模板和短信验证及收件人字段

Question

我有一个使用模板的信封，我想向其中添加短信验证。

当前使用TemplateRoles（无短信验证）

• 模板根据签名者的角色确定签名者的顺序
• 签名期间：显示信封中包含的文档，并且收件人字段覆盖在上面
• 签名时：模板中的文档不出现

示例 SDK EnvelopeDefinition 转换为 JSON：

{
  "documents": [
    {
      "documentBase64": "[base64]",
      "documentId": "1",
      "fileExtension": "pdf",
      "name": "doc1.pdf"
    }
  ],
  "emailBlurb": "Dear sir/madam, please sign upon agreement",
  "emailSubject": "TEST signature request DocuSign",
  "notification": {
    "expirations": {
      "expireAfter": "2",
      "expireEnabled": "True",
      "expireWarn": "0"
    },
    "reminders": {
      "reminderDelay": "1",
      "reminderEnabled": "True",
      "reminderFrequency": "0"
    }
  },
  "status": "sent",
  "templateId": "55eef358-8081-4335-92bb-5d9298197093",
  "templateRoles": [
    {
      "email": "[email protected]",
      "emailNotification": {
        "emailBody": "Dear sir/madam, please sign upon agreement",
        "emailSubject": "TEST signature request DocuSign",
        "supportedLanguage": "en"
      },
      "name": "Jane Smith",
      "roleName": "Manager"
    },
    {
      "email": "[email protected]",
      "emailNotification": {
        "emailBody": "Dear sir/madam, please sign upon agreement",
        "emailSubject": "TEST signature request DocuSign",
        "supportedLanguage": "en"
      },
      "name": "John Smith",
      "roleName": "Candidate"
    }
  ]
}

我想保持这个功能完整。

尝试复合模板（带短信验证）

我尝试通过转换为 CompositeTemplates 来添加 SMS 身份验证。

示例 SDK EnvelopeDefinition 转换为 JSON：

{
  "compositeTemplates": [
    {
      "inlineTemplates": [
        {
          "documents": [
            {
              "documentBase64": "[base64]",
              "documentId": "1",
              "fileExtension": "pdf",
              "name": "doc1.pdf"
            }
          ],
          "recipients": {
            "signers": [
              {
                "email": "[email protected]",
                "emailNotification": {
                  "emailBody": "Dear sir/madam, please sign upon agreement",
                  "emailSubject": "TEST signature request DocuSign",
                  "supportedLanguage": "en"
                },
                "emailRecipientPostSigningURL": "https://www.example.com/",
                "identityVerification": {
                  "inputOptions": [
                    {
                      "name": "phone_number_list",
                      "phoneNumberList": [
                        {
                          "countryCode": "55",
                          "number": "12345678901"
                        }
                      ],
                      "valueType": "PhoneNumberList"
                    }
                  ],
                  "workflowId": "d9212359-89fb-42a2-a96e-d6019481bb62"
                },
                "name": "Jane Smith",
                "recipientId": "1",
                "roleName": "Manager"
              },
              {
                "email": "[email protected]",
                "emailNotification": {
                  "emailBody": "Dear sir/madam, please sign upon agreement",
                  "emailSubject": "TEST signature request DocuSign",
                  "supportedLanguage": "en"
                },
                "emailRecipientPostSigningURL": "https://www.example.com/",
                "identityVerification": {
                  "inputOptions": [
                    {
                      "name": "phone_number_list",
                      "phoneNumberList": [
                        {
                          "countryCode": "55",
                          "number": "12345678902"
                        }
                      ],
                      "valueType": "PhoneNumberList"
                    }
                  ],
                  "workflowId": "d9212359-89fb-42a2-a96e-d6019481bb62"
                },
                "name": "John Smith",
                "recipientId": "2",
                "roleName": "Candidate"
              }
            ]
          },
          "sequence": "2"
        }
      ],
      "serverTemplates": [
        {
          "sequence": "1",
          "templateId": "55eef358-8081-4335-92bb-5d9298197093"
        }
      ]
    }
  ],
  "emailBlurb": "Dear sir/madam, please sign upon agreement",
  "emailSubject": "TEST signature request DocuSign",
  "notification": {
    "expirations": {
      "expireAfter": "2",
      "expireEnabled": "True",
      "expireWarn": "0"
    },
    "reminders": {
      "reminderDelay": "1",
      "reminderEnabled": "True",
      "reminderFrequency": "0"
    }
  },
  "status": "sent"
}

几乎一切似乎都在工作，包括收件人字段，除了模板中的文档不会像 TemplateRoles 那样被信封中的文档替换。

我该如何实现这个目标？

我还没有找到足够的文档或示例来了解如何将 TemplateRoles 更改为基于 CompositeTemplates 的信封。

Answer 1

从您的

documents

中删除

inlineTemplate

。 放置在复合模板级别的

document

元素中。

<compositeTemplate>{
    "document": "...",
    "serverTemplate":{...},
    "inlineTemplate":{...}
}

这将确保复合级别的

document

贡献实际文档，这样您的模板就不会在此复合对象中贡献物理文件。

你的顺序是正确的。 我没有详细检查您的模板，但这应该可以解决您眼前的问题。