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Foxpro / DocuSign eSignature REST API / 19. Create a Template with Role Only

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LOCAL loHttp
LOCAL lnSuccess
LOCAL loJson
LOCAL loResp

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

* For versions of Chilkat < 10.0.0, use CreateObject('Chilkat_9_5_0.Http')
loHttp = CreateObject('Chilkat.Http')

* 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",
*         "tabs": {
*           "signHereTabs": [
*             {
*               "documentId": 123,
*               "pageNumber": 1,
*               "xPosition": "4",
*               "yPosition": "4"
*             }
*           ]
*         }
*       }
*     ]
*   }
* }

* For versions of Chilkat < 10.0.0, use CreateObject('Chilkat_9_5_0.JsonObject')
loJson = CreateObject('Chilkat.JsonObject')
loJson.UpdateString("documents[0].name","agreement")
loJson.UpdateString("documents[0].documentBase64","{{documentBase64}}")
loJson.UpdateInt("documents[0].documentId",123)
loJson.UpdateString("documents[0].fileExtension","pdf")
loJson.UpdateString("emailBlurb","Email message")
loJson.UpdateString("emailSubject","email subject")
loJson.UpdateString("recipients.signers[0].recipientId","1")
loJson.UpdateString("recipients.signers[0].roleName","seller")
loJson.UpdateInt("recipients.signers[0].tabs.signHereTabs[0].documentId",123)
loJson.UpdateInt("recipients.signers[0].tabs.signHereTabs[0].pageNumber",1)
loJson.UpdateString("recipients.signers[0].tabs.signHereTabs[0].xPosition","4")
loJson.UpdateString("recipients.signers[0].tabs.signHereTabs[0].yPosition","4")

* Adds the "Authorization: Bearer <access_token>" header.
loHttp.AuthToken = "<access_token>"

loResp = loHttp.PostJson3("https://domain.com/{{apiVersion}}/accounts/{{accountId}}/templates","application/json",loJson)
IF (loHttp.LastMethodSuccess = 0) THEN
    ? loHttp.LastErrorText
    RELEASE loHttp
    RELEASE loJson
    CANCEL
ENDIF

? STR(loResp.StatusCode)
? loResp.BodyStr
RELEASE loResp

RELEASE loHttp
RELEASE loJson

Curl Command

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

Postman Collection Item JSON

{
  "name": "19. Create a Template with Role Only",
  "event": [
    {
      "listen": "test",
      "script": {
        "exec": [
          "var jsonData = JSON.parse(responseBody);",
          "var templateId = jsonData.templateId;",
          "postman.setEnvironmentVariable(\"templateId\", templateId); "
        ],
        "type": "text/javascript"
      }
    }
  ],
  "request": {
    "auth": {
      "type": "bearer",
      "bearer": [
        {
          "key": "token",
          "value": "{{accessToken}}",
          "type": "string"
        }
      ]
    },
    "method": "POST",
    "header": [
    ],
    "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        \"tabs\": {\n          \"signHereTabs\": [\n            {\n              \"documentId\": {{documentId}},\n              \"pageNumber\": 1,\n              \"xPosition\": \"4\",\n              \"yPosition\": \"4\"\n            }\n          ]\n        }\n      }\n    ]\n  }\n}",
      "options": {
        "raw": {
          "language": "json"
        }
      }
    },
    "url": {
      "raw": "{{baseUrl}}/{{apiVersion}}/accounts/{{accountId}}/templates",
      "host": [
        "{{baseUrl}}"
      ],
      "path": [
        "{{apiVersion}}",
        "accounts",
        "{{accountId}}",
        "templates"
      ]
    },
    "description": "In order to make templates more board and be able to use them in `CompositeTemplates` we can create them by specifying the role only. This way, the recipients can be specified at envelope creation. This example shows how useful templates can be."
  },
  "response": [
  ]
}