nehme

Create a Template

0 votes
Hello, I want to check with you about a case I am facing. Suppose I have created a template from UI and this template has 3 documents to be signed, while creating the document based on this template, I want to sign only Doc1 and Doc3 but not to sign doc2, so how I can do this? My template has Doc1, and DOc2 and Doc3. Thanks

Reply to: Create a Template

0 votes
Not sure I'm 100% understanding, but if you create a template in the UI with placeholders and signatures on all 3 documents, when you clone this template into a package, you would need to remove document 2 or remove the approvals (signatures and fields) from it before sending it. At this time, there is not an optional signature type. Let me know if I'm misunderstanding the question.

- Michael

Director, Partner and Developer Technologies, OneSpan

Facebook - Twitter - LinkedIn


Reply to: Create a Template

0 votes
What I want to do is to create one template with multiple documents. when creating the package I will dynamically choose what docs need to be sent for signing. Not all the docs in the template need to be signed. It is based on the case of case to be signed. Thanks

Reply to: Create a Template

0 votes
Hi nehme, I think Michael's reply has answered your issue, when you clone a template to create a new package, you can add following JSON payload to your request payload:
{
  "name":"Package created from template through REST API",
  "description":"Package created with the REST API",
  "status" : "SENT",
  "roles": [
    {
      "id": "PlaceholderId1",
      "type": "SIGNER",
      "signers": [
        {
          "id": "PlaceholderId1",
          "firstName": "1.firstname",
          "lastName": "1.lastname",
          "email": "[email protected]"
        }
      ],
      "name": "PlaceholderId1"
    },
    {
      "id": "PlaceholderId2",
      "type": "SIGNER",
      "signers": [
        {
          "id": "PlaceholderId2",
          "firstName": "2.firstname",
          "lastName": "2.lastname",
          "email": "[email protected]"
        }
      ],
      "name": "PlaceholderId2"
    }
  ],
    "documents": [
        {
            "id": "default-consent"            
        },
        {           
            "id": "673a632cd9f77ca10axxxxxxx74c04cb295"            
        }
    ]
}
As you noticed, in the "document" block, you can choose how many documents you want to include in your new package. If you have 3 docs in template and only wants to include Doc1 and Doc3, you can only put two documents with their IDs(minimum payload requirement), so Doc 2 won't appear in your new package. And this function is currently not available in SDK, so you may need to send this function call by C# REST way. Or simply, you can create a package from Template, and leave the new package in "DRAFT" status. Then you delete the document(s) you want, and you send the package. This will cause more API calls, but it works. And my suggestion is the first approach. Duo

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Hello! Looks like you're enjoying the discussion, but haven't signed up for an account.

When you create an account, we remember exactly what you've read, so you always come right back where you left off