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在DocuSign嵌入式“发送”视图中同时打开多个信封

[英]Multiple envelopes open concurrently in DocuSign embedded Send view

原文 2014-04-22 00:57:36 7 2 docusignapi

We are building a DocuSign integration using the embedded Send view. 我们正在使用嵌入式“发送”视图构建DocuSign集成。 All documents should be sent from a single company email address so that if a customer emails us with a question, they reach the group, not any individual member. 所有文档应从一个公司的电子邮件地址发送，这样，如果客户向我们发送问题的电子邮件，则它们将到达该组，而不是任何单个成员。 To enable this, we are sending all envelopes from a single DocuSign account. 为此，我们从一个DocuSign帐户发送所有信封。

We encounter a problem when multiple users open envelopes in embedded Send view concurrently - they get logged off because each DocuSign account can only be open in one window at a time. 当多个用户同时在嵌入式“发送”视图中打开信封时，我们会遇到一个问题-他们注销，因为每个DocuSign帐户一次只能在一个窗口中打开。

Is there an account setting to allow multiple embedded Send views to be open simultaneously? 是否有一个帐户设置允许同时打开多个嵌入式“发送”视图？

Alternatively, we may have to send documents from different accounts so that multiple users can send envelopes at the same time. 或者，我们可能必须从不同的帐户发送文档，以便多个用户可以同时发送信封。 If this is true, is there a way to set up multiple DocuSign accounts with the same email address so that all of our customers receive documents from the same email address? 如果是这样，是否可以用相同的电子邮件地址设置多个DocuSign帐户，以便我们所有的客户都可以从相同的电子邮件地址接收文档？

2 个解决方案

DocuSign does not allow more than 1 active session for a given set of user credentials (email/password) at any given point in time. 对于任何给定的时间点，给定的一组用户凭据（电子邮件/密码），DocuSign不允许进行多个活动会话。

But, you can still achieve your goal -- because DocuSign identifies a user based on combination of email address / name / password. 但是，您仍然可以实现自己的目标-因为DocuSign根据电子邮件地址/名称/密码的组合来识别用户。 So, you can create multiple users in the DocuSign account that all use the same email address -- just make sure that you set each of their names to a distinct value when creating the users in DocuSign, and ALSO -- make sure that each user sets their PASSWORD to a UNIQUE value. 因此，您可以在DocuSign帐户中创建多个使用相同电子邮件地址的用户-只需确保在DocuSign中创建用户时将每个用户的名称设置为不同的值即可，并且还应确保每个用户将其PASSWORD设置为UNIQUE值。 For example, I could create 2 users with the following info: 例如，我可以使用以下信息创建2个用户：

John Doe | 约翰·杜 jdoe@outlook.com jdoe@outlook.com
Jane Doe | 简·杜 jdoe@outlook.com jdoe@outlook.com

When John activates his account, he sets his password to john123 . John激活帐户后，将密码设置为john123 。 When Jane activates her account, she sets her password to jane456 . 简激活她的帐户时，她将密码设置为jane456 。

Both of these users will use the email address jdoe@outlook.com to login, but DocuSign will know which user it is logging in based upon the password they enter. 这两个用户都将使用电子邮件地址jdoe@outlook.com进行登录，但是DocuSign将根据他们输入的密码知道其登录的用户。 Because they're each using a distinct user account, thay can be connected to DocuSign simultaneously without any issues. 因为它们各自使用不同的用户帐户，所以它们可以同时连接到DocuSign，而不会出现任何问题。

There is a setting on the account backend (not visable to you at this time) that would allow multiple sessions to be used on the same user. 帐户后端有一个设置（目前不向您显示），该设置允许同一用户使用多个会话。 That sounds like it'd resolve your issue. 听起来好像可以解决您的问题。

Kim's answer below also would work if you wanted to use multiple users under the same email. 如果您想在同一封电子邮件中使用多个用户，则Kim的以下回答也将起作用。