Docusignapi 如何在Docusign API中预填充$ID检查字段?
有人知道如何在Docusign API中预填充$ID检查字段吗?我在API指南中找不到任何相关信息。本指南仅列出了如何预先填充模板的方法。此答案包含一个SOAP片段和一个完整的REST调用(JSON),其中包含标题、正文以及两个模板,其中包含执行JSON正文所需的选项卡。使用多部分表单主体,以便在添加具有动态pdf字节的内联模板和文档时,您已经完成了设置 IDCheck的SOAP文档 记录 Live DocuSign SOAP帮助,了解DocuSign上的方法、参数和数据模型及方法 DocuSign上IDCheck的REST文档 Live DocuSign REST帮助,了解DocuSign中的方法、参数和数据模型及方法Docusignapi 如何在Docusign API中预填充$ID检查字段?,docusignapi,Docusignapi,有人知道如何在Docusign API中预填充$ID检查字段吗?我在API指南中找不到任何相关信息。本指南仅列出了如何预先填充模板的方法。此答案包含一个SOAP片段和一个完整的REST调用(JSON),其中包含标题、正文以及两个模板,其中包含执行JSON正文所需的选项卡。使用多部分表单主体,以便在添加具有动态pdf字节的内联模板和文档时,您已经完成了设置 IDCheck的SOAP文档 记录 Live DocuSign SOAP帮助,了解DocuSign上的方法、参数和数据模型及方法 DocuSi
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以防有些人需要这一点
只是想在PHP中添加它,似乎必须将API模型添加到下面的每个值中。我花了一段时间才弄明白,所以我想我会和大家分享
$signer1 = new \DocuSign\eSign\Model\Signer([
'email' => $customer->email,
'name' => $customer->fullName(),
'role_name' => "Signer1",
'recipient_id' => 1,
'tabs' => [
'textTabs' =>
[
['tabLabel' => 'Signer1_FullName',
'value' => $Signer1_FullName
],
['tabLabel' => 'Signer1_MailingAddress',
'value' => $Signer1_MailingAddress
],
]
],
'require_id_lookup' => "true",
'client_user_id' => 1,
// "id_check_configuration_name" => 'ID Check $',
"id_check_information_input" => new \DocuSign\eSign\Model\IdCheckInformationInput([
"address_information_input" => new \DocuSign\eSign\Model\AddressInformationInput([
"address_information" => new \DocuSign\eSign\Model\AddressInformation([
"street1" => $customer->address,
"city" => $customer->city,
"state" => $customer->state,
"zip" => $customer->zip_code,
]),
"display_level_code" => "Editable",
"receive_in_response" => false
]),
"dob_information_input" => new \DocuSign\eSign\Model\DobInformationInput([
// "dateOfBirth" => "sample string 1",
"display_level_code" => "Editable"
]),
"ssn9_information_input" => new \DocuSign\eSign\Model\Ssn9InformationInput([
// "ssn9" => "",
"display_level_code" => "Editable"
])
]),
]);
“预先填写$ID检查字段”的确切含义是什么?ID检查是一个过程,用户在打开/查看信封之前,通过并回答有助于识别个人身份的安全敏感信息。您正在尝试预填充哪些字段?我正在尝试预填充“idCheckInformationInput”字段,其中包含签名人的街道地址和其他个人信息。这样,签名者就不必再次填写他们在我们网站上填写的信息。不幸的是,该字段仅作为“recipients”数组的一部分而不是“templateRoles”的一部分存在。用户在我们的网站上注册。2.用户填写个人数据,包括邮寄地址/家庭地址。3.我们向用户发送从模板生成的Docusign信封。ID检查字段预先填充了我们网站上的地址数据。David,这是否适用于从模板生成的信封?我已经尝试过类似的东西,Docusign服务器忽略了这些对象。是的,我将按EOD添加一个示例-一个休息,一个SOAP谢谢!我很感激,大卫,这是天才。谢谢你的帮助。有一个小错误,InlineTemplates的顺序需要更改,因为它们需要在ServerTemplates之前。一旦我改变了这一点,它就像一个符咒。vbaranov-非常欢迎!正确,如果在内联模板中添加文档字节,则需要将序列号定向到以下情况:-)
POST /restapi/v2/accounts/YourExternalAccountId/envelopes HTTP/1.1
Host: demo.docusign.net
HEADERS:
--------
X-DocuSign-Authentication: {"Username":"yourEmail","Password":"YourPassword","IntegratorKey":"YourIntegratorKey"}
Content-Type: multipart/form-data; boundary=AAA
Accept: application/json
BODY:
--------
--AAA
Content-Type: application/json
Content-Disposition: form-data
{
"emailSubject": "Test 3",
"emailBlurb": "Using two templates from composite template structure",
"status": "sent",
"compositeTemplates": [{
"serverTemplates": [{
"sequence": "1",
"templateId": "YourTemplateID1"
}],
"inlineTemplates": [{
"sequence": "1",
"recipients": {
"signers": [{
"email": "youremail1@domain.com",
"name": "your name (1)",
"recipientId": "1",
"roleName": "Role",
