2014-03-18 50 views
0

現在創建信封時,我無法指定任何其他公司用戶作爲簽名者。使用rest api來指定一個公司用戶的簽名者

有沒有一種方法可以通過API創建一個信封,並使一個公司用戶的一個簽名者?

這是封閉在聯模板的簽名

"recipients":{ 
    "signers":[ 
    { 
    "name":"MoCkVotEr testpass", 
    "email":"[email protected]", 
    "accessCode":null, 
    "roleName":"Recipient", 
    "clientUserId":"a499e405-1385-46fe-9742-b338c2a5d3b2", 
    "recipientId":"1", 
    "tabs":{ 
     "textTabs":[ 
      { 
       "tabLabel":"\\*loanAgreementId", 
       "value":"3", 
       "tabId":null 
      }, 
      { 
       "tabLabel":"\\*borrowerName", 
       "value":"MoCkVotEr testpass", 
       "tabId":null 
      }, 
      { 
       "tabLabel":"\\*accountHolderName", 
       "value":"Account Holder", 
       "tabId":null 
      }, 
      { 
       "tabLabel":"\\*accountNumber", 
       "value":"11111111111111111", 
       "tabId":null 
      }, 
      { 
       "tabLabel":"\\*routingNumber", 
       "value":"111111111", 
       "tabId":null 
      }, 
      { 
       "tabLabel":"\\*bankName", 
       "value":"asdf", 
       "tabId":null 
      } 
     ], 
     "checkboxTabs":[ 
      { 
       "tabLabel":"\\*isCheckingAccount", 
       "selected":true, 
       "tabId":null 
      }, 
      { 
       "tabLabel":"\\*isSavingsAccount", 
       "selected":false, 
       "tabId":null 
      } 
     ], 
     "titleTabs":[ 

     ] 
    }, 
    "routingOrder":null 
    }, 
{ 
"name":"Kevin", 
"email":"[email protected]", 
"accessCode":null, 
"roleName":"Mosaic", 
"clientUserId":"MosaicSignator", 
"userId":"3103274b-89ac-4f0c-8f4a-c92a9d2f3749", 
"status":"created", 
"recipientId":"2", 
"tabs":{ 
    "textTabs":[ 

    ], 
    "checkboxTabs":[ 

    ], 
    "titleTabs":[ 

    ] 
}, 
"routingOrder":null 
} 
] 
} 

這是結果,當從信封

{ 
    "signers": [ 

     { 
      "name": "Kevin", 
      "email": "[email protected]", 
      "recipientId": "2", 
      "recipientIdGuid": "818293ec-ba4a-4adf-941d-3119740e62eb", 
      "requireIdLookup": "false", 
      "userId": "**3da53563-5c29-488f-8527-aa5913b004c0**", 
      "clientUserId": "MosaicSignator", 
      "routingOrder": "3", 
      "note": "", 
      "roleName": "Mosaic", 
      "status": "created", 
      "templateLocked": "false", 
      "templateRequired": "false" 
     }, 
     { 
      "name": "MoCkVotEr testpass", 
      "email": "[email protected]", 
      "recipientId": "1", 
      "recipientIdGuid": "ebb98be0-b1bd-446d-ac79-b7b38b63199c", 
      "requireIdLookup": "false", 
      "userId": "12f73115-5cb2-4a51-84b3-640a89915b61", 
      "clientUserId": "a499e405-1385-46fe-9742-b338c2a5d3b2", 
      "routingOrder": "1", 
      "note": "", 
      "roleName": "Recipient", 
      "status": "sent", 
      "templateLocked": "false", 
      "templateRequired": "false" 
     } 
    ], 
    "agents": [], 
    "editors": [], 
    "intermediaries": [], 
    "carbonCopies": [], 
    "certifiedDeliveries": [], 
    "inPersonSigners": [], 
    "recipientCount": "3", 
    "currentRoutingOrder": "1" 
} 

請求接收方這是從/帳號/ {} /用戶我的用戶api call

{ 
    "userName": "Kevin xxxxx", 
    "userId": "**3103274b-89ac-4f0c-8f4a-c92a9d2f3749**", 
    "userType": "CompanyUser", 
    "userStatus": "Active", 
    "uri": "https://stackoverflow.com/users/3103274b-89ac-4f0c-8f4a-c92a9d2f3749" 
} 

正如您所看到的兩個UserIds不匹配。但是,通過GUIConsole時,他們確實匹配。

+1

爲什麼你不能夠爲你的簽名者設置的電子郵件/名稱,你得到了什麼錯誤?或者阻止你設置它們?在DocuSign Console中,這發生在哪裏?你可以通過控制檯和通過API,如果你正在編碼的東西... – Ergin

+0

我能夠使用電子郵件/名稱,但它會生成一個新的「用戶」,而不是使用那些已經與docusign一起使用的。 – ksarn

回答

0

DocuSign系統只會識別收件人並將其與其現有DS帳戶匹配,如果他們的所有信息與帳戶用戶相同。這絕對包括它們的email,nameuserId,但也可能包含其他方面,如clientUserId(如果您正在使用嵌入式功能)。

要找出這些用戶有什麼不同,您可以使獲取信封收件人狀態 API調用,它將爲每個收件人返回上述信息(加上更多)。然後你可以通過並確保所有的ID,電子郵件等都是你所期望的。

看看這個API演練作出呼叫: http://iodocs.docusign.com/APIWalkthrough/getEnvelopeRecipientStatus

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