Is it possible to redirect the initiator of a Signature Request to Docusign for him/her to proceed with preparing the envelope before sending it out

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英文:

Is it possible to redirect the initiator of a Signature Request to Docusign for him/her to proceed with preparing the envelope before sending it out

问题

我正在开发一个专门的中间件应用程序,其主要功能是从指定的API接收文档。随后,这些文档将被传输到Docusign的平台,以发起签名请求。

我的询问涉及我打算实现的特定功能。我打算使应用程序能够无缝地将发起者重定向到Docusign的“新信封”页面。这里的目标是简化为信封添加和编辑接收者的流程。这个重定向将伴随着指定文档的预加载进系统。

我想要了解这种方法的可行性。如果确实可能,我有兴趣了解实现这种无缝重定向和文档预加载到Docusign环境中所需的步骤或程序。

我已成功将Docusign的SDK集成到我的项目中。这个集成使我能够生成一个信封,包括接收者,并利用SDK将文档传输给所有预定接收者。然而,我的目标是更进一步。

我打算无缝地将发起者从我的应用程序重定向到Docusign的“新信封”页面。这将使发起者能够在文档上直接为每个接收者指定签名位置。一旦这些位置被指定,用户将能够通过将信封发送给所选择的接收者来完成流程。

英文:

I am in the process of developing a specialized middleware application with the primary function of receiving documents from a designated API. Subsequently, these documents are transmitted to Docusign's platform to initiate signature requests.

My inquiry pertains to a specific functionality I am aiming to implement. I intend for the application to seamlessly redirect the initiator to Docusign's "New Envelope" page. The objective here is to facilitate the process of adding and editing recipients for the envelope. This redirection would be accompanied by the preloading of the designated document into the system.

I am seeking clarity on the feasibility of this approach. If indeed possible, I am interested in understanding the steps or procedures required to achieve this seamless redirection and preloading of the document within Docusign's environment.

I've successfully incorporated Docusign's SDK into my project. This integration allows me to generate an envelope, include recipients, and utilize the SDK to transmit the document to all intended recipients. However, my objective is to take this a step further.

I'm aiming to seamlessly redirect initiators to Docusign's "New Envelope" page from within my application. This would enable initiators to personally designate signing locations for each recipient directly on the document. Once these placements are specified, the user would have the capability to finalize the process by sending out the envelope to the chosen recipients.

答案1

得分: 0

是的,我相信您想要做的是我们称之为“嵌入式发送”的操作,我们在如何通过您的应用程序发送信封代码示例中展示了如何执行此操作。

这是一种不同类型的EnvelopeView,称为SenderView,您可以为其生成一个URL,然后将其嵌入到您的应用程序中,以便让用户前往完成信封的发送。

使用C# SDK执行此操作的代码示例位于GitHub上 - https://github.com/docusign/code-examples-csharp/blob/master/launcher-csharp/eSignature/Examples/EmbeddedSending.cs

英文:

Yes, I believe what you want to do is what we call "embedded sending" and we show you how to do this in the How to send an envelope via your app code example.

This is a different kind of EnvelopeView called SenderView and you generate a URL for it which you can then embed in your app and let your user go to it to complete the sending of the envelope.

The code example showing how to do this using C# SDK is on GitHub - https://github.com/docusign/code-examples-csharp/blob/master/launcher-csharp/eSignature/Examples/EmbeddedSending.cs

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  • 本文由 发表于 2023年8月10日 21:49:15
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