通过VisualStudio使用DocuSign API，我创建了一个信封并根据我的DocuSign账户上的一个模板向客户发送信封，其中包含收件人列表和标准PDF文档。 我使用EnvelopeDefinition对象指定TemplateRoles和TemplateId，然后创建Envelope。 所有签名后返回的pdf文档将与模板文档中的pdf具有相同的名称。
我需要做的是为每个信封/客户更改此文档的名称。 理想情况下，我可以将文档名称更改为客户的名称，以便于存储和查找，而不是使用一个通用名称获取大量不同的文档。
完全可以更改完成文档的名称吗？
Using the DocuSign API via VisualStudio, I create and send an Envelope out to customers based on a Template on my DocuSign account which contains a list of the recipients and a standard pdf document. I specify the TemplateRoles and the TemplateId using the EnvelopeDefinition object then create the Envelope. The pdf document returned when everything is signed will have the same name as the pdf on the Template document.
What I need to do is change the name of this document for each Envelope/customer. Ideally I could change the document name to that of the customer to make it easier to store and find, instead of getting a lot of different docs back with one generic name.
Is it at all possible to change the name of the finished document?
最满意答案
我不知道要更改文档的名称。
但是，您可以在创建信封时更改信封的主题。 这是您在DocuSign Web工具中看到的信封主题。
您还可以设置信封自定义属性，稍后使用该属性搜索信封。 使用这种技术，您可以轻松地调出与特定客户相关的所有信封（在这种情况下，最好将您的customer_id存储为信封自定义属性）。
I don't know about changing the name of the document.
But you can change the subject of the envelope when you create the envelope. And it is the subject of the envelope that you see in the DocuSign web tool.
You can also set an envelope custom property and later search for envelopes with that property. Using this technique, you could easily bring up all envelopes related to a particular customer (probably best to store your customer_id as an envelope custom property in this case).
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