关于通过DocuSign UI添加文档元数据及文档级隐藏元数据的技术问询

Great questions! Let's walk through each one clearly:

Here's a step-by-step breakdown of how to add metadata through the web interface:

• Log into your DocuSign account and create a new envelope, or open an existing draft envelope.
• Once you're in the document editing/setup screen, look for the Advanced Options or Document Settings section (the exact label can vary slightly depending on your DocuSign plan and UI version).
• Within that section, locate the area labeled Custom Document Fields, Document Metadata, or similar—this is where you can add key-value pairs as metadata.
• Click the "Add Field" button, input your desired metadata name (like "DocumentType") and its corresponding value, then save your changes.
• Note: Metadata added via the UI is typically visible to anyone with access to the envelope's document details (including account admins and signers, depending on permissions)—it's not hidden like the API-only DocumentFields.

Short answer: You can't do this directly through the standard DocuSign UI.

The DocumentFields property in your API code creates hidden, document-specific metadata that exists purely for backend tracking and integration purposes. This metadata is never displayed in the DocuSign web interface—even account admins can't view or edit it through the UI; it's only accessible via API calls (like retrieving envelope details or document information).

To recap your API code example (which is the correct way to implement this):

new Document() { 
    DocumentId = (i+1).ToString(), 
    DocumentBase64 = Convert.ToBase64String(request.Documents[i].Stream.ReadAsBytes()), 
    Name = request.Documents[i].Name, 
    DocumentFields = new List<NameValue>() { 
        new NameValue() { Name = "DocumentType", Value = "ElectronicConsent" } 
    } 
};

If you need a workaround without using the API, there's no perfect replacement:

• Envelope-level custom fields are available in the UI, but they apply to the entire envelope, not individual documents.
• You could embed hidden text boxes directly in the document file, but this isn't true metadata—it's part of the document content and could be exposed if the file is edited outside DocuSign.

内容的提问来源于stack exchange，提问作者EnterTheCode