如何从现有模板发送文档？

This article will guide you through the process of sending a document for signature using a template with the Sign.Plus eSignature API.

通过遵循这些步骤，您将从模板创建一个信封，设置收件人的详细信息，并发送信封供签名。

必备条件

• 带有 的 Sign.Plus 帐户的 API 计划
• 您的 个人访问令牌
• 在您的 Sign.Plus 帐户中存在的模板 

第 1 步：从模板创建信封

1. Use the POST /v2/envelope/from_template/{template_id} endpoint to create a new envelope from a template.
2. Replace {template_id} with the ID of your existing template.
   Where can I find my template ID?
   • Go to https://app.sign.plus/templates .
     
   • 点击所需模板名称。
     
   • 从右侧侧边栏复制ID。
3. Send a POST request to POST /v2/envelope/from_template/{template_id} with the following JSON body:
   {
"name": "My wonderful envelope from template"
}
4. 将您的 API 密钥包含在 授权 头中。
5. On success, you will receive an Envelopeobject. {
"id": "66eb7d0467d2d549b89fcb6d",
// ...
"signing_steps": [
{
"recipients": [
{
"id": "66eb7d0467d2d549b89fcb70",
"uid": null,
"name": "",
"email": "",
"role": "SIGNER",
"verification": null
}
]
},
{
"recipients": [
{
"id": "66eb7d0467d2d549b89fcb71",
"uid": null,
"name": "",
"email": "",
"role": "RECEIVES_COPY",
"verification": null
},
{
"id": "66eb7d0467d2d549b89fcb72",
"uid": null,
"name": "",
"email": "",
"role": "SIGNER",
"verification": null
}
]
}
],
"documents": [
// ...
],
"notification": {
// ...
}
}
6. 将返回的 id 另存为 信封_id 用于未来的 API 调用。
7. Record the idof each recipient for later use in the signing process.
   Examples:
   • 66eb7d0467d2d549b89fcb71: First SIGNER(Step 1)
   • 66eb7d0467d2d549b89fcb71: RECEIVES_A_COPY(Step 1)
   • 66eb7d0467d2d549b89fcb72: Second SIGNER(Step 2)

第 2 步：设置收件人详细信息

如果您的模板没有固定收件人，您需要设置或更新收件人详细信息：

1. Use the POST /v2/envelope/{envelope_id}/signing_steps endpoint to update recipient information.
2. Replace {envelope_id} with the ID you received in Step 1.
3. Send a POST request with the following JSON body:
   {
"signing_steps": [
{
"recipients": [
{
"id": "66eb7d0467d2d549b89fcb70",
"name": "John Doe",
"email": "john.doe@example.com",
"role": "SIGNER"
}
]
},
{
"recipients": [
{
"id": "66eb7d0467d2d549b89fcb71",
"name": "Mark Twain",
"email": "m.twain@example.com",
"role": "RECEIVES_COPY"
},
{
"id": "66eb7d0467d2d549b89fcb72",
"name": "Jane Smith",
"email": "j.smith@example.com",
"role": "SIGNER"
}
]
}
]
}
4. 成功后，您将收到一组 签名步骤对象。

第 3 步：发送您的信封以便签名

1. Use the POST /v2/envelope/{envelope_id}/send endpoint to send the envelope.
2. Replace {envelope_id} with your envelope ID from Step 1.
3. Send a POST request to this endpoint.
4. 一旦成功，信封将送交收件人签署。

五. 结论

您现在已经成功地发送了一个使用 Sign.Plus eSignature API模板的文档供签名。 收件人将收到一封包含签名文档链接的电子邮件通知。

使用模板可以大大简化您的文档签名工作流程，尤其是对于经常使用的、布局一致和签名要求的文档。