"requireIDLookup": "true",
"idCheckConfigurationName": "Check $",
"idCheckInformationInput" : {
"addressInformationInput" :
{
"addressInformation" :
{
"street1" : "123 main street"
},
"displayLevelCode" : "Editable"
},
"dobInformationInput" :
{
"displayLevelCode" : "Editable"
}
},
"tabs": {
"textTabs": [{
"value": "YourName",
"tabLabel": "name"
},
{
"value": "YourFirstName",
"tabLabel": "first_name"
}]
}
}]
}
}]
},
{
"serverTemplates": [{
"sequence": "2",
"templateId": "YourTemplateID2"
}],
"inlineTemplates": [{
"sequence": "2",
"recipients": {
"signers": [{
"email": "youremail2@domain.com",
"name": "Your Name (2)",
"recipientId": "1",
"roleName": "Role",
"tabs": {
"textTabs": [{
"value": "Your Name (2)",
"tabLabel": "name"
},
{
"value": "YourLastName",
"tabLabel": "last_name"
}]
}
}]
}
}]
}]
}
--AAA--
<?xml version="1.0" encoding="utf-8"?>
<EnvelopeTemplate xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.docusign.net/API/3.0">
<EnvelopeTemplateDefinition>
<TemplateID>82b2ce36-c6d1-41e5-9eb7-8c0d2b349057</TemplateID>
<Name>A Simple</Name>
<Shared>true</Shared>
<TemplatePassword />
<TemplateDescription />
<LastModified>2014-02-25T19:57:01.337Z</LastModified>
<PageCount>1</PageCount>
</EnvelopeTemplateDefinition>
<Envelope>
<AccountId>6918840b-91f3-464a-a219-74df4df172a1</AccountId>
<Documents>
<Document>
<ID>1</ID>
<Name>a.pdf</Name>
<PDFBytes>removed</PDFBytes>
</Document>
</Documents>
<Recipients>
<Recipient>
<ID>1</ID>
<UserName />
<Email />
<Type>Signer</Type>
<AccessCode />
<RequireIDLookup>false</RequireIDLookup>
<SAMLAuthentication>
<SAMLAttributes />
</SAMLAuthentication>
<RoutingOrder>1</RoutingOrder>
<Note />
<RoleName>Role</RoleName>
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<SignInEachLocation>false</SignInEachLocation>
</Recipient>
</Recipients>
<Tabs>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>211</XPosition>
<YPosition>63</YPosition>
<ScaleValue>1</ScaleValue>
<Type>Custom</Type>
<Name>name</Name>
<TabLabel>name</TabLabel>
<Value />
<CustomTabType>Text</CustomTabType>
<CustomTabWidth>174</CustomTabWidth>
<CustomTabHeight>11</CustomTabHeight>
<CustomTabRequired>true</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
<CustomTabValidationPattern />
<CustomTabValidationMessage />
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<SharedTab>false</SharedTab>
<RequireInitialOnSharedTabChange>false</RequireInitialOnSharedTabChange>
<ConcealValueOnDocument>false</ConcealValueOnDocument>
<Bold>false</Bold>
<Italic>false</Italic>
<Underline>false</Underline>
</Tab>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>214</XPosition>
<YPosition>98</YPosition>
<ScaleValue>1</ScaleValue>
<Type>Custom</Type>
<Name>first_name</Name>
<TabLabel>first_name</TabLabel>
<Value />
<CustomTabType>Text</CustomTabType>
<CustomTabWidth>174</CustomTabWidth>
<CustomTabHeight>11</CustomTabHeight>
<CustomTabRequired>true</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
<CustomTabValidationPattern />
<CustomTabValidationMessage />
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<SharedTab>false</SharedTab>
<RequireInitialOnSharedTabChange>false</RequireInitialOnSharedTabChange>
<ConcealValueOnDocument>false</ConcealValueOnDocument>
<Bold>false</Bold>
<Italic>false</Italic>
