Question

将docusign用于salesforce。发送带有标签的工作文件以便签名。我正在尝试为不同的签名者添加笔记，

示例：签名者1 =请在签字前检查资金签名者2 =请检查场地

以下是代码

{!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")} 

//********* Option Declarations (Do not modify )*********// 
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES=''; 
//*************************************************// 

//DocuSign Template
var DST=''; 
//Adding Notes & Attachments
var LA='1';
//Custom Recipient List
var CRL='Email~test_1@gmail.com;FirstName~user;LastName~1;Role~Signer 1;RoutingOrder~1,Email~test_2@gmail.com;LastName~user2;Role~Signer 2;RoutingOrder~2,LoadDefaultContacts~1';
//Custom Contact Role Map
var CCRM='Signer 1~Signer 1;Signer 2~Signer 2';
//Custom Contact Type Map
var CCTM='Signer 1~Signer 1;Signer 2~Signer 2';
//Custom Email Subject
var CES='{!CustomObject__c.Id} - Please eSign Vocus Sales Agreement';
//Custom Email Message
var CEM='I am sending you this request for your electronic signature, please review and electronically sign by following the link below.';
//Custom Envelop from Docusign
var DST = '00000000-33F0-4A8C-A8B2-00000000000';
var CCNM = 'Signer 1~please check the funds before signing,Signer 2~please check the venue';


//********* Page Callout (Do not modify) *********// 
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!CustomObject__c.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
//*******************************************//

但是我无法获得签名者的笔记。任何人都可以帮助我理解我是如何实现它的。

提前感谢您的帮助。

Answer 1

您可以通过更新 CRL 参数为一个或多个收件人添加备注，以使用 RecipientNote 关键字指定备注。例如：

var CRL='Email~test_1@gmail.com;FirstName~user;LastName~1;Role~Signer 1;RoutingOrder~1;RecipientNote~Hello Signer 1,Email~test_2@gmail.com;LastName~user2;Role~Signer 2;RoutingOrder~2;RecipientNote~Hello Signer 2,LoadDefaultContacts~1';

有关 RecipientNote 的详细信息，请参阅DocuSign for Salesforce管理指南中的 CRL 参数说明（第27-29页：https://www.docusign.com/sites/default/files/DocuSign_for_Salesforce_Administrator_Guide.pdf）。除此之外，它还描述了如何在注释中包含逗号，分号和换行符：

The other fields are strings and must not contain either ‘,’ 
(comma) or ‘;’ (semicolon), since those two characters 
are used to parse the CRL string. Since commas and 
semicolons could be used in the RecipientNote, you can 
specify _COMMA_ or _SEMI_ to embed a ‘,’ or ‘;’ in the 
note. ‘\\n’ can be used to embed a carriage return in the 
note.

不同签名者DocuSign for Salesforce的注释

1 个答案: