有沒有什麼辦法使用docusign api創建模板

Question

我正在使用docusign的其餘api（在php-codeigniter中）。目前我正在從demo.docusign.net創建模板。是否有任何API調用通過上傳文檔從我的網站創建docusign模板？

Answer 1

是，

動詞是POST和URI是{vx}/accounts/{accountid}/templates

文檔Here

的的DocuSign REST API操作是https://www.docusign.net/restapi/help#

而且端點信息被覆蓋這個其他堆棧溢出問題What WSDL URL to use for SOAP using Sandbox account?

的的DocuSign在線幫助文​​檔是https://docs.docusign.com/esign

Answer 2

如果它是不明確的，創建通過API的信封時，你也可以上傳一個文檔。因此，如果您實際上不需要模板，則可以繞過創建模板。

Answer 3

這是我從這篇文章的解決方案here。我上傳了一個HTML文件作爲簽名文檔的模板。這將能夠給你一個想法如何上傳文件作爲模板。

// set recipient information 
$recipientName = ""; 
$recipientEmail = ""; 

// configure the document we want signed 
$documentFileName = "/../document.html"; 
$documentName = "document.html"; 

// instantiate a new envelopeApi object 
$envelopeApi = new DocuSign\eSign\Api\EnvelopesApi($this->getApiClient()); 

// Add a document to the envelope 
$document = new DocuSign\eSign\Model\Document(); 
$document->setDocumentBase64(base64_encode(file_get_contents(__DIR__ . $documentFileName))); 
$document->setName($documentName); 
$document->setFileExtension('html'); 
$document->setDocumentId("2"); 

// Create a |SignHere| tab somewhere on the document for the recipient to sign 
$signHere = new \DocuSign\eSign\Model\SignHere(); 
$signHere->setXPosition("100"); 
$signHere->setYPosition("100"); 
$signHere->setDocumentId("2"); 
$signHere->setPageNumber("1"); 
$signHere->setRecipientId("1"); 

// add the signature tab to the envelope's list of tabs 
$tabs = new DocuSign\eSign\Model\Tabs(); 
$tabs->setSignHereTabs(array($signHere)); 

// add a signer to the envelope 
$signer = new \DocuSign\eSign\Model\Signer(); 
$signer->setEmail($recipientEmail); 
$signer->setName($recipientName); 
$signer->setRecipientId("1"); 
$signer->setTabs($tabs); 
$signer->setClientUserId("1234"); // must set this to embed the recipient! 

// Add a recipient to sign the document 
$recipients = new DocuSign\eSign\Model\Recipients(); 
$recipients->setSigners(array($signer)); 
$envelop_definition = new DocuSign\eSign\Model\EnvelopeDefinition(); 
$envelop_definition->setEmailSubject("[DocuSign PHP SDK] - Please sign this doc"); 

// set envelope status to "sent" to immediately send the signature request 
$envelop_definition->setStatus("sent"); 
$envelop_definition->setRecipients($recipients); 
$envelop_definition->setDocuments(array($document)); 

// create and send the envelope! (aka signature request) 
$envelop_summary = $envelopeApi->createEnvelope($accountId, $envelop_definition, null); 
echo "$envelop_summary\n"; 

如果您需要更深入的信息，您可以訪問的DocuSign page。