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
0
votes
1 answer

DocuSign inbox empty, Settings for receiving acknowledgement in inbox

I used to get PowerForm acknowledgment mails in my DocuSign inbox once the form submitted by the user. When I check the last day I found all the emails are missing and not receiving emails anymore. The 'Sent' folder is fine. I am receiving in my…
Adam-KER
  • 67
  • 9
0
votes
1 answer

custom tabs are not posting on template via API call

I am using Docusign SDK for NodeJS and below is sample code that I followed from nodejs github example. let taxYear = docusign.Text.constructFromObject({ customTabId:"taxYear", tabLabel: "taxYear", value:"2018" }) let signer1Tabs =…
sai Gorantla
  • 179
  • 9
0
votes
2 answers

Issue on Docusign Admin Api getUserProfile

Hi I am facing an issue while loading the endpoint point /v2/organizations/{organizationId}/users/profile I am getting a 404 error Attached below screenshots for the postman response and getting organisationId
0
votes
1 answer

DocuSign - Unable to set Routing Order properly

We use NodeJS integration to get signatures from 3 different signers. Agent is always In-Person signer. Customer and coCustomer can be In-Person (Embed) or Email. I am adding "clientUserId" if one of them is In-Person. But when I do email sign for…
siva
  • 15
  • 3
0
votes
2 answers

All templates get applied to first document despite multiple compositeTemplate objects

Here is the case I am trying to solve with the compositeTemplates approach to creating envelopes. I want to provide my own document to DocuSign and define some of my own custom tabs, while also using DocuSign's template feature. So far, when I only…
0
votes
1 answer

C# DocusignAPI Composite template with tabs on server template

I am using the Embedded Signing Ceremony from a template with an added document code example 13 and am trying to add tabs to my composite template. I have added some test fields and values as is from the code examples (on this page) to prefill my…
0
votes
2 answers

JSON Docusign Inline mulitpule Documents

I have my Json working for single document and transforms the PDF fields, but when I try to add second document. I Get JSON Parse error. This works "document": { "documentId": "1", "name": "Test Contract With Fields.pdf", "transformPdfFields":…
G Wallace
  • 17
  • 5
0
votes
1 answer

Docusign - Transform PDF text field to initialHereTab

Is it possible to transform PDF text field (not signature field) to initialHereTab ? Note : it works well with signature field but not with text filed Here is my JSON request: { "compositeTemplates": [ { "compositeTemplateId": "1", …
willmaz
  • 2,376
  • 1
  • 20
  • 24
0
votes
1 answer

Signing / Initialling multple pages - multple signers

We've implemented DocuSign in our e-Builder instance. It works okay on normal documents with the normal signing actions. We would now like to sign our CAD plans in a similar fashion. Some plans sets have over 100 pages. Each page needs to be…
0
votes
2 answers

DocuSign API - JWT token generation

Regarding API call to DocuSign with JWT token, Can I use my own private key to generate JWT token and share my public key to DocuSign to decode the JWT? if so, what algorithm to use?
Peer Mohamed
  • 353
  • 1
  • 5
  • 12
0
votes
1 answer

Docusign composite template not being received by recipients but is shown on DS inbox/sent

I'm following the recipe that can be found here: https://developers.docusign.com/esign-rest-api/code-examples/code-example-adding-document-template#run-the-example But I found that despite the envelope is shown as sent on the docusign inbox, the…
martuanez
  • 59
  • 1
  • 7
0
votes
1 answer

Getting custom fields with Envelope results

I'm experimenting with the DocuSign REST SDK (nuget package) and am having trouble getting custom fields returned with the Envelope metadata. I've tried creating an Envelope using a composite template with custom fields as part of both the Inline…
0
votes
2 answers

In docusign , i can't see connect option for webhook with live credential

Please, can you suggest me, how I integrate connect for webhook with my live credentials? I have already integrated a webhook in my sandbox account. I can't see connect option with login my live credential
0
votes
1 answer

Replacing a document in compositeTempleate of an envelope already sent

I have an envelope that consists of compositeTemplate. There are 2 inlinteTemplates, first one contain some documents. I want to replace one of the documents. Is there any REST API that I can use and send JSON to replace the document? Example:…
0
votes
1 answer

How many signers can we have on a single document in docusign

How many signers can we have on a single document in DocuSign? For Ex - Currently, we have two signer 1) Student 2) Teacher Now we want the third signer as Principal. Is it possible?