Docusignapi 嵌入式和电子邮件签名相结合
我想让技术人员通过嵌入式环境在单个信封中签署文档,然后让客户通过电子邮件签署。所以我们的情况是这样的:Docusignapi 嵌入式和电子邮件签名相结合,docusignapi,Docusignapi,我想让技术人员通过嵌入式环境在单个信封中签署文档,然后让客户通过电子邮件签署。所以我们的情况是这样的: 技术员(嵌入式) 客户(电子邮件) 技术员(嵌入式) 客户(电子邮件) 技术员(嵌入式) 客户(电子邮件) 我通过不向客户收件人添加clientuserid(或实际上将其设置为空)来实现这一点 我遇到的问题是,我很好地完成了步骤1到3,但给客户的第二封电子邮件从未收到 你有过这样的问题吗 谢谢, 吉姆 下面是我发布的用于创建信封的JSON示例: { "EmailSubject": "John
{
"EmailSubject": "John Smith - Ticket: 13106923 / branch: 104",
"EmailBlurb": "",
"Status": "Sent",
"CompositeTemplates": [{
"ServerTemplates": [{
"IdDecFilterId": 0,
"IdForTemplate": 0,
"TemplateId": "203bac25-eab0-4990-bcfb-b59131ed187b",
"Name": null,
"Sequence": 1
}],
"InlineTemplates": [{
"CustomFields": {
"TextCustomFields": [{
"Name": "BranchNumber",
"Required": "false",
"Show": "false",
"Value": "104"
},
{
"Name": "TicketNumber",
"Required": "false",
"Show": "false",
"Value": "13106923"
}]
},
"Recipients": {
"Signers": [{
"RoleName": "Technician",
"Name": "John Hunt",
"Email": "xxxx@xxxx.com",
"Note": null,
"RoutingOrder": "1",
"RecipientId": "1",
"ClientUserId": "xxxx@xxxx.com",
"Tabs": {
"TextTabs": [{
"Value": "",
"TabLabel": "ClaimNumber"
},
{
"Value": "13106923",
"TabLabel": "TicketNumber"
},
{
"Value": "John Smith",
"TabLabel": "CustomerFullName"
},
{
"Value": "xxxxx Dayton, OH xxxxx",
"TabLabel": "CustomerFullAddress"
},
{
"Value": "Dayton, OH xxxxx",
"TabLabel": "CustomerCityStateZip"
},
{
"Value": "xxx-661-6273",
"TabLabel": "CustomerPhone1"
},
{
"Value": "",
"TabLabel": "CustomerBillToAddress"
},
{
"Value": ", ",
"TabLabel": "CustomerBillToCityStateZip"
},
{
"Value": "02/20/2019",
"TabLabel": "TicketStartDate"
},
{
"Value": "02/20/2019",
"TabLabel": "TicketEndDate"
},
{
"Value": "xxxx STREET",
"TabLabel": "XXAddress"
},
{
"Value": "Dayton, OH xxxxx",
"TabLabel": "XXCityStateZip"
},
{
"Value": "(xxx) 555-1212",
"TabLabel": "XXPhoneNumber"
},
{
"Value": "42 4657345",
"TabLabel": "XXFederalNumber"
},
{
"Value": "03/11/2019",
"TabLabel": "CurrentDate"
},
{
"Value": "4237",
"TabLabel": "TechNumber"
},
{
"Value": "4237",
"TabLabel": "TechNumber-2"
},
{
"Value": "John Smith",
"TabLabel": "CustomerFullName-2"
},
{
"Value": "John Smith",
"TabLabel": "CustomerFullName-3"
},
{
"Value": "JIM HUNT",
"TabLabel": "TechFullName"
},
{
"Value": "JIM HUNT",
"TabLabel": "TechFullName-2"
},
{
"Value": "104",
"TabLabel": "BranchNumber"
},
{
"Value": "Dayton",
"TabLabel": "Location"
}]
},
"CustomFields": ["1"]
},
{
"RoleName": "Customer",
"Name": "John Smith",
"Email": "xxxx@gmail.com",
"Note": null,
"RoutingOrder": "2",
"RecipientId": "2",
"ClientUserId": "",
"Tabs": {
"TextTabs": []
},
"CustomFields": ["2"]
},
{
"RoleName": "Technician",
"Name": "John Hunt",
"Email": "xxxx@xxxx.com",
"Note": null,
"RoutingOrder": "3",
"RecipientId": "3",
"ClientUserId": "xxxx@xxxx.com",
"Tabs": {
"TextTabs": []
},
"CustomFields": ["3"]
},
{
"RoleName": "Customer",
"Name": "John Smith",
"Email": "xxxx@gmail.com",
"Note": null,
"RoutingOrder": "4",
"RecipientId": "4",
"ClientUserId": "",
"Tabs": {
