eSignature API > Stories > eSignature eSignAnywhere – Use Case Example: Template
eSignature eSignAnywhere - Use Case Example: Template
Page Content
The Story
In order not to have to create the same envelope again and again for constant situations, the seller creates a template that he/she can use for constant contract. To create a template and use it in constant situations does not only save time but also prevents mistakes such as a text field being forgotten etc.
Use Case Description
Following steps are necessary:
- Create a template
- Use the template
This case leads you through the process of creating a template with the UI and working with the template with the API. In order not to create the same envelope again and again this case explain how to create a template. Thus, time can be saved. First, we have to create a template with the UI. The following screenshot shows where you can find the template section:
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If you click on “create your first template” the following window appears:
There you can configure all settings for the template. After the configurations you can update the template which is shown in the next screenshot:
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After saving the template you can now use the Id of the template and work with the API. If you open the template you can see the template in the URL:
e. g.: https://demo.esignanywhere.net/Templates/Detail/##TemplateID##
Integration
Copy Document from template
You can also create a copy of a template via api. For this api call you just need the templateId. The response of this call is a new SspFileId and the workstep configuration of the template. You can use the SspFileId and the workstep configuration to send an envelope.
api endpoints:
- REST: /v4/envelope/{templateId}/copyFromTemplate
- SOAP: CopyDocumentFromTemplate_v1
Create envelope from template
You can also create an envelope from a template via api. You can find a configuration in the next section. After finishing the api call you will get a draftId for the created envelope.
{
"TemplateId": "##TemplateId##",
"EnvelopeOverrideOptions": {
"Recipients": [
{
"RecipientId": "##RecipientId##",
"OrderIndex": 1,
"Email": "##EMAIL##",
"Recipient": {
"Email": "##EMAIL##",
"FirstName": "##NAME##",
"LastName": "##NAME##",
"LanguageCode": "en",
"EmailBodyExtra": "string",
"DisableEmail": false,
"AddAndroidAppLink": false,
"AddIosAppLink": false,
"AddWindowsAppLink": false,
"AllowDelegation": true,
"SkipExternalDataValidation": false,
"AuthenticationMethods": [
{
}
],
"SwissComCertificateData": {
"PhoneNumber": "string",
"MobileId": "string",
"Parameters": [
{
"Key": "string",
"Value": "string"
}
]
},
"RemoteCertificateData": {
"UserId": "string",
"DeviceId": "string"
},
"OtpData": {
"PhoneMobile": "string"
},
"Pkcs7SignerData": {
"AllowedPkcs7SignatureTypes": [
"LocalCertificate"
]
}
}
}
],
"AddFormFields": {
"Forms": {
}
},
"OverrideFormFieldValues": {
"Forms": {
}
},
"Name": "string",
"EmailSubject": "string",
"EmailBody": "string",
"EnableReminders": true,
"FirstReminderDayAmount": 1,
"RecurrentReminderDayAmount": 1,
"CallbackUrl": "string",
"StatusUpdateCallbackUrl": "string",
"WorkstepEventCallback": {
"Url": "string",
"Blacklist": [
"string"
],
"WhiteList": [
"string"
]
},
"MetaDataXml": "string"
},
"CreateDraftOptions": {
"AfterSendRedirectUrl": "string",
"AfterSendCallbackUrl": "string",
"RedirectPolicy": "None",
"AllowAgentRedirect": true,
"IframeWhiteList": "string"
}
}
<overrideOptions>
<name>new name</name>
<eMailSubject>new subject</eMailSubject>
<eMailBody>new body</eMailBody>
<callbackUrl></callbackUrl>
<statusUpdateCallbackUrl></statusUpdateCallbackUrl>
<enableReminders>true</enableReminders>
<firstReminderDayAmount>1</firstReminderDayAmount>
<recurrentReminderDayAmount>2</recurrentReminderDayAmount>
<beforeExpirationReminderDayAmount>1</beforeExpirationReminderDayAmount>
<daysUntilExpire>20</daysUntilExpire>
<recipientOverrides>
<recipientOverride>
<recipientLookUp>
<eMail>##EMAIL##</eMail>
<orderIndex>1</orderIndex>
</recipientLookUp>
<recipient>
<eMail>##EMAIL##</eMail>
<emailBodyExtra>some extra text</emailBodyExtra>
<firstName>Hello</firstName>
<lastName>World</lastName>
<languageCode>en</languageCode>
</recipient>
</recipientOverride>
</recipientOverrides>
</overrideOptions>
SOAP ONLY: Separate section for the draft options:
<draftOptions>
<afterSendRedirectUrl></afterSendRedirectUrl>
<afterSendCallbackUrl></afterSendCallbackUrl>
<redirectPolicy>ToDesigner</redirectPolicy>
</draftOptions>
Send envelope from template
Now you can send an envelope from a template. For this call you need the template Id as well as the overrideOptions. The next configurations show you the override options:
Note: The configuration has not all settings included. It is just for testing the API call with some simple configuration. The whole configuration you can find in the next collapse.
