デモ サンドボックス アカウントの「電子メール リソース ファイル」をカスタマイズして、DocuSign がさまざまなイベント (つまり、完了/無効/拒否) で送信する電子メールの内容を変更しようとしています。「Sending Custom」という名前で新しいブランドを作成し、サンプル リソースをインポートして、「SenderEnvelopeComplete(en)」テンプレートを変更しました。残りの API コードでもブランド ID を使用しましたが、デフォルトのテンプレートが表示されています。書類を送るときはいつも..
コードで emailblurb を使用してドキュメントを送信すると、問題なく動作しますが、「電子メール リソース ファイル」を変更して、さまざまなイベントの電子メール コンテンツ全体を変更したいと考えています。各エンベロープで実行時に Blurb(Content) を電子メールで送信しますか? "しかし、それはあまり役に立ちませんでした..誰かがこれについて明確なショットをくれれば本当に役に立ちます..以下は、私がそれを達成しようとしたことのスナップショットです. .
この点が可能かどうかわからない別の質問がありますが、同じドキュメントを2人の異なる受信者に同時に送信しています.2つの異なる電子メールコンテンツをそれぞれに送信することは可能ですか?
デモ docusign サンドボックス アカウントでのブランディングのスクリーンショット:
カスタム BrandId を使用してドキュメントを作成するためのコード:
Signer signer = new Signer();
signer.Name = FormData.InsuredName;
signer.Email = FormData.InsuredEmail;
signer.RecipientId = "1";
// Create a |SignHere| tab somewhere on the document for the recipient to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List<SignHere>();
signer.Tabs.TextTabs = new List<Text>();
signer.Tabs.CheckboxTabs = new List<Checkbox>();
SignHere signHere = new SignHere();
for (int m = 0; m < 17; m++)
{
Text textHere = new Text();
if (m == 0)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "Company/Insured Name";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 122).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top - 4).ToString();
textHere.Required = "false";
}
if (m == 1)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "Contract/Account # (if known)";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 146).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 20).ToString();
textHere.Required = "false";
}
if (m == 2)
{
for (int c = 0; c < 2; c++)
{
Checkbox checkHere = new Checkbox();
checkHere.DocumentId = "1";
checkHere.PageNumber = (s + 1).ToString();
checkHere.RecipientId = "1";
if (c == 0)
{
checkHere.TabLabel = "Credit Automatic Payments";
checkHere.Required = "false";
checkHere.XPosition = ((int)extractorCredit.FoundText.Left + 118).ToString();
checkHere.YPosition = ((int)extractorCredit.FoundText.Top + 141).ToString();
}
else
{
checkHere.TabLabel = "Credit Down Payments";
checkHere.Required = "false";
checkHere.XPosition = ((int)extractorCredit.FoundText.Left + 319).ToString();
checkHere.YPosition = ((int)extractorCredit.FoundText.Top + 141).ToString();
}
signer.Tabs.CheckboxTabs.Add(checkHere);
}
}
if (m == 3)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "Name on Card";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 170).ToString();
textHere.Required = "false";
}
if (m == 4)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "Credit Card";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 195).ToString();
textHere.Required = "false";
}
if (m == 5)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "Expiration Date";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 85).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 232).ToString();
textHere.Required = "false";
}
if (m == 6)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "Expiration Year";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 112).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 232).ToString();
textHere.Required = "false";
}
if (m == 7)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "CVV Code";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 236).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 232).ToString();
textHere.Required = "false";
}
if (m == 8)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "Billing Address";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 257).ToString();
textHere.Required = "false";
}
if (m == 9)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "City";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 282).ToString();
textHere.Required = "false";
}
if (m == 10)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "State";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 226).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 282).ToString();
textHere.Required = "false";
}
if (m == 11)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "Zip";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 303).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 282).ToString();
textHere.Required = "false";
}
if (m == 12)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "Name(s)";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 55).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 382).ToString();
textHere.Required = "false";
}
if (m == 13)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "Date";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 258).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 382).ToString();
textHere.Required = "false";
}
if (m == 14)
{
SignHere signHereAch = new SignHere();
signHereAch.DocumentId = "1";
signHereAch.PageNumber = (s + 1).ToString();
signHereAch.RecipientId = "1";
signHereAch.TabLabel = "Signature";
signHereAch.XPosition = ((int)extractorCredit.FoundText.Left + 58).ToString();
signHereAch.YPosition = ((int)extractorCredit.FoundText.Top + 410).ToString();
signHereAch.ScaleValue = .6;
signHereAch.Optional = "true";
signer.Tabs.SignHereTabs.Add(signHereAch);
}
if (m == 15)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "Contact Phone";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 336).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 432).ToString();
textHere.Required = "false";
}
if (m == 16)
{
textHere.DocumentId = "1";
textHere.PageNumber = (s + 1).ToString();
textHere.RecipientId = "1";
textHere.Locked = "false";
textHere.Font = "Arial";
textHere.FontSize = "4";
textHere.TabLabel = "Email Address";
textHere.XPosition = ((int)extractorCredit.FoundText.Left + 82).ToString();
textHere.YPosition = ((int)extractorCredit.FoundText.Top + 470).ToString();
textHere.Required = "false";
}
signer.Tabs.TextTabs.Add(textHere);
}
envDef.Recipients.Signers.Add(signer);
// set envelope status to "sent" to immediately send the signature request
envDef.EnvelopeIdStamping = "false";
envDef.Status = "sent";
envDef.BrandId = "31682b06-6e7a-4ab6-a13a-c9cd68253389";
//envDef.EmailBlurb = "Hi " + FormData.InsuredName + ",Please review the ***.";
// Use the EnvelopesApi to send the signature request!
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);