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 Template via the API?
I can see that you can update a Template here:
https://developers.docusign.com/esign-rest-api/reference/Templates/Templates/update
but can't work out what I need to do to replace the PDF file with a new one?
Is there a way to update the PDF file used by the DocuSign Template via the API?
Yes. You use the compositing templates API feature to substitute a document for the existing one in the "server template" (a template stored on the server).
See DocuSign Rest API to replace single template document for a code example.
(From a comment)
How do I update the template's definition to use a different document?
See the TemplateDocuments::update API method.
Related
Our DocuSign templates appear to have hardcoded custom Metadata fields, for example when i create a new template it has "Patch number and Region" under a "Add envelope custom fields" section.
Is there a way to bulk update this for a large number of templates or remove it for those specific ones.
I would like to do this via PowerShell and have already used a script that bulk creates templates however when I added 'CustomField' section it did freeze the bulk import so now that i have those i would now like to update that section of the template to N/A under Patch and South under Region for all.
Kind Regards
This is probably happening because you have account custom fields set up.
You can read more about them from here:
Envelope Custom fields
Track your envelopes with custom fields Article
EnvelopeCustomFields API Resource
Create and Manage DocuSign Custom Fields
On the Docusign site it is possible to select a template, then upload a bulk list CSV file. How is this done with the REST API or Net Libraries?
Yes this is possible. We document it here. https://developers.docusign.com/docs/esign-rest-api/how-to/bulk-send-envelopes/
When I am trying to create Document library using below endpoint its creating folder inside existing document library.
POST /drives/{drive-id}/root/children
I need to create Document Library at site level. e.g. at https://domain.sharepoint.com/sites/<site_name> through graph APIs
Any Inputs?
You can use following endpoint to create a list (Document library):
https://learn.microsoft.com/en-us/graph/api/list-create?view=graph-rest-1.0&tabs=http
Example:
BR
I am working on an application which is using the DocuSign API. I want to use the DocuSign website to create a template (I've done this), and then I want to use that template, along with template matching (does this work?), to match the signature fields with similar documents being uploaded. This process works if I do it exclusively with the DocuSign website. Using C# and the API, when I create an envelope and upload a document, it doesn't appear that the template matching is working : i.e. none of the signature fields are "sign-able".
What I don't want to do is select a template for the envelope (I can do that, and make it work). I want to use automatic template matching.
I'm looking for examples, pointers to documentation, or advice on how to accomplish this. I'm even willing to look at examples in other languages, and adapt those methods to C#.
Simple Answer:
Template Matching works ONLY in the User Web App
The API and Applications using the API are expected to specify exactly the template to use
There is one exception to this, both the Web App and the API honor User Shared Custom Tags, which are field/tab level templates effectively. Also remember you can create a template on the fly or use "inline" templates as part of the composite template envelope creation.
WEB App - https://10226ec94e53f4ca538f-0035e62ac0d194a46695a3b225d72cc8.ssl.cf2.rackcdn.com/quick-start-creating-custom-tags.pdf
API - https://docs.docusign.com/esign/restapi/CustomTabs/CustomTabs/create/
I would like to attach a document from SharePoint Online to the mail with the office.js api.
The problem is that the addFileAttachmentAsync method just has an url as parameter so I can currently only attach public available files and not protected files.
In my app I can download the SharePoint file without a custom server as blob or base64.
Is it possible to use the html5 file api or can I reuse the SharePoint token somehow for addFileAttachmentAsync?
Currently there is no way to attach files that are not publicly available.