Is it possible to have more than one of the same template in a composite envelope

Forum|Forum|2 years ago
April 26, 2024
2 replies
149 views

I’m just starting to implement composite templates for a client and so far everything is working great except for one thing. We have a government form that I want to include twice in the same envelope; each to be signed by a different attorney. When I add the second instance of the template in the envelope I get an alert that there are duplicate roles. I suppose the fix is to duplicate the template so that each template has distinct roles, but before I do that I thought I’d check to make sure I’m not missing anything.

eSignature

Justin Jiang

Established Contributor

Here's a general approach:

Use Separate Composite Templates: Create two composite templates within your envelope definition. Each composite should reference the same base template but assign different recipient details (signers) with unique roleName properties.

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C

Christopher.Alpizar

Docusign Employee

Hi @DaveG,

I hope you are doing well.

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

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