在基于模板的文档信封上添加签名者

Question

我创建了一个模板并添加了两个角色签名者 1 和签名者 2。我正在使用此模板创建信封并即时添加签名者。它工作正常。在某些情况下，管理员用户不知道第二个签名者并且只添加了第一个签名者并且信封是使用单个签名者创建的。一旦创建了信封，现在我想在信封上添加第二个签名者。我正在使用 C# docusign 客户端，我试过了

  {                 
     var templateInfo = await envelopesApi.ListTemplatesAsync(await AccountAsync(), envelopeId, new EnvelopesApi.ListTemplatesOptions { include = "applied" }); //fetching template id
                foreach (var template in templateInfo.Templates)
                {
                    var templateRecipients = await templatesApi.ListRecipientsAsync(await AccountAsync(), template.TemplateId, new ListRecipientsOptions { includeTabs = "true" }); //fetching tabs assigned to roles in templatea
                Var signer=  templateRecipients.Signers.FirstOrDefault(w => w.RoleName.ToLower() == signer.SigningRole.ToLower())
                    Recipients.Signers = signers.Aggregate(new List<Signer>(), (newSigners, signer) =>
                    {
                        string recipeintId = Guid.NewGuid().ToString();
                        Tabs tabs = templateSigner.Tabs;
                        Tabs newTabs = new Tabs();
                        var newSigner = new Signer
                        {
                            Email = signer.Email,
                            Name = signer.FullName,
                            RoleName = signer.SigningRole,
                            //ClientUserId = signer.Email,
                            RecipientId = recipeintId, //Int or Guid expected
                            Tabs =BuildRecipientTabs(recipeintId,signer?.Tabs) ; //copying tabs
                        };
                        newSigners.Add(newSigner);
                        return newSigners;
                    });


    var something = await envelopesApi.UpdateRecipientsAsync( AccountId, envelopeId, recipients);
}
//
         private Tabs BuildRecipientTabs(string recipientId, Tabs tabs)
        {
            Tabs newTab = new Tabs();
            if (tabs.ApproveTabs != null)
            {
                tabs.ApproveTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.CheckboxTabs != null)
            {
                tabs.CheckboxTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.DateTabs != null)
            {
                tabs.DateTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.DateSignedTabs != null)
            {
                tabs.DateSignedTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.DeclineTabs != null)
            {
                tabs.DeclineTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.EmailAddressTabs != null)
            {
                tabs.EmailAddressTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.EmailTabs != null)
            {
                tabs.EmailTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.EnvelopeIdTabs != null)
            {
                tabs.EnvelopeIdTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.FullNameTabs != null)
            {
                tabs.FullNameTabs.ForEach(w => { if (w!=null) { w.RecipientId = recipientId;}});             
            }
            if (tabs.FirstNameTabs != null)
            {
                tabs.FirstNameTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.FormulaTabs != null)
            {
                tabs.FormulaTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.InitialHereTabs != null)
            {
                tabs.InitialHereTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }           
            if (tabs.LastNameTabs != null)
            {
                tabs.LastNameTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.ListTabs != null)
            {
                tabs.ListTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.NotarizeTabs != null)
            {
                tabs.NotarizeTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.NoteTabs != null)
            {
                tabs.NoteTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.NumberTabs != null)
            {
                tabs.NumberTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.PolyLineOverlayTabs != null)
            {
                tabs.PolyLineOverlayTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }           
            if (tabs.RadioGroupTabs != null)
            {
                tabs.RadioGroupTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.SignerAttachmentTabs != null)
            {
                tabs.SignerAttachmentTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.SignHereTabs != null)
            {
                tabs.SignHereTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; w.TabId = null; } });
            }
            if (tabs.SmartSectionTabs != null)
            {
                tabs.SmartSectionTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.SsnTabs != null)
            {
                tabs.SsnTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.TitleTabs != null)
            {
                tabs.TitleTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.TextTabs != null)
            {
                tabs.TextTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId;  w.TabId=null; } });

            }
            if (tabs.TabGroups != null)
            {
                tabs.TabGroups.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }          
            if (tabs.ViewTabs != null)
            {
                tabs.ViewTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            if (tabs.ZipTabs != null)
            {
                tabs.ZipTabs.ForEach(w => { if (w != null) { w.RecipientId = recipientId; } });
            }
            return tabs;
        }

它添加收件人但与模板角色无关。谁能建议如何为收件人分配模板角色？

Answer 1

我刚刚找到了满足此要求的解决方案。未使用 UpdateRecipientsAsync 或 CreateRecipientsAsync 创建或更新选项卡/p>

它使用 CreateTabAsync..

 //build recipients
                recipients.Signers = signers.Aggregate(new List<Signer>(), (newSigners, signer) =>
                {
                    string recipeintId = Guid.NewGuid().ToString();
                    var newSigner = new Signer
                    {
                        Email = signer.Email,
                        Name = signer.FullName,
                        RoleName = signer.SigningRole,
                        ClientUserId = signer.Email,
                        RecipientId = recipeintId //Int or Guid expected                      
                    };
                    newSigners.Add(newSigner);
                    return newSigners;
                });
                var addedRecipient = await envelopesApi.CreateRecipientAsync(await AccountAsync(), envelopeId, recipients); //adding recipients
                var templateInfo = await envelopesApi.ListTemplatesAsync(await AccountAsync(), envelopeId, new EnvelopesApi.ListTemplatesOptions { include = "applied" });

                //envelope is created using one template only
                    var templateRecipients = await templatesApi.ListRecipientsAsync(await AccountAsync(), templateInfo.Templates.FirstOrDefault().TemplateId, new ListRecipientsOptions { includeTabs = "true" });
                    foreach (var signer in recipients.Signers)
                    {
                        Signer templateSigner = templateRecipients.Signers.FirstOrDefault(w => w.RoleName.ToLower() == signer.RoleName.ToLower());
                        Tabs tabs =BuildRecipientTabs(signer.RecipientId, templateSigner.Tabs);
                        var t=  await envelopesApi.CreateTabsAsync(await AccountAsync(), envelopeId, signer.RecipientId, tabs);
                    }

Answer 2

收件人对象包括收件人，如果您确保角色与模板中的内容匹配 - 它应该可以工作。 请分享您的整个代码以获得进一步的帮助。