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": [
]
}