{
"TemplateId": "##TemplateId##",
"EnvelopeOverrideOptions": {
"Recipients": [
{
"RecipientId": "##RecipientId##",
"OrderIndex": 1,
"Email": "##EMAIL##",
"Recipient": {
"Email": "##EMAIL##",
"FirstName": "TESTNAME",
"LastName": "TESTLASTNAME",
"LanguageCode": "en",
"EmailBodyExtra": "string",
"OtpData": {
"PhoneMobile": "string"
},
"Pkcs7SignerData": {
"AllowedPkcs7SignatureTypes": [
"LocalCertificate"
]
}
}
}
],
"AddFormFields": {
"Forms": {
}
},
"OverrideFormFieldValues": {
"Forms": {
}
},
"Name": "TEST",
"EmailSubject": "TESTEMAILSUBJECT",
"EmailBody": "string",
"EnableReminders": true,
"FirstReminderDayAmount": 2,
"RecurrentReminderDayAmount": 1,
"BeforeExpirationDayAmount": 1,
"DaysUntilExpire": 25,
"CallbackUrl": "string",
"StatusUpdateCallbackUrl": "string",
"MetaDataXml": "string"
}
}
<overrideOptions>
<name>Sending with template</name>
<eMailSubject>Subject of the envelope</eMailSubject>
<eMailBody>Please sign the document!</eMailBody>
<callbackUrl></callbackUrl>
<statusUpdateCallbackUrl></statusUpdateCallbackUrl>
<enableReminders>true</enableReminders>
<firstReminderDayAmount>1</firstReminderDayAmount>
<recurrentReminderDayAmount>2</recurrentReminderDayAmount>
<beforeExpirationReminderDayAmount>1</beforeExpirationReminderDayAmount>
<daysUntilExpire>20</daysUntilExpire>
<recipientOverrides>
<recipientOverride>
<recipientLookUp>
<eMail>##EMAIL##</eMail>
<orderIndex>1</orderIndex>
</recipientLookUp>
<recipient>
<eMail>##EMAIL##</eMail>
<emailBodyExtra>Some extra text</emailBodyExtra>
<firstName>FIRSTNAME</firstName>
<lastName>LASTNAME</lastName>
<languageCode>en</languageCode>
</recipient>
</recipientOverride>
</recipientOverrides>
</overrideOptions>
The next configuration shows you a complete configuration in REST (JSON).
complete_configuration (JSON)
{
"TemplateId": "string",
"EnvelopeOverrideOptions": {
"Recipients": [
{
"RecipientId": "string",
"OrderIndex": 0,
"Email": "string",
"Recipient": {
"Email": "string",
"FirstName": "string",
"LastName": "string",
"LanguageCode": "string",
"EmailBodyExtra": "string",
"DisableEmail": false,
"AddAndroidAppLink": false,
"AddIosAppLink": false,
"AddWindowsAppLink": false,
"AllowDelegation": true,
"SkipExternalDataValidation": false,
"AuthenticationMethods": [
{
"Method": "Pin",
"Parameter": "string",
"Filters": [
{
"CompareOperation": "Equals",
"FilterId": "string",
"FilterValue": "string"
}
]
}
],
"DisposableCertificateData": {
"CountryResidence": "string",
"IdentificationCountry": "string",
"IdentificationType": 1,
"PhoneMobile": "string",
"DocumentType": "CI",
"DocumentIssuedBy": "string",
"DocumentIssuedOn": "2019-10-21T07:07:19.513Z",
"DocumentExpiryDate": "2019-10-21T07:07:19.513Z",
"SerialNumber": "string",
"DocumentNumber": "string",
"OverrideHolderInCaseOfMismatch": true
},
"SwissComCertificateData": {
"PhoneNumber": "string",
"MobileId": "string",
"Parameters": [
{
"Key": "string",
"Value": "string"
}
]
},
"RemoteCertificateData": {
"UserId": "string",
"DeviceId": "string"
},
"OtpData": {
"PhoneMobile": "string"
},
"Pkcs7SignerData": {
"AllowedPkcs7SignatureTypes": [
"LocalCertificate"
]
}
}
}
],
"AddFormFields": {
"Forms": {
"additionalProp1": [
{
"Name": "string",
"ReadOnly": false,
"Required": false,
"X": 0,
"Y": 0,
"Width": 0,
"Height": 0,
"Page": 0,
"DiscriminatorType": "string"
}
],
"additionalProp2": [
{
"Name": "string",
"ReadOnly": false,
"Required": false,
"X": 0,
"Y": 0,
"Width": 0,
"Height": 0,
"Page": 0,
"DiscriminatorType": "string"
}
],
"additionalProp3": [
{
"Name": "string",
"ReadOnly": false,
"Required": false,
"X": 0,
"Y": 0,
"Width": 0,
"Height": 0,
"Page": 0,
"DiscriminatorType": "string"
}
]
}
},
"OverrideFormFieldValues": {
"Forms": {
"additionalProp1": [
{
"Name": "string",
"DiscriminatorType": "string"
}
],
"additionalProp2": [
{
"Name": "string",
"DiscriminatorType": "string"
}
],
"additionalProp3": [
{
"Name": "string",
"DiscriminatorType": "string"
}
]
}
},
"Name": "string",
"EmailSubject": "string",
"EmailBody": "string",
"EnableReminders": true,
"FirstReminderDayAmount": 0,
"RecurrentReminderDayAmount": 0,
"BeforeExpirationDayAmount": 0,
"DaysUntilExpire": 0,
"CallbackUrl": "string",
"StatusUpdateCallbackUrl": "string",
"WorkstepEventCallback": {
"Url": "string",
"Blacklist": [
"string"
],
"WhiteList": [
"string"
]
},
"MetaDataXml": "string"
}
}