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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 Envelope creation failed containing PDF fields transformation

This is my JSON code so far: { "status": "sent", "emailSubject": "This is an api Demo Doc, sent for signature", "recipients": { "carbonCopies": [ { "email": "nila@gmail.com", "name": "Nilashree", …
Nilashree Shirodkar
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How to Disable Docusign Emails from API for create envelope?

I was reading the guide found here and it talked about how we can disable Docusign from sending emails if we use clientid. However, after using Docusign create envelope api request for composite template and including the client id, the emails are…
Ashwin Jacob
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Error calling CreateEnvelope : TAB_PAGE_NUMBER_NOT_SPECIFIED

I am a beginner in DocuSign API programming. I have a .cshtml page for create envelope for sending to customer. When I try to create envelop from DocuSign API it shows error message like: Page number not specified in tab element. Page Number or…
Ragesh S
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DocuSign DocumentStatus Template Id Not coming back in webhook?

I am using composite templates with server templates and would like to know the template id that was used to generate the document in the payload that gets sent to the webhook? Is that possible? Our setup looks similar to this (not complete): { …
Eddie Escobar
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DocuSign Composite Template -- uploaded document is not displaying

I am using DocuSign RestAPI, trying to create an envelope using Composite Template. My intent is to append a PDF document to the end of an existing template. Using the below JSON to POST /v2/accounts/{accountId}/envelopes, I am able to get the…
Carlos
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Docusign Rest API supports Attaching files to a template?

We use Docusign Rest API to pre-populate template data before sending the signer request to the customer by email. We can populate the text field values through the API. But it seems that we cannot attach a file from API. Is there a direct way or a…
J4Priyan
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Docusign API - Create envelope, apply template, prefill values

Many questions address portions of my request, but I cannot seem to make a complete solution work. I have created a template on my site (it has various text fields, initial fields, and signature block). Single recipient, using anchor tags for the…
Chris Kiel
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DocuSign TAB_REFERS_TO_MISSING_DOCUMENT but document is attached (REST API)

I'm using the DocuSign REST API to create an envelope from a template. My code works with single document templates or templates with multiple documents where only one document has tabs. If there are tabs on both documents I receive a 400 response…
garfunkl3
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Custom message body for each recipient in docusign

I am using a demo account of Docusign integrating with force.com sites using Apex. I created a template and want to send two different mail body to two different recipient. I have two roles Agent and Broker. In Broker mail body I want to use Agent…
user2781233
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Add multiple documents to envelope using c# sdk using Docusign API

I have a template in Docusign that I need to send to joe@acme.com However Joe is responsible for managing 10 clients and instead of me sending Joe 10 separate envelopes for him to sign I want to send Joe 1 envelope with 10 documents and Joe needs to…
kurasa
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Multiple signers, PDF Transform/CompositeTemplate and wildcards

I know that I can do the following using PDF field transform and a composite template (I'm actually using the C# SDK so the actually JSON isn't as important as knowing this is possible using the SDK) to have a recipient sign all signature tabs on a…
Fred
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Error Sending Composite Template to Docusign API

I am trying to use the docusign-node-client to send an envelope using the createEnvelope class. This class sends a REST API request to the /envelopes endpoint. The envelope I am trying to send contains a Composite Template. Here is the body I am…
Gabe Wonders
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DocuSign Java Rest Api - Combining Anchor Tagged Custom File and PDF Form Field Transformation (Composite Templates)

In my application, I have a package of PDFs that I combine and send to DocuSign. This works perfectly using SignHere and Initial here AnchorTags; however, I have now need to include certain PDF's that require user input fields (such as a W-9 form).…
Justin Jones
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Docusign composite template not sending the correct documents

I am trying to use the same server template for 3 different documents. I was assuming that by using 3 different composite templates, I could accomplish this. Instead, what I am seeing is that the first document is repeated 3 times in the envelope.…
Kathy Lori
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Using composite templates with initials here

This is with the Rest api. I'm using composite templates, adding my signers in a corresponding inline template. Can inline templates also be used for Initials Here?
Kathy Lori
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