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我正在處理DocuSign集成。我有基本的功能，但似乎無法弄清楚如何將本地文檔（PDF）與服務器模板合併，以便在服務器模板上配置的選項卡在傳遞的文檔上得到使用或覆蓋。Docusign API服務器模板本地文檔和選項卡
我的模板在服務器上定義，我可以直接從Web UI使用它（沒有問題）（這是一個W4表單）。您可以在下面看到該模板有三個選項卡（SSN，Sign here和日期）。訪問此模板通過它使用API瀏覽器ID產生以下JSON
{
"envelopeTemplateDefinition": {
"templateId": "_redacted_",
"name": "W4 3/13/2017",
"shared": "true",
"password": "",
"description": "",
"lastModified": "2017-06-05T18:45:28.4470000Z",
"lastModifiedBy": {
"userName": "Andrew",
"userId": "_redacted_",
"email": "my_email_address",
"uri": "https://stackoverflow.com/users/_redacted_
},
"pageCount": 2,
"uri": "/templates/_redacted_",
"folderName": "Templates",
"folderId": "_redacted_",
"folderUri": "/folders/_redacted_",
"owner": {
"userName": "Andrew",
"userId": "_redacted_",
"email": "my_email_address"
}
},
"documents": [
{
"documentId": "46677269",
"uri": "/envelopes/_redacted_/documents/46677269",
"name": "W4.pdf",
"order": "1",
"pages": "2",
"display": "inline",
"includeInDownload": "true",
"signerMustAcknowledge": "no_interaction",
"templateLocked": "false",
"templateRequired": "false",
"documentGroup": "content"
}
],
"emailSubject": "Please DocuSign: W4.pdf",
"emailBlurb": "",
"signingLocation": "online",
"autoNavigation": "true",
"envelopeIdStamping": "true",
"authoritativeCopy": "false",
"notification": {
"reminders": {
"reminderEnabled": "false",
"reminderDelay": "0",
"reminderFrequency": "0"
},
"expirations": {
"expireEnabled": "true",
"expireAfter": "120",
"expireWarn": "0"
}
},
"enforceSignerVisibility": "false",
"enableWetSign": "true",
"allowMarkup": "false",
"allowReassign": "true",
"recipients": {
"signers": [
{
"defaultRecipient": "false",
"tabs": {
"signHereTabs": [
{
"stampType": "signature",
"name": "SignHere",
"tabLabel": "Signature _redacted_",
"scaleValue": 1.0,
"optional": "false",
"documentId": "46677269",
"recipientId": "94043042",
"pageNumber": "1",
"xPosition": "193",
"yPosition": "682",
"tabId": "_redacted_",
"templateLocked": "false",
"templateRequired": "false"
}
],
"dateSignedTabs": [
{
"name": "DateSigned",
"value": "",
"tabLabel": "Date Signed _redacted_",
"font": "lucidaconsole",
"fontColor": "black",
"fontSize": "size9",
"documentId": "46677269",
"recipientId": "94043042",
"pageNumber": "1",
"xPosition": "480",
"yPosition": "713",
"tabId": "_redacted_",
"templateLocked": "false",
"templateRequired": "false"
}
],
"ssnTabs": [
{
"validationPattern": "",
"validationMessage": "",
"shared": "false",
"requireInitialOnSharedChange": "false",
"requireAll": "false",
"value": "",
"width": 144,
"required": "true",
"locked": "false",
"concealValueOnDocument": "true",
"disableAutoSize": "false",
"maxLength": 4000,
"tabLabel": "Text _redacted_",
"font": "lucidaconsole",
"fontColor": "black",
"fontSize": "size9",
"documentId": "46677269",
"recipientId": "94043042",
"pageNumber": "1",
"xPosition": "442",
"yPosition": "563",
"tabId": "_redacted_",
"templateLocked": "false",
"templateRequired": "false"
}
]
},
"signInEachLocation": "false",
"name": "",
"email": "",
"recipientId": "94043042",
"accessCode": "",
"requireIdLookup": "false",
"routingOrder": "1",
"note": "",
"roleName": "New Employee",
"deliveryMethod": "email",
"templateLocked": "false",
"templateRequired": "false",
"inheritEmailNotificationConfiguration": "false"
}
],
"agents": [ ],
"editors": [ ],
"intermediaries": [ ],
"carbonCopies": [ ],
"certifiedDeliveries": [ ],
"inPersonSigners": [ ],
"recipientCount": "1"
}
}
我想要做的就是這個模板應用到一個已經部分填寫，這樣當簽名者得到的它在定義選項卡的PDF服務器模板用於sining。
現在看來，沒有什麼。只是部分填寫的PDF，我在下面作爲base64數據傳入，沒有任何服務器模板標籤填寫或簽名。這是我的JSON API調用（在PHP中）。
$data = array (
"emailBlurb" => "Test Email Body",
"emailSubject" => "Test Email Subject",
"status" => "sent",
"compositeTemplates" => array(array(
"document" => array(
"documentId" => 46677269,
"name" => $documentName,
"documentBase64" => $document
),
"serverTemplates" => array(array(
"sequence" => 1,
"templateId" => "_redacted_"
)),
"inlineTemplates" => array(array(
"sequence" => 2,
"recipients" => array(
"signers" => array(array(
"email" => $recipientEmail,
"name" => $recipientName,
"recipientId" => $recipientID,
"roleName" => "New Employee"
))
)
))
))
); //$data = array...
