关于通过DocuSign Java API实现无Tabs信封预览后设签名域再发送的可行性咨询

Absolutely, this workflow is fully supported by the DocuSign Java API! You can create a draft envelope with your document (no pre-configured signature tabs), generate a preview link to let you add signature fields manually, then send the envelope once everything’s set up. Here’s how to do it:

Step 1: Create a Draft Envelope Without Signature Tabs #

First, you’ll create an envelope in created status (draft mode) with your document and recipient details, but skip adding any signHere or other signature-related tabs. This keeps the envelope blank and ready for manual setup in the preview.

// Initialize the DocuSign client (ensure your auth setup is complete)
ApiClient apiClient = new ApiClient(basePath);
apiClient.setAccessToken(accessToken);

EnvelopesApi envelopesApi = new EnvelopesApi(apiClient);

// Define the envelope
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition();
envelopeDefinition.setEmailSubject("Please sign this document");
envelopeDefinition.setStatus("created"); // Critical: keeps the envelope as a draft

// Add your target document
Document document = new Document();
document.setDocumentBase64(Base64.getEncoder().encodeToString(Files.readAllBytes(Paths.get("path/to/your/new-document.pdf"))));
document.setName("Document to Sign");
document.setDocumentId("1");
envelopeDefinition.setDocuments(Arrays.asList(document));

// Add the signer recipient
Signer signer = new Signer();
signer.setEmail("recipient-email@example.com");
signer.setName("Recipient Full Name");
signer.setRecipientId("1");

Recipients recipients = new Recipients();
recipients.setSigners(Arrays.asList(signer));
envelopeDefinition.setRecipients(recipients);

// Create the draft envelope
EnvelopeSummary envelopeSummary = envelopesApi.createEnvelope(accountId, envelopeDefinition);
String envelopeId = envelopeSummary.getEnvelopeId();

Step 2: Generate a Preview URL for Manual Tab Setup #

Next, generate a preview link that opens the draft envelope in DocuSign’s web interface, where you can drag-and-drop signature fields (and other tabs like initials, date, etc.) onto your document.

// Build the preview request
EnvelopePreviewRequest previewRequest = new EnvelopePreviewRequest();
previewRequest.setReturnUrl("https://your-app-domain.com/preview-complete"); // Redirect back to your app after preview
previewRequest.setRecipientId("1"); // Match the recipient ID from step 1
previewRequest.setEmail("recipient-email@example.com");
previewRequest.setUserName("Recipient Full Name");

// Fetch the preview URL
EnvelopePreview envelopePreview = envelopesApi.createEnvelopePreview(accountId, envelopeId, previewRequest);
String previewUrl = envelopePreview.getUrl();

Redirect yourself to this previewUrl—once in the DocuSign preview interface, you can add all necessary signature and form fields directly on the document.

Step 3: Send the Envelope After Setup #

Once you’ve added all required tabs in the preview, you have two ways to send the envelope:

• You can click the "Send" button directly within the DocuSign preview interface.
• Or, use the API to update the envelope status to sent programmatically:

// Update envelope status to trigger sending
EnvelopeDefinition updateEnvelope = new EnvelopeDefinition();
updateEnvelope.setStatus("sent");

envelopesApi.update(accountId, envelopeId, updateEnvelope);

This will send the signature request to your specified recipient immediately.

内容的提问来源于stack exchange，提问作者rivar_