This topic contains 3 replies, has 3 voices, and was last updated by  Duo_Liang 2 weeks, 2 days ago.

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    nehme
    Regular Member
    Member since: 23.07.2018
    Number of posts: 41

    Hello,

    I want to check with you about a case I am facing. Suppose I have created a template from UI and this template has 3 documents to be signed, while creating the document based on this template, I want to sign only Doc1 and Doc3 but not to sign doc2, so how I can do this?

    My template has Doc1, and DOc2 and Doc3.

    Thanks

    Keymaster
    mwilliams
    Guru
    Member since: 21.08.2015
    Number of posts: 858

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    Not sure I’m 100% understanding, but if you create a template in the UI with placeholders and signatures on all 3 documents, when you clone this template into a package, you would need to remove document 2 or remove the approvals (signatures and fields) from it before sending it. At this time, there is not an optional signature type.

    Let me know if I’m misunderstanding the question.


    – Michael
    Partner and Developer Technologies Manager, OneSpan
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    Participant
    nehme
    Regular Member
    Member since: 23.07.2018
    Number of posts: 41

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    What I want to do is to create one template with multiple documents. when creating the package I will dynamically choose what docs need to be sent for signing. Not all the docs in the template need to be signed. It is based on the case of case to be signed. Thanks

    Keymaster
    Duo_Liang
    Guru
    Member since: 14.06.2018
    Number of posts: 183

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    Hi nehme,

    I think Michael’s reply has answered your issue, when you clone a template to create a new package, you can add following JSON payload to your request payload:

    {
      "name":"Package created from template through REST API",
      "description":"Package created with the REST API",
      "status" : "SENT",
      "roles": [
        {
          "id": "PlaceholderId1",
          "type": "SIGNER",
          "signers": [
            {
              "id": "PlaceholderId1",
              "firstName": "1.firstname",
              "lastName": "1.lastname",
              "email": "signer1@mailinator.com"
            }
          ],
          "name": "PlaceholderId1"
        },
        {
          "id": "PlaceholderId2",
          "type": "SIGNER",
          "signers": [
            {
              "id": "PlaceholderId2",
              "firstName": "2.firstname",
              "lastName": "2.lastname",
              "email": "signer2@mailinator.com"
            }
          ],
          "name": "PlaceholderId2"
        }
      ],
        "documents": [
            {
                "id": "default-consent"            
            },
            {           
                "id": "673a632cd9f77ca10axxxxxxx74c04cb295"            
            }
        ]
    }

    As you noticed, in the “document” block, you can choose how many documents you want to include in your new package. If you have 3 docs in template and only wants to include Doc1 and Doc3, you can only put two documents with their IDs(minimum payload requirement), so Doc 2 won’t appear in your new package.

    And this function is currently not available in SDK, so you may need to send this function call by C# REST way. Or simply, you can create a package from Template, and leave the new package in “DRAFT” status. Then you delete the document(s) you want, and you send the package. This will cause more API calls, but it works. And my suggestion is the first approach.

    Duo


    Duo Liang
    OneSpan Junior Technical Evangelist
    • This reply was modified 2 weeks, 2 days ago by  Duo_Liang.
    • This reply was modified 2 weeks, 2 days ago by  Duo_Liang.
    • This reply was modified 2 weeks, 2 days ago by  Duo_Liang.

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