Docusignapi 如何为不使用';我没有电子邮件和姓名

Docusignapi 如何为不使用';我没有电子邮件和姓名,docusignapi,Docusignapi,我的用例是,使用代理创建一个信封,指定以下签名者的姓名和电子邮件 我通过POST{{baseUrl}}/v2.1/accounts/{{accountId}}/envelopes创建了信封,请求主体为: { "recipients": { "agents": [ { "clientUserId": "1", "email": "aa

我的用例是,使用代理创建一个信封,指定以下签名者的姓名和电子邮件

我通过POST
{{baseUrl}}/v2.1/accounts/{{accountId}}/envelopes
创建了信封,请求主体为:

{
  "recipients": {
    "agents": [
      {
        "clientUserId": "1",
        "email": "aaa@example.com.au",
        "name": "Agent",
        "recipientId": "1",
        "routingOrder": "1"
      }
    ],
    "signers": [
      {
        "clientUserId": "2",
        "email": "",
        "name": "",
        "recipientId": "2",
        "routingOrder": "2",
        "tabs": {
          "signHereTabs": [
            {
              "anchorIgnoreIfNotPresent": "false",
              "anchorString": "Signature_anchor_1",
              "anchorUnits": "pixels",
              "anchorYOffset": "0",
              "name": "Please sign here",
              "recipientId": "1"
            }
          ]
        }
      }
    ]
  },
  "emailSubject": "DocuSign API - Signature Request on Document Call",
  "documents": [
    {
      "documentId": "1",
      "name": "{{fileName}}",
      "documentBase64": "{{fileBase64}}"
    }
  ],
  "status": "sent"
}
{
  "clientUserId": "2",
  "userName": "",
  "email": "",
  "recipientId": "2",
  "returnUrl": "https://www.sample.com",
  "authenticationMethod": "email"
}
{
  "recipients": {
    "agents": [
      {
        "clientUserId": "1",
        "email": "aaa@example.com.au",
        "name": "Agent",
        "recipientId": "1",
        "routingOrder": "1"
      }
    ],
    "signers": [
      {
        "clientUserId": "2",
        "email": "example@example.com",
        "name": "example",
        "recipientId": "2",
        "routingOrder": "2",
        "tabs": {
          "signHereTabs": [
            {
              "anchorIgnoreIfNotPresent": "false",
              "anchorString": "Signature_anchor_1",
              "anchorUnits": "pixels",
              "anchorYOffset": "0",
              "name": "Please sign here",
              "recipientId": "1"
            }
          ]
        }
      }
    ]
  },
  "emailSubject": "DocuSign API - Signature Request on Document Call",
  "documents": [
    {
      "documentId": "1",
      "name": "{{fileName}}",
      "documentBase64": "{{fileBase64}}"
    }
  ],
  "status": "sent"
}
{
  "recipients": {
    "intermediaries": [
      {
        "clientUserId": "1",
        "email": "aaa@example.com.au",
        "name": "Intermediary",
        "recipientId": "1",
        "routingOrder": "1"
      }
    ],
    "signers": [
      {
        "clientUserId": "2",
        "email": "example@example.com",
        "name": "example",
        "recipientId": "2",
        "routingOrder": "2",
        "tabs": {
          "signHereTabs": [
            {
              "anchorIgnoreIfNotPresent": "false",
              "anchorString": "Signature_anchor_1",
              "anchorUnits": "pixels",
              "anchorYOffset": "0",
              "name": "Please sign here",
              "recipientId": "1"
            }
          ]
        }
      }
    ]
  },
  "emailSubject": "DocuSign API - Signature Request on Document Call",
  "documents": [
    {
      "documentId": "1",
      "name": "{{fileName}}",
      "documentBase64": "{{fileBase64}}"
    }
  ],
  "status": "sent"
}
{
  "clientUserId": "2",
  "userName": "example",
  "email": "example@example.com",
  "recipientId": "2",
  "returnUrl": "https://www.google.com",
  "authenticationMethod": "email"
}
{
  "recipients": {
    "intermediaries": [
      {
        "clientUserId": "1",
        "email": "aaa@example.com.au",
        "name": "Intermediary",
        "recipientId": "1",
        "routingOrder": "1"
      }
    ],
    "signers": [
      {
        "clientUserId": "2",
        "email": "example@example.com",
        "name": "example",
        "recipientId": "2",
        "routingOrder": "2",
        "tabs": {
          "signHereTabs": [
            {
              "anchorIgnoreIfNotPresent": "false",
              "anchorString": "Signature_anchor_1",
              "anchorUnits": "pixels",
              "anchorYOffset": "0",
              "name": "Please sign here",
              "recipientId": "1"
            }
          ]
        }
      }
    ]
  },
  "workflow": {
    "workflowSteps": [
      {
        "action": "pause_before",
        "itemId": "2",
        "triggerOnItem": "routing_order"
      }
    ]
  },
  "emailSubject": "DocuSign API - Signature Request on Document Call",
  "documents": [
    {
      "documentId": "1",
      "name": "{{fileName}}",
      "documentBase64": "{{fileBase64}}"
    }
  ],
  "status": "sent"
}
{
    "workflow": {
        "workflowStatus": "in_progress"
    }
}
代理指定签名者的名称和电子邮件地址后,我无法通过POST
{{baseUrl}}/v2.1/accounts/{{accountId}}/envelopes/{{envelopeId}}/views/recipient
获取签名URL,请求主体为:

{
  "recipients": {
    "agents": [
      {
        "clientUserId": "1",
        "email": "aaa@example.com.au",
        "name": "Agent",
        "recipientId": "1",
        "routingOrder": "1"
      }
    ],
    "signers": [
      {
        "clientUserId": "2",
        "email": "",
        "name": "",
        "recipientId": "2",
        "routingOrder": "2",
        "tabs": {
          "signHereTabs": [
            {
              "anchorIgnoreIfNotPresent": "false",
              "anchorString": "Signature_anchor_1",
              "anchorUnits": "pixels",
              "anchorYOffset": "0",
              "name": "Please sign here",
              "recipientId": "1"
            }
          ]
        }
      }
    ]
  },
  "emailSubject": "DocuSign API - Signature Request on Document Call",
  "documents": [
    {
      "documentId": "1",
      "name": "{{fileName}}",
      "documentBase64": "{{fileBase64}}"
    }
  ],
  "status": "sent"
}
{
  "clientUserId": "2",
  "userName": "",
  "email": "",
  "recipientId": "2",
  "returnUrl": "https://www.sample.com",
  "authenticationMethod": "email"
}
{
  "recipients": {
    "agents": [
      {
        "clientUserId": "1",
        "email": "aaa@example.com.au",
        "name": "Agent",
        "recipientId": "1",
        "routingOrder": "1"
      }
    ],
    "signers": [
      {
        "clientUserId": "2",
        "email": "example@example.com",
        "name": "example",
        "recipientId": "2",
        "routingOrder": "2",
        "tabs": {
          "signHereTabs": [
            {
              "anchorIgnoreIfNotPresent": "false",
              "anchorString": "Signature_anchor_1",
              "anchorUnits": "pixels",
              "anchorYOffset": "0",
              "name": "Please sign here",
              "recipientId": "1"
            }
          ]
        }
      }
    ]
  },
  "emailSubject": "DocuSign API - Signature Request on Document Call",
  "documents": [
    {
      "documentId": "1",
      "name": "{{fileName}}",
      "documentBase64": "{{fileBase64}}"
    }
  ],
  "status": "sent"
}
{
  "recipients": {
    "intermediaries": [
      {
        "clientUserId": "1",
        "email": "aaa@example.com.au",
        "name": "Intermediary",
        "recipientId": "1",
        "routingOrder": "1"
      }
    ],
    "signers": [
      {
        "clientUserId": "2",
        "email": "example@example.com",
        "name": "example",
        "recipientId": "2",
        "routingOrder": "2",
        "tabs": {
          "signHereTabs": [
            {
              "anchorIgnoreIfNotPresent": "false",
              "anchorString": "Signature_anchor_1",
              "anchorUnits": "pixels",
              "anchorYOffset": "0",
              "name": "Please sign here",
              "recipientId": "1"
            }
          ]
        }
      }
    ]
  },
  "emailSubject": "DocuSign API - Signature Request on Document Call",
  "documents": [
    {
      "documentId": "1",
      "name": "{{fileName}}",
      "documentBase64": "{{fileBase64}}"
    }
  ],
  "status": "sent"
}
{
  "clientUserId": "2",
  "userName": "example",
  "email": "example@example.com",
  "recipientId": "2",
  "returnUrl": "https://www.google.com",
  "authenticationMethod": "email"
}
{
  "recipients": {
    "intermediaries": [
      {
        "clientUserId": "1",
        "email": "aaa@example.com.au",
        "name": "Intermediary",
        "recipientId": "1",
        "routingOrder": "1"
      }
    ],
    "signers": [
      {
        "clientUserId": "2",
        "email": "example@example.com",
        "name": "example",
        "recipientId": "2",
        "routingOrder": "2",
        "tabs": {
          "signHereTabs": [
            {
              "anchorIgnoreIfNotPresent": "false",
              "anchorString": "Signature_anchor_1",
              "anchorUnits": "pixels",
              "anchorYOffset": "0",
              "name": "Please sign here",
              "recipientId": "1"
            }
          ]
        }
      }
    ]
  },
  "workflow": {
    "workflowSteps": [
      {
        "action": "pause_before",
        "itemId": "2",
        "triggerOnItem": "routing_order"
      }
    ]
  },
  "emailSubject": "DocuSign API - Signature Request on Document Call",
  "documents": [
    {
      "documentId": "1",
      "name": "{{fileName}}",
      "documentBase64": "{{fileBase64}}"
    }
  ],
  "status": "sent"
}
{
    "workflow": {
        "workflowStatus": "in_progress"
    }
}
答复是:

