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Docusign-在此处签名标签会多次出现

[英]Docusign - sign here tabs appear multiple times

这是与Rest API一起使用的。 我们试图在信封中的所有文档中使用相同的锚文本值。 我们还可能将几个不同的服务器模板应用于信封。 我们感到沮丧的是,Docusign在看到锚文本的任何地方都应用了锚标记,这意味着如果信封中有3个服务器模板,则处理将为其创建的每个锚文本创建3次锚标记。在每个文档中找到。 这意味着用户将需要单击三次以正式签署文档。 缓解此问题的最快方法是什么?

-这是json

 "compositeTemplates": [
{
  "compositeTemplateId": "1",
  "serverTemplates": [
    {
      "sequence": "1",
      "templateId": "61323293-7f78-4e2b-a296-0c084db16f19"
    }
  ],
  "inlineTemplates": [
    {
      "sequence": "2",
      "documents": [],
      "recipients": {
        "signers": [
          {
            "name": "Kathy Lori",
            "email": "kathylori@xxx.com",
            "recipientId": "1",
            "accessCode": "12345",
            "customFields": [],
            "routingOrder": "1",
            "note": "",
            "roleName": "Customer_SellerName",
            "emailNotification": {
              "emailSubject": "Please sign the  document(s) (Lori)",
              "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
              "supportedLanguage": "en"
            }
          }
        ],
        "certifiedDeliveries": []
      },
      "customFields": {
        "textCustomFields": [
          {
            "name": "EnvelopeInfo",
            "value": "my data"
          }
        ]
      }
    }
  ],
  "document": {
    "documentId": "1",
    "name": "C:\\Temp\\Docusign\\Package\\Canyonlands-ViewOnly.docx",
    "fileExtension": ".docx",
    "order": "1",
    "documentFields": [
      {
        "name": "DMSID",
        "value": "1"
      }
    ],
    "documentBase64": "[Document:Base64Array]"
  }
},
{
  "compositeTemplateId": "2",
  "serverTemplates": [
    {
      "sequence": "2",
      "templateId": "14da6be4-c719-47d9-b183-da13295f86d5"
    }
  ],
  "inlineTemplates": [
    {
      "sequence": "2",
      "documents": [],
      "recipients": {
        "signers": [
          {
            "name": "Kathy Lori",
            "email": "kathylori@xxx.com",
            "recipientId": "1",
            "accessCode": "12345",
            "customFields": [],
            "routingOrder": "1",
            "note": "",
            "roleName": "Customer_SellerName",
            "emailNotification": {
              "emailSubject": "Please sign the document(s) (Lori)",
              "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
              "supportedLanguage": "en"
            }
          }
        ],
        "certifiedDeliveries": []
      },
      "customFields": {
        "textCustomFields": [
          {
            "name": "EnvelopeInfo",
            "value": "my data"
          }
        ]
      }
    }
  ],
  "document": {
    "documentId": "60059128",
    "name": "C:\\Temp\\Docusign\\Package\\e AKA.docx",
    "fileExtension": ".docx",
    "order": "2",
    "documentFields": [
      {
        "name": "DMSID",
        "value": "2"
      }
    ],
    "documentBase64": "[Document:Base64Array]"
  }
},
{
  "compositeTemplateId": "3",
  "serverTemplates": [
    {
      "sequence": "3",
      "templateId": "6b1a11c6-9719-424b-b983-4b278a467dd6"
    }
  ],
  "inlineTemplates": [
    {
      "sequence": "2",
      "documents": [],
      "recipients": {
        "signers": [
          {
            "name": "Kathy Lori",
            "email": "kathylori@xxx.com",
            "recipientId": "1",
            "accessCode": "12345",
            "customFields": [],
            "routingOrder": "1",
            "note": "",
            "roleName": "Customer_SellerName",
            "emailNotification": {
              "emailSubject": "Please sign the document(s) (Lori)",
              "emailBody": "Hello,\r\n\r\nYour  consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
              "supportedLanguage": "en"
            }
          }
        ],
        "certifiedDeliveries": []
