Question

我正在使用docusign-csharp-client在我们的应用程序中启用电子签名。

我有一份PDF，需要客户签名以及销售人员的签名。

我们使用C＃客户端为客户和销售人员执行嵌入式签名过程。使用C＃客户端，我们创建信封，上传要签名的PDF，并将签名者及其信息添加到信封中。一切似乎都在起作用，除非我无法弄清楚如何让签名盒1出现给顾客签名和签名框2以供销售人员签名。

签名框已添加到PDF中。但当双方中的每一方都进入Docusign时，他们中的任何一方都没有签名框。

如何将客户链接到SignatureBox1，将销售人员链接到SignatureBox2？

以下是我为调用Docusign而创建的课程。方法SendContractToDocusign()启动了这个过程。

using System;
using System.Collections.Generic;
using System.IO;
using System.Threading.Tasks;
using Core.Domain.Models;
using Core.Interfaces;
using DocuSign.eSign.Api;
using DocuSign.eSign.Client;
using DocuSign.eSign.Model;
using Configuration = DocuSign.eSign.Client.Configuration;

namespace Infrastructure.Econtract
{
    public class DocuSignContract : IDigitalContract
    {
        private readonly IConfigurationSettings _configurationSettings;

        public DocuSignContract(IConfigurationSettings configurationSettings)
        {
            _configurationSettings = configurationSettings;
            var username = configurationSettings.DocusignUserName;
            var password = configurationSettings.DocusignPassword;
            var integratorKey = configurationSettings.DocusignIntegratorKey;
            var clientRestUrl = configurationSettings.DocusignClientRestUrl;

            var apiClient = new ApiClient(clientRestUrl);
            Configuration.Default.ApiClient = apiClient;

            if (!Configuration.Default.DefaultHeader.ContainsKey("X-DocuSign-Authentication"))
            {
                // configure 'X-DocuSign-Authentication' header
                string authHeader = "{\"Username\":\"" + username + "\", \"Password\":\"" + password + "\", \"IntegratorKey\":\"" + integratorKey + "\"}";
                Configuration.Default.AddDefaultHeader("X-DocuSign-Authentication", authHeader);
            }
        }

        private static string Authenticate()
        {
            var authApi = new AuthenticationApi();
            LoginInformation loginInfo = authApi.Login();

            //user might be a member of multiple accounts
            string accountId = loginInfo.LoginAccounts[0].AccountId;

            return accountId;
        }

        private static Document CreateDocusignDocument(ContractDocument document)
        {
            return new Document
            {
                DocumentBase64 = Convert.ToBase64String(document.Document),
                Name = document.FormCode ?? "DocuSignContract.pdf",
                DocumentId = document.TrackingIdentity.ToString(),
                TransformPdfFields = "false"
            };
        }

        private EnvelopeDefinition CreateEnvelope(Document doc)
        {
            //Set envelope status to "sent" to instruct Docusign to immediately send the signature request upon receipt
            var envDef = new EnvelopeDefinition
            {
                EmailSubject = "[DocuSignContract] - Please eSign this doc",
                Documents = new List<Document> { doc },
                Status = "sent"
            };

            return envDef;
        }

        private static void AddSigners(EnvelopeDefinition envelope, List<ContractSigner> signers)
        {
            envelope.Recipients = new Recipients
            {
                Signers = new List<Signer>()
            };

            signers.ForEach(x => envelope.Recipients.Signers.Add(
                new Signer
                {
                    Name = x.FullName,
                    Email = x.Email,
                    RecipientId = ((int)x.Type).ToString(),
                    ClientUserId = x.UserId
                }
            ));
        }

        private string SendContractToDocusign(string accountId, EnvelopeDefinition envelope, List<ContractSigner> signers)
        {
            if (signers == null) throw new ArgumentNullException(nameof(signers));

            // Use the EnvelopesApi to create and send the signature request
            var envelopesApi = new EnvelopesApi();
            EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envelope);

            return envelopeSummary.EnvelopeId;
        }

        public async Task<byte[]> GetSignedDocument(string envelopeId)
        {
            string accountId = Authenticate();

            var envelopesApi = new EnvelopesApi();
            var docList = await envelopesApi.ListDocumentsAsync(accountId, envelopeId);

            using (var docStream = (MemoryStream)envelopesApi.GetDocument(accountId, envelopeId, docList.EnvelopeDocuments[0].DocumentId))
            {
                return docStream.ToArray();
            }
        }

        public string SendContractToDocusign(ContractDocument contractData, List<ContractSigner> signers)
        {
            //Authenticate with Docusign and get account Id
            string accountId = Authenticate();

            //Create Docusign document from contract
            Document doc = CreateDocusignDocument(contractData);

            //Create an envelope and insert the document
            EnvelopeDefinition envelope = CreateEnvelope(doc);

            //Add signers
            AddSigners(envelope, signers);

            //Send the document to docusign
            var envelopeId = SendContractToDocusign(accountId, envelope, signers);

            return envelopeId;
        }


        public string GetSigningUrl(string envelopeId, ContractSigner signer, string returnUrl)
        {
            //Authenticate with Docusign and get account Id
            string accountId = Authenticate();

            var envelopesApi = new EnvelopesApi();

            var viewOptions = new RecipientViewRequest()
            {
                ReturnUrl = returnUrl,
                ClientUserId = signer.UserId,
                AuthenticationMethod = "Password",
                UserName = signer.FullName,
                Email = signer.Email
            };

            // create the recipient view (aka signing URL)
            ViewUrl recipientView = envelopesApi.CreateRecipientView(accountId, envelopeId, viewOptions);

            return recipientView.Url;
        }
    }

}

Answer 1

如果您使用表单字段的PDF并希望DocuSign自动将您的PDF表单字段转换为DocuSign标签，那么您需要使用DS标准表单字段名称创建PDF。 PDF Transform Standards将帮助您了解PDF表单字段名称应该是什么。

另外，要自动将PDF字段转换为DS标签，您需要添加TransformPdfFields = true，这告诉DocuSign将PDF字段转换为DS标签。

或者如果您没有使用上述描述方式，则需要使用锚点字符串或X / Y位置添加DS选项卡。 DS在Recipes

处提供了食谱

将特定用户分配给Docusign中的签名块

1 个答案: