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 Java Rest Api - Combining Anchor Tagged Custom File and PDF Form Field Transformation (Composite Templates)

In my application, I have a package of PDFs that I combine and send to DocuSign. This works perfectly using SignHere and Initial here AnchorTags; however, I have now need to include certain PDF's that require user input fields (such as a W-9 form).…
Justin Jones
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Docusign composite template not sending the correct documents

I am trying to use the same server template for 3 different documents. I was assuming that by using 3 different composite templates, I could accomplish this. Instead, what I am seeing is that the first document is repeated 3 times in the envelope.…
Kathy Lori
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Using composite templates with initials here

This is with the Rest api. I'm using composite templates, adding my signers in a corresponding inline template. Can inline templates also be used for Initials Here?
Kathy Lori
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Docusign signing url - Showing document 1 of a composite template

Using the docusign rest api i would like to create an envelope with 2 documents. I will then be using the Post Recipient view to show document 1 to the first recipient (in an iframe) and once signed show document 2 in the same envelope to another…
Kieran
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Reorganize order of documents in a template using REST APIs

In docusign interface, there is an option to change the order of the documents in a template. Is it possible to re-order the documents in a template using REST APIs? I have a requirement where end-user should be able to a) select the templates b)…
Latika
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DocuSign API - create envelopes using composite templates

I would like to create envelopes using static/composite templates. I have created template, roles and have configured tags related to the roles into my DocuSign account. I also have retrieved the templateid of this template to reference this…
Juiced Tech
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DocuSign: Cannot prefill multiple text tabs with the same label using Composite Template XML

I am trying to prefill the text tab in XML but only the first document got prefilled, I have tried the "\\*" logic too but was unable to get the all the documents prefilled. Below is the XML which I am sending as a request while generating the…
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Custom Fields on envelope via API with Composite Templates

I am trying to create 2 custom fields when creating an Envelope from templates using composite templates below is the json. { "emailSubject": "This is a new", "status": "sent", "compositeTemplates": [ { …
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DocuSign: Composite Templates

I'm working with the Request Signature from Document in the DocuSign API Walkthrough. What I'd like to do is define a template with specific fields then apply that template to the Document that I'm sending via this request. The problem I have is…
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DocuSign one envelope with multiple server templates

I have had plenty of success using docusign API with single template, roles, tabs, etc... My use case is now: 1) Have a single envelope that contains multiple server templates 2) The roles will be the same for both server templates 3) However…
jchancel
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Incorrectly applied server templates with multiple composite templates

I've been working on integrating the DocuSign REST API into my company's app. Things are mostly working, but there is still one problem. If I upload multiple (>= 2) documents, each with an associated server template, then all of the templates end up…
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Adding documents to envelopes using composite templates in DocuSign

I'm trying to add documents to a composite template using the docusign api and the documents aren't loading into the envelope the way I would expect it to. I currently have my code working with a test json where I add documents without using…
user3002092
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Is it possible to use composite templates with Bulk send in Docusign?

I am working on a project that requires sending thousands of envelopes to individuals within a relatively short time window. To avoid hitting the DocuSign API rules and limits, I am considering using the Bulk Send feature. This way, I can batch…
telli
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DocuSign: Inserted multiple sign here Tabs on every anchor string

This is my piece of code for building envelope in laravel with docusign API. I am sending documents in envelope dynamically and putting sign here tabs on given anchor string. Here is my code. private function buildEnvelope($envelopeFiles, $user):…
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DocuSign Composite Template, identifying documents sent with composite template

I'm having trouble with uniquely identifying the documents I get back from a signed envelope that was created using composite templates with server templates. I'm creating my envelope with one document per composite. The document is specified by a…
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