使用Python SDK集成DocuSign时签署人被迫签署他人标签的问题

问题背景 #

我用Python SDK集成DocuSign，流程如下：

• 生成含多文档的信封，每文档配专属tabs
• 信封包含3位收件人：2位带routing_order的签署人、1位抄送人
• 每文档内有对应两位签署人的2组tabs
• 第一位签署人完成所有文档签署后，信封流转至第二位签署人

路由顺序功能正常，但存在异常：第一位签署人被迫签署信封内全部tabs（含属于第二位签署人的），第二位签署人情况一致，导致date_signed tabs被错误填充。

以下是信封定义中收件人的JSON数据：

{ 
  "recipients": { 
    "signers": [ 
      { 
        "client_user_id": null, 
        "completed_count": null, 
        "email": "test1@test1.com", 
        "name": "egeg feefe", 
        "name_metadata": null, 
        "recipient_attachments": null, 
        "recipient_id": 72295, 
        "recipient_id_guid": null, 
        "role_name": null, 
        "routing_order": "1", 
        "tabs": { 
          "sign_here_tabs": [
            {
              "anchor_allow_white_space_in_characters": null,
              "anchor_allow_white_space_in_characters_metadata": null,
              "anchor_case_sensitive": null,
              "anchor_case_sensitive_metadata": null,
              "anchor_ignore_if_not_present": null,
              "anchor_ignore_if_not_present_metadata": null,
              "anchor_match_whole_word": true,
              "anchor_match_whole_word_metadata": null,
              "anchor_string": "/222c/",
              "anchor_string_metadata": null,
              "anchor_tab_processor_version": null,
              "anchor_tab_processor_version_metadata": null,
              "anchor_units": "pixels",
              "anchor_units_metadata": null,
              "anchor_x_offset": "20",
              "anchor_x_offset_metadata": null,
              "anchor_y_offset": "20",
              "anchor_y_offset_metadata": null,
              "caption": null,
              "caption_metadata": null,
              "conditional_parent_label": null,
              "conditional_parent_label_metadata": null,
              "conditional_parent_value": null,
              "conditional_parent_value_metadata": null,
              "custom_tab_id": null,
              "custom_tab_id_metadata": null,
              "document_id": null,
              "document_id_metadata": null,
              "error_details": null,
              "form_order": null,
              "form_order_metadata": null,
              "form_page_label": null,
              "form_page_label_metadata": null,
              "form_page_number": null,
              "form_page_number_metadata": null,
              "hand_draw_required": null,
              "height": null,
              "height_metadata": null,
              "is_seal_sign_tab": null,
              "merge_field": null,
              "merge_field_xml": null,
              "name": null,
              "name_metadata": null,
              "optional": null,
              "optional_metadata": null,
              "page_number": null,
              "page_number_metadata": null,
              "recipient_id": 72295,
              "recipient_id_guid": null,
              "recipient_id_guid_metadata": null,
              "recipient_id_metadata": null,
              "scale_value": null,
              "scale_value_metadata": null,
              "smart_contract_information": null,
              "source": null,
              "stamp": null,
              "stamp_type": null,
              "stamp_type_metadata": null,
              "status": null,
              "status_metadata": null,
              "tab_group_labels": null,
              "tab_group_labels_metadata": null,
              "tab_id": null,
              "tab_id_metadata": null,
              "tab_label": "/222c/",
              "tab_label_metadata": null,
              "tab_order": null,
              "tab_order_metadata": null,
              "tab_type": null,
              "tab_type_metadata": null,
              "template_locked": null,
              "template_locked_metadata": null,
              "template_required": null,
              "template_required_metadata": null,
              "tool_tip_metadata": null,
              "tooltip": null,
              "width": null
            },
            {
              "anchor_allow_white_space_in_characters": null,
              "anchor_allow_white_space_in_characters_metadata": null,
              "anchor_case_sensitive": null,
              "anchor_case_sensitive_metadata": null,
              "anchor_ignore_if_not_present": null,
              "anchor_ignore_if_not_present_metadata": null,
              "anchor_match_whole_word": true,
              "anchor_match_whole_word_metadata": null,
              "anchor_string": "/333d/",
              "anchor_string_metadata": null,
              "anchor_tab_processor_version": null,
              "anchor_tab_processor_version_metadata": null,
              "anchor_units": "pixels",
              "anchor_units_metadata": null,
              "anchor_x_offset": "20",
              "anchor_x_offset_metadata": null,
              "anchor_y_offset": "20",
              "anchor_y_offset_metadata": null,
              "caption": null,
              "caption_metadata": null,
              "conditional_parent_label": null,
              "conditional_parent_label_metadata": null,
              "conditional_parent_value": null,
              "conditional_parent_value_metadata": null,
              "custom_tab_id": null,
              "custom_tab_id_metadata": null,
              "document_id": null,
              "document_id_metadata": null,
              "error_details": null,
              "form_order": null,
              "form_order_metadata": null,
              "form_page_label": null,
              "form_page_label_metadata": null,
              "form_page_number": null,
              "form_page_number_metadata": null,
              "hand_draw_required": null,
              "height": null,
              "height_metadata": null,
              "is_seal_sign_tab": null,
              "merge_field": null,
              "merge_field_xml": null,
              "name": null,
              "name_metadata": null,
              "optional": null,
              "optional_metadata": null,
              "page_number": null,
              "page_number_metadata": null,
              "recipient_id": 4804,
              "recipient_id_guid": null,
              "recipient_id_guid_metadata": null,
              "recipient_id_metadata": null,
              "scale_value": null,
              "scale_value_metadata": null,
              "smart_contract_information": null,
              "source": null,
              "stamp": null,
              "stamp_type": null,
              "stamp_type_metadata": null,
              "status": null,
              "status_metadata": null,
              "tab_group_labels": null,
              "tab_group_labels_metadata": null,
              "tab_id": null,
              "tab_id_metadata": null,
              "tab_label": "/333d/",
              "tab_label_metadata": null,
              "tab_order": null,
              "tab_order_metadata": null,
              "tab_type": null,
              "tab_type_metadata": null,
              "template_locked": null,
              "template_locked_metadata": null,
              "template_required": null,
              "template_required_metadata": null,
