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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Is there a way to update composite template to add documents when some recipients already signed

I created a DocuSign envelope with composite template containing some documents. The routing includes 3 signers. One has signed and now email would go to next signer in routing order. Is it possible, to add a new document in the composite template?…
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DocuSign collector service calls supporting multi-threads call for batch process

Is Collector service calls in DocuSign supporting multi-threads call??? We are expecting to have a high volume Collector Service Calls to process the DocuSign Batch Process and moving to our Content Management Storage. Would like to ensure that the…
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Keep a composite template editable after DocuSign signer complete and send to next or previous signer

The email routing has 3 signers and first 2 has signed composite template attached. The 3rd signer declines and DocuSign sends notification to '1' and '2'. I know '2' cannot alter anything in the template (including field values) but what option '2'…
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DocuSign enable Print & Sign in OTHER ACTIONS

I am using DocuSign java api to create envelop and send the document for signature to multiple signers and it's working fine & all the signers can sign the document successfully. If I am sending envelop from DocuSign UI using existing templates then…
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RadioGroupTabs - Tooltips

Good Morning, I'm using the DocuSign api and creating a RadioGroupTab. The Tooltip contains the Group when this hovers. Is there a way to turn this off? Thanks, -Jeff
Jeffo
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Assign signers to Radio group via pdf form field transformations in docusign rest api

I have a PDF with form fields that I have to upload to docusign via the rest api. I'm using the PDF form field transformation to transform the PDF fields in to Signature fields and assign them to signers by using wild card labels via composite…
Amila
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Getting INVALID_TAB_OPERATION when trying to delete or modify "Restrict Changes" Tabs in drafted Envelopes since v2.1

We've been developing a web application which uses DocuSign's API for around a year now and it was just updated to version 2.1, which seems to have caused an issue with our application. One use case for our application, which is now unable to work,…
Jake Magier
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Using DocuSign API, how do I apply base64 encrypted string to template?

I am able to create a composite envelope and generate an embedded sending URL. Envelope consists of a mix of templates and PDFs (base64 strings) that are dynamically generated via Microsoft Reporting Services. New requirement is to exclude some PDFs…
Mike K
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1 out of 3 Docusign Users mapped in Dynamics does not have access to menu items from Dynamics 365. How do I troubleshoot this one user?

Working in the Dynamics 365 Sandbox env. and the Docusign Demo env. I have 3 users, all mapped between the two systems. 1 of the users does not get the Docusign menu items displaying. I have deleted the user in both systems and readded, but…
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My question is how to place yellow tab based on PDF field names

I am working on creating a generic microservice that takes a PDF and send to multiple signers via email for signature. I am trying to place yellow box(tab) on PDF fields where signer needs to sign. It seems there are 3 ways of doing that: x, y…
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How to Create a Copy of an Envelope in DocuSign using rest api?

Is there a REST API method to create a copy of an envelope? This option is available for all the envelopes(any status) in the DocuSign manage section. Is there an API method to achieve the same thing?
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Implement DocuSign in Ionic 3 Application

I am looking to incorporate the features of DocuSign in Ionic 3 Application where I need to get PDF files signed which are confidential files. In the SDK & Tools document provided by DocuSign, I didn't see any client side implementation. How the…
Joseph
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Using Pdf Form field to locate and resize SignHereTab

My goal is to make SignHereTab location and size the same as one of my Pdf Form Field. Docusign guide tells me that I can transform Pdf Form fields into DocuSign tabs. And according to the guide I shoud use CompositeTempates. I have two recipients…
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Can I delete tabs from the server template using composite templates?

Is it possible to delete some tabs from the server templates when using composite templates while creating the envelope rather than having to send another HTTP delete request to delete template tabs not required?
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How can I include multiple templates in an envelope?

I am unable to figure out how to send multiple populated DocuSign templates within an envelope using the DocuSign C# SDK. I am able to populate and send a single template within an envelope but am unable to do so with multiple templates. This is a…
Todd Fisher
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