I need to build one envelope with three composites:
-
a plain PDF with no signers,
-
a server template with roles mapped to recipients,
-
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"
}
]
}
}
]
}
]
}
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