Question

是否有必要向收件人发送电子邮件以使用标签填充模板？

目前我创建了一个status=sent的信封，显然会将填好的文件发送给收件人。我不想在创建时发送文档。

如果我使用status=created预览只显示空文档。模板未填充选项卡而不发送。

如何预览，但未发送电子邮件。当我想我准备好的时候发送。总的来说，收件人只需通过电子邮件签署他们的文件。

{
"emailSubject": "DocuSign: Multi Document",
"status": "sent",
"eventNotification": {
    "url": "http://fake.com",
    "envelopeEvents": [
        {
            "envelopeEventStatusCode": "Completed"
        }
    ],
    "recipientEvents": [
        {
            "recipientEventStatusCode": "Completed"
        }
    ]
},
"brandId": "11111-my-brand-id---1111",
"compositeTemplates": [
    {
        "serverTemplates": [
            {
                "sequence": 1,
                "templateId": "myTemplate-id-1"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": 1,
                "recipients": {
                    "signers": [
                        {
                            "email": "adv+docusign@test.test",
                            "name": "Dev",
                            "recipientId": 1,
                            "roleName": "Advisor",
                            "tabs": {
                                "textTabs": [
                                    {
                                        "tabLabel": "Subscription_Amount",
                                        "value": "100000",
                                        "documentId": 1
                                    }
                                ],
                                "radioGroupTabs": []
                            }
                        }
                    ]
                }
            }
        ]
    },
    {
        "serverTemplates": [
            {
                "sequence": 2,
                "templateId": "myTemplate-id-2"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": 2,
                "recipients": {
                    "signers": [
                        {
                            "email": "adv+docusign@test.test",
                            "name": "Dev",
                            "recipientId": 1,
                            "roleName": "Advisor",
                            "tabs": {
                                "textTabs": [
                                    {
                                        "tabLabel": "Subscription_Amount",
                                        "value": "100000",
                                        "documentId": 1
                                    }
                                ],
                                "radioGroupTabs": []
                            }
                        }
                    ]
                }
            }
        ]
    },
    {
        "serverTemplates": [
            {
                "sequence": 3,
                "templateId": "myTemplate-id-3"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": 3,
                "recipients": {
                    "signers": [
                        {
                            "email": "other+docusign@test.test",
                            "name": "Dev",
                            "recipientId": 1,
                            "roleName": "Other",
                            "tabs": {
                                "textTabs": [
                                    {
                                        "tabLabel": "Subscription_Amount",
                                        "value": "100000",
                                        "documentId": 1
                                    }
                                ],
                                "radioGroupTabs": []
                            }
                        }
                    ]
                }
            }
        ]
    }
]}

发送（短版）

{
   emailSubject: 'DocuSign: Multi Document',
   status: 'sent',
   eventNotification:
    exports {
      url: 'https://host/o/fsg11/hook',
      envelopeEvents: [ [Object] ],
      recipientEvents: [ [Object] ] },
   brandId: 'brand-id',
   compositeTemplates:
    [ { serverTemplates: [Object], inlineTemplates: [Object] },
      { serverTemplates: [Object], inlineTemplates: [Object] },
      { serverTemplates: [Object], inlineTemplates: [Object] } ] 
}

接收

{
    envelopeId: 'envelope-id',
    status: 'sent',
    statusDateTime: '2017-06-13T01:10:08.3100000Z',
    uri: '/envelopes/envelope-id'
}

Answer 1

请确保tabLabel，recipientId和documentId与服务器模板值匹配。一旦这些值正确，就应该成功创建选项卡。

您可以使用listTemplateDocuments＆amp;＆amp ;; listTemplateRecipients apis。

documentId

获取https://demo.docusign.net/v2/accounts/ {accountId} / templates / {templateId} / documents

tabLabel ， recipientId

获取https://demo.docusign.net/v2/accounts/ {accountId} / templates / {templateId} /收件人？include_tabs = true

正在预览可能的复合文档而不通过eMail发送

1 个答案: