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I need to build one envelope with three composites:

  1. a plain PDF with no signers,

  2. a server template with roles mapped to recipients,

  3. a flat PDF that overrides a server template’s original doc and maps template roles RoleA → Employee (routing 1) and RoleB → Owner (routing 2).

Problem
In composite #3, the tabs/fields from the server template appear on the wrong document (seem to land on the first doc), and the template for the flat PDF looks “ignored.

What am I missing or doing wrong that it showing 3 documents as required but adding only last assigned template’s tab and text to complete envelope [i.e. overlaying on first document only ] and ignoring 2nd server template tabs and fields and not adding 3rd template it’s respective 3rd document ???

{
"emailSubject": "Combined Envelope Example",
"status": "sent",
"compositeTemplates": [
{
"compositeTemplateId": "1",
"document": {
"documentId": "1",
"name": "Notice.pdf",
"fileExtension": "pdf",
"documentBase64": "<REDACTED>"
}
},
{
"compositeTemplateId": "2",
"serverTemplates": [
{ "sequence": "1", "templateId": "<TEMPLATE-UUID-1>" }
],
"inlineTemplates": [
{
"sequence": "2",
"recipients": {
"signers": [
{
"roleName": "Approver",
"name": "Alice",
"email": "alice@example.com",
"recipientId": "1",
"routingOrder": "1"
},
{
"roleName": "Reviewer",
"name": "Bob",
"email": "bob@example.com",
"recipientId": "2",
"routingOrder": "2"
}
]
}
}
]
},
{
"compositeTemplateId": "3",
"document": {
"documentId": "3",
"name": "FlatDoc.pdf",
"fileExtension": "pdf",
"documentBase64": "<REDACTED>"
},
"serverTemplates": [
{ "sequence": "1", "templateId": "<TEMPLATE-UUID-2>" }
],
"inlineTemplates": [
{
"sequence": "2",
"recipients": {
"signers": [
{
"roleName": "RoleA",
"name": "Bob",
"email": "bob@example.com",
"recipientId": "3",
"routingOrder": "1"
},
{
"roleName": "RoleB",
"name": "Alice",
"email": "alice@example.com",
"recipientId": "4",
"routingOrder": "2"
}
]
}
}
]
}
]
}

 

@RKS0 

Add "document": { "documentId": "<matching ID>" } inside each inlineTemplate so DocuSign knows which document the fields belong to.

Try this:

{

  "compositeTemplateId": "3",

  "document": {

    "documentId": "3",

    "name": "FlatDoc.pdf",

    "fileExtension": "pdf",

    "documentBase64": "<REDACTED>"

  },

  "serverTemplates": [

    { "sequence": "1", "templateId": "<TEMPLATE-UUID-2>" }

  ],

  "inlineTemplates": [

    {

      "sequence": "2",

      "document": { "documentId": "3" },

      "recipients": {

        "signers": [

          {

            "roleName": "RoleA",

            "name": "Bob",

            "email": "bob@example.com",

            "recipientId": "3",

            "routingOrder": "1"

          },

          {

            "roleName": "RoleB",

            "name": "Alice",

            "email": "alice@example.com",

            "recipientId": "4",

            "routingOrder": "2"

          }

        ]

      }

    }

  ]

}


Thank You ​@JohnSantos , for your quick response ! I really appreciate your time and effort - your suggestion helped me resolve the issue right away.😊🤝