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Delphi (DLL) / DocuSign Click API / 15. Create an Account Template

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var

begin
CkJsonObject_UpdateString(json,'documents[0].name','agreement');CkJsonObject_UpdateString(json,'documents[0].documentBase64','{{documentBase64}}');CkJsonObject_UpdateInt(json,'documents[0].documentId',123);CkJsonObject_UpdateString(json,'documents[0].fileExtension','pdf');CkJsonObject_UpdateString(json,'emailBlurb','Email message');CkJsonObject_UpdateString(json,'emailSubject','email subject');CkJsonObject_UpdateString(json,'recipients.signers[0].recipientId','1');CkJsonObject_UpdateString(json,'recipients.signers[0].roleName','seller');CkJsonObject_UpdateString(json,'recipients.signers[0].email','{{email}}');CkJsonObject_UpdateString(json,'recipients.signers[0].name','{{name}}');CkJsonObject_UpdateString(json,'recipients.signers[0].tabs.signHereTabs[0].documentId','123');CkJsonObject_UpdateInt(json,'recipients.signers[0].tabs.signHereTabs[0].pageNumber',1);CkJsonObject_UpdateString(json,'recipients.signers[0].tabs.signHereTabs[0].xPosition','4');CkJsonObject_UpdateString(json,'recipients.signers[0].tabs.signHereTabs[0].yPosition','4');CkHttp_putAuthToken(http,'{{accessToken}}');


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": [
  ]
}