Question

我想要在Docusign帐户中配置的docusign模板，并将其与从Salesforce获取的PDF合并。

我尝试对方法-CreateEnvelopeFromTemplatesAndForms和CreateEnvelopeFromTemplates分别使用复合模板和模板参考。这两种方法都不起作用，添加文档时出现以下错误。第一种选择-CreateEnvelopeFromTemplates

DocuSignAPI.TemplateReference temRef_PromissoryNote = new DocuSignAPI.TemplateReference();
                    temRef_PromissoryNote.TemplateLocation = 'PDFMetaData';
                    temRef_PromissoryNote.Template = 'templateIdExample'; //it fetches the template from DS

DocuSignAPI.TemplateReference temRef_PromissoryNote = new DocuSignAPI.TemplateReference();
                temRef_PromissoryNote.TemplateLocation = 'PDFMetaData';
                temRef_PromissoryNote.Template = '';
                temRef_PromissoryNote.Document= 'PromissoryNote'; //created a document prev & works fine. Having error while passing PDF Document.

                List<DocuSignAPI.TemplateReference> templateReferences = new List<DocuSignAPI.TemplateReference>{templateReference,temRef_PromissoryNote};
            
            DocuSignAPI.ArrayOfTemplateReference arraytemplate = new DocuSignAPI.ArrayOfTemplateReference();
            DocusignAPI.ArrayOfRecipient1 arrayRecipients = new DocusignAPI.ArrayOfRecipient1();
            arrayRecipients.Recipient = recipientsForInvestments;
            arraytemplate.TemplateReference = templateReferences;
            arrayRecipients.Recipient.addAll(recipientsForInvestments);
            arraytemplate.TemplateReference.addAll(templateReferences);

            DocuSignAPI.EnvelopeStatus dsTemplateResult = 
            api_Sender.CreateEnvelopeFromTemplates(arraytemplate, arrayRecipients, envelopeInfo, true);

使用上面的示例代码-我遇到错误-“未提供模板。未在PDF的元数据中提供”

一种解决方法-我尝试将复合模板与方法-CreateEnvelopeFromTemplatesAndForms一起使用

尝试以下代码并得到错误-

 List<DocuSignAPI.CompositeTemplate> complist = new List<DocuSignAPI.CompositeTemplate>();
            DocuSignAPI.CompositeTemplate template1 = new DocuSignAPI.CompositeTemplate();
            template1.Document = new DocuSignAPI.Document();
            template1.Document.ID = 1;
            template1.Document.Name = 'Form Document';
            template1.Document.PDFBytes = '<Test Document>';
            template1.Document.FileExtension = 'pdf';
            DocuSignAPI.ArrayOfCompositeTemplate compositeArray = new DocuSignAPI.ArrayOfCompositeTemplate();
            compositeArray.CompositeTemplate = complist;
            
            DocuSignAPI.Recipient recipienttest = new DocuSignAPI.Recipient();
            recipienttest.UserName = 'SignerOne';
            recipienttest.Email = 'test email one';
           recipienttest.RoutingOrder = 1;
            recipienttest.RoleName = 'One';
            recipienttest.ID = 1;
            DocuSignAPI.Recipient[] signers = new List<DocuSignAPI.Recipient>{ recipienttest} ;
            
    DocuSignAPI.Tab tab1 = new DocuSignAPI.Tab();
tab1.RecipientID = 1;
tab1.TabLabel = 'DocuSignDateSignedOne';
                DocuSignAPI.EnvelopeStatus dsTemplateResult = api_Sender.CreateEnvelopeFromTemplatesAndForms(envelopeInfo,compositeArray, true);

出现以下错误-信封未完成。完整信封需要文档，收件人，标签和主题行。注意-将填充文档，收件人，标签和主题行。

任何对此的帮助将不胜感激。 TIA。

使用复合模板发送来自Docusign模板和PDF文件的组合文档-SOAP API Salesforce

0 个答案: