I'm using DocuSignAPI SDK to send envelopes. I have a few templates defined and they use a Custom Field called MemberFullName.
The field is of type Name, FullName.
For some templates I want MemberFullName map to a Signer's name, but sometimes I want to map another name to it.
My assumption was if I don't map anything to MemberFullName, then Signer's name will be used. But if I add "fullNameTabs" for MemberFullName, then it will be mapped.
Signer sgnr = new Signer()
{
RoleName = "Someone other than Member",
RecipientId = "1",
Name = "Bob Signer",
Email = "bobsemailaddress#yahoo.com"
};
sgnr.Tabs.FullNameTabs = new List<FullName>();
sgnr.Tabs.FullNameTabs.Add(new FullName() { TabLabel = "MemberFullName", Name = "Joe Smith" });
But MemberFullName is still mapped to Signer name in the resulting document.
How can I map a NON-SIGNER name to a field of type "Name"?
I know I can create a different field of type TEXT and map "Joe Smith" to it, but I wanted to reuse the "MemberFullName" field in both situations.
I apologize as I may not be using correct "docusign terminology" for things.
You will not be able to set the value of FullName tab manually. See this answer
for more information.
Related
The address is missing the name related values even when the addressElement is rendering the Name field even when using the same code as mentioned in the Stripe documentation here
addressElement.on('change', (event) => {
if (event.complete){
// Extract potentially complete address
const address = event.value.address;
}
})
returns this
{
"line1": "",
"line2": null,
"city": "",
"country": "US",
"postal_code": "",
"state": ""
}
It seems that the workaround to get the value could look like
document.getElementById('Field-nameInput').value
But doesn't look graceful.
Where is the value of the Name field? How do I get it? Am I missing something obvious here?
This is available as value.name in the change event, or firstName and lastName if you use the split display for name. From the docs for value (reference):
An object containing the current address information. The firstName
and lastName properties only appear if the display.name option is set
to split. The phone property only appears if the fields.phone option
is set to always.
Suppose we have the code
email.send({
author: 17874,
recipients: "sam172#gmail.com",
subject: "mail from netsuite",
body: "test body email order id: " + newOrder
});
Can we modify the sender name only not the email.
I have to implement like if we have the email "test#gmail.com" and nick name as "Test". While sending the email it will show like from Test in recevire side. Can we change the name from test to test123.
This isn't possible as far as I know. You really have two options to modify the name of the sender only:
Either change the name of the user (the one you set in the options.author field).
Or have the correct name from the beginning and then modify the reploy-to instead by setting the options.replyTo
This isn't exactly what you want but I think it's the only workaround.
I have a question regarding the following scenario.
I have a Docusign template with 2 documents. Template contains two Template Roles with few signature tags applied on documents. There could be also Text Input tags, checkbox tags etc...
What I need is to send an envelope with documents that will replace both template documents but to apply DocuSign tags (signature, checkbox..) that were configured in the template, to apply document visibility, and as much DS template features as it can.
Signature request (envelope) is sent using DocuSign.eSign C# client library.
I'm using following code that builds Composite Template that contains two new documents with appropriate documentIDs retrieved from DocuSign template.
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "Subject";
envDef.EmailBlurb = "Body";
envDef.CompositeTemplates = new List<CompositeTemplate>();
envDef.CompositeTemplates.Add(new CompositeTemplate
{
ServerTemplates = new List<ServerTemplate> {
new ServerTemplate
{
Sequence = "2",
TemplateId = "TEMPLATE_ID_GOES_HERE"
}
},
InlineTemplates = new List<InlineTemplate>
{
new InlineTemplate
{
Sequence = "1",
Documents = new List<DocuSign.eSign.Model.Document>
{
new Document
{
DocumentBase64 = "...", //document content
Name ="some.pdf",
DocumentId = "TEMPLATE_DOC1_ID_GOES_HERE" //ID of template document that should be replaced
},
new Document
{
DocumentBase64 = "...", //document content
Name ="another.pdf",
DocumentId = "TEMPLATE_DOC2_ID_GOES_HERE" //ID of template document that should to be replaced
}
}
}
}
});
Envelope is successfully sent, signers can see both new documents, but there are no Tags that were configured in the Template (on Docusign Web UI), and I'd like to avoid sending recipient tabs from client.
Am I missing something?
Thanks.
Change the sequencing order so the new documents are listed first.
With composite templates, order matters. For documents, the earlier documents are used. -- So your new documents should be before the server template (and its documents).
For everything else, the later information wins.
See this answer: https://stackoverflow.com/a/44376770/64904
On second thought, I see that you're doing this and it is all working except that the tabs are not being applied to the new documents.
Try the merge_roles_on_draft query parameter. Also, if you're using anchor tabs, add the applyAnchorTabs: 'true' element to the document objects.
I have a script emailing a custom PDF to an entity. The PDF is generated from a custom record, and I want to be able to see the email from the entity (ok - no problem), and also the custom record mail merge tab (or comms).
Entity is fine, but the custom record is not showing the email:
The code:
var records = new Object();
records['entity'] = venId[each];
records['customrecord_sow'] = sowId;
log('Attach email to records: '+stringify(records));
nlapiSendEmail(nlapiGetUser(), recipient, subject, body, null, null, records , newFile,true);
When I view the log, the record variable contains the following:
Attach email to records: { "entity": 11, "customrecord_sow": "264" }
The record internal id is correct, as the the custom record id. But the email does not show in the mail merge on the record.
What have I missed?
For custom records, you have to specify both the custom record type id as well as the custom record id in the records object. So in your case, you would need to do something like this:
records['recordtype'] = 'customrecord_sow';
records['record'] = sowId;
in place of records['customrecord_sow'] = sowId;
Stripe captures Email and Name both in StripeCustomerService(), that is when creating the customer using Stripe.dll...
But in Admin login, it shows Customer Email in heading, as shown below.
Is there any way to change it to Name of a customer?
But if I pass name in Email parameter, it may affect sending a notification email to the customer.
So, is it possible to do so?
Note: I have passed both in parameters list;
var mycust = new StripeCustomerCreateOptions();
//Save Card Details
mycust.CardNumber = txtCard.Text;
mycust.CardExpirationMonth = ddlMonth.SelectedValue;
mycust.CardExpirationYear = ddlYear.SelectedValue;
mycust.CardCvc = txtCSV.Text;
//Save Customer Details
mycust.Email = email;
mycust.CardName = fullName;
Short Answer: No, it is not possible.
There may be any number of customer's by the name of John Doe but each would have a different email such as:
JDoe#email.com, JDoe2#email.com, etc.
Email is a unique identifier while name is not.