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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Docusign: composite templates with tabs

How do I specify prefilled fields with composite templates when creating an envelope. I tried including the tabs information in the inlineTemplate.recipients.signers[0].tabs, but I get an error that System.String cannot be cast to…
Esmael
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Docusign Tabs and signers in multiple composite templates

Hi guys I'm working to build a document based on several composite templates and I'm having problems at the time to populate the data in the document... This is my use case: I'll have 4 signers and 7 sections(each of these are separated composite…
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DocuSign API: Signing issues with sending multiple documents in the same envelope

Using C#, DocuSign API SDK 4.5.2. I'm sending out 3 documents for signatures in the same envelope. Each document will use the same server template (which just places the signature elements over the document using anchor tags). I can send out the…
RandyB
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Docusign : create envelope with recipient custom field

I'm trying to create an envelope based on a template and assign a custom field to one of the recipients ("customFields": ["5616999"] , which is the employee ID). This is my POST REST API: URI :…
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DocuSign API: Assigning TemplateRoles Properly

Using the DocuSign API in C#, I was easily able to get a test envelope through. Now I'm testing on an envelope with the following diagram. I know I have to assign a TemplateRole for a recipient, but when I'm sending the Email, things go wrong. I…
lloyd
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Docusign - sign here tabs appear multiple times

This is with the Rest api. We trying to use the same anchor text values in all the documents we have in an envelope. We also may have several different server templates being applied to an envelope. We found out, to our dismay, that Docusign applies…
Kathy Lori
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What type of data goes into the for DocuSign composite templates?

The specific scenario that we are attempting to solve for our API solution is to create an envelope using a template and to replace the template document with a user specified document. DocuSign's documentation on creating a composite template show…
Litmas
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Why i am getting "USER_AUTHENTICATION_FAILED", "message": "One or both of Username and Password are invalid. from Docusign

I am trying to implemente docusign embedded,but always i am getting"errorCode": "USER_AUTHENTICATION_FAILED", "message": "One or both of Username and Password are invalid. i have tried a lot thing in order resolved it, i am using credentials from my…
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Assign signer to specific signature form field

I'm evaluating DocuSign esignature API (c# SDK) for an e-signature solution. Our scenario is easy: single PDF multiple signers each signer has its own signature form field defined in the PDF Is there a way to map specific signature form field…
draxtor
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NodeJS Docusign eg-01-node-jwt- API Problem status 404

I am a beginner to DocuSign integration and I want to upload a document sent it to tenants and after they make a digital signature in the mentioned field I have to save it to my app database. What is the best approach for doing this? I have been…
Ujjual
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DocuSign API - Update Template PDF Document

I have an existing DocuSign Template setup and working well. I would like to be able to update the PDF file used for the Template via the API using a locally stored PDF file that I have. Is there a way to update the PDF file used by the DocuSign…
user982124
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DocuSign , Need to send different document to multiple recipient through single envelope

How to send the different document to multiple person in a single envelope in docuSign process in a parallel work-flow not sequential work-flow.
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pre fill custom fields with DocuSign iOS Native SDK

I am running Swift sample from https://github.com/docusign/native-ios-sdk. I want to pre-fill a Custom field(Data Label - "fullNameLabel") that i have assigned to a field in my template/document. I have tried sending let dict = ["fullNameLabel":"tom…
hemant
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How to pre-fill the input field and pass the same through composite template while creating envelope

I have been trying to pre-populate the data into form fields created by admin during template creation by making call to server template and adding tabs with the values I have found this links: Passing template tabs value while creating…
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Docusign API's failing after an hour

I have a docusign-sandbox account. I am trying to integrate docusign with my application and am using JWT Grant for authentication in java. I got a sample code from https://github.com/docusign/eg-01-java-jwt and it works perfectly for an hour and…
dj21496
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