Docusign 通过一对一的文档到签名者映射将多个信封发送给多个签名者

Question

我一直致力于 Salesforce 到 Docusign 的集成。我有多个文档，每个文档都有特定的签名者，即一个文档应该发送给一个特定的用户，而不是全部。但是我想在一个对docusign的Rest API调用中做到这一点！文档存储在帐户附件中，这些附件是为每个特定于用户的用户动态创建的。

我一直在尝试使用CompositeTemplates，我正在做的是在每个inlineTemplate中添加文档和签名者，但它正在将所有文档按顺序发送给所有用户。 我不想向所有用户显示所有文档，他们应该只看到特定于他们的文档。

下面是我发送的 JSON：

{
  "status": "Sent",
  "compositeTemplates": [
    {
      "inlineTemplates": [
        {
          "sequence": "1",
          "recipients": {
            "signers": [
              {
                "roleName": "Signer 1",
                "recipientId": "1",
                "name": "Anmol",
                "email": "test@gmail.com"
              }
            ]
          },
          "envelope": {
            "status": "Sent",
            "emailSubject": "test1"
          },
          "documents": [
            {
              "name": "Doc 1",
              "fileExtension": "doc",
              "documentId": "1",
              "documentBase64": "JVBERi0xLjQKJeLjz9MKN58HkeCg8gJEomcWGJdEFtOYYklsXV2dlT6R6Owc+FXFMNSlpckKM6M/ioTGkROkEjkxBDrgthySkvMxGpQJYapHKWwcwXtRU9GCg=="
            }
          ],
          "customFields": {
            "listCustomFields": [
              {
                "value": "00128000003tPKB",
                "show": "true",
                "required": "false",
                "name": "Account",
                "fieldId": "1",
                "configurationType": "salesforce"
              }
            ]
          }
        }
      ],
      "compositeTemplateId": "1"
    },
    {
      "inlineTemplates": [
        {
          "sequence": "1",
          "recipients": {
            "signers": [
              {
                "roleName": "Signer 2",
                "recipientId": "1",
                "name": "Anmol",
                "email": "test1@gmail.com"
              }
            ]
          },
          "envelope": {
            "status": "Sent",
            "emailSubject": "test2"
          },
          "documents": [
            {
              "name": "Doc 2",
              "fileExtension": "doc",
              "documentId": "2",
              "documentBase64": "JVBERi0xLjYNJeLjz9MNCjEzIDAgb2JqDTw8L0xpbmVhcmlmDQoxMTYNCiUlRU9GDQo="
            }
          ],
          "customFields": {
            "listCustomFields": [
              {
                "value": "00128000003tPKB",
                "show": "true",
                "required": "false",
                "name": "Account",
                "fieldId": "1",
                "configurationType": "salesforce"
              }
            ]
          }
        }
      ],
      "compositeTemplateId": "2"
    }
  ]
}

任何关于我正在遵循的方法的文档、代码或建议都会非常有帮助。

Answer 1

要在单个 api 调用中执行此操作，请在 EnvelopeCreate 请求中指定 excludedDocuments 属性

excludedDocuments：指定收件人不可见的文档。必须为帐户启用文档可见性，并且必须将 enforceSignerVisibility 属性设置为 true，信封才能使用它。

这是POST /v2/accounts/{accountId}/envelopes 的示例 Json

注意：我已将您的两个内联模板合并为一个 inlineTemplate。

{
  "status": "Sent",
  "emailSubject": "Email Subject to all recipients",
  "emailBlurb": "Email body to all recipients",
  "compositeTemplates": [
    {
        "inlineTemplates": [
            {
                "sequence": "1",
                "recipients": {
                    "signers": [
                        {
                            "recipientId": "1",
                            "name": "recipient one",
                            "email": "recipientone@dsxtr.com",
                            "excludedDocuments": [ "2" ]
                        },
                        {
                            "recipientId": "2",
                            "name": "recipient two",
                            "email": "recipienttwo@dsxtr.com",
                            "excludedDocuments": [ "1" ]
                        }
                    ]
                },
                "documents": [
                    {
                        "name": "Doc 1",
                        "fileExtension": "doc",
                        "documentId": "1",
                        "documentBase64": ""
                    },
                    {
                        "name": "Doc 2",
                        "fileExtension": "doc",
                        "documentId": "2",
                        "documentBase64": ""
                    }
                ]
            }
        ],
        "compositeTemplateId": "1"
    }
   ]
}

Answer 2

我相信您正在寻找 documentVisibility 创建信封电话。

还有其他支持 documentVisibility 端点here。