"TextTabs": []
},
"CustomFields": ["4"]
},
{
"RoleName": "Technician",
"Name": "John Hunt",
"Email": "xxxx@xxxx.com",
"Note": null,
"RoutingOrder": "5",
"RecipientId": "5",
"ClientUserId": "xxxx@xxxx.com",
"Tabs": {
"TextTabs": []
},
"CustomFields": ["5"]
},
{
"RoleName": "Customer",
"Name": "John Smith",
"Email": "xxxx@gmail.com",
"Note": null,
"RoutingOrder": "6",
"RecipientId": "6",
"ClientUserId": "",
"Tabs": {
"TextTabs": []
},
"CustomFields": ["6"]
}],
"CarbonCopies": [{
"Email": "xxxx.xxxx@xxxx.COM",
"Name": "CC - John Hunt",
"Note": null,
"RecipientId": "1001",
"RoutingOrder": "5"
},
{
"Email": "YYYYYYYY@GMAIL.COM",
"Name": "CC - Boss",
"Note": null,
"RecipientId": "1002",
"RoutingOrder": "5"
},
{
"Email": "xxxx.xxxx@xxxx.COM",
"Name": "CC - John Hunt",
"Note": null,
"RecipientId": "1001",
"RoutingOrder": "7"
},
{
"Email": "YYYYYYYY@GMAIL.COM",
"Name": "CC - Boss",
"Note": null,
"RecipientId": "1002",
"RoutingOrder": "7"
}]
},
"Sequence": "1"
}]
},
{
"ServerTemplates": [{
"IdDecFilterId": 0,
"IdForTemplate": 0,
"TemplateId": "952a2b19-9657-44ea-854c-2b0fd9d06d79",
"Name": null,
"Sequence": 2
}],
"InlineTemplates": [{
"CustomFields": {
"TextCustomFields": [{
"Name": "BranchNumber",
"Required": "false",
"Show": "false",
"Value": "104"
},
{
"Name": "TicketNumber",
"Required": "false",
"Show": "false",
"Value": "13106923"
}]
},
"Recipients": {
"Signers": [{
"RoleName": "Technician",
"Name": "John Hunt",
"Email": "xxxx@xxxx.com",
"Note": null,
"RoutingOrder": "1",
"RecipientId": "1",
"ClientUserId": "xxxx@xxxx.com",
"Tabs": {
"TextTabs": []
},
"CustomFields": ["1"]
},
{
"RoleName": "Customer",
"Name": "John Smith",
"Email": "xxxx@gmail.com",
"Note": null,
"RoutingOrder": "2",
"RecipientId": "2",
"ClientUserId": "",
"Tabs": {
"TextTabs": [{
"Value": "02/20/2019",
"TabLabel": "DateOfLoss"
},
{
"Value": "xxxxx",
"TabLabel": "CustomerFullAddress"
}]
},
"CustomFields": ["2"]
}],
"CarbonCopies": null
},
"Sequence": "2"
}]
},
{
"ServerTemplates": [{
"IdDecFilterId": 0,
"IdForTemplate": 0,
"TemplateId": "419aab1a-31c3-4112-b40d-18dd5575b7da",
"Name": null,
"Sequence": 3
}],
"InlineTemplates": [{
"CustomFields": {
"TextCustomFields": [{
"Name": "BranchNumber",
"Required": "false",
"Show": "false",
"Value": "104"
},
{
"Name": "TicketNumber",
"Required": "false",
"Show": "false",
"Value": "13106923"
}]
},
"Recipients": {
"Signers": [{
"RoleName": "Technician",
"Name": "John Hunt",
"Email": "xxxx@xxxx.com",
"Note": null,
"RoutingOrder": "1",
"RecipientId": "1",
"ClientUserId": "xxxx@xxxx.com",
"Tabs": {
"TextTabs": [{
"Value": "11",
"TabLabel": "DayOfMonth"
},
{
"Value": "March",
"TabLabel": "Month"
},
{
"Value": "19",
"TabLabel": "LastTwoOfYear"
},
{
"Value": "John Smith",
"TabLabel": "CustomerFullName"
},
{
"Value": "xxxx",
"TabLabel": "CustomerAddress1and2"
},
{
"Value": "Dayton, OH xxxxx",
"TabLabel": "CustomerCityStateZip"
},
{
"Value": "JIM HUNT",
"TabLabel": "TechFullName"
},
{
"Value": "xxxx
"TabLabel": "CustomerFullAddress"
}]
},
"CustomFields": ["1"]
},
{
"RoleName": "Customer",
"Name": "John Smith",
"Email": "xxxx@gmail.com",
"Note": null,
"RoutingOrder": "2",
"RecipientId": "2",
"ClientUserId": "",
"Tabs": {
"TextTabs": [{
"Value": "xxxx
"TabLabel": "CustomerFullAddress"
}]
},
"CustomFields": ["2"]
}],
"CarbonCopies": null
},
"Sequence": "3"
}]
},
{
"ServerTemplates": [{
"IdDecFilterId": 0,
"IdForTemplate": 0,
"TemplateId": "ff879c26-ea74-4e4f-b509-9e31d1de9a7a",
"Name": null,
"Sequence": 4
}],
"InlineTemplates": [{
"CustomFields": {
"TextCustomFields": [{
"Name": "BranchNumber",
"Required": "false",
"Show": "false",
"Value": "104"
},
{
"Name": "TicketNumber",
"Required": "false",
"Show": "false",
"Value": "13106923"
}]
},
"Recipients": {
"Signers": [{
"RoleName": "Technician",
"Name": "John Hunt",
"Email": "xxxx@xxxx.com",
"Note": null,
"RoutingOrder": "1",
"RecipientId": "1",
"ClientUserId": "xxxx@xxxx.com",
"Tabs": {
"TextTabs": [{
"Value": "",
"TabLabel": "ClaimNumber"
},
{
"Value": "John Smith",
"TabLabel": "CustomerFullName"
},
{
"Value": "xxxx",
"TabLabel": "CustomerAddress1and2"
},
{
"Value": "Dayton, OH xxxxx",
"TabLabel": "CustomerCityStateZip"
},
{
"Value": "JIM HUNT",
"TabLabel": "TechFullName"
},
{
"Value": "xxxx STREET",
"TabLabel": "XXAddress"
},
{
"Value": "Dayton, OH 45202",
"TabLabel": "XXCityStateZip"
},
{
"Value": "(xxx) 555-1212",
"TabLabel": "XXPhoneNumber"
},
{
"Value": "42 4657345",
"TabLabel": "XXFederalNumber"
}]
},
"CustomFields": ["1"]
},
{
"RoleName": "Customer",
"Name": "John Smith",
"Email": "xxxx@gmail.com",
"Note": null,
"RoutingOrder": "2",
"RecipientId": "2",
"ClientUserId": "",
"Tabs": {
"TextTabs": []
},
"CustomFields": ["2"]
}],
"CarbonCopies": null
},
"Sequence": "4"
}]
},
{
"ServerTemplates": [{
"IdDecFilterId": 0,
"IdForTemplate": 0,
"TemplateId": "72acce02-c897-4b2b-85ce-3094d004f221",
"Name": null,
"Sequence": 5
}],
"InlineTemplates": [{
"CustomFields": {
"TextCustomFields": [{
"Name": "BranchNumber",
"Required": "false",
"Show": "false",
"Value": "104"
},
{
"Name": "TicketNumber",
"Required": "false",
"Show": "false",
"Value": "13106923"
}]
},
"Recipients": {
"Signers": [{
"RoleName": "Technician",
"Name": "John Hunt",
"Email": "xxxx@xxxx.com",
"Note": null,
"RoutingOrder": "1",
"RecipientId": "1",
"ClientUserId": "xxxx@xxxx.com",
"Tabs": {
"TextTabs": [{
"Value": "John Smith",
"TabLabel": "CustomerFullName"
}]
},
"CustomFields": ["1"]
},
{
"RoleName": "Customer",
"Name": "John Smith",
"Email": "xxxx@gmail.com",
"Note": null,
"RoutingOrder": "2",
"RecipientId": "2",
"ClientUserId": "",
"Tabs": {
"TextTabs": []
},
"CustomFields": ["2"]
}],
"CarbonCopies": null
},
"Sequence": "5"
}]
},
{
"ServerTemplates": [{
"IdDecFilterId": 0,
"IdForTemplate": 0,
"TemplateId": "b8070422-ee4c-4fe3-a657-84616d69c6bd",
"Name": null,
"Sequence": 6
}],
"InlineTemplates": [{
"CustomFields": {
"TextCustomFields": [{
"Name": "BranchNumber",
"Required": "false",
"Show": "false",
"Value": "104"
},
{
"Name": "TicketNumber",
"Required": "false",
"Show": "false",
"Value": "13106923"
}]
},
"Recipients": {
"Signers": [{
"RoleName": "Technician",
"Name": "John Hunt",
"Email": "xxxx@xxxx.com",
"Note": null,
"RoutingOrder": "1",
"RecipientId": "1",
"ClientUserId": "xxxx@xxxx.com",
"Tabs": {
"TextTabs": [{
"Value": "xxxxx",
"TabLabel": "CustomerAddress1and2"
},
{
"Value": "Dayton, OH xxxxx",
"TabLabel": "CustomerCityStateZip"
}]
},
"CustomFields": ["1"]
},
{
"RoleName": "Customer",
"Name": "John Smith",
"Email": "xxxx@gmail.com",
"Note": null,
"RoutingOrder": "2",
"RecipientId": "2",
"ClientUserId": "",
"Tabs": {
"TextTabs": []
},
"CustomFields": ["2"]
}],
"CarbonCopies": [{
"Email": "xxxx.xxxx@xxxx.COM",
"Name": "CC - John Hunt",
"Note": null,
"RecipientId": "1001",
"RoutingOrder": "3"
},
{
"Email": "YYYYYYYY@GMAIL.COM",
"Name": "CC - Boss",
"Note": null,
"RecipientId": "1002",
"RoutingOrder": "3"
}]
},
"Sequence": "6"
}]
},
{
"ServerTemplates": [{
"IdDecFilterId": 0,
"IdForTemplate": 0,
"TemplateId": "a8671e69-4a2d-4785-b69e-6b02165eb615",
"Name": null,
"Sequence": 7
}],
"InlineTemplates": [{
"CustomFields": {
"TextCustomFields": [{
"Name": "BranchNumber",
"Required": "false",
"Show": "false",
"Value": "104"
},
{
"Name": "TicketNumber",
"Required": "false",
"Show": "false",
"Value": "13106923"
}]
},
"Recipients": {
"Signers": [{
"RoleName": "Technician",
"Name": "John Hunt",
"Email": "xxxx@xxxx.com",
"Note": null,
"RoutingOrder": "7",
"RecipientId": "7",
"ClientUserId": "xxxx@xxxx.com",
"Tabs": {
"TextTabs": [{
"Value": "",
"TabLabel": "ClaimNumber"
},
{
"Value": "xxxx STREET",
"TabLabel": "XXAddress"
},
{
"Value": "Dayton, OH 45202",
"TabLabel": "XXCityStateZip"
},
{
"Value": "(xxx) 555-1212",
"TabLabel": "XXPhoneNumber"
},
{
"Value": "42 4657345",
"TabLabel": "XXFederalNumber"
},
{
"Value": "John Smith",
"TabLabel": "CustomerFullName"
},
{
"Value": "xxxxx",
"TabLabel": "CustomerAddress1and2"
},
{
"Value": "Dayton, OH xxxxx",
"TabLabel": "CustomerCityStateZip"
},
{
"Value": "JOHN HUNT",
"TabLabel": "TechFullName"
},
{
"Value": "John Smith",
"TabLabel": "CustomerFullName-2"
}]
},
"CustomFields": ["7"]
},
{
"RoleName": "Customer",
"Name": "John Smith",
"Email": "xxxx@gmail.com",
"Note": null,
"RoutingOrder": "8",
"RecipientId": "8",
"ClientUserId": "",
"Tabs": {
"TextTabs": []
},
"CustomFields": ["8"]
}],
"CarbonCopies": [{
"Email": "xxxx.xxxx@xxxx.COM",
"Name": "CC - John Hunt",
"Note": null,
"RecipientId": "1001",
"RoutingOrder": "9"
},
{
"Email": "YYYYYYYY@GMAIL.COM",
"Name": "CC - Boss",
"Note": null,
"RecipientId": "1002",
"RoutingOrder": "9"
}]
},
"Sequence": "7"
}]
}]
}尝试在信封定义级别将“
allowRecipientRecursion
”设置为“true
”,与“状态”平行:“已发送”。当allowRecipientRecursion
设置为true
时,这将启用Recursive Recipients功能,并允许收件人在发送顺序中出现多次。我希望您为每个签名人都设置了选项卡,否则DocuSign将抛出一个错误我尝试了此操作,但没有改变任何内容。我能够完成前三个步骤,但发送给客户的第二封电子邮件无法送达。DS制表符是否在每次流向diif路由订单时都有所不同,但对于同一个收件人,并且信封中的每个签名人都有制表符?您能否使用DS UI检查工作流被卡住的位置,以及DS是否在WebUI上抛出错误?您好,这表明它正在等待客户在DS UI上签名。选项卡设置在需要的任何位置。如果DS UI显示等待签名,那么您确定电子邮件没有发送到该客户的电子邮件吗?请检查垃圾邮件,或者如果您正在使用GMAIL,并且使用相同的电子邮件地址,那么它有时会将多封主题相同的电子邮件合并在一起。