由于当前无法在DocuSign仪表板中看到签名者组,我应该在哪里创建和设置签名者组? 是否可以在API中创建签名者组,然后将其默认设置为嵌入并发送api?
Where should I go about creating and setting the signer groups as I am unable to see them in my DocuSign dashboard currently? Can I create the signer groups in the API before defaulting them in the embed and send api?
推荐答案首先请注意,并非所有DocuSign客户计划都提供 Signing Groups 功能,因此您应首先验证您的客户计划。签名组可通过沙箱帐户访问,因此您至少应能够进行测试。
First you should note that Signing Groups functionality is not available on all DocuSign account plans so you should first verify your account plan. Signing groups are available through sandbox accounts so you should be able to test at least.
要访问签名组,请单击右上角的个人资料图标,然后转到管理员->组。如果使用经典UI,请转到首选项->帐户管理员->组。您可以从此处创建和配置签名组。
To access Signing Groups click your profile icon in top right and go to Admin -> Groups. If using Classic UI, go to Preferences -> Account Admin -> Groups. You can create and configure your signing groups from there.
以下是有关DocuSign签名组的一些其他资源:
Here are some additional resources regarding DocuSign Signing Groups:
https:// support.docusign/en/videos/Creating-and-using-Signing-Groups
www.docusign/supportdocs/cdse-用户指南/内容/高级发送/发送带有签名的groups.htm
support.docusign/guides/cdse-user-guide-sending-with-签名组
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DocuSign签名者组
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