How to send an envelop to an in person Signer using template Id

Hi ​@Rama2026,

You can use a template and an in‑person signer together. The REST “How to send an envelope to an in person signer” sample doesn’t show templateId is simply because that example builds the envelope from a document instead of from a template.

When you want to send from a template, you’ll need to the templateId at the envelope level and use templateRoles to map your recipients to the roles defined in the template. 

Here is a JSON example that uses a template and one in‑person signer role:

{
  "templateId": "xxxx-xxxx-xxxx-xxxx-xxxxxxxxxxx",
  "templateRoles": [
    {
      "roleName": "Customer",      // must match the role name in the template
      "name": "John David",                // host’s name 
      "email": "host@example.com",        // host’s email
      "inPersonSignerName": "Jane Doe",  // actual signer who is physically present
      "recipientId": "1"
    }
  ],
  "emailSubject": "In Person Signing Example SUBJECT",
  "emailBlurb": "In Person Signing Example BODY",
  "status": "sent"
}

Hi Team,
Thanks for details.

We also want both the in-person signer and the customer to sign the same document at same time. A single email should be sent containing the document, allowing both parties to complete their signatures on that document on same screen. And in the same document signature of both in-person and customer should appear at same time.

Please suggest here.

Hi Team,
Please provide any update

Hi Team,
Request you to please provide any update