使用Docusign预填充但不签名文档

Question

我们有一个流程，在这个流程中，我们希望使用应用程序中预先填充的数据来生成已完成的合同。在某些情况下，文档需要由人工签名，但在其他情况下，它们实际上不需要人工签名(例如，我们不需要对生成的合同进行人工审查)。我可以使用Docusign来实现这两种文档吗？我们希望有一个人为我们所有的模板设置所有的标签，不管他们是否需要人类签名。

Answer 1

DocuSign完成的信封必须由至少一个收件人“操作”。这意味着您的第二个场景(没有人类签名)将需要一些其他类型的人类交互。例如，您有一个必须查看信封/文档的收件人。他们不需要签名，但他们必须与信封互动。这是目前无法避免的要求。

是的，在这两种情况下都可以使用预填充域，您可以像I explain this this blog post一样以编程方式完成这项工作。下面是在创建信封后如何在C#中执行此操作：

// You need to obtain an access token using your chosen authentication flow 
var apiClient = new ApiClient(basePath);
apiClient.Configuration.DefaultHeader.Add("Authorization", "Bearer " + accessToken);
EnvelopesApi envelopesApi = new EnvelopesApi(apiClient);
PrefillTabs prefillTabs = new PrefillTabs();
prefillTabs.TextTabs = new List<Text>();
prefillTabs.TextTabs.Add(new Text { PageNumber = "1", DocumentId = "1", Value = "MyValue" });
Tabs tabs = new Tabs();
tabs.PrefillTabs = prefillTabs;
envelopesApi.CreateDocumentTabs(accountId, envelopeId, "1", tabs);

Answer 2

可以，您可以创建一个不会被人看到的信封。

通过将抄送收件人添加到不存在的电子邮件地址(例如fake@example.com)来实现此目的。

您需要使用预填充制表符。

下面是一个JSON示例，后面是示例C#

  {
    "emailSubject": "Envelope for the record",
    "status": "sent",
    "documents": [
      {
        "filename": "anchorfields.pdf",
        "name": "Example document",
        "fileExtension": "pdf",
        "documentId": "1",
        "tabs": {
          "prefillTabs": {
            "textTabs": [
              {
                "anchorString": "/field1/ ",
                "bold": "true",
                "font": "Garamond",
                "fontColor": "BrightBlue",
                "fontSize": "Size14",
                "value": "This field and the following are all \"prefill\" fields: "
              },
              {
                "anchorString": "/field1/ ",
                "anchorXOffset": "0",
                "anchorYOffset": "30",
                "bold": "true",
                "font": "Garamond",
                "fontColor": "Black",
                "fontSize": "Size12",
                "value": "Checkbox:"
              },
              {
                "anchorString": "/field1/ ",
                "anchorXOffset": "90",
                "anchorYOffset": "30",
                "bold": "true",
                "font": "Garamond",
                "fontColor": "Black",
                "fontSize": "Size12",
                "value": "Radio button:"
              },
              {
                "anchorString": "/field1/ ",
                "anchorXOffset": "0",
                "anchorYOffset": "60",
                "bold": "true",
                "font": "Garamond",
                "fontColor": "Black",
                "fontSize": "Size12",
                "value": "Sender name:"
              },
              {
                "anchorString": "/field1/ ",
                "anchorXOffset": "190",
                "anchorYOffset": "60",
                "bold": "true",
                "font": "Garamond",
                "fontColor": "Black",
                "fontSize": "Size12",
                "value": "Sender company:"
              }
            ],
            "checkboxTabs": [
              {
                "anchorString": "/field1/ ",
                "anchorXOffset": "70",
                "anchorYOffset": "30",
                "fontSize": "Size14",
                "selected": "true"
              }
            ],
            "radioGroupTabs": [
              {
                "radios": [
                  {
                    "anchorString": "/field1/",
                    "anchorXOffset": "185",
                    "anchorYOffset": "30",
                    "selected": "true",
                    "fontSize": "Size14"
                  }
                ]
              }
            ],
            "senderNameTabs": [
              {
                "anchorString": "/field1/ ",
                "anchorXOffset": "90",
                "anchorYOffset": "58",
                "font": "Garamond",
                "fontColor": "DarkGreen",
                "fontSize": "Size12"
              }
            ],
            "senderCompanyTabs": [
              {
                "anchorString": "/field1/ ",
                "anchorXOffset": "310",
                "anchorYOffset": "58",
                "font": "Garamond",
                "fontColor": "DarkGreen",
                "fontSize": "Size12"
              }
            ]
          }
        }
      }
    ],
    "recipients": {
      "carbonCopies": [
        {
          "email": "fakeEmail@example.com",
          "name": "Envelope created for the records",
          "recipientId": "1"
        }
      ]
    }
  }