              "tool_tip_metadata": null,
              "tooltip": null,
              "width": null
            }
          ]
        }
      },
      { 
        "client_user_id": null, 
        "completed_count": null, 
        "email": "ftt.tttvb@gmail.com", 
        "name": "Dan Kerbon", 
        "name_metadata": null, 
        "recipient_attachments": null, 
        "recipient_id": 4804, 
        "recipient_id_guid": null, 
        "role_name": null, 
        "routing_order": "2", 
        "tabs": { 
          "sign_here_tabs": [
            {
              "anchor_allow_white_space_in_characters": null,
              "anchor_allow_white_space_in_characters_metadata": null,
              "anchor_case_sensitive": null,
              "anchor_case_sensitive_metadata": null,
              "anchor_ignore_if_not_present": null,
              "anchor_ignore_if_not_present_metadata": null,
              "anchor_match_whole_word": true,
              "anchor_match_whole_word_metadata": null,
              "anchor_string": "/222c/",
              "anchor_string_metadata": null,
              "anchor_tab_processor_version": null,
              "anchor_tab_processor_version_metadata": null,
              "anchor_units": "pixels",
              "anchor_units_metadata": null,
              "anchor_x_offset": "20",
              "anchor_x_offset_metadata": null,
              "anchor_y_offset": "20",
              "anchor_y_offset_metadata": null,
              "caption": null,
              "caption_metadata": null,
              "conditional_parent_label": null,
              "conditional_parent_label_metadata": null,
              "conditional_parent_value": null,
              "conditional_parent_value_metadata": null,
              "custom_tab_id": null,
              "custom_tab_id_metadata": null,
              "document_id": null,
              "document_id_metadata": null,
              "error_details": null,
              "form_order": null,
              "form_order_metadata": null,
              "form_page_label": null,
              "form_page_label_metadata": null,
              "form_page_number": null,
              "form_page_number_metadata": null,
              "hand_draw_required": null,
              "height": null,
              "height_metadata": null,
              "is_seal_sign_tab": null,
              "merge_field": null,
              "merge_field_xml": null,
              "name": null,
              "name_metadata": null,
              "optional": null,
              "optional_metadata": null,
              "page_number": null,
              "page_number_metadata": null,
              "recipient_id": 72295,
              "recipient_id_guid": null,
              "recipient_id_guid_metadata": null,
              "recipient_id_metadata": null,
              "scale_value": null,
              "scale_value_metadata": null,
              "smart_contract_information": null,
              "source": null,
              "stamp": null,
              "stamp_type": null,
              "stamp_type_metadata": null,
              "status": null,
              "status_metadata": null,
              "tab_group_labels": null,
              "tab_group_labels_metadata": null,
              "tab_id": null,
              "tab_id_metadata": null,
              "tab_label": "/222c/",
              "tab_label_metadata": null,
              "tab_order": null,
              "tab_order_metadata": null,
              "tab_type": null,
              "tab_type_metadata": null,
              "template_locked": null,
              "template_locked_metadata": null,
              "template_required": null,
              "template_required_metadata": null,
              "tool_tip_metadata": null,
              "tooltip": null,
              "width": null
            },
            {
              "anchor_allow_white_space_in_characters": null,
              "anchor_allow_white_space_in_characters_metadata": null,
              "anchor_case_sensitive": null,
              "anchor_case_sensitive_metadata": null,
              "anchor_ignore_if_not_present": null,
              "anchor_ignore_if_not_present_metadata": null,
              "anchor_match_whole_word": true,
              "anchor_match_whole_word_metadata": null,
              "anchor_string": "/333d/",
              "anchor_string_metadata": null,
              "anchor_tab_processor_version": null,
              "anchor_tab_processor_version_metadata": null,
              "anchor_units": "pixels",
              "anchor_units_metadata": null,
              "anchor_x_offset": "20",
              "anchor_x_offset_metadata": null,
              "anchor_y_offset": "20",
              "anchor_y_offset_metadata": null,
              "caption": null,
              "caption_metadata": null,
              "conditional_parent_label": null,
              "conditional_parent_label_metadata": null,
              "conditional_parent_value": null,
              "conditional_parent_value_metadata": null,
              "custom_tab_id": null,
              "custom_tab_id_metadata": null,
              "document_id": null,
              "document_id_metadata": null,
              "error_details": null,
              "form_order": null,
              "form_order_metadata": null,
              "form_page_label": null,
              "form_page_label_metadata": null,
              "form_page_number": null,
              "form_page_number_metadata": null,
              "hand_draw_required": null,
              "height": null,
              "height_metadata": null,
              "is_seal_sign_tab": null,
              "merge_field": null,
              "merge_field_xml": null,
              "name": null,
              "name_metadata": null,
              "optional": null,
              "optional_metadata": null,
              "page_number": null,
              "page_number_metadata": null,
              "recipient_id": 4804,
              "recipient_id_guid": null,
              "recipient_id_guid_metadata": null,
              "recipient_id_metadata": null,
              "scale_value": null,
              "scale_value_metadata": null,
              "smart_contract_information": null,
              "source": null,
              "stamp": null,
              "stamp_type": null,
              "stamp_type_metadata": null,
              "status": null,
              "status_metadata": null,
              "tab_group_labels": null,
              "tab_group_labels_metadata": null,
              "tab_id": null,
              "tab_id_metadata": null,
              "tab_label": "/333d/",
              "tab_label_metadata": null,
              "tab_order": null,
              "tab_order_metadata": null,
              "tab_type": null,
              "tab_type_metadata": null,
              "template_locked": null,
              "template_locked_metadata": null,
              "template_required": null,
              "template_required_metadata": null,
              "tool_tip_metadata": null,
              "tooltip": null,
              "width": null
            }
          ]
        },
        "user_id": null
      }
    ]
  }
}

