Question

尝试从模板创建信封时遇到问题。我无法为模板角色添加身份验证选项，如果我是从模板创建的，我无法使用收件人（我可以添加身份验证选项）。

{
"status": "sent",
"emailBlurb": "testing creation from template",
"emailSubject": "Please sign this template",
"templateId": "3f35473e-884a-4jf2-a9b5-19eahc4a9b8f",
"templateRoles": [{
        "name": "Lllll",
        "email": "l@someplace.com",
        "roleName": "Signer 1",
        "clientUserId": "1000",
        "inPersonSignerName": "John Jay",
        "routingOrder": "1",
        "requireIdLookUp": "true",
        "idCheckConfigurationName": "SMS Auth $",
        "smsAuthentication": {
            "senderProvidedNumbers": ["+376636355"]
        }}, {
            "name": "Jjj",
            "email": "j@someplace.com",
            "roleName": "Signer 2",
            "clientUserId": "2000",
            "routingOrder": "2"
        }, {
            "name": "Zzzzzz",
            "email": "z@someplace.com",
            "roleName": "Signer 3",
            "clientUserId": "3000",
            "routingOrder": "3"
        }
        ],
        "customFields": {
            "textCustomFields": [{
                    "value": "3489y333n",
                    "required": "false",
                    "show": "false",
                    "name": "##SFContract"
                }
            ]
        },
        "eventNotification": {
            "RecipientEvents": [{
                    "recipientEventStatusCode": "Completed"
                }, {
                    "recipientEventStatusCode": "sent"
                }, {
                    "recipientEventStatusCode": "delivered"
                }, {
                    "recipientEventStatusCode": "declined"
                }
            ],
            "EnvelopeEvents": [{
                    "envelopeEventStatusCode": "Delivered"
                }, {
                    "envelopeEventStatusCode": "completed"
                }, {
                    "envelopeEventStatusCode": "sent"
                }, {
                    "envelopeEventStatusCode": "Declined"
                }
            ]
        },
    }
    '

这会创建信封，但不会显示身份验证屏幕。

有解决方法吗？您是否能够从模板创建信封并添加身份验证？我一直认为复合模板可能会有所帮助，但文档和示例很少。

谢谢！

Answer 1

您必须使用CompositeTemplates，这样可以在从模板创建信封时提供更大的灵活性。

以下示例应该有效。链接到documentation

POST / v2 / accounts / {accountId} / envelope

{
    "status": "sent",
    "emailBlurb": "testing creation from template",
    "emailSubject": "Please sign this template",
    "compositeTemplates": [
        {
            "serverTemplates": [
                {
                    "sequence": "1",
                    "templateId": "3f35473e-884a-4jf2-a9b5-19eahc4a9b8f"
                }
            ],
            "inlineTemplates": [
                {
                    "sequence": "1",
                    "recipients": {
                        "signers": [
                            {
                                "name": "Lllll",
                                "email": "l@someplace.com",
                                "roleName": "Signer 1",
                                "recipientId": "1",
                                "clientUserId": "1000",
                                "inPersonSignerName": "John Jay",
                                "requireIdLookUp": "true",
                                "idCheckConfigurationName": "SMS Auth $",
                                "smsAuthentication": {
                                    "senderProvidedNumbers": [ "+376636355" ]
                                }
                            },
                            {
                                "name": "Jjj",
                                "email": "j@someplace.com",
                                "roleName": "Signer 2",
                                "clientUserId": "2000",
                                "routingOrder": "2",
                                "recipientId": "2"
                            },
                            {
                                "name": "Zzzzzz",
                                "email": "z@someplace.com",
                                "roleName": "Signer 3",
                                "clientUserId": "3000",
                                "routingOrder": "3",
                                "recipientId": "3"
                            }
                        ]
                    },
                    "customFields": {
                        "textCustomFields": [
                            {
                                "value": "3489y333n",
                                "required": "false",
                                "show": "false",
                                "name": "##SFContract"
                            }
                        ]
                    },
                }
            ]
        }
    ],
    "eventNotification": {
        "RecipientEvents": [
            { "recipientEventStatusCode": "Completed" },
            { "recipientEventStatusCode": "sent" },
            { "recipientEventStatusCode": "delivered" },
            { "recipientEventStatusCode": "declined" }
        ],
        "EnvelopeEvents": [
            { "envelopeEventStatusCode": "Delivered" },
            { "envelopeEventStatusCode": "completed" },
            { "envelopeEventStatusCode": "sent" },
            { "envelopeEventStatusCode": "Declined" }
        ]
    }
}

Answer 2

使用@CodingDawg的答案作为基础（谢谢），我让JSON像这样工作：

{
"status": "sent",
"emailBlurb": "testing creation from template",
"emailSubject": "Please sign this template",
"compositeTemplates": [{
        "serverTemplates": [{
                "sequence": "1",
                "templateId": "3f35423e-884a-4bf2-a9b5-19eaac4a5b8f"
            }
        ],
        "inlineTemplates": [{
                "sequence": "1",
                "recipients": {
                    "inPersonSigners": [{
                            "name": "LLLLL",
                            "email": "LLLL@some.com",
                            "hostemail": "LLLLL@some.com",
                            "hostname": "LLLLLL",
                            "roleName": "Signer 1",
                            "recipientId": "1",
                            "clientUserId": "1000",
                            "signerName": "John Signer",
                            "signerEmail": "jsigner@ds.com",
                            "requireIdLookUp": "true",
                            "idCheckConfigurationName": "SMS Auth $",
                            "smsAuthentication": {
                                "senderProvidedNumbers": ["+34676363577"]
                            }
                        }
                    ],
                    "signers": [{
                            "name": "VVVVVVV",
                            "email": "v@onecompany.com",
                            "roleName": "Signer 2",
                            "clientUserId": "2000",
                            "routingOrder": "2",
                            "recipientId": "2"
                        }, {
                            "name": "ZZZZZ",
                            "email": "z@onecompany.com",
                            "roleName": "Signer 3",
                            "clientUserId": "3000",
                            "routingOrder": "3",
                            "recipientId": "3"
                        }
                    ]
                },
                "customFields": {
                    "textCustomFields": [{
                            "value": "8009E0000006Qu5QAJ",
                            "required": "false",
                            "show": "false",
                            "name": "##SFContract"
                        }
                    ]
                },
            }
        ]
    }
],
"eventNotification": {
    "RecipientEvents": [{
            "recipientEventStatusCode": "Completed"
        }, {
            "recipientEventStatusCode": "sent"
        }, {
            "recipientEventStatusCode": "delivered"
        }, {
            "recipientEventStatusCode": "declined"
        }
    ],
    "EnvelopeEvents": [{
            "envelopeEventStatusCode": "Delivered"
        }, {
            "envelopeEventStatusCode": "completed"
        }, {
            "envelopeEventStatusCode": "sent"
        }, {
            "envelopeEventStatusCode": "Declined"
        }
    ]
}

}

这将为您提供一个模板和SMS Auth。

的信封

这个JSON的问题在于，在完成路由命令的第一部分后，第二个和第三个签名者没有收到他们的电子邮件。 I've asked another question about that

由于

API中的Auth选项从模板创建信封

2 个答案: