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DataFlex / DocuSign eSignature REST API / 20. Send an Envelope Using CompositeTemplates

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Use ChilkatAx-win32.pkg

Procedure Test
    Handle hoHttp
    Boolean iSuccess
    Variant vJson
    Handle hoJson
    Variant vResp
    Handle hoResp
    String sTemp1
    Integer iTemp1

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

    Get Create (RefClass(cComChilkatHttp)) To hoHttp
    If (Not(IsComObjectCreated(hoHttp))) Begin
        Send CreateComObject of hoHttp
    End

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

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

    // {
    //   "emailBlurb": "Create an envelope with a templateId",
    //   "emailSubject": "Template",
    //   "compositeTemplates": [
    //     {
    //       "serverTemplates": [
    //         {
    //           "sequence": "1",
    //           "templateId": "{{templateId}}"
    //         }
    //       ],
    //       "inlineTemplates": [
    //         {
    //           "recipients": {
    //             "signers": [
    //               {
    //                 "recipientId": "2",
    //                 "roleName": "seller",
    //                 "email": "{{email}}",
    //                 "name": "{{name}}"
    //               }
    //             ]
    //           },
    //           "sequence": "2"
    //         }
    //       ]
    //     }
    //   ],
    //   "status": "sent"
    // }

    Get Create (RefClass(cComChilkatJsonObject)) To hoJson
    If (Not(IsComObjectCreated(hoJson))) Begin
        Send CreateComObject of hoJson
    End
    Get ComUpdateString Of hoJson "emailBlurb" "Create an envelope with a templateId" To iSuccess
    Get ComUpdateString Of hoJson "emailSubject" "Template" To iSuccess
    Get ComUpdateString Of hoJson "compositeTemplates[0].serverTemplates[0].sequence" "1" To iSuccess
    Get ComUpdateString Of hoJson "compositeTemplates[0].serverTemplates[0].templateId" "{{templateId}}" To iSuccess
    Get ComUpdateString Of hoJson "compositeTemplates[0].inlineTemplates[0].recipients.signers[0].recipientId" "2" To iSuccess
    Get ComUpdateString Of hoJson "compositeTemplates[0].inlineTemplates[0].recipients.signers[0].roleName" "seller" To iSuccess
    Get ComUpdateString Of hoJson "compositeTemplates[0].inlineTemplates[0].recipients.signers[0].email" "{{email}}" To iSuccess
    Get ComUpdateString Of hoJson "compositeTemplates[0].inlineTemplates[0].recipients.signers[0].name" "{{name}}" To iSuccess
    Get ComUpdateString Of hoJson "compositeTemplates[0].inlineTemplates[0].sequence" "2" To iSuccess
    Get ComUpdateString Of hoJson "status" "sent" To iSuccess

    // Adds the "Authorization: Bearer <access_token>" header.
    Set ComAuthToken Of hoHttp To "<access_token>"

    Get Create (RefClass(cComChilkatHttpResponse)) To hoResp
    If (Not(IsComObjectCreated(hoResp))) Begin
        Send CreateComObject of hoResp
    End
    Get pvComObject of hoJson to vJson
    Get pvComObject of hoResp to vResp
    Get ComHttpJson Of hoHttp "POST" "https://domain.com/{{apiVersion}}/accounts/{{accountId}}/envelopes" vJson "application/json" vResp To iSuccess
    If (iSuccess = False) Begin
        Get ComLastErrorText Of hoHttp To sTemp1
        Showln sTemp1
        Procedure_Return
    End

    Get ComStatusCode Of hoResp To iTemp1
    Showln iTemp1
    Get ComBodyStr Of hoResp To sTemp1
    Showln sTemp1


End_Procedure

Curl Command

curl -X POST
	-H "Authorization: Bearer <access_token>"
	-d '{
    "emailBlurb": "Create an envelope with a templateId",
    "emailSubject": "Template",
    "compositeTemplates": [
        {
            "serverTemplates": [
                {
                    "sequence": "1",
                    "templateId": "{{templateId}}"
                }
            ],
            "inlineTemplates": [
                {
                    "recipients": {
                        "signers": [
                            {
                                "recipientId": "2",
                                "roleName": "seller",
                                "email":{{user1}},
                                "name": {{user1_name}}
                            }
                        ]
                    },
                    "sequence": "2"
                }
            ]
        }
    ],
    "status": "sent"
}'
https://domain.com/{{apiVersion}}/accounts/{{accountId}}/envelopes

Postman Collection Item JSON

{
  "name": "20. Send an Envelope Using CompositeTemplates",
  "request": {
    "auth": {
      "type": "bearer",
      "bearer": [
        {
          "key": "token",
          "value": "{{accessToken}}",
          "type": "string"
        }
      ]
    },
    "method": "POST",
    "header": [
    ],
    "body": {
      "mode": "raw",
      "raw": "{\n    \"emailBlurb\": \"Create an envelope with a templateId\",\n    \"emailSubject\": \"Template\",\n    \"compositeTemplates\": [\n        {\n            \"serverTemplates\": [\n                {\n                    \"sequence\": \"1\",\n                    \"templateId\": \"{{templateId}}\"\n                }\n            ],\n            \"inlineTemplates\": [\n                {\n                    \"recipients\": {\n                        \"signers\": [\n                            {\n                                \"recipientId\": \"2\",\n                                \"roleName\": \"seller\",\n                                \"email\":{{user1}},\n                                \"name\": {{user1_name}}\n                            }\n                        ]\n                    },\n                    \"sequence\": \"2\"\n                }\n            ]\n        }\n    ],\n    \"status\": \"sent\"\n}",
      "options": {
        "raw": {
          "language": "json"
        }
      }
    },
    "url": {
      "raw": "{{baseUrl}}/{{apiVersion}}/accounts/{{accountId}}/envelopes",
      "host": [
        "{{baseUrl}}"
      ],
      "path": [
        "{{apiVersion}}",
        "accounts",
        "{{accountId}}",
        "envelopes"
      ]
    },
    "description": "In this example, we will use the template we created in previous step and we will use `CompositeTemplates` to add a signer and a tab to it using `inlineTemplates`. You can see how one can create a template and keep reusing it this way."
  },
  "response": [
  ]
}