{
    "errorCode": "INVALID_REQUEST_PARAMETER",
    "message": "The request contained at least one invalid parameter. A value was not found for parameter 'userName'."
}
我尝试使用新的指定名称和电子邮件获取它:

{
  "clientUserId": "2",
  "userName": "new",
  "email": "new@example",
  "recipientId": "2",
  "returnUrl": "https://www.sample.com",
  "authenticationMethod": "email"
}
但仍然得到了错误响应:

{
    "errorCode": "UNKNOWN_ENVELOPE_RECIPIENT",
    "message": "The recipient you have identified is not a valid recipient of the specified envelope."
}
我试图通过调用get Envelope API获取
recipientId
,并使用
recipientId
检索视图,但仍然无法工作

如何生成此URL?它应该是什么请求机构


更新: 在下面的场景中:

  • 信封有1个代理和1个收件人,当发件人发送信封时,发件人不知道收件人的电子邮件和姓名,只有代理知道信息(这就是为什么我将收件人的姓名和电子邮件设为空)
  • 代理收到请求并输入该收件人的姓名和电子邮件地址
  • 我们希望为收件人获取嵌入的签名链接,但现在看来,即使调用get
    get/restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients

  • 更新2:

    建议为姓名和电子邮件添加一个占位符,并为签名者添加clientUserId,我使用请求主体调用create信封API:

    {
      "recipients": {
        "agents": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Agent",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "",
            "name": "",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "clientUserId": "2",
      "userName": "",
      "email": "",
      "recipientId": "2",
      "returnUrl": "https://www.sample.com",
      "authenticationMethod": "email"
    }
    
    {
      "recipients": {
        "agents": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Agent",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "recipients": {
        "intermediaries": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Intermediary",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "clientUserId": "2",
      "userName": "example",
      "email": "example@example.com",
      "recipientId": "2",
      "returnUrl": "https://www.google.com",
      "authenticationMethod": "email"
    }
    
    {
      "recipients": {
        "intermediaries": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Intermediary",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "workflow": {
        "workflowSteps": [
          {
            "action": "pause_before",
            "itemId": "2",
            "triggerOnItem": "routing_order"
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
        "workflow": {
            "workflowStatus": "in_progress"
        }
    }
    