      },
      "customFields": {
        "textCustomFields": [
          {
            "name": "EnvelopeInfo",
            "value": "my data"
          }
        ]
      }
    }
  ],
  "document": {
    "documentId": "85586460",
    "name": "C:\\Temp\\Docusign\\Package\\e Equity Disbursement Instructions.docx",
    "fileExtension": ".docx",
    "order": "3",
    "documentFields": [
      {
        "name": "DMSID",
        "value": "3"
      }
    ],
    "documentBase64": "[Document:Base64Array]"
  }
},
{
  "compositeTemplateId": "4",
  "serverTemplates": [
    {
      "sequence": "4",
      "templateId": "61323293-7f78-4e2b-a296-0c084db16f19"
    }
  ],
  "inlineTemplates": [
    {
      "sequence": "2",
      "documents": [],
      "recipients": {
        "signers": [
          {
            "name": "Kathy Lori",
            "email": "kathylori@xxx.com",
            "recipientId": "1",
            "accessCode": "12345",
            "customFields": [],
            "routingOrder": "1",
            "note": "",
            "roleName": "Customer_SellerName",
            "emailNotification": {
              "emailSubject": "Please sign the  document(s) (Lori)",
              "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
              "supportedLanguage": "en"
            }
          }
        ],
        "certifiedDeliveries": []
      },
      "customFields": {
        "textCustomFields": [
          {
            "name": "EnvelopeInfo",
            "value": "my data"
          }
        ]
      }
    }
  ],
  "document": {
    "documentId": "4",
    "name": "C:\\Temp\\Docusign\\Package\\EightDocument.docx",
    "fileExtension": ".docx",
    "order": "4",
    "documentFields": [
      {
        "name": "DMSID",
        "value": "4"
      }
    ],
    "documentBase64": "[Document:Base64Array]"
  }
},
{
  "compositeTemplateId": "5",
  "inlineTemplates": [
    {
      "sequence": "3",
      "documents": [
        {
          "documentId": "5",
          "name": "C:\\Temp\\Docusign\\Package\\FifthDocument.docx",
          "fileExtension": ".docx",
          "order": "5",
          "documentFields": [
            {
              "name": "DMSID",
              "value": "5"
            }
          ],
          "documentBase64": "[Document:Base64Array]"
        },
        {
          "documentId": "6",
          "name": "C:\\Temp\\Docusign\\Package\\FirstDocument.docx",
          "fileExtension": ".docx",
          "order": "6",
          "documentFields": [
            {
              "name": "DMSID",
              "value": "6"
            }
          ],
          "documentBase64": "[Document:Base64Array]"
        },
        {
          "documentId": "7",
          "name": "C:\\Temp\\Docusign\\Package\\FourthDocument.docx",
          "fileExtension": ".docx",
          "order": "7",
          "documentFields": [
            {
              "name": "DMSID",
              "value": "7"
            }
          ],
          "documentBase64": "[Document:Base64Array]"
        }
      ],
      "recipients": {
        "signers": [
          {
            "name": "Kathy Lori",
            "email": "kathylori@xxx.com",
            "recipientId": "1",
            "accessCode": "12345",
            "customFields": [],
            "routingOrder": "1",
            "note": "",
            "roleName": "Customer_SellerName",
            "emailNotification": {
              "emailSubject": "Please sign the document(s) (Lori)",
              "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
              "supportedLanguage": "en"
            }
          }
        ],
        "certifiedDeliveries": []
      },
      "customFields": {
        "textCustomFields": [
          {
            "name": "EnvelopeInfo",
            "value": "my data"
          }
        ]
      }
    }
  ]
}
  1. 创建status=created创建的信封

