Composite Templates and RoutingOrder - 第二个签名者没有

Question

我一直在试验 DocuSign eSign C# 库，对于单个模板信封，一切都按预期工作。我现在需要在一个信封中使用 2 个不同的模板，并且运行遇到了一些问题。

我有 2 个模板想要合并。当我创建复合模板、添加必要的收件人并发送通知时，一切都按预期进行。这会将合并后的模板并行发送给两个收件人。

只要我将 1/2 的 RoutingOrder 添加到收件人，系统就会提示第一个收件人按预期签名，然后在签名后将其传递给第二个收件人。 这就是问题所在...第二个收件人没有任何选项卡可以填写and/or没有任何地方可以签名。

如果我切换收件人的 RoutingOrder，我会得到相同的行为，因此这肯定与第二个收件人有关。

非常感谢任何关于我可以做些什么来解决这个问题的想法！由 DocuSign eSign API 生成的 JSON 可以在下面找到：

{
  "eventNotification": {
    "url": "<my_webhook_callback_url>",
    "loggingEnabled": "true",
    "requireAcknowledgment": "true",
    "envelopeEvents": [
      { "envelopeEventStatusCode": "sent" },
      { "envelopeEventStatusCode": "delivered" },
      { "envelopeEventStatusCode": "completed" },
      { "envelopeEventStatusCode": "declined" },
      { "envelopeEventStatusCode": "voided" }
    ],
  "recipientEvents": [
    { "recipientEventStatusCode": "Sent" },
    { "recipientEventStatusCode": "Delivered" },
    { "recipientEventStatusCode": "Completed" },
    { "recipientEventStatusCode": "Declined" },
    { "recipientEventStatusCode": "AuthenticationFailed" },
    { "recipientEventStatusCode": "AutoResponded" }
  ],
  "useSoapInterface": "false",
  "includeCertificateWithSoap": "false",
  "signMessageWithX509Cert": "false",
  "includeDocuments": "true",
  "includeEnvelopeVoidReason": "true",
  "includeTimeZone": "true",
  "includeSenderAccountAsCustomField": "true",
  "includeDocumentFields": "true",
  "includeCertificateOfCompletion": "true"
  },
  "compositeTemplates": [
  {
    "serverTemplates": [
      {
        "sequence": "1",
        "templateId": "1b5230a2-15da-4502-8ea4-9a7a28ae02aa"
      } 
    ],
    "inlineTemplates": [
      {
        "sequence": "1",
        "recipients": {
          "signers": [
            {
              "name": "<customer_signer_name>",
              "email": "<customer_signer_name>",
              "recipientId": "1",
              "routingOrder": "1",
              "roleName": "Customer"
            },
            {
              "name": "<internal_signer_name>",
              "email": "<internal_signer_email>",
              "recipientId": "2",
              "routingOrder": "2",
              "roleName": "InternalSigner"
            }
          ]
        }
      }
    ]
  },
  {
    "serverTemplates": [
      {
        "sequence": "1",
        "templateId": "ae08ac4b-2d92-43cc-9c18-5eaa0a6cc8c7"
      }
    ],
    "inlineTemplates": [
      {
        "sequence": "1",
        "recipients": {
          "signers": [
            {
              "name": "<customer_signer_name>",
              "email": "<customer_signer_name>",
              "recipientId": "1",
              "routingOrder": "1",
              "roleName": "Customer"
            },
            {
              "name": "<internal_signer_name>",
              "email": "<internal_signer_email>",
              "recipientId": "2",
              "routingOrder": "2",
              "roleName": "InternalSigner"
            }
          ]
        }
      }
    ]
  }
  ],
  "status": "sent",
  "emailSubject": "Test Email Subject"
}

Answer 1

您的服务器模板包含路由顺序 1 的两个收件人。由于内联模板指定路由顺序 2 的收件人，因此服务器模板中的选项卡将不会与路由顺序 2 的收件人相关联。

Recipient matching is based on Recipient Role and Routing Order. If there are matches, the recipient information is merged together. A final pass is done on all CompositeTemplates, after all template overlays have been applied, to collapse recipients with the same email, username and routing order. This prevents having the same recipients at the same routing order.

您必须更新服务器模板上收件人的路由顺序或在内联模板中指定选项卡。

Composite Templates and RoutingOrder - 第二个签名者没有

Composite Templates and RoutingOrder - Nothing for second signer

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