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lianja / DocuSign Click API / 20. Send an Envelope Using CompositeTemplates

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

loHttp = createobject("CkHttp")

// 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": [
//               {
//                 "email": "{{user1}}",
//                 "name": "{{user1_name}}",
//                 "recipientId": "2",
//                 "roleName": "seller",
//                 "tabs": {
//                   "signHereTabs": [
//                     {
//                       "anchorString": "test",
//                       "anchorUnits": "pixels",
//                       "anchorXOffset": "200",
//                       "anchorYOffset": "10"
//                     }
//                   ]
//                 }
//               }
//             ]
//           },
//           "sequence": "2"
//         }
//       ]
//     }
//   ],
//   "status": "sent"
// }

loJson = createobject("CkJsonObject")
loJson.UpdateString("emailBlurb","Create an envelope with a templateId")
loJson.UpdateString("emailSubject","Template")
loJson.UpdateString("compositeTemplates[0].serverTemplates[0].sequence","1")
loJson.UpdateString("compositeTemplates[0].serverTemplates[0].templateId","{{templateId}}")
loJson.UpdateString("compositeTemplates[0].inlineTemplates[0].recipients.signers[0].email","{{user1}}")
loJson.UpdateString("compositeTemplates[0].inlineTemplates[0].recipients.signers[0].name","{{user1_name}}")
loJson.UpdateString("compositeTemplates[0].inlineTemplates[0].recipients.signers[0].recipientId","2")
loJson.UpdateString("compositeTemplates[0].inlineTemplates[0].recipients.signers[0].roleName","seller")
loJson.UpdateString("compositeTemplates[0].inlineTemplates[0].recipients.signers[0].tabs.signHereTabs[0].anchorString","test")
loJson.UpdateString("compositeTemplates[0].inlineTemplates[0].recipients.signers[0].tabs.signHereTabs[0].anchorUnits","pixels")
loJson.UpdateString("compositeTemplates[0].inlineTemplates[0].recipients.signers[0].tabs.signHereTabs[0].anchorXOffset","200")
loJson.UpdateString("compositeTemplates[0].inlineTemplates[0].recipients.signers[0].tabs.signHereTabs[0].anchorYOffset","10")
loJson.UpdateString("compositeTemplates[0].inlineTemplates[0].sequence","2")
loJson.UpdateString("status","sent")

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

loResp = loHttp.PostJson3("https://domain.com/{{apiVersion}}/accounts/{{accountId}}/envelopes","application/json",loJson)
if (loHttp.LastMethodSuccess = .F.) then
    ? loHttp.LastErrorText
    release loHttp
    release loJson
    return
endif

? str(loResp.StatusCode)
? loResp.BodyStr
release loResp


release loHttp
release loJson

Curl Command

curl -X POST
	-H "Authorization: Bearer {{accessToken}}"
	-d '{
    "emailBlurb": "Create an envelope with a templateId",
    "emailSubject": "Template",
    "compositeTemplates": [
        {
            "serverTemplates": [
                {
                    "sequence": "1",
                    "templateId": "{{templateId}}"
                }
            ],
            "inlineTemplates": [
                {
                    "recipients": {
                        "signers": [
                            {
                                "email": "{{user1}}",
                                "name": "{{user1_name}}",
                                "recipientId": "2",
                                "roleName": "seller",
                                "tabs": {
                                    "signHereTabs": [
                                        {
                                            "anchorString": "test",
                                            "anchorUnits": "pixels",
                                            "anchorXOffset": "200",
                                            "anchorYOffset": "10"
                                        }
                                    ]
                                }
                            }
                        ]
                    },
                    "sequence": "2"
                }
            ]
        }
    ],
    "status": "sent"
}'
https://domain.com/{{apiVersion}}/accounts/{{accountId}}/envelopes

Postman Collection Item JSON

{
  "name": "20. Send an Envelope Using CompositeTemplates",
  "request": {
    "method": "POST",
    "header": [
      {
        "key": "Authorization",
        "value": "Bearer {{accessToken}}"
      }
    ],
    "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                                \"email\": \"{{user1}}\",\n                                \"name\": \"{{user1_name}}\",\n                                \"recipientId\": \"2\",\n                                \"roleName\": \"seller\",\n                                \"tabs\": {\n                                    \"signHereTabs\": [\n                                        {\n                                            \"anchorString\": \"test\",\n                                            \"anchorUnits\": \"pixels\",\n                                            \"anchorXOffset\": \"200\",\n                                            \"anchorYOffset\": \"10\"\n                                        }\n                                    ]\n                                }\n                            }\n                        ]\n                    },\n                    \"sequence\": \"2\"\n                }\n            ]\n        }\n    ],\n    \"status\": \"sent\"\n}"
    },
    "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": [
  ]
}