The answer I just posted to this other question describes how to create an Envelope from a combination of server template(s) and document(s): getting unspecified error in docusign API while using COMPOSITE template.
Create a signing request "From Composite Templatesv2/accounts/:accountId/envelopes"
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20-07-2023 - |
Question
I have used the web UI at (http://iodocs.docusign.com/) to execute some API calls. Everything seems fine but I am not sure that I know how to use the API to create a new signature request: "From Composite Templatesv2/accounts/:accountId/envelopes"
The attached json is the request that is sent with the configuration I have specified:
{
"emailBlurb": "blurb",
"emailSubject": "subject",
"status": "Created",
"templateId": "599D3416-55C6-49D6-9F81-0C5F29050632",
"compositeTemplates": [
{
"serverTemplates": [
{
"sequence": "1",
"templateId": "599D3416-55C6-49D6-9F81-0C5F29050632"
}
],
"inlineTemplates": [
{
"sequence": "2",
"documents": [
{
"name": "etest.docx",
"documentId": "5"
}
],
"recipients": {
"signers": [
{
"roleName": "signer",
"recipientId": "1"
}
]
}
}
]
}
]
}
The request is sent, I receive it but I am wondering how to:
1) Specify a new signers using this UI. I have added one, but I cannot specify the email address.
2) Add a new document. I have added one but the document is not really uploaded.
I have found how to do 1) using directly an http POST:
curl --request POST 'https://demo.docusign.net/restapi/v2/accounts/487325/envelopes' --header 'Content-Type: application/json' -H 'Accept: application/json' --data '{ emailSubject: "Test 3", emaiBlurb: "Using composite template structure", status: "sent", compositeTemplates: [{ serverTemplates: [{ sequence: "1", templateId: "599D3416-55C6-49D6-9F81-0C5F29050632" }], inlineTemplates: [{ sequence: "1", recipients: { signers: [{ email: "test.email@gmail.com", name: "Joe Bloggs", recipientId: "1", roleName: "signer", tabs: { textTabs: [{ value: "Joe Bloggs", tabLabel: "name" }, { value: "Joe", tabLabel: "first_name" }] } }] } }] }] }' -H 'Authorization:bearer pFJjeUmiOJ+6SzDktsTIPr4RVMM='
but I do not find how to add a new document.
What I would like to do is to use a template but add new documents, new signers and new tabs.
Thanks
Solution