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Docusign：如何让信封收件人在不同时间签署两个文件？

[英]Docusign: how to make envelope recipient to sign two documents at different times?

原文 2021-02-10 22:08:45 1 1 javascript/ docusignapi

I'm using docusign for electronic signatures.我正在使用 docusign 进行电子签名。 My workflow can be simplified as follow:我的工作流程可以简化如下：

there are two signers ( S1 and S2 ) and 2 documents ( D1 and D2 )有两个签名者（ S1和S2 ）和 2 个文档（ D1和D2 ）
S1 need to sign D1 (but he shall not see D2 ) S1需要签署D1 （但他不会看到D2 ）
then actions are taken in real life...然后在现实生活中采取行动......
then S2 sign both documents然后S2签署两个文件
and S1 finally needs to sign D2而S1最终需要签署D2

I have tried with documentVisibility, but the doc says :我曾尝试使用 documentVisibility，但文档说：

A document cannot be hidden from a recipient if the recipient has tabs assigned to them...如果收件人有分配给他们的选项卡，则无法对收件人隐藏文档...

What is the best way to achieve such a workflow?实现这种工作流程的最佳方法是什么？

1 个解决方案

What I think you need are 3 signers - S1, S2, and S3.我认为您需要的是 3 个签名者 - S1、S2 和 S3。 S3 is similar to S1 but is technically a different signer in the system. S3 与 S1 类似，但在技术上是系统中的不同签名者。 So you can restrict S1 from viewing D2 because only S2 and S3 have tabs in that document.因此，您可以限制 S1 查看 D2，因为只有 S2 和 S3 在该文档中有选项卡。 If this doesn't work then are two alternative ways to do that:如果这不起作用，那么有两种替代方法可以做到这一点：

Option 1 - two envelopes.选项 1 - 两个信封。

In this option you create a new envelope based on the complete docs from the first envelope and send this second document for D2 to sign.在此选项中，您可以根据第一个信封中的完整文档创建一个新信封，然后将第二个文档发送给 D2 签名。 It would do what you want.它会做你想做的事。 It just that it will require two separate envelopes.只是它需要两个单独的信封。

Option 2 - correcting an envelope.选项 2 - 修正信封。

In that option you add D2 after S1 signs and add S1 as a signer in the last position (routing order) after S2.在该选项中，您在 S1 签名之后添加 D2，并在 S2 之后的最后一个 position（路由顺序）中添加 S1 作为签名者。 So the envelope has to be modified mid-way using the Correct flow.因此，必须使用正确的流程中途修改信封。