2016-05-24 68 views
1

我試圖通過自定義演示沙箱帳戶中的「電子郵件資源文件」來更改DocuSign通過各種事件發送的電子郵件的內容(即,完成/虛假/拒絕)。我甚至以「發送自定義」的名義創建了一個新品牌,並導入了一個示例資源並修改了「SenderEnvelopeComplete(en)」模板。我在我的其餘api代碼中也使用了brandid,但它向我展示了默認模板所有當我發送文件..Docusign電子郵件資源文件

當我在我的代碼上使用emailblurb併發送文件,事情工作正常,但我希望通過改變「電子郵件資源文件」中的東西來更改各種事件的整個電子郵件內容..嘗試看到這個「Can we customize the DocuSign response Email Blurb(Content) at runtime on each envelope?」的事情,但它並沒有多大幫助..如果有人給我一個清晰的鏡頭,這將是非常有益的..下面是我試圖實現的事情的快照..

還有一個問題不確定這個問題是否是p可能的,即時通訊同時發送同一文件給兩個不同的收件人,並有可能分別爲他們發送兩個不同的電子郵件內容?

品牌的截圖中演示的DocuSign的沙盒帳戶:

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代碼創建使用自定義BrandId文件:

    Signer signer = new Signer(); 

        signer.Name = FormData.InsuredName; 

        signer.Email = FormData.InsuredEmail; 
        signer.RecipientId = "1"; 


        // Create a |SignHere| tab somewhere on the document for the recipient to sign 
        signer.Tabs = new Tabs(); 
        signer.Tabs.SignHereTabs = new List<SignHere>(); 
        signer.Tabs.TextTabs = new List<Text>(); 
        signer.Tabs.CheckboxTabs = new List<Checkbox>(); 
        SignHere signHere = new SignHere(); 


        for (int m = 0; m < 17; m++) 
        { 
         Text textHere = new Text(); 


         if (m == 0) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "Company/Insured Name"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 122).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top - 4).ToString(); 
          textHere.Required = "false"; 
         } 
         if (m == 1) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "Contract/Account # (if known)"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 146).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 20).ToString(); 
          textHere.Required = "false"; 
         } 
         if (m == 2) 
         { 

          for (int c = 0; c < 2; c++) 
          { 
           Checkbox checkHere = new Checkbox(); 
           checkHere.DocumentId = "1"; 
           checkHere.PageNumber = (s + 1).ToString(); 
           checkHere.RecipientId = "1"; 
           if (c == 0) 
           { 
            checkHere.TabLabel = "Credit Automatic Payments"; 
            checkHere.Required = "false"; 
            checkHere.XPosition = ((int)extractorCredit.FoundText.Left + 118).ToString(); 
            checkHere.YPosition = ((int)extractorCredit.FoundText.Top + 141).ToString(); 
           } 
           else 
           { 

            checkHere.TabLabel = "Credit Down Payments"; 
            checkHere.Required = "false"; 
            checkHere.XPosition = ((int)extractorCredit.FoundText.Left + 319).ToString(); 
            checkHere.YPosition = ((int)extractorCredit.FoundText.Top + 141).ToString(); 

           } 
           signer.Tabs.CheckboxTabs.Add(checkHere); 
          } 

         } 
         if (m == 3) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "Name on Card"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 170).ToString(); 
          textHere.Required = "false"; 
         } 
         if (m == 4) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "Credit Card"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 195).ToString(); 
          textHere.Required = "false"; 
         } 
         if (m == 5) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "Expiration Date"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 85).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 232).ToString(); 
          textHere.Required = "false"; 
         } 
         if (m == 6) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "Expiration Year"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 112).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 232).ToString(); 
          textHere.Required = "false"; 
         } 
         if (m == 7) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "CVV Code"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 236).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 232).ToString(); 
          textHere.Required = "false"; 
         } 
         if (m == 8) 
         { 