C#

// DocuSign Builder example. Generated: Mon, 22 Nov 2021 21:17:29 GMT
// DocuSign (c) 2021. MIT License -- https://opensource.org/licenses/MIT
// @see https://developers.docusign.com -- DocuSign Developer Center

using System.Collections.Generic;
using System.IO;
using System;
using DocuSign.eSign.Api;
using DocuSign.eSign.Client;
using DocuSign.eSign.Model;

namespace CSharp_example
{
    class Program
    {
        
        // obtain the accessToken from an oauth flow
        // obtain the accountId and basePath from /oauth/userinfo
        private const string accessToken = ;
        private const string accountId = 
        private const string basePath = "https://demo.docusign.net/restapi";

        // Create the envelope request and send it to DocuSign
        // Returns the resulting envelopeId or ""
        static string SendDocuSignEnvelope()
        {
            CarbonCopy carbonCopy1 = new CarbonCopy
            {
                Email = "fakeEmail@example.com",  
                Name = "Envelope created for the records",  
                RecipientId = "1" 
            };
            List<CarbonCopy> carbonCopies1 = new List<CarbonCopy> {carbonCopy1};
            Recipients recipients1 = new Recipients
            {
                CarbonCopies = carbonCopies1 
            };
            Text textTab1 = new Text
            {
                AnchorString = "/field1/ ",  
                Bold = "true",  
                Font = "Garamond",  
                FontColor = "BrightBlue",  
                FontSize = "Size14",  
                Value = "This field and the following are all ""prefill"" fields: " 
            };
            Text textTab2 = new Text
            {
                AnchorString = "/field1/ ",  
                AnchorXOffset = "0",  
                AnchorYOffset = "30",  
                Bold = "true",  
                Font = "Garamond",  
                FontColor = "Black",  
                FontSize = "Size12",  
                Value = "Checkbox:" 
            };
            Text textTab3 = new Text
            {
                AnchorString = "/field1/ ",  
                AnchorXOffset = "90",  
                AnchorYOffset = "30",  
                Bold = "true",  
                Font = "Garamond",  
                FontColor = "Black",  
                FontSize = "Size12",  
                Value = "Radio button:" 
            };
            Text textTab4 = new Text
            {
                AnchorString = "/field1/ ",  
                AnchorXOffset = "0",  
                AnchorYOffset = "60",  
                Bold = "true",  
                Font = "Garamond",  
                FontColor = "Black",  
                FontSize = "Size12",  
                Value = "Sender name:" 
            };
            Text textTab5 = new Text
            {
                AnchorString = "/field1/ ",  
                AnchorXOffset = "190",  
                AnchorYOffset = "60",  
                Bold = "true",  
                Font = "Garamond",  
                FontColor = "Black",  
                FontSize = "Size12",  
                Value = "Sender company:" 
            };
            List<Text> textTabs1 = new List<Text> {textTab1, textTab2, textTab3, textTab4, textTab5};
            Checkbox checkboxTab1 = new Checkbox
            {
                AnchorString = "/field1/ ",  
                AnchorXOffset = "70",  
                AnchorYOffset = "30",  
                FontSize = "Size14",  
                Selected = "true" 
            };
            List<Checkbox> checkboxTabs1 = new List<Checkbox> {checkboxTab1};
            Radio radio1 = new Radio
            {
                AnchorString = "/field1/",  
                AnchorXOffset = "185",  
                AnchorYOffset = "30",  
                FontSize = "Size14",  
                Selected = "true" 
            };
            List<Radio> radios1 = new List<Radio> {radio1};
            RadioGroup radioGroupTab1 = new RadioGroup
            {
                Radios = radios1 
            };
            List<RadioGroup> radioGroupTabs1 = new List<RadioGroup> {radioGroupTab1};
            SenderName senderNameTab1 = new SenderName
            {
                AnchorString = "/field1/ ",  
                AnchorXOffset = "90",  
                AnchorYOffset = "58",  
                Font = "Garamond",  
                FontColor = "DarkGreen",  
                FontSize = "Size12" 
            };
            List<SenderName> senderNameTabs1 = new List<SenderName> {senderNameTab1};
            SenderCompany senderCompanyTab1 = new SenderCompany
            {
                AnchorString = "/field1/ ",  
                AnchorXOffset = "310",  
                AnchorYOffset = "58",  
                Font = "Garamond",  
                FontColor = "DarkGreen",  
                FontSize = "Size12" 
            };
            List<SenderCompany> senderCompanyTabs1 = new List<SenderCompany> {senderCompanyTab1};
            PrefillTabs prefillTabs1 = new PrefillTabs
            {
                CheckboxTabs = checkboxTabs1,  
                RadioGroupTabs = radioGroupTabs1,  
                SenderCompanyTabs = senderCompanyTabs1,  
                SenderNameTabs = senderNameTabs1,  
                TextTabs = textTabs1 
            };
            Tabs tabs1 = new Tabs
            {
                PrefillTabs = prefillTabs1 
            };
            Document document1 = new Document
            {
                DocumentId = "1",  
                FileExtension = "pdf",  
                DocumentBase64 = ReadContent("anchorfields.pdf"),  // filename is anchorfields.pdf
                Name = "Example document",  
                Tabs = tabs1 
            };
            List<Document> documents1 = new List<Document> {document1};
            EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition
            {
                Documents = documents1,  
                EmailSubject = "Envelope for the record",  
                Recipients = recipients1,  
                Status = "sent" 
            };