    对于代理,他无法更改签名者的电子邮件/名称,因为当他访问DocuSign签名链接时,DocuSign会弹出一条消息“所有收件人都已分配”

    因此,我尝试使用
    中介机构
    而不是
    代理
    ,并使用请求主体进行调用:

    {
      "recipients": {
        "agents": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Agent",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "",
            "name": "",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "clientUserId": "2",
      "userName": "",
      "email": "",
      "recipientId": "2",
      "returnUrl": "https://www.sample.com",
      "authenticationMethod": "email"
    }
    
    {
      "recipients": {
        "agents": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Agent",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "recipients": {
        "intermediaries": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Intermediary",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "clientUserId": "2",
      "userName": "example",
      "email": "example@example.com",
      "recipientId": "2",
      "returnUrl": "https://www.google.com",
      "authenticationMethod": "email"
    }
    
    {
      "recipients": {
        "intermediaries": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Intermediary",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "workflow": {
        "workflowSteps": [
          {
            "action": "pause_before",
            "itemId": "2",
            "triggerOnItem": "routing_order"
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
        "workflow": {
            "workflowStatus": "in_progress"
        }
    }
    
    中间人可以更新签名人的姓名/电子邮件。但在中介更改信息后,DocuSign将向更新的电子邮件地址发送电子邮件,即使该签名人的请求正文中已经设置了
    clientUserId

    我想知道这是否是预期的行为:

  • 无论中介机构何时更新签名人的姓名/电子邮件,DocuSign都会将电子邮件发送到更新后的电子邮件地址,无论是否为该签名人设置了
    clientUserId
  • 这可能是另一个问题,但DocuSign似乎以不同的方式处理签名者和见证人的更新电子邮件事件。我想知道我观察到的情景是否符合预期:

  • 当签名人更新/添加其证人的姓名/电子邮件时,如果为该证人设置了
    clientUserId
    ,DocuSign将不会将电子邮件发送到更新的电子邮件地址

  • 更新3:

    在使用
    中介机构
    参数调用后,我可以通过调用请求主体来检索签名者的签名URL:

    {
      "recipients": {
        "agents": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Agent",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "",
            "name": "",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "clientUserId": "2",
      "userName": "",
      "email": "",
      "recipientId": "2",
      "returnUrl": "https://www.sample.com",
      "authenticationMethod": "email"
    }
    
    {
      "recipients": {
        "agents": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Agent",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "recipients": {
        "intermediaries": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Intermediary",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "clientUserId": "2",
      "userName": "example",
      "email": "example@example.com",
      "recipientId": "2",
      "returnUrl": "https://www.google.com",
      "authenticationMethod": "email"
    }
    
    {
      "recipients": {
        "intermediaries": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Intermediary",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "workflow": {
        "workflowSteps": [
          {
            "action": "pause_before",
            "itemId": "2",
            "triggerOnItem": "routing_order"
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
        "workflow": {
            "workflowStatus": "in_progress"
        }
    }
    

    但在中间人更改了收件人的电子邮件/名称后,上述请求主体都无法检索签名URL。我尝试了原始和更新的
    clientId
    和(
    email
    +
    名称
    )组合,但仍然不起作用

    我假设这是DocuSign的设计:中介更改收件人的电子邮件/名称后,不允许检索收件人的签名URL,此签名URL只能通过DocuSign发送的电子邮件获得。如果设置了
    clientUserId
    ,则无法关闭此电子邮件。对吗


    更新4: 正如建议的那样,我尝试了带有请求正文的
    工作流
    选项:

    {
      "recipients": {
        "agents": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Agent",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "",
            "name": "",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "clientUserId": "2",
      "userName": "",
      "email": "",
      "recipientId": "2",
      "returnUrl": "https://www.sample.com",
      "authenticationMethod": "email"
    }
    
    {
      "recipients": {
        "agents": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Agent",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "recipients": {
        "intermediaries": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Intermediary",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "clientUserId": "2",
      "userName": "example",
      "email": "example@example.com",
      "recipientId": "2",
      "returnUrl": "https://www.google.com",
      "authenticationMethod": "email"
    }
    
