Questions tagged [docusigncompositetmplts]

Questions related to **DocuSign Composite Templates**, a DSL focused on compositing together multiple sources of documents of any type, field-tagged PDFs, templates, and explicit sets of tags, recipient ordering and more.

DocuSign Composite Templates

DocuSign Composite Templates is a DSL focused on compositing together multiple sources of documents of any type, field-tagged PDFs, templates, and explicit sets of tags, recipient ordering and more.

Composite templates are optionally used when creating an envelope in the DocuSign system. They're used to solve many different types of use cases. Some examples:

  • A PDF includes field definitions. How can I transform the fields into DocuSign tags, and assign some of them to recipient signer 1, and others to recipient signer 2?
  • My template on DocuSign is defined to include a specific document. I want to send an envelope that uses the template definition, but substitutes document 2 for the template's document.
  • I want my envelope to include two templates, each with its own set of documents.
  • I want my envelope to include 5 documents, each of them tagged according to a template in the system.
  • And much more.

The theory of compositing templates

The Composite Templates feature, like compositing in film production, enables you to overlay document, recipient, and tab definitions from multiple sources, including PDF Form Field definitions, templates defined on the server, and more.

Each Composite Template consists of optional elements: server templates, inline templates, PDF Metadata templates, and documents.

The Composite Template ID is an optional element used to identify the composite template. It is used as a reference when adding document object information via a multipart HTTP message. If used, the document content-disposition must include the compositeTemplateId to which the document should be added. If compositeTemplateId is not specified in the content-disposition, the document is applied based on the documentId only. If no document object is specified, the composite template inherits the first document.

Server Templates are server-side templates stored on the DocuSign platform. If supplied, they are overlaid into the envelope in the order of their Sequence value.

Inline Templates provide a container to add documents, recipients, tabs, and custom fields. If inline templates are supplied, they are overlaid into the envelope in the order of their Sequence value.

Document objects are optional structures that provide a container to pass in a document or form. If this object is not included, the composite template inherits the first document it finds from a server template or inline template, starting with the lowest sequence value.

More information

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Docusign Composite template pre populating tab values

I am using Docusign Java Rest client library. I have a server template with simple text fields. I want to send esignature request from my program, with pre populated data in the form, so that the recipient won't have to fill those fields. My code…
J4Priyan
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DocuSign composite template TAB_REFERS_TO_MISSING_DOCUMENT even with no tabs

I am attempting to use composite templates via the DocuSign REST API and encountering TAB_REFERS_TO_MISSING_DOCUMENT errors. There are several posts about this error on StackOverflow, (See, e.g., here, here, here) but unlike the other posts I've…
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InPerson Signing is not autofilling signers e-mail

I'm running into an issue when I'm creating an in Person Signing session from a composite template. I follow the same procedure to identify the in person signer as in other API calls that embed the document directly, but in this case, when the in…
lvelasco
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Docusign API generated envelope is not following routing order

I generate a mixed ceremony envelope using a composite template: { "status": "sent", "emailBlurb": "testing creation from template", "emailSubject": "Please sign this template", "compositeTemplates": [{ "serverTemplates": [{ …
lvelasco
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Auth options in API created envelope from template

I've run into an issue when trying to create an envelope from a template. I can't add auth options to a template role, and I can't use recipients (where I could add the auth options) if I'm creating from a template. { "status": "sent", "emailBlurb":…
lvelasco
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Docusign REST API - Composite template error

I am trying to create an envelope using a composite template. I created a server Template with roles for each signer. I would like to specify the role data at creation, attach a local side document and then overlay the server template for routing. I…
Hacksaw
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Sending document between two peoples to edit and sign the document in docusign

I need your suggestion/solution to do the following in docusign Scenario: --> I need to send the document to a person(Signer), if the signer has no time to fill the document. --> He has to send the document to someone to fill the document but…
Vignesh B
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Is previewing possible composite documents without sending it out by eMail

Is it necessary to send out an eMail to recipients to fill a template with tabs? At the moment I create an envelope with status=sent that will obviously sent the filled documents to recipients. I would not like to send the document's, when…
vik
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Docusign API server templates local docs and tabs

I'm working on a DocuSign integration. I have the basics functional but can't seem to figure out how to merge a local document (PDF) with a server template such that tabs configured on the server template get used or overlaid on the passed document.…
Andrew
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Strange behavior with multiple documents when using composite templates

This is with the Rest api. We're seeing something interesting here with our implementation. I create a composite template for each document in the envelope, so if there were 4 documents, there would be 4 composite templates. Suppose I have 5…
Kathy Lori
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Composite Template Signing Email

I am experiencing a problem where an envelope made with composite templates won't send a signing email to the recipient. I've tried multiple email accounts on several different domains, and none work. Interestingly an email IS sent when I void the…
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Composite Templates and RoutingOrder - Nothing for second signer

I have been experimenting with the DocuSign eSign C# library, and everything has been working as expected for single template envelopes. I now need to use 2 different templates within a single envelope and have run into some issues. I have 2…
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Unexpected behavior with composite templates

I am having an issue with understanding how inline templates work. I have 2 server templates and 2 inline templates, 1 inline template to marry up with a server template. I want to see if I don't fill in the info for the inline template that the…
Kathy Lori
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Using a composite template

I'm trying to figure out when I need to set a sequence order# for a server template and whether I need to do the same for a composite template. Here is the problem I'm trying to address: my envelopes will have 3 or 4 documents, each document will…
Kathy Lori
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Docusign composite template giving TAB_REFERS_TO_MISSING_DOCUMENT

I was trying to use these two templates as a composite template thru the REST api. I sent out each template on its own and it worked fine. Here is the request from the log file: Content-Length: 1526 Host: demo.docusign.net X-DocuSign-Authentication:…
Kathy Lori
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