  2. 使用listRecipients api检索所有选项卡。

  3. 使用DeleteRecipientTabs api删除信封中的标签。 您可以在一个呼叫中删除多个选项卡。

  4. 使用createRecipientTabs api创建新的“锚点”标签。

  5. 使用UpdateEnvelope API将信封状态标记为已发送。

在您的JSON请求中,无需指定compositeTemplateId=4您可以将其删除,只需将文档移至compositeTemplateId=5 这样就不会有重复的锚标记。

如果要在服务器模板中重用文档,则第二次包括它是有意义的。 但是看来您还是要替换服务器模板中的文档,因此第二次使用同一服务器模板毫无意义。

如果您不想执行上述方法,请遵循我在其他答案中建议的方法

在下面的Json中,我删除了重复的CompositeTemplate并将文档移到最终模板中。

{
  "compositeTemplates": [
    {
        "compositeTemplateId": "1",
        "serverTemplates": [
            {
                "sequence": "1",
                "templateId": "61323293-7f78-4e2b-a296-0c084db16f19"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": "2",
                "documents": [ ],
                "recipients": {
                    "signers": [
                        {
                            "name": "Kathy Lori",
                            "email": "kathylori@xxx.com",
                            "recipientId": "1",
                            "accessCode": "12345",
                            "customFields": [ ],
                            "routingOrder": "1",
                            "note": "",
                            "roleName": "Customer_SellerName",
                            "emailNotification": {
                                "emailSubject": "Please sign the  document(s) (Lori)",
                                "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
                                "supportedLanguage": "en"
                            }
                        }
                    ],
                    "certifiedDeliveries": [ ]
                },
                "customFields": {
                    "textCustomFields": [
                        {
                            "name": "EnvelopeInfo",
                            "value": "my data"
                        }
                    ]
                }
            }
        ],
        "document": {
            "documentId": "1",
            "name": "C:\\Temp\\Docusign\\Package\\Canyonlands-ViewOnly.docx",
            "fileExtension": ".docx",
            "order": "1",
            "documentFields": [
                {
                    "name": "DMSID",
                    "value": "1"
                }
            ],
            "documentBase64": "[Document:Base64Array]"
        }
    },
    {
        "compositeTemplateId": "2",
        "serverTemplates": [
            {
                "sequence": "2",
                "templateId": "14da6be4-c719-47d9-b183-da13295f86d5"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": "2",
                "documents": [ ],
                "recipients": {
                    "signers": [
                        {
                            "name": "Kathy Lori",
                            "email": "kathylori@xxx.com",
                            "recipientId": "1",
                            "accessCode": "12345",
                            "customFields": [ ],
                            "routingOrder": "1",
                            "note": "",
                            "roleName": "Customer_SellerName",
                            "emailNotification": {
                                "emailSubject": "Please sign the document(s) (Lori)",
                                "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
                                "supportedLanguage": "en"
                            }
                        }
                    ],
                    "certifiedDeliveries": [ ]
                },
                "customFields": {
                    "textCustomFields": [
                        {
                            "name": "EnvelopeInfo",
                            "value": "my data"
                        }
                    ]
                }
            }
        ],
        "document": {
            "documentId": "60059128",
            "name": "C:\\Temp\\Docusign\\Package\\e AKA.docx",
            "fileExtension": ".docx",
            "order": "2",
            "documentFields": [
                {
                    "name": "DMSID",
                    "value": "2"
                }
            ],
            "documentBase64": "[Document:Base64Array]"
        }
    },
    {
        "compositeTemplateId": "3",
        "serverTemplates": [
            {
                "sequence": "3",
                "templateId": "6b1a11c6-9719-424b-b983-4b278a467dd6"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": "2",
                "documents": [ ],
                "recipients": {
                    "signers": [
                        {
                            "name": "Kathy Lori",
                            "email": "kathylori@xxx.com",
                            "recipientId": "1",
                            "accessCode": "12345",
                            "customFields": [ ],
                            "routingOrder": "1",
                            "note": "",
                            "roleName": "Customer_SellerName",
                            "emailNotification": {
                                "emailSubject": "Please sign the document(s) (Lori)",
                                "emailBody": "Hello,\r\n\r\nYour  consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
                                "supportedLanguage": "en"
                            }
                        }
                    ],
                    "certifiedDeliveries": [ ]
                },
                "customFields": {
                    "textCustomFields": [
                        {
                            "name": "EnvelopeInfo",
                            "value": "my data"
                        }
                    ]
                }
            }
        ],
        "document": {
            "documentId": "85586460",
            "name": "C:\\Temp\\Docusign\\Package\\e Equity Disbursement Instructions.docx",
            "fileExtension": ".docx",
            "order": "3",
            "documentFields": [
                {
                    "name": "DMSID",
                    "value": "3"
                }
            ],
            "documentBase64": "[Document:Base64Array]"
        }
    },

    {
        "compositeTemplateId": "5",
        "inlineTemplates": [
            {
                "sequence": "3",
                "documents": [
                    {
                        "documentId": "4",
                        "name": "C:\\Temp\\Docusign\\Package\\EightDocument.docx",
                        "fileExtension": ".docx",
                        "order": "4",
                        "documentFields": [
                            {
                                "name": "DMSID",
                                "value": "4"
                            }
                        ],
                        "documentBase64": "[Document:Base64Array]"
                    },
                    {
                        "documentId": "5",
                        "name": "C:\\Temp\\Docusign\\Package\\FifthDocument.docx",
                        "fileExtension": ".docx",
                        "order": "5",
                        "documentFields": [
                            {
                                "name": "DMSID",
                                "value": "5"
                            }
                        ],
                        "documentBase64": "[Document:Base64Array]"
                    },
                    {
                        "documentId": "6",
                        "name": "C:\\Temp\\Docusign\\Package\\FirstDocument.docx",
                        "fileExtension": ".docx",
                        "order": "6",
                        "documentFields": [
                            {
                                "name": "DMSID",
                                "value": "6"
                            }
                        ],
                        "documentBase64": "[Document:Base64Array]"
                    },
                    {
                        "documentId": "7",
                        "name": "C:\\Temp\\Docusign\\Package\\FourthDocument.docx",
                        "fileExtension": ".docx",
                        "order": "7",
                        "documentFields": [
                            {
                                "name": "DMSID",
                                "value": "7"
                            }
                        ],
                        "documentBase64": "[Document:Base64Array]"
                    }
                ],
                "recipients": {
                    "signers": [
                        {
                            "name": "Kathy Lori",
                            "email": "kathylori@xxx.com",
                            "recipientId": "1",
                            "accessCode": "12345",
                            "customFields": [ ],
                            "routingOrder": "1",
                            "note": "",
                            "roleName": "Customer_SellerName",
                            "emailNotification": {
                                "emailSubject": "Please sign the document(s) (Lori)",
                                "emailBody": "Hello,\r\n\r\nYour consultant has sent you a new document to view and sign.  Please click on the View Documents link below, review the content, and sign the document.  If you have any questions, please contact your consultant.\r\n\r\nThank you!",
                                "supportedLanguage": "en"
                            }
                        }
                    ],
                    "certifiedDeliveries": [ ]
                },
                "customFields": {
                    "textCustomFields": [
                        {
                            "name": "EnvelopeInfo",
                            "value": "my data"
                        }
                    ]
                }
            }
        ]
    }
  ]
}

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