Docusignapi 嵌入式和电子邮件签名相结合

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

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 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。