我想知道是否有办法使用DocuSign API通过电子邮件将文档的副本发送给不是如何签署文档的人。
实际上我们正在寻找嵌入式解决方案。所以我发送ClientUserId以避免发送电子邮件。但我需要将签名文件发送给另一个人。
有没有办法从API中做到这一点？
感谢。
更新
我发送这个Json :(使用compositeTemplates）
{
"compositeTemplates": [{
"compositeTemplateId": "1",
"inlineTemplates": [{
"recipients": {
"carbonCopies": [{
"email": "mauriciotaranto@test.com",
"name": "CC Name",
"recipientId": "3",
"emailNotification": {
"emailBody":"email text",
"emailSubject":"Completed!!!! this is custom",
"supportedLanguage":"en"
},
}],
"signers": [{
"email": "mauriciotaranto@test.com",
"name": "A Name",
"recipientId": "1",
"roleName": "Participant A"
}],
"Tabs":{
"TextTabs":[
{
"TabLabel":"PreferredPhoneNumber",
"Value":"001234567"
},
{
"TabLabel":"AlternatePhoneNumber",
"Value":"001234567"
},
{
"TabLabel":"BirthMM",
"Value":"04"
},
{
"TabLabel":"BirrthDD",
"Value":"18"
},
{
"TabLabel":"BirrthYY",
"Value":"1981"
},
{
"TabLabel":"DentalSchool",
"Value":"DentalSchool"
},
{
"TabLabel":"MedicalSchool",
"Value":"MedicalSchool"
},
{
"TabLabel":"OmsResidency",
"Value":"OmsResidency"
},
{
"TabLabel":"Intership",
"Value":"Intership"
},
{
"TabLabel":"Fellowship",
"Value":"Fellowship"
},
{
"TabLabel":" {",
"Value":"TrainingArea"
},
],
"RadioGroupTabs": [{
"groupName": "RadioPhone",
"radios": [{
"selected": true,
"value": "Radio2"
}],
},
{
"groupName": "AlternatePhoneNumber",
"radios": [{
"selected": true,
"value": "Radio1"
}],
},
{
"groupName": "MemberShip",
"radios": [{
"selected": true,
"value": "Radio2"
}],
},
{
"groupName": "RiskManagement",
"radios": [{
"selected": true,
"value": "Radio2"
}],
}],
"checkboxTabs": [{
"TabLabel": "SuffixDDS",
"selected": true,
},
{
"TabLabel": "SuffixMD",
"selected": true,
},
],
},
},
"sequence": "2"
}],
"serverTemplates": [{
"sequence": "1",
"templateId": "07a2484d-c144-4ad6-a218-85b96bcea4ca"
}]
}],
"emailSubject": "Test flow with CC",
"status": "sent"
}
问题是，现在当我收到电子邮件签署文件时，我看不到任何字段。并允许用户拖放字段。不确定我做错了什么。我收到了文件签名后的电子邮件。
感谢。
答案 0 :(得分：3)
您可以在路由顺序中将该用户添加为CC recipient，如果此用户需要在所有签名者完成对文档的签名后收到电子邮件，那么最后添加此CC recipient在路由顺序中。
DS Docs详细介绍了如何使用API在信封中添加CC收件人。示例JSON：
{
"compositeTemplates": [{
"compositeTemplateId": "1",
"inlineTemplates": [{
"recipients": {
"carbonCopies": [{
"email": "mauriciotaranto@test.com",
"name": "CC Name",
"recipientId": "3",
"emailNotification": {
"emailBody": "email text",
"emailSubject": "Completed!!!! this is custom",
"supportedLanguage": "en"
}
}],
"signers": [{
"email": "mauriciotaranto@test.com",
"name": "A Name",
"recipientId": "1",
"roleName": "Participant A",
"Tabs": {
"TextTabs": [{
"TabLabel": "PreferredPhoneNumber",
"Value": "001234567"
},
{
"TabLabel": "AlternatePhoneNumber",
"Value": "001234567"
},
{
"TabLabel": "BirthMM",
"Value": "04"
},
{
"TabLabel": "BirrthDD",
"Value": "18"
},
{
"TabLabel": "BirrthYY",
"Value": "1981"
},
{
"TabLabel": "DentalSchool",
"Value": "DentalSchool"
},
{
"TabLabel": "MedicalSchool",
"Value": "MedicalSchool"
},
{
"TabLabel": "OmsResidency",
"Value": "OmsResidency"
},
{
"TabLabel": "Intership",
"Value": "Intership"
},
{
"TabLabel": "Fellowship",
"Value": "Fellowship"
},
{
"TabLabel": " {",
"Value": "TrainingArea"
}],
"RadioGroupTabs": [{
"groupName": "RadioPhone",
"radios": [{
"selected": true,
"value": "Radio2"
}],
},
{
"groupName": "AlternatePhoneNumber",
"radios": [{
"selected": true,
"value": "Radio1"
}],
},
{
"groupName": "MemberShip",
"radios": [{
"selected": true,
"value": "Radio2"
}],
},
{
"groupName": "RiskManagement",
"radios": [{
"selected": true,
"value": "Radio2"
}],
}],
"checkboxTabs": [{
"TabLabel": "SuffixDDS",
"selected": true,
},
{
"TabLabel": "SuffixMD",
"selected": true,
},
]
}
}]
},
"sequence": "2"
}],
"serverTemplates": [{
"sequence": "1",
"templateId": "07a2484d-c144-4ad6-a218-85b96bcea4ca"
}]
}],
"emailSubject": "Test flow with CC",
"status": "sent"
}