          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "Billing Address"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 257).ToString(); 
          textHere.Required = "false"; 
         } 
         if (m == 9) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "City"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 282).ToString(); 
          textHere.Required = "false"; 
         } 
         if (m == 10) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "State"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 226).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 282).ToString(); 
          textHere.Required = "false"; 
         } 
         if (m == 11) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "Zip"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 303).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 282).ToString(); 
          textHere.Required = "false"; 
         } 

         if (m == 12) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "Name(s)"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 55).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 382).ToString(); 
          textHere.Required = "false"; 
         } 

         if (m == 13) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "Date"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 258).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 382).ToString(); 
          textHere.Required = "false"; 
         } 

         if (m == 14) 
         { 
          SignHere signHereAch = new SignHere(); 
          signHereAch.DocumentId = "1"; 
          signHereAch.PageNumber = (s + 1).ToString(); 
          signHereAch.RecipientId = "1"; 
          signHereAch.TabLabel = "Signature"; 
          signHereAch.XPosition = ((int)extractorCredit.FoundText.Left + 58).ToString(); 
          signHereAch.YPosition = ((int)extractorCredit.FoundText.Top + 410).ToString(); 
          signHereAch.ScaleValue = .6; 
          signHereAch.Optional = "true"; 
          signer.Tabs.SignHereTabs.Add(signHereAch); 
         } 
         if (m == 15) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "Contact Phone"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 336).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 432).ToString(); 
          textHere.Required = "false"; 
         } 
         if (m == 16) 
         { 
          textHere.DocumentId = "1"; 
          textHere.PageNumber = (s + 1).ToString(); 
          textHere.RecipientId = "1"; 
          textHere.Locked = "false"; 
          textHere.Font = "Arial"; 
          textHere.FontSize = "4"; 
          textHere.TabLabel = "Email Address"; 
          textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString(); 
          textHere.YPosition = ((int)extractorCredit.FoundText.Top + 470).ToString(); 
          textHere.Required = "false"; 
         } 

         signer.Tabs.TextTabs.Add(textHere); 
        } 

        envDef.Recipients.Signers.Add(signer); 


     // set envelope status to "sent" to immediately send the signature request 
     envDef.EnvelopeIdStamping = "false"; 
     envDef.Status = "sent"; 
     envDef.BrandId = "31682b06-6e7a-4ab6-a13a-c9cd68253389"; 
     //envDef.EmailBlurb = "Hi " + FormData.InsuredName + ",Please review the ***."; 


     // Use the EnvelopesApi to send the signature request! 
     EnvelopesApi envelopesApi = new EnvelopesApi(); 


     EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef); 
+0

請不要張貼代碼的截圖 - 張貼代碼本身(文本)。此外請確保您提供[mcve] –

回答

2

是的,你可以設置哪個brand用於特定的信封。從the docs:

規則用於確定在一個信封中使用的brandId

以下規則被用於確定在包絡中使用的brandId:如果在包絡/模板指定一個brandId

和該品牌標識可用於該帳戶,該信封中使用該品牌。

如果信封中使用了多個模板,並且指定了多個brandId,則將在整個信封中使用指定的第一個brandId。

如果未指定品牌且發件人屬於某個組,如果只有一個與本集團相關的品牌,那麼該品牌將用於信封中。否則,將使用該帳戶的默認簽名品牌。

對於不符合上述任何規則的信封,信封中將使用該帳戶的默認簽名品牌。

通過網頁界面設置品牌。請仔細編輯品牌文件!我建議你將你的品牌文件放在源代碼控制下,並且頻繁簽入,這樣當你遇到問題時你可以回溯。

問:我可以爲每個收件人設置不同的郵件嗎?

是的。 emailblurb字段用於公共消息。emailNotification字段使您能夠提供收件人特定的電子郵件設置。 API字段是包含字段的對象:

  • emailBody:string 指定發送給收件人的郵件的正文。 最大長度:10000個字符。
  • emailSubject:string 指定發送給收件人的電子郵件的主題。 合併字段信息可以包含在電子郵件主題中。
  • supportedLanguage:string DocuSign生成的電子郵件部分應使用哪種語言。這用於從品牌文件中提取正確的語言字段。
+0

謝謝Larry K我​​可以使用emailNotification字段爲每個收件人發送不同的郵件..是否有可能爲完成的通知郵件每個收件人有不同的郵件? –

+0

您可以通過品牌更新已完成的通知電子郵件。如果您想在簽名人簽名後發送額外的電子郵件,則可以通過DocuSIgn eventNotification或Connect功能觸發您的應用程序。簽名者簽名後發送自己的電子郵件使您可以完全自定義它。 –

+0

我能夠通過品牌更新已完成的通知電子郵件內容,但是可以爲每個收件人發送兩個不同的內容。我真的沒有線索,也沒有看到有關互聯網的文章。 –

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