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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DocuSign Return Payload Missing Custom Fields

I'm working on building a SpringCM workflow that uses DocuSign for sending and recieving electronic signatures. Durring our testing and build we were pointed to a Test/Trial DocuSign Account. We had created a process that after the Document was…
j_fulch
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Can i add a document or information into envelope after creating (second sign) DOCUSIGN

i use docusign for electronic signature. I ask if i can add a document after creating the envelopeId in the second signing
rachedbchir
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DocuSign Rest API to replace single template document

I would like to know how to replace a document with composite templates. The template has three documents and defines signer info. Even though I tried to replace only 1st document that fields (tags) are defined as below it doesn’t work well. If…
Tsano
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Docusign createEnvelope REST API with Composite Templates CANNOT_EXCLUDE_DOCUMENT Error

Using documentation at createEnvelope with composite templates https://docs.docusign.com/esign/restapi/Envelopes/Envelopes/create/ https://developers.docusign.com/esign-rest-api/guides/features/templates When we attempt to use this API for multiple…
Ranjesh C
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Customized html not parsed correctly in DocuSign email template

I am using DocuSign in my web application for signing a document digitally. I do some customization in email templates of my DocuSign demo account for more user friendly email contents. Please see the below code for see customization code. This…
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Docusign disable requireIdLookup request ignored

I am creating & sending an envelope made up of server side templates and providing details in one request. Sample payload below: { "status": "sent", "compositeTemplates": [ { "compositeTemplateId": "template_name", …
phaizel
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PHP Docusign Api get template

I used the following code to get the docusign templstes i already have, however i am always getting the error - failed: SSL certificate problem: unable to get local issuer certificate. $templateApi = new…
CloudSeph
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Docusign Envelope Signed Event

Is there such thing for eventNotification envelopeEvents to have signed event? I'm using webhook. I see 2 differents documentation here. Basically I needed to know when the document has been signed, but it's not ready to be downloaded yet, so I…
Harts
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Can i get a request when the Docusign envelope status is completed from Docusign

I am using Docuisign for my client to use it as digital signature. I am using php rest API and i have 5 template roles and everything is working perfect. So i want to get a request on my server from Docusign when the envelope status is completed. So…
Manoj Dhiman
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check how many document/envelope limit is left in my account

Is there an API call or somewhere in UI ,to check how many document limit is left in my account . I believe for sandbox or live account there is a limit on the number of documents you can send each month Thanks in advance
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Docusign create envelope and apply template to newly added document Laravel 5.5

Below is how i am sending doc for sign i need to run AutoPlace on this attached doc but iam not able to make it work. This code is working but not placing autoplace that i had set in this template. $client = new DocuSign\Rest\Client([ …
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How do I include anchor tabs from both Inline and Composite Templates in an Envelope?

I want to include anchor tabs from both a server template and an inline template in a composite template document (a document uploaded at runtime). The server template contains a single recipient with the role of Signer1. The inline template…
shortstak
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How to use the sequence in Server Template and Inline Template Docusign

I saw the example in docusign to do it like so: Both Server Template and Inline Template have the same sequence number per composite template Notice: CompositeTemplate: ServerTemplate Sequence = 1 InlineTemplate Sequence =…
Harts
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Docusign Embedded Signing with Composite Template

Given that I have multiple template, let's say: Template 1: A and Manager need to sign Template 2: Only A need to sign Is it possible to combine this into 1 envelope and show it within the app? The way I did it as of now in sequence: * create an…
Harts
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Composite Template: can't prefill first tabs

Using the below code, everything works except I am only able to fill the Tabs from whatever document I attach second. Tabs from the first don't even show up on the "Form Data" list. I'm sure this is something minor that I am overlooking, but I can…