Docusign：带有选项卡的复合模板

创建信封时如何使用复合模板指定预填充字段。

我尝试将选项卡信息包含在inlineTemplate.recipients.signers[0].tabs，但我收到一个错误System.String cannot be cast to API_REST.Models.v2.tabs.

如果我将信息作为模板角色包含在templateRoles，它被忽略。该文档提供了有关如何执行此操作的信息。似乎应该在内联模板中指定预填充数据。

我的其他悬而未决的问题包括recipientId做。是什么clientUserId用于？我们目前设置clientUserId对所有签名者具有相同的值。我看到它在签名者请求签名时使用。由于某种原因，它对于每个签名者来说应该是唯一的吗？

它看起来也像一个单一的复合模板将服务器和内联模板叠加在一起。在单个复合模板中拥有多个服务器模板或多个内联模板的用例是什么？

是否计划改进文档以描述如何将复合模板用于各种目的？

签名者/模板角色：

{
  "clientUserId": "clientUserId",
  "email": "[email protected] /cdn-cgi/l/email-protection",
  "name": "First Last",
  "roleName": "role1",
  "tabs": {
    "textTabs": [
      {
        "locked": true,
        "tabLabel": "\\*FieldName",
        "value": "prefillValue"
      }
    ]
  }
}

请求示例：

{
  "compositeTemplates": [
    {
      "inlineTemplates": [
        {
          "recipients": {
            "signers": [
              {
                "clientUserId": "clientUserId",
                "email": "[email protected] /cdn-cgi/l/email-protection",
                "name": "First Last",
                "recipientId": 1,
                "roleName": "role1",
                "tabs": {
                  "textTabs": [{"tabLabel": "label", "value": "val"}]
                }
              }
            ]
          },
          "sequence": 1
        }
      ],
      "serverTemplates": [
        {
          "sequence": 1,
          "templateId": "templateId1"
        }
      ]
    },
    {
      "inlineTemplates": [
        {
          "recipients": {
            "signers": [
              {
                "clientUserId": "clientUserId",
                "email": "[email protected] /cdn-cgi/l/email-protection",
                "name": "First Last",
                "recipientId": 1,
                "roleName": "role1",
                "tabs": {
                  "textTabs": [{"tabLabel": "label", "value": "val"}]
                }
              }
            ]
          },
          "sequence": 2
        }
      ],
      "serverTemplates": [
        {
          "sequence": 2,
          "templateId": "templateId2"
        }
      ]
    }
  ],
  "emailSubject": "Email subject",
  "status": "sent",
  "templateId": null,
  "templateRoles": null
}

可以找到有关从服务器模板发送信封的信息here. https://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST%20API%20References/Send%20an%20Envelope%20from%20a%20Template.htm%3FTocPath%3DREST%2520API%2520References%7C_____39

Tab 元素使用 RecipientID 来指示哪个收件人将签署文档，而 clientuserID 则指定用户是否是远程或嵌入式 https://www.docusign.com/developer-center/explore/features/embedding-docusign建议每个签名者都是唯一的（但不是必需的）。

我还建议阅读这一页 https://www.docusign.com/developer-center/explore/features/templates关于复合模板，希望这个概念会更有意义，但我同意你的看法，缺乏有关复合模板的文档可能会很麻烦。

不幸的是，我没有包含选项卡数据的示例，但在下面的示例中的每个收件人下添加选项卡部分应该没有问题。

{
  "emailSubject": "DocuSign Comp Test 1",
  "emailBlurb": "Example - Composite Templates",
  "status": "sent",
  "compositeTemplates": [
    {
      "serverTemplates": [
        {
          "sequence": "1",
          "templateId": "templateId1"
        }
      ],
      "inlineTemplates": [
        {
          "sequence": "1",
          "recipients": {
            "signers": [
              {
                "email": "[email protected] /cdn-cgi/l/email-protection",
                "name": "Test Tester",
                "recipientId": "1",
                "roleName": "Signer 1"
              }
            ]
          }
        }
      ]
    },
    {
      "serverTemplates": [
        {
          "sequence": "2",
          "templateId": "templateId2"
        }
      ],
      "inlineTemplates": [
        {
          "sequence": "2",
          "recipients": {
            "signers": [
              {
                "email": "[email protected] /cdn-cgi/l/email-protection",
                "name": "Test Tester",
                "recipientId": "1",
                "roleName": "Signer 1"
              }
            ]
          }
        }
      ]
    },
    {    
      "serverTemplates": [
        {
          "sequence": "3",
          "templateId": "templateId3"
        }
      ],
      "inlineTemplates": [
        {
          "sequence": "2",
          "recipients": {
            "signers": [
              {
                "email": "[email protected] /cdn-cgi/l/email-protection",
                "name": "Test Tester",
                "recipientId": "1",
                "roleName": "Signer 1"
              }
            ]
          }
        }
      ]
    }
  ]
}