问题描述
请有人可以帮助我.我是DocuSign的新手.我有一个正在处理的项目，客户希望该项目能够将多个文档发送给收件人以进行签名.通过标准的DocuSign设置，您可以在创建信封时添加文档，但是我正在寻找一种自动化的方法.例如，我创建了一个自定义按钮，该按钮会自动将信封发送给收件人.但似乎我只能在其中添加一个文档模板.有人可以建议我实际做什么或在哪里看，因为我似乎什么也找不到.我在DocuSign帮助上看到一些提示，但它们在python等中，我想在Salesforce上进行说明.
Please can someone assist me. I am new to DocuSign. I have a project I am working on whereby the customer wants to be able to send multiple documents to a recipient for signature. From the standard DocuSign set up, you can add documents upon envelope creation but I am looking for a way to automate this. For instance I created a custom button that automatically sends the envelope to a recepient. But it seems I can only add one document template there. Could someone please advise me on what to actually do or where to look because I cant seem to find anything. I see some recipies on the DocuSign help but they are in python etc and I want instruction on Salesforce.
推荐答案
POST
https://demo.docusign.net/restapi/v2/accounts/[accountId]/envelopes
在创建信封正文中，您可以指定多个文档，例如:
In your create envelope body, you can specify multiple documents like:
emailSubject: "subject",recipients: { signers: [{ recipientId: 1, email: "signer@email.com", name: "Signers name"}]},documents: [{ documentId: 1, filePath: 'your/path/here/1',},{ documentId: 2, filePath: 'your/path/here/2',}],
emailSubject: "subject",recipients: { signers: [{ recipientId: 1, email: "signer@email.com", name: "Signers name"}]},documents: [{ documentId: 1, filePath: 'your/path/here/1',},{ documentId: 2, filePath: 'your/path/here/2',}],
这篇关于如何发送多个文档以为DocuSign for Salesforce签名的文章就介绍到这了，希望我们推荐的答案对大家有所帮助，也希望大家多多支持！