Docusign API：选项卡错误地应用于其他文档和字段

Question

我一直在使用Docusign的API处理我公司的项目。目的是允许对文档进行数字签名，从而使业务流程付诸实践。最近，我添加了第三个文档，当选中一个复选框时，第三个文档被添加到要签名的信封中（这是acc = True进入的位置。但是，问题是，专门为此在第三个文档中，在定位字符串所在的其他文档上的任何位置，都将放置字段，从而导致制表符不仅会转到非预期字段，还会指向非预期文档上的意外字段。

在所有选项卡中，我都设置了值anchor_match_whole_word = 'true'，在第三个文档的选项卡中，我都设置了值document_id = '3'。下面是我的代码：

    signer1 = docusign.Signer(email = myClient.email, name = myClient.ainame, recipient_id = '1')
    signer2 = docusign.Signer(email = "myEmail@gmail.com", name = "Sam Sampleton", recipient_id = '2')

    sign_here1 = docusign.SignHere(document_id = '1', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = "Signature of individual authorized to act on behalf of customer", anchor_x_offset = ".2", anchor_y_offset = "1.25", anchor_units = "cms", tab_label = "Signature of individual authorized to act on behalf of customer",)

    sign_here2 = docusign.SignHere(document_id = '2', recipient_id = '1', anchor_horizontal_alignment = 'right', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = "Customer Signature", anchor_x_offset = ".5", anchor_y_offset = ".5", anchor_units = "cms", tab_label = "Customer Signature",)


    sign_here3 = docusign.SignHere(document_id = '2', recipient_id = '2', anchor_horizontal_alignment = 'right', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = "Employee Signature", anchor_x_offset = ".5", anchor_y_offset = ".5", anchor_units = "cms", tab_label = "Employee Signature",)

    if acc == True:
        sign_here4 = docusign.SignHere(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Authorized Customer Signature', anchor_x_offset = '.05', anchor_y_offset = '-.5', anchor_units = 'cms', tab_label = "Authorized Customer Signature")

        sign_here5 = docusign.SignHere(document_id = '3', recipient_id = '2', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Authorized Mitech Partners Signature', anchor_x_offset = '1', anchor_y_offset = '-1', anchor_units = 'cms', tab_label = "Authorized Mitech Partners Signatures")

        cust_name = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Customer Name (Legal Name)', anchor_x_offset = '-.25', anchor_y_offset = '.35', anchor_units = 'cms', tab_label = 'Customer Name (Legal Name)')

        business_address = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Business Street Address:', anchor_x_offset = '-.25', anchor_y_offset = '.35', anchor_units = 'cms', tab_label = 'Business Street Address')

        suite = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Suite#', anchor_x_offset = '-.25', anchor_y_offset = '.35', anchor_units = 'cms', tab_label = 'Suite#')

        city = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'City:', anchor_x_offset = '-.25', anchor_y_offset = '.35', anchor_units = 'cms', tab_label = 'City')

        state = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'State:', anchor_x_offset = '-.25', anchor_y_offset = '.35', anchor_units = 'cms', tab_label = 'State')

        zip_code = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Zip:', anchor_x_offset = '-.25', anchor_y_offset = '.35', anchor_units = 'cms', tab_label = 'Zip Code')

        contact_name = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Customer Contact Name:', anchor_x_offset = '-.25', anchor_y_offset = '.35', anchor_units = 'cms', tab_label = 'Customer Contact Name')

        contact_phone = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Customer Phone:', anchor_x_offset = '-.25', anchor_y_offset = '.35', anchor_units = 'cms', tab_label = 'Customer Phone Number')

        extension = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Extension:', anchor_x_offset = '-.25', anchor_y_offset = '.35', anchor_units = 'cms', tab_label = 'Extension')

        fax = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Fax:', anchor_x_offset = '-.25', anchor_y_offset = '.35', anchor_units = 'cms', tab_label = 'Fax:')

        alternate_phone = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Alternate Phone:', anchor_x_offset = '-.25', anchor_y_offset = '.35', anchor_units = 'cms', tab_label = 'Alternate Phone')

        email_address = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Email:', anchor_x_offset = '-.25', anchor_y_offset = '.35', anchor_units = 'cms', tab_label = 'Customer Email')

        cust_print = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Printed Name', anchor_x_offset = '-.2', anchor_y_offset = '-.4', anchor_units = 'cms', tab_label = 'Authorized Customer Printed Name')

        cust_title = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Title', anchor_x_offset = '-.2', anchor_y_offset = '-.4', anchor_units = 'cms', tab_label = 'Authorized Customer Title')

        cust_date_signed = docusign.Text(document_id = '3', recipient_id = '1', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Date Signed', anchor_x_offset = '-.1', anchor_y_offset = '-.4', anchor_units = 'cms', tab_label = 'Customer Sign Date')

        ln_name = docusign.Text(document_id = '3', recipient_id = '2', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Printed Name', anchor_x_offset = '-.2', anchor_y_offset = '-.4', anchor_units = 'cms', tab_label = 'Employee Printed Name')

