Combining Signer Tasks on Composite Template - docusignapi

Question

I am running some tests with the DocuSign API via PostMan for a solution proof of concept. My goal is to create a single envelope with multiple documents, each assigned to its own template.
Our goal is to create a dynamic envelope of templates as needed; i.e. sometimes we will only need to put one template into the envelope, other times we might need five or six. The tricky bit is that a single person might be a recipient on multiple documents at once. We are looking to see if its possible to configure the envelope so that they can sign all of their documents at once.
I've been able to use the API to generate an envelope with two documents assigned to two templates. Each template has three recipients (the same three people for both document). The envelope is automatically assigned to the first batch of recipients for the first template (Recipients A and B since they both have a routing order of 1). But when the recipient goes to sign the envelope, they only see the signature option for the first document and don't have an option to sign the second document.
Is what I am trying to achieve possible?
I'm testing this process in Postman. Below is a copy of the POST body. I appreciate any advice.
{
"compositeTemplates": [
{
"document": {
"documentBase64": "<<BinaryDataA>>",
"documentId": "1",
"fileExtension": "pdf",
"name": "Test Document A"
},
"inlineTemplates": [
{
"sequence": "1",
"recipients": {
"signers": [
{
"email": "<<recipient_a_email>>",
"name": "<<recipient_a_name>>",
"recipientId": "1",
"roleName": "Client A",
"routingOrder":"1"
},
{
"email": "<<recipient_b_email>>",
"name": "<<recipient_b_name>>",
"recipientId": "2",
"roleName": "Client B",
"routingOrder":"1"
},
{
"email": "<<recipient_c_email>>",
"name": "<<recipient_c_name>>",
"recipientId": "3",
"roleName": "Internal Review",
"routingOrder":"2"
}
]
}
}
],
"serverTemplates": [
{
"sequence": "1",
"templateId": "<<templateID_1>>"
}
]
},
{
"document": {
"documentBase64": "<<BinaryDataB>>",
"documentId": "2",
"fileExtension": "pdf",
"name": "Test Landscape Document"
},
"inlineTemplates": [
{
"sequence": "1",
"recipients": {
"signers": [
{
"email": "<<recipient_a_email>>",
"name": "<<recipient_a_name>>",
"recipientId": "1",
"roleName": "Client A",
"routingOrder":"1"
},
{
"email": "<<recipient_b_email>>",
"name": "<<recipient_b_name>>",
"recipientId": "2",
"roleName": "Client B",
"routingOrder":"1"
},
{
"email": "<<recipient_c_email>>",
"name": "<<recipient_c_name>>",
"recipientId": "3",
"roleName": "Internal Review",
"routingOrder":"2"
}
]
}
}
],
"serverTemplates": [
{
"sequence": "1",
"templateId": "<<templateID_2>>"
}
]
}
],
"status": "sent",
"emailSubject":"Please Sign this Document"}

Answer 1

Try this: (taken out of Gil's Composite Template Blog Post)
{
"emailSubject": "Please sign your lease agreement.",
"emailBlurb": "Each tenant must sign individual lease.",
"status": "sent",
"compositeTemplates": [{
"document": {
"documentId": "1",
"name": "Property-A",
"fileExtension": "pdf",
"documentBase64": "JVBERi...NCg=="
}
},
{
"serverTemplates": [{
"sequence": "1",
"templateId": "E5577130-xxxx-xxxx-xxxx-95DD79644971"
}],
"inlineTemplates": [{
"recipients": {
"signers": [{
"email": "wile.e.coyote#example.com",
"name": "Wile E. Coyote",
"roleName": "Tenant"
}]
},
"sequence": "2"
}]
},
{
"serverTemplates": [{
"sequence": "1",
"templateId": "E5577130-xxxx-xxxx-xxxx-95DD79644971"
}],
"inlineTemplates": [{
"recipients": {
"signers": [{
"email": "hunter_of_rabbits#example.com",
"name": "Elmer Fudd",
"roleName": "Tenant"
}]
},
"sequence": "2"
}]
}
]
}

Answer 2

The following JSON body allowed me to create an envelope with two Documents, each assigned to a different template. I did have to define the recipient information per composite item, but DocuSign recognised that they were the same person and they were able to sign both documents in a single session.
The blog (https://www.docusign.com/blog/dsdev-why-use-composite-templates) helped describe how composite envelopes are structured which was a big help.
{
"compositeTemplates": [
{
"compositeTemplateId": "1",
"document": {
"documentBase64": "<<BinaryDataA>>",
"documentId": "1",
"fileExtension": "pdf",
"name": "Test Document A"
},
"serverTemplates": [
{
"sequence": "1",
"templateId": "<<TemplateIDA>>"
}
],
"inlineTemplates": [
{
"sequence": "1",
"recipients": {
"signers": [
{
"email": "<<recipient_A_Email>>",
"name": "<<recipient_A_Name>>",
"recipientId": "1",
"roleName": "Client A",
"routingOrder":"1"
},
{
"email": "<<recipient_B_Email>>",
"name": "<<recipient_B_Name>>",
"recipientId": "2",
"roleName": "Client B",
"routingOrder":"1"
},
{
"email": "<<recipient_C_Email>>",
"name": "<<recipient_C_Name>>",
"recipientId": "3",
"roleName": "Internal Review",
"routingOrder":"2"
}
]
}
}
]
},
{
"compositeTemplateId": "2",
"document": {
"documentBase64": "<<BinaryDataB>>",
"documentId": "2",
"fileExtension": "pdf",
"name": "Test Document B"
},
"serverTemplates": [
{
"sequence": "1",
"templateId": "<<TemplateIDB>>"
}
],
"inlineTemplates": [
{
"sequence": "1",
"recipients": {
"signers": [
{
"email": "<<recipient_A_Email>>",
"name": "<<recipient_A_Name>>",
"recipientId": "1",
"roleName": "Client A",
"routingOrder":"1"
},
{
"email": "<<recipient_B_Email>>",
"name": "<<recipient_B_Name>>",
"recipientId": "2",
"roleName": "Client B",
"routingOrder":"1"
},
{
"email": "<<recipient_C_Email>>",
"name": "<<recipient_C_Name>>",
"recipientId": "3",
"roleName": "Internal Review",
"routingOrder":"2"
}
]
}
}
]
}
],
"status": "sent",
"emailSubject":"Please Sign this Document",
"emailBlurb":"This is a test email blurb"}