DocuSign 指定在获取签名时是否打开 DocuSign 添加字段视图或准备视图。

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英文:

DocuSign specify whether to open the DocuSign Add Fields view or the Prepare view when getting signatures

问题

我遇到了一个问题,不知道如何指定在通过DocuSign C# SDK获取签名时是打开DocuSign添加字段视图还是准备视图。

原因是:我们一直在使用Microsoft提供的DocuSign for Dynamics应用程序从Dynamics CRM发送DocuSign信封,但现在我们正在实施自定义服务器端逻辑。

现在这个应用程序提供了一些工作流程,以将DocuSign集成到CRM中,我已经找到了解释每个步骤的文档。

在这里,由于我无法逆向工程运行的实际逻辑,我猜One Click Send参数是指信封的Status参数,因为它确定是否自动发送信封。

我不确定One Click Options参数。

我们希望自动发送信封,因此Status参数可能应该设置为"Sent",但我该如何指定是打开DocuSign添加字段视图还是准备视图?

英文:

I am having trouble figuring out how to specify whether to open the DocuSign Add Fields view or the Prepare view when getting signatures through the DocuSign C# SDK.

The reason is: We have been using the DocuSign for Dynamics App provided by Microsoft to send DocuSign envelopes from Dynamics CRM, but now we are working on implementing this as a custom server-side logic.

Now this app provides some workflows to integrate DocuSign into CRM, and I have found the documentation for it, that explains each step.

DocuSign 指定在获取签名时是否打开 DocuSign 添加字段视图或准备视图。

Here, since I have no way of reverse-engineering the actual logic that this runs, I am guessing the One Click Send parameter refers to the Status parameter of the envelope, since it determines whether the envelope is sent automatically or not.

I am not sure about the One Click Options parameter.

We would like to send the envelope automatically, so the Status parameter should probably be set to "Sent", but how do I specify whether to open the DocuSign Add Fields view or the Prepare view?

答案1

得分: 0

一键选项似乎提供了打开发件人视图(嵌入式发送)的选项。发件人视图使您能够在将草稿DocuSign信封发送出去之前,在您的应用程序中编辑标签、文档、收件人和其他设置。您可以通过createSenderView API获取此发件人视图URL:https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createsender/

在调用此API时,您可以通过"send"查询参数指定首先打开哪个页面。如果将其设置为1,则发件人视图将在签署者处于标记屏幕时开始。如果将其设置为0,则发件人视图将在准备屏幕上开始。

有关嵌入式发送的更多信息,请参阅此处:https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/

英文:

It seems the One Click Options give you the option to open the sender view (embedded sending). The sender view enables you to edit the tabs, documents, recipients and other settings of draft DocuSign envelopes within your app before sending them out. You can get this sender view URL through the createSenderView API: https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createsender/

While calling this API you can specify which page to open at first by "send" query parameter. If you set it as 1, then the sender view starts the signer in the tagging screen. If you set it as 0, the sender view starts the signer in the prepare screen.

More information about embedded sending is here: https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/

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  • 本文由 发表于 2023年6月22日 06:25:16
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