Create a Template along with docGenFormFields through Docusign UI
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?
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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?
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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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