<Underline>false</Underline>
</Tab>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>71</XPosition>
<YPosition>142</YPosition>
<ScaleValue>1</ScaleValue>
<Type>SignHere</Type>
<Name>Sign Here</Name>
<TabLabel>Signature 3</TabLabel>
<Value />
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<Bold>false</Bold>
<Italic>false</Italic>
<Underline>false</Underline>
</Tab>
</Tabs>
<Subject>Please DocuSign this document: a.pdf</Subject>
<EmailBlurb />
<SigningLocation>Online</SigningLocation>
<AutoNavigation>true</AutoNavigation>
<EnvelopeIdStamping>true</EnvelopeIdStamping>
<AuthoritativeCopy>false</AuthoritativeCopy>
<Notification>
<Reminders>
<ReminderEnabled>false</ReminderEnabled>
<ReminderDelay>0</ReminderDelay>
<ReminderFrequency>0</ReminderFrequency>
</Reminders>
<Expirations>
<ExpireEnabled>true</ExpireEnabled>
<ExpireAfter>120</ExpireAfter>
<ExpireWarn>0</ExpireWarn>
</Expirations>
</Notification>
<EnforceSignerVisibility>false</EnforceSignerVisibility>
<EnableWetSign>true</EnableWetSign>
<AllowMarkup>false</AllowMarkup>
<AllowReassign>true</AllowReassign>
<BrandId>c949b06b-5530-410e-b20b-12b3e5376957</BrandId>
</Envelope>
</EnvelopeTemplate>
<?xml version="1.0" encoding="utf-8"?>
<EnvelopeTemplate xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.docusign.net/API/3.0">
<EnvelopeTemplateDefinition>
<TemplateID>f1a039c0-61d2-4983-a889-4a2d0fd9802d</TemplateID>
<Name>B Simple</Name>
<Shared>true</Shared>
<TemplatePassword />
<TemplateDescription />
<LastModified>2014-02-25T19:58:36.1Z</LastModified>
<PageCount>1</PageCount>
</EnvelopeTemplateDefinition>
<Envelope>
<AccountId>6918840b-91f3-464a-a219-74df4df172a1</AccountId>
<Documents>
<Document>
<ID>1</ID>
<Name>b.pdf</Name>
<PDFBytes>removed</PDFBytes>
</Document>
</Documents>
<Recipients>
<Recipient>
<ID>1</ID>
<UserName />
<Email />
<Type>Signer</Type>
<AccessCode />
<RequireIDLookup>false</RequireIDLookup>
<SAMLAuthentication>
<SAMLAttributes />
</SAMLAuthentication>
<RoutingOrder>1</RoutingOrder>
<Note />
<RoleName>Role</RoleName>
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<SignInEachLocation>false</SignInEachLocation>
</Recipient>
</Recipients>
<Tabs>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>211</XPosition>
<YPosition>63</YPosition>
<ScaleValue>1</ScaleValue>
<Type>Custom</Type>
<Name>name</Name>
<TabLabel>name</TabLabel>
<Value />
<CustomTabType>Text</CustomTabType>
<CustomTabWidth>174</CustomTabWidth>
<CustomTabHeight>11</CustomTabHeight>
<CustomTabRequired>true</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
<CustomTabValidationPattern />
<CustomTabValidationMessage />
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<SharedTab>false</SharedTab>
<RequireInitialOnSharedTabChange>false</RequireInitialOnSharedTabChange>
<ConcealValueOnDocument>false</ConcealValueOnDocument>
<Bold>false</Bold>
<Italic>false</Italic>
<Underline>false</Underline>
</Tab>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>214</XPosition>
<YPosition>97</YPosition>
<ScaleValue>1</ScaleValue>
<Type>Custom</Type>
<Name>last_name</Name>
<TabLabel>last_name</TabLabel>
<Value />
<CustomTabType>Text</CustomTabType>
<CustomTabWidth>174</CustomTabWidth>
<CustomTabHeight>11</CustomTabHeight>
<CustomTabRequired>true</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
