Docusignapi 在复合模板上组合签名者任务

我正在通过PostMan使用DocuSign API运行一些测试，以获得解决方案的概念验证。我的目标是创建一个包含多个文档的信封，每个文档分配给自己的模板

我们的目标是根据需要创建模板的动态信封；i、 有时我们只需要在信封中放入一个模板，有时我们可能需要五到六个模板。棘手的是，一个人可能同时是多个文档的收件人。我们正在考虑是否可以配置信封，以便他们可以同时签署所有文档

我已经能够使用API生成一个信封，其中包含分配给两个模板的两个文档。每个模板有三个收件人（两个文档的收件人相同）。信封将自动分配给第一个模板的第一批收件人（收件人A和B，因为他们的发送顺序都为1）。但是，当收件人在信封上签名时，他们只看到第一份文件的签名选项，而没有在第二份文件上签名的选项

我正在努力实现的目标可能吗

我正在邮递员身上测试这个过程。下面是帖子正文的副本。谢谢你的建议

{
"compositeTemplates": [
    {
        "document": {
            "documentBase64": "<<BinaryDataA>>",
            "documentId": "1",
            "fileExtension": "pdf",
            "name": "Test Document A"
        },
        "inlineTemplates": [
            {
                "sequence": "1",
                "recipients": {
                    "signers": [
                        {
                            "email": "<<recipient_a_email>>",
                            "name": "<<recipient_a_name>>",
                            "recipientId": "1",
                            "roleName": "Client A",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_b_email>>",
                            "name": "<<recipient_b_name>>",
                            "recipientId": "2",
                            "roleName": "Client B",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_c_email>>",
                            "name": "<<recipient_c_name>>",
                            "recipientId": "3",
                            "roleName": "Internal Review",
                            "routingOrder":"2"
                        }
                    ]
                }
            }
        ],
        "serverTemplates": [
            {
                "sequence": "1",
                "templateId": "<<templateID_1>>"
            }
        ]
    },
    {
        "document": {
            "documentBase64": "<<BinaryDataB>>",
            "documentId": "2",
            "fileExtension": "pdf",
            "name": "Test Landscape Document"
        },
        "inlineTemplates": [
            {
                "sequence": "1",
                "recipients": {
                    "signers": [
                        {
                            "email": "<<recipient_a_email>>",
                            "name": "<<recipient_a_name>>",
                            "recipientId": "1",
                            "roleName": "Client A",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_b_email>>",
                            "name": "<<recipient_b_name>>",
                            "recipientId": "2",
                            "roleName": "Client B",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_c_email>>",
                            "name": "<<recipient_c_name>>",
                            "recipientId": "3",
                            "roleName": "Internal Review",
                            "routingOrder":"2"
                        }
                    ]
                }
            }
        ],
        "serverTemplates": [
            {
                "sequence": "1",
                "templateId": "<<templateID_2>>"
            }
        ]
    }
],
"status": "sent",
"emailSubject":"Please Sign this Document"}

{
“compositeTemplates”：[
{
“文件”：{
“documentBase64”：“，
“documentId”：“1”，
“文件扩展”：“pdf”，
“名称”：“测试文件A”
},
“inlineTemplates”：[
{
“顺序”：“1”，
“收件人”：{
“签署人”：[
{
“电子邮件”：“，
“名称”：“，
“接收方ID”：“1”，
“roleName”：“客户A”，
“路由顺序”：“1”
},
{
“电子邮件”：“，
“名称”：“，
“收件人ID”：“2”，
“roleName”：“客户B”，
“路由顺序”：“1”
},
{
“电子邮件”：“，
“名称”：“，
“接收方ID”：“3”，
“roleName”：“内部审查”，
“路由顺序”：“2”
}
]
}
}
],
“服务器模板”：[
{
“顺序”：“1”，
“模板ID”：”
}
]
},
{
“文件”：{
“documentBase64”：“，
“文档ID”：“2”，
“文件扩展”：“pdf”，
“名称”：“测试环境文档”
},
“inlineTemplates”：[
{
“顺序”：“1”，
“收件人”：{
“签署人”：[
{
“电子邮件”：“，
“名称”：“，
“接收方ID”：“1”，
“roleName”：“客户A”，
“路由顺序”：“1”
},
{
“电子邮件”：“，
“名称”：“，
“收件人ID”：“2”，
“roleName”：“客户B”，
“路由顺序”：“1”
},
{
“电子邮件”：“，
“名称”：“，
“接收方ID”：“3”，
“roleName”：“内部审查”，
“路由顺序”：“2”
}
]
}
}
],
“服务器模板”：[
{
“顺序”：“1”，
“模板ID”：”
}
]
}
],
“状态”：“已发送”，
“emailSubject”：“请签署此文档”}

试试这个：（从吉尔那里拿出来）

{

---

下面的JSON正文允许我创建一个包含两个文档的信封，每个文档分配给不同的模板。我确实必须定义每个复合项的收件人信息，但DocuSign承认他们是同一个人，并且他们能够在一次会话中签署这两个文档

