DocuSign eSignature REST API C# 客户端：相同的模板角色能否对单个文档执行多个签名步骤？

Question

Versions

• Docusign C# Client- DocuSign.eSign.dll v3.1.5

• .NetFramework 4.7.1

Our Requirement

We need to implement a signing workflow where the same template role can perform multiple actions on the same document. A simplified example of this would be the following.

• Single Template (Document)
• Assigned a role called "Customer"
• Step 1 - Customer must sign
• Step 2 - Someone else must sign
• Step 3 - Customer must view document
• Signing workflow completed

Below is a diagram from the DocuSign eSignature admin console where "CC" represents the Customer template role

Some example Code

Our application uses the C# Docusign Client (which is essentially a wrapper for Http Requests that need to be sent to the Docusign API) to tell DocuSign the ID of the template (Document) we need to populate and the name/email address of each recipient that has a role in the signing workflow.

var envelope = new EnvelopeDefinition
{
    AllowRecipientRecursion = "true",
    TemplateId = templateId,
    TemplateRoles = peopleWithRolesOnTheTemplate.Select(person => new TemplateRole
    {
        RoleName = person.Role, // e.g "Customer"
        Name = person.Name,
        Email = person.Email
        // etc etc
    }).ToList(),
    Status = "sent"
};

var envelopesApi = new EnvelopesApi(ApiClient.Configuration);
var result = envelopesApi.CreateEnvelope(AccountId, envelope);

Expected Result

• Our application has specified the name and email address for the "Customer" template role and sent a request to create an envelope to DocuSign

• We expect the resulting DocuSign envelope to have 3 signing steps, 2 of them belonging to the Customer template role.

• We expect each step belong to the Customer role to be populated with the name and email address we specified in the code snippet above.

• We expect the Customer role to receive the document TWICE, once to sign and the second time to view the document AFTER the recipient in Signing step 2 has signed.

Actual Result

• Customer Signs document, Second Recipient signs document, Customer is not sent document to view (step 3 not carried out)

• Looking at some of the DocuSign logging, it seems like there are only TWO signing steps in the envelope, not 3. It's almost as if because two of the signing steps have the same role name, they are being merged into one signing step, of something along those lines.

My Questions

1. Does anyone know if the above bolded statement is correct?

2. Is there ANY WAY we can use this DocuSign C# Client to create an envelope where the SAME ROLE can perform multiple signing steps? Or does each signing step in DocuSign have to belong to a separate role?

Answer 1

You should give the customer two role names: customerSigner and customerCC.

When you use the template, you will set three roles:

• customerSigner
• someoneElseSigner
• customerCC

The name and email for the first and third roles will be the same.

Also, DocuSign automatically (by default) sends a copy of the completed documents to the signers--so I'm not sure that you even need the cc role/step.

Finally, you said that

Customer must view document

To ensure that the customer has seen the documents in step 3 you may want to use the certified delivery recipient.