templates - 如何在上传到 DocuSIgn 之前在 Word 中定义字段

Question

模板中有一些字段需要在上传到 DOcuSign 之前填写。发件人希望在上传之前填写这些字段，但我还需要让 Connect Web 应用程序接收它们。

我曾尝试在 Word 文档中定义文本框，但是当应用模板时，当我在收件人预览模式 DocuSign 中查看文本框时，我可以看到文本框下的字段值。我需要能够获取该字段的值，但如果它在上传之前已经填写，我不知道该怎么做。只有发件人在发送信封后必须填写它似乎才有效。

标签： templatesms-worddocusignapi

Answer 1

getting data out of a signed envelope can be done only if the data was shared with DocuSign. There are no APIs to getting meta-data out of the document if these were not set as custom field, tags or some other DocuSign object that includes the data. You could write code that gets these from the Word document yourself using Word APIs or some other technique and then adding them to the envelope using customer fields.