如何通过 Docusign API 将动态图像添加到 Docusign 文档

时间:2023-02-17
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问题描述

I don't know if this is possible with the Docusign API, but I was curious if you can add dynamic images to a template document. The purpose of this dynamic image would be to set a logo for the document depending on who's sending it. I know Docusign has branding, but we would like this image to be in a particular location on the template document. If anyone knows if this is possible, I would be extremely happy if you can point me in the right direction.

I've done plenty of research and checked a little into the c# SDK and I'm not seeing too much on how to implement something like this.

Any information on this would help or even some kind of workaround.

解决方案

Sounds like you want to use image A in a specific location within the document (or image B, etc).

This is an aspect of the document itself. So you'll need to send DocuSign a new document (that contains the different image) each time.

To put it another way, you want custom document generation. There are several ways to accomplish custom document generation with DocuSign:

  • Use the DocuSign document generation system.
  • Create the document on the fly. Depending on your needs, one easy format is to send DocuSign an HTML document. Note that you'll need to BASE64 encode the image(s) and use inline CSS.
  • Create/update the document on the fly by creating a custom PDF. There are many PDF libraries to choose from.
  • Create/update another format such as Word. You can programmatically change Word documents.

Added

Another option for creating a document is to supply HTML as part of the Responsive Signing / Smart Sections feature. This enables you to create an HTML document that includes the field (tab) definitions within the HTML itself. Documentation part 1. (See the navigation pane for the additional docs.)

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