博客（）帮助描述了复合信封的结构，这是一个很大的帮助

{
"compositeTemplates": [
    {
        "compositeTemplateId": "1",
        "document": {
            "documentBase64": "<<BinaryDataA>>",
            "documentId": "1",
            "fileExtension": "pdf",
            "name": "Test Document A"
        },
        "serverTemplates": [
            {
                "sequence": "1",
                "templateId": "<<TemplateIDA>>"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": "1",
                "recipients": {
                    "signers": [
                        {
                            "email": "<<recipient_A_Email>>",
                            "name": "<<recipient_A_Name>>",
                            "recipientId": "1",
                            "roleName": "Client A",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_B_Email>>",
                            "name": "<<recipient_B_Name>>",
                            "recipientId": "2",
                            "roleName": "Client B",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_C_Email>>",
                            "name": "<<recipient_C_Name>>",
                            "recipientId": "3",
                            "roleName": "Internal Review",
                            "routingOrder":"2"
                        }
                    ]
                }
            }
        ]
    },
    {
        "compositeTemplateId": "2",
        "document": {
            "documentBase64": "<<BinaryDataB>>",
            "documentId": "2",
            "fileExtension": "pdf",
            "name": "Test Document B"
        },
        "serverTemplates": [
            {
                "sequence": "1",
                "templateId": "<<TemplateIDB>>"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": "1",
                "recipients": {
                    "signers": [
                        {
                            "email": "<<recipient_A_Email>>",
                            "name": "<<recipient_A_Name>>",
                            "recipientId": "1",
                            "roleName": "Client A",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_B_Email>>",
                            "name": "<<recipient_B_Name>>",
                            "recipientId": "2",
                            "roleName": "Client B",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_C_Email>>",
                            "name": "<<recipient_C_Name>>",
                            "recipientId": "3",
                            "roleName": "Internal Review",
                            "routingOrder":"2"
                        }
                    ]
                }
            }
        ]
    }
],
"status": "sent",
"emailSubject":"Please Sign this Document",
"emailBlurb":"This is a test email blurb"}

{
“compositeTemplates”：[
{
“compositeTemplateId”：“1”，
“文件”：{
“documentBase64”：“，
“documentId”：“1”，
“文件扩展”：“pdf”，
“名称”：“测试文件A”
},
“服务器模板”：[
{
“顺序”：“1”，
“模板ID”：”
}
],
“inlineTemplates”：[
{
“顺序”：“1”，
“收件人”：{
“签署人”：[
{
“电子邮件”：“，
“名称”：“，
“接收方ID”：“1”，
“roleName”：“客户A”，
“路由顺序”：“1”
},
{
“电子邮件”：“，
“名称”：“，
“收件人ID”：“2”，
“roleName”：“客户B”，
“路由顺序”：“1”
},
{
“电子邮件”：“，
“名称”：“，
“接收方ID”：“3”，
“roleName”：“内部审查”，
“路由顺序”：“2”
}
]
{
"compositeTemplates": [
    {
        "compositeTemplateId": "1",
        "document": {
            "documentBase64": "<<BinaryDataA>>",
            "documentId": "1",
            "fileExtension": "pdf",
            "name": "Test Document A"
        },
        "serverTemplates": [
            {
                "sequence": "1",
                "templateId": "<<TemplateIDA>>"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": "1",
                "recipients": {
                    "signers": [
                        {
                            "email": "<<recipient_A_Email>>",
                            "name": "<<recipient_A_Name>>",
                            "recipientId": "1",
                            "roleName": "Client A",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_B_Email>>",
                            "name": "<<recipient_B_Name>>",
                            "recipientId": "2",
                            "roleName": "Client B",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_C_Email>>",
                            "name": "<<recipient_C_Name>>",
                            "recipientId": "3",
                            "roleName": "Internal Review",
                            "routingOrder":"2"
                        }
                    ]
                }
            }
        ]
    },
    {
        "compositeTemplateId": "2",
        "document": {
            "documentBase64": "<<BinaryDataB>>",
            "documentId": "2",
            "fileExtension": "pdf",
            "name": "Test Document B"
        },
        "serverTemplates": [
            {
                "sequence": "1",
                "templateId": "<<TemplateIDB>>"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": "1",
                "recipients": {
                    "signers": [
                        {
                            "email": "<<recipient_A_Email>>",
                            "name": "<<recipient_A_Name>>",
                            "recipientId": "1",
                            "roleName": "Client A",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_B_Email>>",
                            "name": "<<recipient_B_Name>>",
                            "recipientId": "2",
                            "roleName": "Client B",
                            "routingOrder":"1"
                        },
                        {
                            "email": "<<recipient_C_Email>>",
                            "name": "<<recipient_C_Name>>",
                            "recipientId": "3",
                            "roleName": "Internal Review",
                            "routingOrder":"2"
                        }
                    ]
                }
            }
        ]
    }
],
"status": "sent",
"emailSubject":"Please Sign this Document",
"emailBlurb":"This is a test email blurb"}