Error Sending Composite Template to Docusign API

Question

I am trying to use the docusign-node-client to send an envelope using the createEnvelope class. This class sends a REST API request to the /envelopes endpoint. The envelope I am trying to send contains a Composite Template.

Here is the body I am attempting to send to docusign

{
  "emailSubject": "Sent from Node SDK",
  "emailBlurb": "Email body here",
  "customFields": {
    "textCustomFields": [
      {
        "name": "DSFSSourceObjectId",
        "required": false,
        "show": false,
        "value": "dealIdHere"
      }
    ]
  },
  "compositeTemplates": [
    {
      "inlineTemplates": [
        {
          "sequence": "1",
          "documents": [
            {
              "documentBase64": "base64StringHere",
              "documentId": "1",
              "fileExtension": ".pdf",
              "name": "filename.pdf"
            }
          ],
          "envelope": {
            "emailBlurb": "Email body here",
            "emailSubject": "Sent from Node SDK",
            "customFields": {
              "textCustomFields": [
                {
                  "name": "DSFSSourceObjectId",
                  "required": false,
                  "show": false,
                  "value": "dealIdHere"
                }
              ]
            },
            "recipients": {
              "signers": [
                {
                  "email": "myEmail@domain.com",
                  "name": "My Name",
                  "recipientId": "1"
                }
              ]
            }
          }
        }
      ],
      "serverTemplates": [
        {
          "sequence": "1"
        }
      ]
    }
  ],
  "status": "sent"
}

When I send this body I get the following error: "The request contained at least one invalid parameter. Invalid value specified for \'templateId\' in composite template sequence: 1"

If I remove the serverTemplates array, I get this error: "The Envelope is not Complete. A Complete Envelope Requires Documents, Recipients, Tabs, and a Subject Line."

If I include a valid templateId in the serverTemplate object it creates an envelope successfully.

The as is application I am converting to Node JS used the Docusign SOAP API and is able to send composite templates with 1 to many documents. Each of these documents can be associated to their own document template or no docusign template.

Does docusign not accept composite templates without some sort of reference to a template id?

Praveen Reddy Praveen Reddy · Accepted Answer · 2017-04-08T01:38:05

You are specifying the inlineTemplate.envelope property incorrectly. You can define the recipients and custom fields directly within the inlineTemplate. You do not have to specify the emailSubject/emailBlurb within the inlineTemplate.

Also note that the custom fields specified at the root level will be ignored when using composite templates. See this answer

The following json should work for you.

{
    "emailSubject": "Sent from Node SDK",
    "emailBlurb": "Email body here",
    "status": "sent"
    "compositeTemplates": [
        {
            "inlineTemplates": [
                {
                    "sequence": "1",
                    "documents": [
                        {
                            "documentBase64": "base64StringHere",
                            "documentId": "1",
                            "fileExtension": ".pdf",
                            "name": "filename.pdf"
                        }
                    ],

                    "customFields": {
                        "textCustomFields": [
                            {
                                "name": "DSFSSourceObjectId",
                                "required": false,
                                "show": false,
                                "value": "dealIdHere"
                            }
                        ]
                    },
                    "recipients": {
                        "signers": [
                            {
                                "email": "myEmail@domain.com",
                                "name": "My Name",
                                "recipientId": "1"
                            }
                        ]
                    }

                }
            ]
        }
    ]
}

Error Sending Composite Template to Docusign API

1 Answers