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

166 questions
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How we can get the docusign sigining_url same as link with the help of DocuSign_eSgin APIs. Which have all docusign option like stemp, signature

When i am hitting view_url = envelopes_api.create_recipient_view('YOUR_ACCOUNT_ID', response.envelope_id, recipient_view_request) it giving me url like "https://demo.docusign.net/Signing/MTRedeem/v1....." which does not have docusign…
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Not Receiving Email Notification for "Skip Payment" Option in DocuSign

I have integrated DocuSign into my application and enabled all the necessary notification events in my developer account. When a payment is made using DocuSign, I am able to receive email notifications to the recipient. However, when I use the "Skip…
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Multiple RSA key pairs for JWT authentication method

I understand that we use below code to generate access token for JWT authentication: OAuth.OAuthToken oAuthToken = apiClient.requestJWTUserToken( configuration.getUserId(), configuration.getImpersonatedUserId(), …
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Get server templates related to each document in composite templates

I need to get the templateId related to each document in a composite templates envelope. I am already calling the Envelope: get API to fetch recipient, tabs and documents under the envelope right after the Envelope: create API call. I cannot use…
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How to put sign here tab on last page of document sending via DocuSignApi?

Here is my code for building envelope for multiple dynamic documents with DocuSign Api. It works fine for me but the main problem is it puts "sign here" tab on the first page of every documents. But, I want to put it on the last page of every…
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Docusign, how to apply multiple server templates for a single document in sequence

In Docusign I have two server templates: template A has signature on the 3rd page. template B on 5th. The document to be signed should replace the documents of the templates, and be a combination of A+B, so it would have signatures in 3rd and 8th…
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DocuSign: recipient signerAttachmentTabs inappropriately replicated

I'm trying to create an envelope using DocuSign REST API. The signature tabs are generated by converting the PDF signature fields, and a signerAttachment tab is added manually. In the final envelope, there is (as expected) only one signHere tab, but…
El_Muntagnin
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DocuSign - Show table conditionally and with dynamic number or rows

I have requirement to to show multiple tables with dynamic data in each table. And table is not required to be shown if rows are not present. Currently I'm generating HTML structure for dynamic tables but don't see any way to embed HTML in existing…
Sudhir Dhumal
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Docusign Composite Template - Text Tabs / Prefilled Field

I have an envelope that is comprised of 5/6 templates with various fields within each of the documents that need to be populated. Many of these are marked by a string that I want to replace such as $$string-to-replace$$. The values for these are…
ghost123
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docusign - radioGroupTabs not working (locked out) in a compositeTemplate

I am trying to add a pdf with form fields document to a docusign envelope using inlineTemplates, everything is good, docusign is able to parse the textTabs, signHereTabs etc, but the problem is radioGroupTabs, when I send the envelope, these fields…
Abhijeet Ahuja
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DocuSign API create envelope in XML with Recipient Custom Fields

I am trying to use recipient custom fields in xml. I have tested the solution in JSON and it works, but it needs to work in XML for the client's system. I can find no online examples of such a payload and what the translated value should be. I have…
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Docusign: Unable to lock a tab for a particular participent

I am creating a composite template that has data tabs and two recipients. I want that One recipient can modify the fields, but the other user can't. I tried using the locked attribute. But when I set locked=True for one recipient and locked=False…
Omair Shamshir
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How to add Two recipient dynamically from Send with DocuSign button placed Object?

From X Object i have placed Send with DocuSign button From that X Object i have email field first recipient and another for user email so i need to add these both field as a recipient dynamically Please can anyone help
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Needs to enable left pane fields palette along with anchor tagging

We are using DocuSign embedded signing and set up some anchor tags(using anchorString) for directing user to signing places . But we want to be more flexible by enabling left panel field palettes also available when anchor tagging in place . Is…
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Docusign not changing envelope status from "correct" to 'created', 'sent' or 'delivered' ,after deleting lock of that envelope

When we call hit envelope lock API of docusign, envelope status gets changed from 'created', 'sent' or 'delivered' to "correct" and when we hit envelope unlock API, ideally it should changed back to 'created', 'sent' or 'delivered'. But sometimes…