我懷疑我只是缺少一些適當的引用到服務器模板中定義的選項卡。但是文檔非常殘酷，我已經花了幾個小時來梳理網絡。任何幫助將非常感激。
UPDATE1
按照要求，這裏的生成成功的包絡的代碼：
function c_requestSignature($templateID, $recipientName, $recipientEmail, $recipientID, $document){
//function sets up the passed document for signing using the specified template
$documentName = "W4"; //FIXME fetch document name using templateID
$baseURL = c_docusignBaseURL();
$accountId = c_docusignAccountId();
$header = c_docusignHeader();
$data = array (
"emailSubject" => "Please sign " . $documentName,
//"emailBlurb" => "Test Email Body",
"status" => "sent",
"compositeTemplates" => array(
"compositeTemplate" => array(
"serverTemplates" => array(
"serverTemplate" => array(
"sequence" => "1",
"templateId" => "_redacted_"
)
),
"inlineTemplates" => array(
"inlineTemplate" => array(
"sequence" => "2",
"recipients" => array(
"signers" => array(
"signer" => array(
"name" => $recipientName,
"email" => $recipientEmail,
"roleName" => "NewHire"
)
)
)
)
),
"document" => array(
"documentId" => "1",
"name" => $documentName,
"fileExtension" => "pdf",
"documentBase64" => $document
)
)
)
);
// Send to the /envelopes end point, which is relative to the baseUrl received above.
$curl = curl_init($baseURL . "/envelopes");
curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
curl_setopt($curl, CURLOPT_POST, true);
curl_setopt($curl, CURLOPT_POSTFIELDS, $data_string);
curl_setopt($curl, CURLOPT_HTTPHEADER, array(
'Content-Type: application/json',
'Content-Length: ' . strlen($data_string),
"X-DocuSign-Authentication: $header")
);
$json_response = curl_exec($curl); // Do it!
$status = curl_getinfo($curl, CURLINFO_HTTP_CODE);
if ($status != 201) {
echo "Error calling DocuSign, status is:" . $status . "\nerror text: ";
print_r($json_response); echo "\n";
exit(-1);
}
$response = json_decode($json_response, true);
$envelopeId = $response["envelopeId"];
error_log ("successfully created envelope: $envelopeId");
$url = getSignatureURL($envelopeId, $recipientName, $recipientEmail, $recipientID);
return $url;
}//c_requestSignature()...
函數getSignatureURL（）有代碼如下：
function getSignatureURL($envelopeId, $recipientName, $recipientEmail, $recipientID){
//function retrieves the signing ceremony UX URL from DocuSign
$baseURL = c_docusignBaseURL();
$accountId = c_docusignAccountId();
$header = c_docusignHeader();
//set up the data we'll send to the Docusign server
$data = array("returnUrl" => "http://_redacted_",
"authenticationMethod" => "none",
"email" => $recipientEmail,
"name" => $recipientName,
"recipientId" => $recipientID,
//"recipientId" => "1",
//"clientUserId" => $recipientID,
"userName" => $recipientName
);
$data_string = json_encode($data);
//set up curl
$curl = curl_init($baseURL . "/envelopes/$envelopeId/views/recipient");
curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
curl_setopt($curl, CURLOPT_POST, true);
curl_setopt($curl, CURLOPT_POSTFIELDS, $data_string);
curl_setopt($curl, CURLOPT_HTTPHEADER, array(
'Content-Type: application/json',
'Content-Length: ' . strlen($data_string),
"X-DocuSign-Authentication: $header")
);
//make the API call
$json_response = curl_exec($curl);
$status = curl_getinfo($curl, CURLINFO_HTTP_CODE);
if ($status != 201) {
echo "error calling webservice, status is:" . $status . "\nerror text is --> ";
print_r($json_response); echo "\n";
exit(-1);
}
//retrieve and process the response
$response = json_decode($json_response, true);
return $response["url"];
}
UPDATE 2
這裏的原始JSON的要求...
{
"emailSubject": "some subject",
"status": "sent",
"compositeTemplates": [
{
"serverTemplates": [
{
"sequence": "1",
"templateId": "_redacted_"
}
],
"inlineTemplates": [
{
"sequence": "2",
"recipients": {
"signers": [
{
"name": "Andrew Tester1",
"email": "my_email_address",
"roleName": "NewHire",
"recipientId": "1234",
"clientUserId": "1234"
}
]
}
}
],
"document": {
"documentId": "1",
"name": "W4",
"fileExtension": "pdf",
"documentBase64": "_redacted_"
}
}
]
}
更新3
我這是阻止我看到上面的JSON的適當的輸出問題。與固定的，現在我發現了以下錯誤：
Error calling DocuSign, status is:400 error text: { "errorCode": "TAB_REFERS_TO_MISSING_DOCUMENT", "message": "The DocumentId specified in the tab element does not refer to a document in this envelope. Tab refers to DocumentId 46677269 which is not present." }
如果我更改文檔節上面如下：
"document": {
"documentId": "46677269",
"name": "W4",
"fileExtension": "pdf",
"documentBase64": "_redacted_"
}
錯誤消失，但我仍然得到了簽約儀式沒有標籤。
這是否保留存在於服務器模板標籤？ （即簽署的地方？）。這是我的根本問題。我需要服務器模板上的標籤保持並應用於傳入的文檔。今晚晚些時候我會試試這個，併發布結果。 – Andrew
是的，它應該保留選項卡，除非新文檔的頁面數少於原始文檔且選項卡出現在截斷頁面中。 –
我很難過地報告說上面的例子似乎不起作用。完全按照上面的方法實施。由此產生的PDF沒有任何標籤。 – Andrew