时间戳

首页 > 解决方案 > DocuSign 需要使用不同的选项卡两次签署文档

ruby - DocuSign 需要使用不同的选项卡两次签署文档

问题描述

我有一个使用制表符填写文档的文档。该文件在任务完成之前和之后签署。是否可以修改信封上的标签 - 然后重新生成DocuSign_eSign::RecipientViewRequest（仍然具有初始签名/字段）？

到目前为止，我已经能够生成两个DocuSign_eSign::RecipientViewRequest，但无法弄清楚如何在签名之间更改选项卡：

PRE_SIGNER = 'pre_signer'
POST_SIGNER = 'post_signer'
PRIVATE_KEY = CREDENTIALS['private_key']
PUBLIC_KEY = CREDENTIALS['public_key']
USER_ID = CREDENTIALS['user_id']
CLIENT_ID = CREDENTIALS['client_id']
ACCOUNT_ID = CREDENTIALS['account_id']
BASE_URL = CREDENTIALS['base_url']

configuration = DocuSign_eSign::Configuration.new
configuration.host = "#{BASE_URL}/restapi"
configuration.debugging = true

api_client = DocuSign_eSign::ApiClient.new(configuration)
api_client.base_path = BASE_URL

envelope_api = DocuSign_eSign::EnvelopesApi.new(api_client)

pre_signer_text = DocuSign_eSign::Text.new
pre_signer_text.value = 'Alpha'
pre_signer_text.tab_label = 'pre_value'

pre_signer = DocuSign_eSign::Signer.new
pre_signer.role_name = PRE_SIGNER
pre_signer.client_user_id = PRE_SIGNER
pre_signer.recipient_id = 1
pre_signer.name = 'Kevin Sylvestre'
pre_signer.email = 'kevin@fake.com'
pre_signer.tabs = DocuSign_eSign::Tabs.new
pre_signer.tabs.text_tabs = [pre_signer_text]

post_signer = DocuSign_eSign::Signer.new
post_signer.role_name = POST_SIGNER
post_signer.client_user_id = POST_SIGNER
post_signer.recipient_id = 2
post_signer.name = 'Kevin Sylvestre'
post_signer.email = 'kevin@fake.com'
post_signer.tabs = DocuSign_eSign::Tabs.new
post_signer.tabs.text_tabs = []

server_template = DocuSign_eSign::ServerTemplate.new
server_template.sequence = 0
server_template.template_id = TEMPLATE_ID

inline_template = DocuSign_eSign::InlineTemplate.new
inline_template.sequence = 0
inline_template.recipients = DocuSign_eSign::Recipients.new
inline_template.recipients.signers = [
  pre_signer,
  post_signer,
]

composite_template = DocuSign_eSign::CompositeTemplate.new
composite_template.server_templates = [server_template]
composite_template.inline_templates = [inline_template]

envelope_event = DocuSign_eSign::EnvelopeEvent.new
envelope_event.envelope_event_status_code = 'completed'

envelope_definition = DocuSign_eSign::EnvelopeDefinition.new
envelope_definition.status = 'sent'
envelope_definition.composite_templates = [composite_template]

api_client.request_jwt_user_token(CLIENT_ID, USER_ID, PRIVATE_KEY)
envelope = envelope_api.create_envelope(ACCOUNT_ID, envelope_definition)

pre_signer_recipient_view_request = DocuSign_eSign::RecipientViewRequest.new
pre_signer_recipient_view_request.authentication_method = 'none'
pre_signer_recipient_view_request.client_user_id = PRE_SIGNER
pre_signer_recipient_view_request.user_name = 'Kevin Sylvestre'
pre_signer_recipient_view_request.email = 'kevin@fake.com'
pre_signer_recipient_view_request.return_url = 'https://ksylvest.com'
pre_recipient_view = envelope_api.create_recipient_view(ACCOUNT_ID, envelope.envelope_id, pre_signer_recipient_view_request)
url = pre_recipient_view.url
`open #{url}`

puts "Continue?"
gets

# at this point I'd like to enter values for tabs...
post_signer_text = DocuSign_eSign::Text.new
post_signer_text.value = 'Omega'
post_signer_text.tab_label = 'post_value'

post_signer_recipient_view_request = DocuSign_eSign::RecipientViewRequest.new
post_signer_recipient_view_request.authentication_method = 'none'
post_signer_recipient_view_request.client_user_id = POST_SIGNER
post_signer_recipient_view_request.user_name = 'Kevin Sylvestre'
post_signer_recipient_view_request.email = 'kevin@fake.com'
post_signer_recipient_view_request.return_url = 'https://ksylvest.com'
post_recipient_view = envelope_api.create_recipient_view(ACCOUNT_ID, envelope.envelope_id, post_signer_recipient_view_request)
url = post_recipient_view.url
`open #{url}`

标签： rubydocusignapi

解决方案

您可以添加同一个人进行两次签名，因为两个不同的收件人是同一个人。您可以生成不同的收件人视图。您可以将路由顺序设置为不同。我没有将此作为答案发布的唯一原因是您可能意味着您需要暂停信封？

您可以使用具有 post_signer.tabs 的代码添加选项卡，但如果您想修改来自模板的现有选项卡，则必须在草稿模式（“已创建”）下创建信封，然后进行不同的 API 调用修改选项卡，然后进行最终的 API 调用以发送它。另一种选择是暂停信封并“更正”它。

暂停信封工作流代码示例

https://github.com/docusign/docusign-esign-ruby-client/blob/c477b07c2f578214fdf7d0c5a33355f01e9a0b4e/lib/docusign_esign/api/envelopes_api.rb#L6132 update_recipients() 方法应该可以解决问题...

推荐阅读