问题诊断 #

从提供的JSON数据可以看出，存在以下关键问题：

1. 签署人tabs混入其他签署人的tab：
   • 第一位签署人（recipient_id:72295）的sign_here_tabs里包含了一个recipient_id:4804的tab，这属于第二位签署人的tab，导致第一位签署人看到不属于自己的签署项。
   • 第二位签署人（recipient_id:4804）的sign_here_tabs里同样包含了recipient_id:72295的tab，同理导致第二位签署人看到不属于自己的签署项。
2. 缺失document_id参数：所有tab的document_id均为null，DocuSign无法确定tab属于哪个文档，可能导致tabs在所有文档中显示，进一步混淆签署人需要处理的内容。
3. date_signed tabs关联错误：如果date_signed tabs同样存在上述recipient_id不匹配或归属错误的情况，就会出现错误填充的问题。

修复方案 #

1. 清理签署人tabs：每个签署人仅保留属于自己的tabs，确保tab的recipient_id与所属签署人的recipient_id完全一致。
   • 第一位签署人只保留recipient_id:72295的tab，移除recipient_id:4804的tab。
   • 第二位签署人只保留recipient_id:4804的tab，移除recipient_id:72295的tab。
2. 添加document_id参数：为每个tab指定对应的document_id，明确该tab属于哪个文档，避免跨文档显示。
3. 修正date_signed tabs：确保date_signed tabs的recipient_id关联到正确的签署人，并且指定对应的document_id，只有当对应签署人完成签署后，该tab才会自动填充日期。

内容的提问来源于stack exchange，提问作者rydan