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C# / DocuSign Click API / 15. Create an Account Template

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// This example assumes the Chilkat API to have been previously unlocked.
// See Global Unlock Sample for sample code.

Chilkat.Http http = new Chilkat.Http();
bool success;

// Use this online tool to generate code from sample JSON: Generate Code to Create JSON

// The following JSON is sent in the request body.

// {
//   "documents": [
//     {
//       "name": "agreement",
//       "documentBase64": "{{documentBase64}}",
//       "documentId": 123,
//       "fileExtension": "pdf"
//     }
//   ],
//   "emailBlurb": "Email message",
//   "emailSubject": "email subject",
//   "recipients": {
//     "signers": [
//       {
//         "recipientId": "1",
//         "roleName": "seller",
//         "email": "{{email}}",
//         "name": "{{name}}",
//         "tabs": {
//           "signHereTabs": [
//             {
//               "documentId": "123",
//               "pageNumber": 1,
//               "xPosition": "4",
//               "yPosition": "4"
//             }
//           ]
//         }
//       }
//     ]
//   }
// }

Chilkat.JsonObject json = new Chilkat.JsonObject();
json.UpdateString("documents[0].name","agreement");
json.UpdateString("documents[0].documentBase64","{{documentBase64}}");
json.UpdateInt("documents[0].documentId",123);
json.UpdateString("documents[0].fileExtension","pdf");
json.UpdateString("emailBlurb","Email message");
json.UpdateString("emailSubject","email subject");
json.UpdateString("recipients.signers[0].recipientId","1");
json.UpdateString("recipients.signers[0].roleName","seller");
json.UpdateString("recipients.signers[0].email","{{email}}");
json.UpdateString("recipients.signers[0].name","{{name}}");
json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].documentId","123");
json.UpdateInt("recipients.signers[0].tabs.signHereTabs[0].pageNumber",1);
json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].xPosition","4");
json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].yPosition","4");

// Adds the "Authorization: Bearer {{accessToken}}" header.
http.AuthToken = "{{accessToken}}";

Chilkat.HttpResponse resp = http.PostJson3("https://domain.com/{{apiVersion}}/accounts/{{accountId}}/templates","application/json",json);
if (http.LastMethodSuccess == false) {
    Debug.WriteLine(http.LastErrorText);
    return;
}

Debug.WriteLine(Convert.ToString(resp.StatusCode));
Debug.WriteLine(resp.BodyStr);

Curl Command

curl -X POST
	-H "Authorization: Bearer {{accessToken}}"
	-d '{
  "documents": [
    {
      "name": "agreement",
      "documentBase64": {{document}},
      "documentId": {{documentId}},
      "fileExtension": "pdf"
    }
  ],
  "emailBlurb": "Email message",
  "emailSubject": "email subject",
  "recipients": {
    "signers": [
      {
        "recipientId": "1",
        "roleName": "seller",
        "email":{{user1}},
        "name": {{user1_name}},
        "tabs": {
          "signHereTabs": [
            {
              "documentId": "123",
              "pageNumber": 1,
              "xPosition": "4",
              "yPosition": "4"
            }
          ]
        }
      }
    ]
  }
}'
https://domain.com/{{apiVersion}}/accounts/{{accountId}}/templates

Postman Collection Item JSON

{
  "name": "15. Create an Account Template",
  "event": [
    {
      "listen": "test",
      "script": {
        "type": "text/javascript",
        "exec": [
          "var jsonData = JSON.parse(responseBody);",
          "postman.setEnvironmentVariable(\"templateId\", jsonData.templateId);"
        ]
      }
    }
  ],
  "request": {
    "method": "POST",
    "header": [
      {
        "key": "Authorization",
        "value": "Bearer {{accessToken}}"
      }
    ],
    "body": {
      "mode": "raw",
      "raw": "{\n  \"documents\": [\n    {\n      \"name\": \"agreement\",\n      \"documentBase64\": {{document}},\n      \"documentId\": {{documentId}},\n      \"fileExtension\": \"pdf\"\n    }\n  ],\n  \"emailBlurb\": \"Email message\",\n  \"emailSubject\": \"email subject\",\n  \"recipients\": {\n    \"signers\": [\n      {\n        \"recipientId\": \"1\",\n        \"roleName\": \"seller\",\n        \"email\":{{user1}},\n        \"name\": {{user1_name}},\n        \"tabs\": {\n          \"signHereTabs\": [\n            {\n              \"documentId\": \"123\",\n              \"pageNumber\": 1,\n              \"xPosition\": \"4\",\n              \"yPosition\": \"4\"\n            }\n          ]\n        }\n      }\n    ]\n  }\n}"
    },
    "url": {
      "raw": "{{baseUrl}}/{{apiVersion}}/accounts/{{accountId}}/templates",
      "host": [
        "{{baseUrl}}"
      ],
      "path": [
        "{{apiVersion}}",
        "accounts",
        "{{accountId}}",
        "templates"
      ]
    },
    "description": "In this example, we will create a template with document, tabs and its recipients specified. This is a great future if we know we will be sending the same envelope multiple times."
  },
  "response": [
  ]
}