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In my earlier weblog put up, I defined that the InlineTemplate::paperwork useful resource exists purely for legacy causes and it is best to keep away from utilizing it in any respect prices. On this weblog put up, I’m going to share a professional tip on the right way to apply a DocuSign template to your uploaded paperwork.
Think about a situation the place you’ve an settlement envelope that features a doc with a emblem. Additional think about that the emblem must be up to date for each settlement despatched; nevertheless, the metadata equivalent to tabs stay the identical. Because the doc might be altering each time, does this imply you are caught with having to create the envelope from scratch each time?
Fortunately, the reply is not any. Composite templates are right here to the rescue. It is the truth is attainable to create a template with a reference doc that features all of the settlement metadata, equivalent to the place the tabs are positioned and who the recipients are. You may then override the reference doc with a closing model on the time of envelope creation.
To make use of this methodology, create a ServerTemplate object in your DocuSign account that features the doc and the related metadata. Then, in your software, you possibly can override the doc hooked up to the ServerTemplate by specifying your closing model of the doc within the doc subject of your envelope’s compositeTemplates property. With this method, the doc is changed, however your tabs and recipients out of your ServerTemplate are carried over.
Step 1: Create the ServerTemplate
You may simply create a ServerTemplate by navigating to the Templates tab in your DocuSign Dashboard:
- Choose Create a Template.
- Set your template’s title and outline.
- Add your reference doc.
- Add your signers and any further recipients; set guidelines for routing order.
- Set the template’s different properties.
- Choose Subsequent, after which create tabs.
- Choose Save and Shut.
Now your serverTemplate is able to use.
Step 2: Create the envelope
On the time of envelope creation, you need to use the next compositeTemplates syntax to override the reference doc out of your ServerTemplate with a closing doc (see the Envelopes: create methodology):
To reference this template out of your code, you will want the template ID. You need to use the Templates: record methodology to drag an inventory of templates in your account, parse the JSON response for the template title to find the template you need, after which pull the worth of the templateId property.
You may as well discover the template ID in your DocuSign account. To take action:
- Choose the template from the Templates web page in your DocuSign account. On the template’s web page, you will discover a hyperlink labeled ‘Template ID’ underneath the template title.
- Choose this hyperlink to pop up a message field with the ID displayed.
- Choose Copy and also you’re all set!
That is easy, but very highly effective. Thanks for studying and I hope you realized one thing new from this weblog.
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