                    "viewTabs": [],
                                    "zipTabs": []
                                }
                            },
                            {
                                "customFields": [],
                                "documentVisibility": [],
                                "email": "[replace this with a valid email]",
                                "excludedDocuments": [],
                                "name": "Recip_1",
                                "recipientAttachments": [],
                                "recipientId": "1",
                                "recipientSignatureProviders": [],
                                "signingGroupUsers": [],
                                "socialAuthentications": [],
                                "tabs": {
                                    "approveTabs": [],
                                    "checkboxTabs": [],
                                    "companyTabs": [],
                                    "dateSignedTabs": [
                                        {
                                            "documentId": "1",
                                            "recipientId": "1",
                                            "tabLabel": "PdfField_3_DocuSignDateSigned"
                                        }
                                    ],
                                    "dateTabs": [],
                                    "declineTabs": [],
                                    "emailAddressTabs": [],
                                    "emailTabs": [],
                                    "envelopeIdTabs": [],
                                    "firstNameTabs": [],
                                    "formulaTabs": [],
                                    "fullNameTabs": [],
                                    "initialHereTabs": [
                                        {
                                            "documentId": "1",
                                            "recipientId": "1",
                                            "tabLabel": "PdfField_2_DocuSignInitialHere"
                                        }
                                    ],
                                    "lastNameTabs": [],
                                    "listTabs": [],
                                    "noteTabs": [],
                                    "numberTabs": [],
                                    "radioGroupTabs": [],
                                    "signerAttachmentTabs": [],
                                    "signHereTabs": [
                                        {
                                            "documentId": "1",
                                            "recipientId": "1",
                                            "tabLabel": "PdfField_1"
                                        }
                                    ],
                                    "ssnTabs": [],
                                    "textTabs": [
                                        {
                                            "documentId": "1",
                                            "recipientId": "1",
                                            "tabLabel": "PdfField_4"
                                        }
                                    ],
                                    "titleTabs": [],
                                    "viewTabs": [],
                                    "zipTabs": []
                                }
                            }
                        ]
                    },
                    "sequence": "1"
                }
            ],
            "serverTemplates": []
        }
    ],
    "documents": [],
    "emailBlurb": "Please review attached document(s) for electronic signature.",
    "emailSubject": "Please review attached document for electronic signature",
    "recipients": {
        "agents": [],
        "carbonCopies": [],
        "certifiedDeliveries": [],
        "editors": [],
        "inPersonSigners": [],
        "intermediaries": [],
        "signers": []
    },
    "status": "sent",
    "templateRoles": []
}

我错过了什么?

感谢您的帮助!

我发现了问题。

初始 PDF(由我们生成的)仅包含签名类型的 PDF 字段。

我们已将 PDF 生成更新为:

  • SignHere 和 InitialHere DocuSign 选项卡的签名类型的 PDF 字段
  • DateSigned 和 Text DocuSign 选项卡的文本类型的 PDF 字段

现在所有 PDF 字段都已正确转换,并且相应的 DocuSign 选项卡已添加到文档中。