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。
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。