Docusign: Creating a Document with dynamic content

问题

I have a document that is very similar to a Purchase Order that needs to be sent out for a signature through DocuSign. There's header type data that is fixed and can easily be placed on the document and then filled with tabs. Along with this, there are Details which may be 1 or more. I'm wondering what the best strategy to use is to create this type of Document with Docusign API?

Edit: Including a sample of the PDF that needs to be produced:

TIA

回答1:

You're really asking about dynamically creating a document first and foremost, then getting it signed via DocuSign.

You have a number of options:

Create a pdf dynamically. There are many libraries available for doing this. Just google for "creating a pdf ".

Create an html document dynamically, then either send it to DocuSign directly or first send it to a company that specializes in making nice documents from dynamic data. I like WebMerge for this.

When you send the doc to DocuSign, I agree with Rickey that Anchor Strings are a good way to have the signature in the right place. There's a recipe for placing DocuSign fields by using anchor strings.

回答2:

Anchor strings would be a good option to explore, even moreso if all you need from DocuSign is a Signature (and/or Date Signed) tab.

EDIT: For example, on your document you could whitetext "sig1" where you want the recipient to sign.

            "signers": [
          {
            "email": "testsigner@test.com",
            "name": "John Doe",
            "recipientId": "1",
            "routingOrder" : "1",
            "tabs" : {
                "signHereTabs" : [
                    {
                        "tabLabel" : "SignHere",
                        "anchorString" : "sig1"
                    }
                    ]
            }
          }
        ]
      },

See the screenshot I've attached. However, I did not white out my anchor.

One more thing to note. I created the test below from the WebApp. If using the API the bottom left of the tag will apply to the bottom left of the text.

来源：https://stackoverflow.com/questions/37151325/docusign-creating-a-document-with-dynamic-content

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docusignapi