一个 iframe 中的多个个人签名
Multiple in person signatures in one iframe
我想了解是否可以让多个人在一个 iFrame 中签署一份文档，或者是否需要为每个想要签署的人生成一个新令牌（并创建新的 iFrame）。
目前在我的应用程序中，我使用模板 ID 来实例化一个新信封。该模板有 3 个角色：代理、客户端 1 和客户端 2。
然后我请求信封的令牌，以便可以在 iFrame 中查看它。出现一个显示 "Chris please give Agent control of the keyboard and mouse" 的屏幕，然后那个人填写文档...在那个人完成后，iframe 转发到 returnUrl。
我原以为在 Agent 完成后，它会说 "Chris please give Client1 control of the keyboard and mouse" - 但它没有。
有没有办法在不重新生成令牌的情况下让所有角色都登录一个流程？
您需要为每个将以嵌入式方式唱歌的收件人生成一个新的、唯一的签名令牌。
当您使用 DocuSign 的 Embedding functionality/APIs 时，您基本上是在告诉 DocuSign 系统，而不是由平台来处理所有事情（即生成每个签名URL、验证用户身份、电子邮件通知、路由到下一个收件人等）您的应用程序将管理所有这些。
此外，每当您生成一个签名令牌时，该令牌会在 5 分钟后过期，并且它们也会在一次使用后过期（如果他们关闭 window、拒绝签名等，您需要生成一个新的).
所以说了这么多，系统自动路由到路由顺序中的下一个收件人的唯一方法是，如果下一个收件人没有 clientUserId 集（即他们没有使用嵌入签名).如果您的所有收件人都通过嵌入访问信封，那么您需要为每个收件人生成一个新签名 URL。
一些额外的资源：
Some comments in addition to Ergin's answer:
Try hard to not use an iFrame. Especially if the app may be used on a tablet or mobile. Why: the DocuSign window really needs the entire screen to give a quality signing experience to the signer.
In your use case, your app could have a screen that includes a button "I am George Smith, Client 1. I am ready to sign." And it is important that your agents be trained that George Smith always pushes the按钮。 (Never the agent.)
Doing so gives you a stronger case that it was George Smith who signed.
When the button is pushed, your app would retrieve the recipientView URL from DocuSign and redirect to it.
When DocuSign redirects back to your app after signing, your app can show a screen "Susan Smith, Client 2 is ready to sign" (If George actually signed. See the event query parameter. Docs.)
Authentication
The most important issue when using embedded signing is authentication. Your app is responsible for guaranteeing the authentication of the signer(s). You need to carefully understand how you will do that.
In the case of an agent and clients in person, will the agent be checking government issued ID? If so, you may want to have the agent, as part of her signing process, attest that they checked the clients' government ID.
Because of the attestation issue, it often makes sense for the agent's signature to be last. That way the attestation can be something like "I affirm that I checked the government ID of the signers George Smith and Susan Smith." (Ask your lawyer for exact wording.)
You can use the "Initial Here" tab type next to the attestation.
我想了解是否可以让多个人在一个 iFrame 中签署一份文档，或者是否需要为每个想要签署的人生成一个新令牌（并创建新的 iFrame）。
目前在我的应用程序中，我使用模板 ID 来实例化一个新信封。该模板有 3 个角色：代理、客户端 1 和客户端 2。
然后我请求信封的令牌，以便可以在 iFrame 中查看它。出现一个显示 "Chris please give Agent control of the keyboard and mouse" 的屏幕，然后那个人填写文档...在那个人完成后，iframe 转发到 returnUrl。
我原以为在 Agent 完成后，它会说 "Chris please give Client1 control of the keyboard and mouse" - 但它没有。
有没有办法在不重新生成令牌的情况下让所有角色都登录一个流程？
您需要为每个将以嵌入式方式唱歌的收件人生成一个新的、唯一的签名令牌。
当您使用 DocuSign 的 Embedding functionality/APIs 时，您基本上是在告诉 DocuSign 系统，而不是由平台来处理所有事情（即生成每个签名URL、验证用户身份、电子邮件通知、路由到下一个收件人等）您的应用程序将管理所有这些。
此外，每当您生成一个签名令牌时，该令牌会在 5 分钟后过期，并且它们也会在一次使用后过期（如果他们关闭 window、拒绝签名等，您需要生成一个新的).
所以说了这么多，系统自动路由到路由顺序中的下一个收件人的唯一方法是，如果下一个收件人没有 clientUserId 集（即他们没有使用嵌入签名).如果您的所有收件人都通过嵌入访问信封，那么您需要为每个收件人生成一个新签名 URL。
一些额外的资源：
Some comments in addition to Ergin's answer:
Try hard to not use an iFrame. Especially if the app may be used on a tablet or mobile. Why: the DocuSign window really needs the entire screen to give a quality signing experience to the signer.
In your use case, your app could have a screen that includes a button "I am George Smith, Client 1. I am ready to sign." And it is important that your agents be trained that George Smith always pushes the按钮。 (Never the agent.)
Doing so gives you a stronger case that it was George Smith who signed.
When the button is pushed, your app would retrieve the recipientView URL from DocuSign and redirect to it.
When DocuSign redirects back to your app after signing, your app can show a screen "Susan Smith, Client 2 is ready to sign" (If George actually signed. See the event query parameter. Docs.)
Authentication
The most important issue when using embedded signing is authentication. Your app is responsible for guaranteeing the authentication of the signer(s). You need to carefully understand how you will do that.
In the case of an agent and clients in person, will the agent be checking government issued ID? If so, you may want to have the agent, as part of her signing process, attest that they checked the clients' government ID.
Because of the attestation issue, it often makes sense for the agent's signature to be last. That way the attestation can be something like "I affirm that I checked the government ID of the signers George Smith and Susan Smith." (Ask your lawyer for exact wording.)
You can use the "Initial Here" tab type next to the attestation.