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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INVALID_TAB_OPERATION on textTabs update for a docusign recipient

I am trying to update the textTabs for a particular envelope recipient of a draft Docusign envelope. For this I am using the PUT EnvelopeRecipientTabs endpoint. But I am always getting this error. I intend to update the value of an existing text…
Sajit Gupta
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DocuSign API Composite Template Server Templates Understanding

After reading (here and here) and trying out composite templates, I'm not quite sure I understand how to properly use the Server Templates within the API request. The documentation mentions If supplied they are overlaid into the envelope in the…
csteele
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How to manage visibility settings in Composite Envelope

I am trying to work with visibility settings in a workflow using the docusign api. The workflow consists of two inline templates and I want to restrict it so a signer cannot see 1 document in the second inline template. Here is the json being sent…
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Invalid Content Type in docusign

I have created a template via the DocuSign UI; that template contains some tabs for various roles. I want to send a document via DocuSign REST API, in which the template (only the tabs e.g. signHere, initiateHere, Title etc) will apply. I haven't…
Noor A Shuvo
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How to place sign here docusign tag in document dynamically

I am using Docusign for Salesforce for signing documents. I download the pre-filled document from other system which has a separate column for signature which is labelled as 'Applicant's Signature'. I upload the document as attachment on record…
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Want exact file format on download which we had upload for signature on document sign

I am following these steps. I am uploading the files of TEXT / PNG / DOCX / PPTX for the DocuSign using c# API. when I download that file after the signature of the document I got PDF format of that signature document except for uploaded file…
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DocuSign - Random UNABLE_TO_CONVERT_DOCUMENT error

I am using Docusign create envelop API using the endpoint https://au.docusign.net/restapi/v2/accounts/{AccountID}/envelopes. The API call works on most instance but occasionally I am receiving an error stating that the System was unable to convert…
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Docusign is sending document twice within email?

i'm currently testing the docusign signature API and i'm having issues with creating an envelope from template. The email sends my document twice, repeated and i can't seem to fix it without screwing something else up. { "status":"sent", …
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createEnvelope class create only first Docusign document not others

I am trying to create the multiple document and I am getting the complete document in the envelop_definition array but when it will generate the docusign envelope then it is showing only first one. What do I need to do it? I am using below code for…
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Send envelope - replacing multiple template documents

I have a question regarding the following scenario. I have a Docusign template with 2 documents. Template contains two Template Roles with few signature tags applied on documents. There could be also Text Input tags, checkbox tags etc... What I…
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Docusign API - DateSignedTabs Timezone

Is there a way I can control which timezone to use when a signer signs the Document and the DateSignTab is auto-populated? I'm running tests signing from my computer, and the first signature is using EST while the second is using PST. Thanks!
Jeffo
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Docusign API - Locked Fields

I'm using the Docusign API to create an InlineTemplate, but can only have the first signer fill out any fields. All the fields need to be locked for the remainder of the Signers. Is there an easy way to accomplish this? I've tried setting the…
Jeffo
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How to enable/disable Finish button in the Docusign Embedded User Signature Experience?

Is there a way to enable/disable Finish button in the Docusign Embedded User Signature Experience only after the user has provided a Signature, currently the Finish Button gets enabled if any of the Fields are drag-dropped into the document.So is…
Roshan
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Docusing error with Attaching through REST API documentBase64 - even for the small file

I have a Issue with docusign attachment through REST API. It was perfectly worked previously but the following error message coming, { "errorCode": "UNABLE_TO_CONVERT_DOCUMENT", "message": "System was unable to convert this document to a PDF.…
Malinda Wijekoon
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Is it possible to customize / configure the signing process?

I would like actually to be able to do some modifications on the layout we receive once we get https://demo.docusign.net/Signing/StartInSession.aspx?t=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxx So there I would like to remove : the whole 'other actions'…
Metux
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