        ln_title = docusign.Text(document_id = '3', recipient_id = '2', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Title', anchor_x_offset = '-.2', anchor_y_offset = '-.4', anchor_units = 'cms', tab_label = 'Employee Title')

        ln_date_signed = docusign.Text(document_id = '3', recipient_id = '2', anchor_horizontal_alignment = 'left', anchor_ignore_if_not_present = 'false', anchor_match_whole_word = 'true', anchor_string = 'Date Signed', anchor_x_offset = '-.1', anchor_y_offset = '-.4', anchor_units = 'cms', tab_label = 'My Company Date Signed')

    if acc == True:
        tabs1 = docusign.Tabs(sign_here_tabs = [sign_here1, sign_here2, sign_here4], text_tabs = [cust_name, business_address, suite, city, state, contact_name, contact_phone, extension, fax, alternate_phone, email_address, cust_print, cust_title], date_signed_tabs = [cust_date_signed])
        tabs2 = docusign.Tabs(sign_here_tabs = [sign_here3, sign_here5], text_tabs = [ln_name, ln_title], date_signed_tabs = [ln_date_signed])
    else:
        tabs1 = docusign.Tabs(sign_here_tabs = [sign_here1, sign_here2])
        tabs2 = docusign.Tabs(sign_here_tabs = [sign_here3])

    signers = []
    signer1.tabs = tabs1
    signer2.tabs = tabs2
    signers.append(signer1)
    signers.append(signer2)

    recipients = docusign.Recipients(signers = signers)

    envelope_definition = docusign.EnvelopeDefinition(email_subject = "Please Sign the Following Documents", email_blurb = "Please sign the following documents to complete the process!" )

    with open(pdfpath1, 'rb') as signfile1, open(pdfpath2, 'rb') as signfile2, open(pdfpath3, 'rb') as signfile3:
        file_data1 = signfile1.read()
        doc = docusign.Document()
        base64_doc = base64.b64encode(file_data1).decode('utf-8')
        doc.document_base64 = base64_doc
        doc.name = "Info.pdf"

        doc.document_id = '1'
        file_data2 = signfile2.read()
        doc2 = docusign.Document()
        base64_doc2 = base64.b64encode(file_data2).decode('utf-8')
        doc2.document_base64 = base64_doc2
        doc2.name = "ServiceAgreement.pdf"
        doc2.document_id = '2'
        if acc == True:
            file_data3 = signfile3.read()
            doc3 = docusign.Document()
            base64_doc3 = base64.b64encode(file_data3).decode('utf-8')
            doc3.document_base64 = base64_doc3
            doc3.name = "ACC.pdf"
            doc3.document_id = '3'
            envelope_definition.documents = [doc, doc2, doc3]
        else:
            envelope_definition.documents = [doc, doc2]
    envelope_definition.recipients = recipients
    envelope_definition.status = 'sent'


    auth_api = AuthenticationApi()
    envelopes_api = EnvelopesApi()
    try:
        login_info = auth_api.login()
        login_accounts = login_info.login_accounts
        base_url, _ = login_accounts[0].base_url.split('/v2')
        api_client.host = base_url
        docusign.configuration.api_client = api_client

        envelope_summary = envelopes_api.create_envelope(login_accounts[0].account_id, envelope_definition=envelope_definition)
        print(envelope_summary)
        return 1
    except ApiException as e:
        raise Exception("Exception when calling DocuSign API: %s" % e)
    except Exception as e:
        print(e)

我希望将所有选项卡放置在适当位置的适当文档中，因为在添加第三个文档之前我没有遇到这个问题。但是，Title和Printed Name一样出现在每个单词所在的文档中。 Printed Name和Title和Date Signed标签都同时出现在客户的印刷名称字段（标记为“印刷名称”）上。此外，带有Customer Signature的文档中sign_here2的{​​{1}}字段显示在document_id='2'选项卡旁边。我在这里做什么错了？

Answer 1

TL; DR-要求您的DocuSign技术联系人或客户服务将您的帐户的Anchor Scope设置更新为document，一切就绪。

详细信息

锚文本搜索系统在信封中的所有文档中查找均被视为“功能”。

DocuSign具有帐户级别的设置，可以将帐户的Anchor Scope设置从whole envelope更改为document。如果设置为document，则documentId将用于确定要搜索的锚字符串的文档。

只能由DocuSign更改设置。请与客户支持联系以进行更改。

使用锚文本的另一种模式是向文档添​​加其他文本。例如，/sn1/标记第一个签名者的签名标签应该去的地方。

由于我们不想在文档本身中看到丑陋的文本字符串/sn1/，因此常见的解决方法是为字符串/sn1/使用白色，这样就不会在页面上看到。

如果可能有使用屏幕阅读器的签名者，则可以将其拼写出来，因为屏幕阅读器将忽略文本的颜色。例如/signer 1 signature area/之类的东西（但请务必进行测试，有时空格会更改为PDF中的其他字符，而文本将不匹配。）

更新

我已经提交了DocuSign内部增强请求EC-1150，以便可以通过API设置范围。如果您希望从此增强功能中受益，请要求您的DocuSign技术或业务联系人将组织的信息添加到故障单中。