docusignapi - DocuSign Recipient and Custom Fields

Question

I am new to DocuSign technology and need to get few pointers.

I have tested some java API to send emails out thru Docusign and did my homework. Few questions:

1. Can I create a DocuSign Template without a Recipient? DocuSign is not letting me to add custom fields without a recipient.
2. My use case is: Put a template on docusign with some custom fields (say 10). My application would pass values for 3 custom fields along with new recipient (email address). I expect recipient would fill rest of custom fields.

• How can I create/send an envelope with a Template ID and Recipients? I see error that you can pass only one of them.
• I am able to pass values to custom fields via EnvelopeDifinition->TemplateRole->Tabs->TexTabs. But, the values are not populated if there are multiple recipients.

I am looking at some guidance on the approach for my use case and some pseudo code if that helps.

Thanks

标签： docusignapi

Answer 1

1. 您无法创建没有收件人的模板，因为您无法创建没有收件人的信封。至少需要一个。模板是一个重复的信封，如果它是在没有收件人的情况下创建的 - 您可以有一个没有收件人的信封，这是不允许的。

2. 模板中有两种类型的收件人。您可能需要一个基于角色的 (templateRole)，它不包括电子邮件/名称，但必须在从模板创建信封时提供（也称为占位符）。该收件人仍然可以拥有字段（选项卡、标签），并且 API 可以为其中一些字段提供值。

本文讨论如何在从模板创建的信封中设置选项卡的值，这正是您所说的想要做的。