<CustomTabValidationPattern />
<CustomTabValidationMessage />
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<SharedTab>false</SharedTab>
<RequireInitialOnSharedTabChange>false</RequireInitialOnSharedTabChange>
<ConcealValueOnDocument>false</ConcealValueOnDocument>
<Bold>false</Bold>
<Italic>false</Italic>
<Underline>false</Underline>
</Tab>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>71</XPosition>
<YPosition>142</YPosition>
<ScaleValue>1</ScaleValue>
<Type>SignHere</Type>
<Name>Sign Here</Name>
<TabLabel>Signature 3</TabLabel>
<Value />
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<Bold>false</Bold>
<Italic>false</Italic>
<Underline>false</Underline>
</Tab>
</Tabs>
<Subject>Please DocuSign this document: a.pdf</Subject>
<EmailBlurb />
<SigningLocation>Online</SigningLocation>
<AutoNavigation>true</AutoNavigation>
<EnvelopeIdStamping>true</EnvelopeIdStamping>
<AuthoritativeCopy>false</AuthoritativeCopy>
<Notification>
<Reminders>
<ReminderEnabled>false</ReminderEnabled>
<ReminderDelay>0</ReminderDelay>
<ReminderFrequency>0</ReminderFrequency>
</Reminders>
<Expirations>
<ExpireEnabled>true</ExpireEnabled>
<ExpireAfter>120</ExpireAfter>
<ExpireWarn>0</ExpireWarn>
</Expirations>
</Notification>
<EnforceSignerVisibility>false</EnforceSignerVisibility>
<EnableWetSign>true</EnableWetSign>
<AllowMarkup>false</AllowMarkup>
<AllowReassign>true</AllowReassign>
<BrandId>c949b06b-5530-410e-b20b-12b3e5376957</BrandId>
</Envelope>
</EnvelopeTemplate>
new Recipient
{
Email = email,
Type = RecipientTypeCode.Signer,
RequireIDLookup = true,
IDCheckConfigurationName = "ID Check $",
IDCheckInformationInput = new IDCheckInformationInput()
{
AddressInformationInput = new AddressInformationInput()
{
AddressInformation = new AddressInformation() {
City = city,
State = state,
Street1 = address,
Zip = zip }
},
DOBInformationInput = new DOBInformationInput()
{
DOBInformation = new DOBInformation()
{
DOB = dob
}
},
SSN9InformationInput = new SSN9InformationInput()
{
SSN9Information = new SSN9Information()
{
SSN9 = ssn
}
}
}
};
$signer1 = new \DocuSign\eSign\Model\Signer([
'email' => $customer->email,
'name' => $customer->fullName(),
'role_name' => "Signer1",
'recipient_id' => 1,
'tabs' => [
'textTabs' =>
[
['tabLabel' => 'Signer1_FullName',
'value' => $Signer1_FullName
],
['tabLabel' => 'Signer1_MailingAddress',
'value' => $Signer1_MailingAddress
],
]
],
'require_id_lookup' => "true",
'client_user_id' => 1,
// "id_check_configuration_name" => 'ID Check $',
"id_check_information_input" => new \DocuSign\eSign\Model\IdCheckInformationInput([
"address_information_input" => new \DocuSign\eSign\Model\AddressInformationInput([
"address_information" => new \DocuSign\eSign\Model\AddressInformation([
"street1" => $customer->address,
"city" => $customer->city,
"state" => $customer->state,
"zip" => $customer->zip_code,
]),
"display_level_code" => "Editable",
"receive_in_response" => false
]),
"dob_information_input" => new \DocuSign\eSign\Model\DobInformationInput([
// "dateOfBirth" => "sample string 1",
"display_level_code" => "Editable"
]),
"ssn9_information_input" => new \DocuSign\eSign\Model\Ssn9InformationInput([
// "ssn9" => "",
"display_level_code" => "Editable"
])
]),
]);