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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create a powerForm from template with custom envelop fields API

For application integration purposes, I need to create via DocuSign REST API powerForms from a predefined template. The powerForms should have envelop custom field. I'm using powerForm since I want to share link to recipient and not via email. What…
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Salesforce Sandbox to DocuSign Demo Can't see imported DocuSign templates

I set up DocuSign-Demo (DSD) and imported my production templates into DSD. I then set up Salesforce-Sandbox (SFS) and hooked it up tp my DSD. I do not see my imported templates in my SFS BUT I can create a new template in my SFS and see the new…
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How can I add custom metadata at runtime to document(s) created from a template

I am using composite templates to create an envelope. Every template will only have one document. I need to individually process every document that comes back signed. In order to do that I need to add metadata to each document that is being sent.…
NortziHead
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Is there a way I could control the order of the documents presented to a signer when using composite templates?

Is there a way I could control the order of the documents presented to a signer when using composite templates? If I have, for example, 3 templates that I want to send and I want the signer to see (not necessarily sign) a specific one first how…
NortziHead
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Docusign listBatch

I have a list of envelopes that works fine with liststatuschanges, but I would like to exclude the envelopes that belong to batch (which are currently also appearing in the list of envelopes), to make a separate list for batch only. Is there any way…
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"errorCode":"PARTNER_AUTHENTICATION_FAILED" when deployed in test server

I have successfully implemented and integrated Docusign in my application with the JWT grant which is perfectly working in the local server. Same application I deployed in the test environment server then I am getting below error. Error while…
riza446
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What is a DocuSign template's documentID?

I'm using a DocuSign template that has multiple documents. I want to use composite templates to substitute a new document at runtime. How do I determine the document ID that the template is using?
Larry K
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Insert a text field inside existing template using REST API

I'm trying to insert a text field into an existing DocuSign template using REST API, and I was wondering how I can do this. I checked the TemplateDocuments:update where it sends a PUT request using API, but I'm assuming that this request changes all…
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How Can I implement JWT grant authentication without login to docusign from browser

I want to implement DocuSign JWT grant authentication. I went through examples provided by DocuSign and I am able to run the application perfectly. But I need to implement DocuSign in my application which is of providing Restful APIs using Spring…
riza446
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Create and send envelope from composite template fails with ONESIGNALLSIGN_NOT_SATISFIED

I would like to create and send an envelope, composed from a template. The template on the server pre-defines a **couple of signer roles, subject and text of the e-mail. In the inline part I add: 2 signers, one for each role, with name, email,…
Hilbert
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DocuSign API - Role Removed When Programmatically Specifying Routing Order

We need to specify routing orders when creating an envelope using the SDK. Routing orders can vary envelope to envelope. Unfortunately, when specifying the routing order programmatically during envelope creation the role seems to either get removed…
Bryan
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Composite Template - signHere tabs all appear on the first document

I have two templates defined, each has a primary.account.holder role and associated signHere tab placed in appropriate place in each. If I run each one individually, i.e., create an envelope and add my recipient, then the tabs are placed as I'd…
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How to remove non-matching DocuSign generic template anchor field from signing document c#?

I am sending the document in an envelope to sign along with the template Id to be applied. In this case, I have defined SignHere tabs for 10 signers using AnchorString. Sometimes the signer's count passed to sign the document would 2 sometime it…
Kaishu
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DocuSign TextTab values not populating in composite template envelope

We are using the request body below to create a new envelope that includes two templates and a file upload. Everything is working as expected, except the fact that we are not able to populate the TextTab with the value included in the request…
James M
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DocuSign PDF form field transformation: missing DateSigned

I'm using DocuSign REST API CreateEnvelope. I have a PDF with form fields that I have to upload to DocuSign. I'm using the PDF form field transformation to transform the PDF fields in to DocuSign tabs and assign them to different signers. This works…