DocuSign - CompositeTemplates - 填写模板数据并签名

Question

我正在尝试使用复合模板，以便在签名过程完成后发送特定用户的文档。 这是我发送的json：

    {
    "compositeTemplates": [{
        "compositeTemplateId": "1",
        "inlineTemplates": [{
            "recipients": {
                "carbonCopies": [{
                    "email": "mtaranto@test1.com",
                    "name": "CC Name",
                    "recipientId": "3",
                    "emailNotification": {
                        "emailBody": "email text",
                        "emailSubject": "Completed!!!! this is custom",
                        "supportedLanguage": "en"
                    }
                }],
                "signers": [{
                    "email": "mauriciotaranto@test.com",
                    "name": "A Name",
                    "recipientId": "1",
                    "roleName": "Participant A",
                    "ClientUserId": "123456",
                    "Tabs": {
                        "TextTabs": [{
                            "TabLabel": "PreferredPhoneNumber",
                            "Value": "001234567"
                        },
                        {
                            "TabLabel": "AlternatePhoneNumber",
                            "Value": "001234567"
                        },
                        {
                            "TabLabel": "BirthMM",
                            "Value": "04"
                        },
                        {
                            "TabLabel": "BirrthDD",
                            "Value": "18"
                        },
                        {
                            "TabLabel": "BirrthYY",
                            "Value": "1981"
                        },
                        {
                            "TabLabel": "DentalSchool",
                            "Value": "DentalSchool"
                        },
                        {
                            "TabLabel": "MedicalSchool",
                            "Value": "MedicalSchool"
                        },
                        {
                            "TabLabel": "OmsResidency",
                            "Value": "OmsResidency"
                        },
                        {
                            "TabLabel": "Intership",
                            "Value": "Intership"
                        },
                        {
                            "TabLabel": "Fellowship",
                            "Value": "Fellowship"
                        },
                        {
                            "TabLabel": "TrainingArea",
                            "Value": "TrainingArea"
                        }],
                        "RadioGroupTabs": [{
                            "groupName": "RadioPhone",
                            "radios": [{
                                "selected": true,
                                "value": "Radio2"
                            }],

                        },
                        {
                            "groupName": "AlternatePhoneNumber",
                            "radios": [{
                                "selected": true,
                                "value": "Radio1"
                            }],

                        },
                        {
                            "groupName": "MemberShip",
                            "radios": [{
                                "selected": true,
                                "value": "Radio2"
                            }],

                        },
                        {
                            "groupName": "RiskManagement",
                            "radios": [{
                                "selected": true,
                                "value": "Radio2"
                            }],

                        }],
                        "checkboxTabs": [{
                            "TabLabel": "SuffixDDS",
                            "selected": true,

                        },
                        {
                            "TabLabel": "SuffixMD",
                            "selected": true,

                        },
                        ]
                    }
                }]
            },
            "sequence": "2"
        }],
        "serverTemplates": [{
            "sequence": "1",
            "templateId": "07a2484d-c144-4ad6-a218-85b96bcea4ca"
        }]
    }],
    "emailSubject": "Test flow with CC",
    "status": "sent"
}

正如您所看到的，我还发送了客户端 ID 属性。 这是因为我们使用的是嵌入式解决方案。

但是在创建信封并获得收件人视图后，这就是我所看到的：

正如您在图像上看到的，文档上没有标签数据，也没有单标签（我在模板上创建它们）。 用户必须拖放。 这不是我要找的。

我缺少什么？

谢谢！

Answer 1

我认为你在 ServerTemplate 中有 roleName 是Test 。 您需要在 CompositeTemplate 中使用相同的 roleName，以便 DocuSign 知道您正在发送 JSON 调用的收件人数据。