            ApiClient apiClient = new ApiClient(basePath);
            apiClient.Configuration.AddDefaultHeader("Authorization", "Bearer " + accessToken);
            EnvelopesApi envelopesApi = new EnvelopesApi(apiClient);
            try
            {
                EnvelopeSummary results = envelopesApi.CreateEnvelope(accountId, envelopeDefinition);
                Console.WriteLine($"Envelope status: {results.Status}. Envelope ID: {results.EnvelopeId}");
                return results.EnvelopeId;
            }
            catch (ApiException e)
            {
                Console.WriteLine("Exception while creating envelope!");
                Console.WriteLine($"Code: {e.ErrorCode}\nContent: {e.ErrorContent}");
                //Console.WriteLine(e.Message);
                return "";
            }
        }


        /// <summary>
        /// This method read bytes content from files in the project's Resources directory
        /// </summary>
        /// <param name="fileName">resource path</param>
        /// <returns>return Base64 encoded content as string</returns>
        internal static string ReadContent(string fileName)
        {
            byte[] buff = null;
            string path = Path.Combine(Directory.GetCurrentDirectory(), @"..\..\..\Resources", fileName);
            using (FileStream stream = new FileStream(path, FileMode.Open, FileAccess.Read))
            {
                using (BinaryReader br = new BinaryReader(stream))
                {
                    long numBytes = new FileInfo(path).Length;
                    buff = br.ReadBytes((int)numBytes);
                }
            }
            return Convert.ToBase64String(buff);
        }

        // The mainline
        static void Main(string[] args)
        {
            Console.WriteLine("Starting...");
            string envelopeId = SendDocuSignEnvelope();
            Console.WriteLine("Done.");
        }
    }
}