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Hi, 

I see we have two options to create a template via the docusign UI. One is to create it manually following the steps and the other is by uploading a json to create template. When i create the template by following the steps manually from the UI, i am unable to attach the docGenFormFields similar to what i could do when i uploaded a json to create template. Is there a reason why i cannot add the fields to the template when i follow the manual path?

Hello @rajashashank ,

Welcome to the Docusign Community and thank you for posting your concerns!

Can you provide a screenshot to have a more visual understanding of the differences you are talking about?

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


 I am referring to these two options under Envelope Templates. There is a difference in the way the template i created when i use the Create a Template Button vs Upload Template. 

When i use the upload Template the JSON payload has this data under the documents tag : 
  "documents": s
    {
      "display": "inline",
      "docGenFormFields": <
        {
          "label": "Date",
          "name": "Date",
          "required": "True",
          "type": "TextBox"
        }
      ],
      "documentBase64": "documentBase64",
      "documentId": "documentId",
      "fileExtension": "docx",
      "includeInDownload": "true",
      "isDocGenDocument": "true",
      "name": "Offer Letter Template.docx",
      "order": "2",
      "pages": "3",
      "signerMustAcknowledge": "no_interaction",
      "templateLocked": "false",
      "templateRequired": "false",
      "uri": "uri"
    }
  ] 
Where i can pass the docGenFormFields for the dynamic content in the .docx file that is attached to the template. But i don’t see a way to attach the same when i use Create a Template Button. 

Am i missing something here or is this the only way to create template when i wish to have the docGenFormFields to be stored along with the template?

 


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