我目前正在使用其余的api(... / v2 / accounts / someId / envelopes)来请求用户文档。我的应用程序当前请求具有相应模板的文档,其中大部分数据都是使用templateRoles键预先填充的。当提示用户输入ID时,会再次询问他们已有的信息(姓名,地址等)。我们希望预先填写此信息。
我查看了文档,但idCheckInformationInput的示例都没有使用templateRoles。理想情况下,我们不必更改当前api调用的结构,因为它已经非常成熟且经过了充分测试。我尝试添加idCheckInformationInput键,但ID Check仍然返回空白。
我们目前的电话是:
... / V2 /帐户/ someId /信封
data => {
"allowMarkup":false,
"allowReassign":false,
"allowRecipientRecursion":false,
"asynchronous":false,
"authoritativeCopy":false,
"autoNavigation":false,
"brandId":"xxxx",
"compositeTemplates":null,
"customFields":null,
"emailBlurb":"",
"emailSubject":"Secure Authorization Document",
"enableWetSign":false,
"enforceSignerVisibility":false,
"envelopeIdStamping":false,
"eventNotification":{
"envelopeEvents":[
{
"envelopeEventStatusCode":"completed",
"includeDocuments":false
},
{
"envelopeEventStatusCode":"declined",
"includeDocuments":false
},
{
"envelopeEventStatusCode":"voided",
"includeDocuments":false
}
],
"loggingEnabled":true,
"includeCertificateWithSoap":false,
"includeDocuments":false,
"includeTimeZone":false,
"includeSenderAccountAsCustomField":false,
"recipientEvents":[
],
"requireAcknowledgment":true,
"signMessageWithX509Cert":false,
"soapNameSpace":"",
"url":"xxxx/external/signing/eventnotification",
"useSoapInterface":false
},
"signingLocation":"Online",
"status":"sent",
"templateId":"xxxx",
"templateRoles":[
{
"accessCode":null,
"clientUserId":"xxxx",
"email":"xxxx@xxxx.com",
"emailNotification":null,
"name":"a a a",
"recipientId":"1",
"roleName":"Client",
"tabs":{
"checkboxTabs":[
{
"name":"Checkbox",
"selected":false,
"tabLabel":"ExchangeEtcEmployed"
},{...}
],
"radioGroupTabs":[
],
"textTabs":[
{
"name":"Text",
"tabLabel":"\\*DOB",
"value":"1/1/1980"
}, {...}
]
},
"idCheckConfigurationName": "ID Check $",
"idCheckInformationInput":{ //new key possibly in the wrong spot
"addressInformationInput":{
"addressInformation":{
"street1":"aaa",
"street2":"",
"city":"San Francisco",
"state":"CA",
"zip":"94102"
},
"displayLevelCode":"Editable"
},
"dobInformationInput":{
"dateOfBirth":"1/1/1980",
"displayLevelCode":"Editable"
},
"ssn4InformationInput":{
"ssn4":"4444",
"displayLevelCode":"Editable"
}
}
}
]
}
我还注意到,如果我添加requireIdLookup:true,并关闭docusign侧的标志(manage - > template - > roles - > Identify - > Identity Check = ID Check $)no ID检查显示。让它出现的唯一方法是检查它,它总是返回空。
我最近尝试使用指定格式here,但结果与以前相同:
{
"allowMarkup":false,
"allowReassign":false,
"allowRecipientRecursion":false,
"asynchronous":false,
"authoritativeCopy":false,
"autoNavigation":false,
"brandId":"xxxx",
"compositeTemplates":[
{
"inlineTemplates":[
{
"sequence":"1",
"recipients":{
"signers":[
{
"accessCode":null,
"clientUserId":"xxxx",
"email":"xxx@xxx.com",
"emailNotification":null,
"name":"a a a",
"recipientId":"1",
"roleName":"Client",
"tabs":{
"checkboxTabs":[...],
"radioGroupTabs":[...],
"textTabs":[...]
},
"idCheckInformationInput":{
"addressInformationInput":{
"addressInformation":{
"street1":"aaa",
"street2":"",
"city":"San Francisco",
"state":"CA",
"zip":"94105"
},
"displayLevelCode":"Editable"
},
"dobInformationInput":{
"dateOfBirth":"1/1/1980",
"displayLevelCode":"Editable"
},
"ssn4InformationInput":{
"ssn4":"xxxx",
"displayLevelCode":"Editable"
}
},
"requireIdLookup":true,
"idCheckConfigurationName":"ID Check $"
}
]
}
}
],
"serverTemplates":[
{
"sequence":"1",
"templateId":"xxx"
}
]
}
],
"customFields":null,
"emailBlurb":"",
"emailSubject":"Secure Authorization Document",
"enableWetSign":false,
"enforceSignerVisibility":false,
"envelopeIdStamping":false,
"eventNotification":{...},
"signingLocation":"Online",
"status":"sent",
"templateId":null,
"templateRoles":null
}
虽然我不得不删除roleName,但我能够使用compositeTemplates格式来实现它。将roleName设置为“Client”时,它严格遵循“Client”(收件人和路由模式)模板的Roles部分中定义的内容,并忽略传递的requireIdLookup键以及任何idCheckInfromationInput。删除角色还会阻止任何文档的输入填充选项卡数据 - 考虑到标记是特定于角色的,这是有意义的。
理想情况下,我可以使用templateRoles版本,但我对使用角色的compositeTemplates感到满意。您应该能够在给定模板的角色模式中的Identify列下指定ID Check $,然后在传入idCheckInfromationInput时将ID ID填入。
答案 0 :(得分:0)
在我看来,idCheckInformationInput就在正确的位置,但是你缺少idCheckConfigurationName和requireIdLookup条目。请查看下面的文档摘要和下面的小样本:
"name":"a a a",
"recipientId":"1",
"roleName":"Client",
...
"requireIdLookup" :"true",
"idCheckConfigurationName": "ID Check $",
"idCheckInformationInput": {
"addressInformationInput": {
"addressInformation": {
"street1": "sample string 1",
"street2": "sample string 2",
"city": "sample string 3",
"state": "sample string 4",
"zip": "sample string 5",
"zipPlus4": "sample string 6"
},
"displayLevelCode": "sample string 1",
"receiveInResponse": "sample string 2"
},
答案 1 :(得分:0)