    {
      "recipients": {
        "intermediaries": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Intermediary",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "workflow": {
        "workflowSteps": [
          {
            "action": "pause_before",
            "itemId": "2",
            "triggerOnItem": "routing_order"
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
        "workflow": {
            "workflowStatus": "in_progress"
        }
    }
    
    我只能在发送订单2之前暂停工作流,因为如果我将
    工作流
    参数设置为“在中间收件人之后立即插入工作流暂停”,则会出现400错误:

    在中间收件人更新了姓名/电子邮件后,我进行了一个API调用,为签名者设置
    clientUserId
    ,效果很好。但是,我无法通过调用URL
    {{{baseUrl}/v2.1/accounts/{{accountId}}/envelopes/{{envelopeId}}?重新发送{u envelope=true
    ,请求正文为:

    {
      "recipients": {
        "agents": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Agent",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "",
            "name": "",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "clientUserId": "2",
      "userName": "",
      "email": "",
      "recipientId": "2",
      "returnUrl": "https://www.sample.com",
      "authenticationMethod": "email"
    }
    
    {
      "recipients": {
        "agents": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Agent",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "recipients": {
        "intermediaries": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Intermediary",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
      "clientUserId": "2",
      "userName": "example",
      "email": "example@example.com",
      "recipientId": "2",
      "returnUrl": "https://www.google.com",
      "authenticationMethod": "email"
    }
    
    {
      "recipients": {
        "intermediaries": [
          {
            "clientUserId": "1",
            "email": "aaa@example.com.au",
            "name": "Intermediary",
            "recipientId": "1",
            "routingOrder": "1"
          }
        ],
        "signers": [
          {
            "clientUserId": "2",
            "email": "example@example.com",
            "name": "example",
            "recipientId": "2",
            "routingOrder": "2",
            "tabs": {
              "signHereTabs": [
                {
                  "anchorIgnoreIfNotPresent": "false",
                  "anchorString": "Signature_anchor_1",
                  "anchorUnits": "pixels",
                  "anchorYOffset": "0",
                  "name": "Please sign here",
                  "recipientId": "1"
                }
              ]
            }
          }
        ]
      },
      "workflow": {
        "workflowSteps": [
          {
            "action": "pause_before",
            "itemId": "2",
            "triggerOnItem": "routing_order"
          }
        ]
      },
      "emailSubject": "DocuSign API - Signature Request on Document Call",
      "documents": [
        {
          "documentId": "1",
          "name": "{{fileName}}",
          "documentBase64": "{{fileBase64}}"
        }
      ],
      "status": "sent"
    }
    
    {
        "workflow": {
            "workflowStatus": "in_progress"
        }
    }
    

    签名者的状态保持为“已创建”,无法更新为“已发送”,因此无法检索签名者的签名URL。如何取消工作流暂停?

    今天,DocuSign中的每个收件人都必须有电子邮件和姓名。我怀疑出于法律原因,需要一个名字将永远被强制执行。 在你的场景中,有一个名字和一封电子邮件,你只是不知道它们是什么,对吗? 您可以先在此信封上拨打“获取收件人”电话

    然后,您将获得电子邮件的名称,您可以进行POST调用以生成嵌入的签名URL

    代理为收件人填写姓名和电子邮件后,Docusign会自动为该收件人发送电子邮件。我想知道这封电子邮件是否可以关闭

    更好的做法是为代理提供一个应用程序,让他们设置收件人的姓名/电子邮件。应用程序还将设置client_user_id属性,以便不发送电子邮件

    是否需要姓名和电子邮件? 是的,但是如果您不知道此人的电子邮件(并且您正在使用嵌入式签名),那么您可以制作一封包含签名人姓名的电子邮件,并使用
    example.com
    域,因为该域不存在。如果签名人是帕特·约翰逊,则使用patjohnson@example.com作为电子邮件地址

    还要记住,如果你没有签名人的电子邮件地址,那么你可能(与你的法律顾问讨论)需要某种方式让签名人获得他们签名的副本。通常DocuSign通过发送到此人的电子邮件来完成此操作。但是如果你知道这封邮件是假的,你需要一个不同的计划