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So I have to make an envelop using a combination of documents:
First is a lets say 10 page flattened pdf from our document management system that need to be in the envelop (in this document no signature or client input is required), then,
it is followed by another document that is from the same system and this I am overlaying with a server template.
Issue: When the envelop is created, the server template fields are overlaying on the first document and not the second where it is supposed to.
I am using the following Json:
{
"allowMarkup": "false",
"brandId": "86aee07f-0f86-4c26-xxxxx",
"compositeTemplates": [
{
"compositeTemplateId": "1",
"document": {
"documentId": "1",
"fileExtension": "pdf",
"name": "forms.bound_pages",
"transformPdfFields": "false"
},
"inlineTemplates": [
{
"recipients": {
"signers": [
{
"email": "test@test.com",
"idCheckConfigurationName": "SMS Auth $",
"name": "Test (owner)",
"recipientId": "9ea3d677-8d34-4538xxxxx",
"recipientIdGuid": "66b773fc-7cc5-4f3cxxxxxx",
"requireIdLookup": "true",
"roleName": "Owner",
"routingOrder": "2",
"smsAuthentication": {
"senderProvidedNumbers": [
"+9185471xxxxx"
]
},
"tabs": {}
}
]
},
"sequence": "1"
}
]
},
{
"compositeTemplateId": "2",
"document": {
"documentId": "2",
"fileExtension": "pdf",
"name": "forms.acknowledgment_of_policy_receipt",
"transformPdfFields": "false"
},
"inlineTemplates": [
{
"recipients": {
"signers": [
{
"email": "test@test.com",
"idCheckConfigurationName": "SMS Auth $",
"name": "Test2 (insured)",
"recipientId": "f0816925-df9bxxxxx",
"recipientIdGuid": "1f16e116-18xxxxx",
"requireIdLookup": "true",
"roleName": "Insured",
"routingOrder": "1",
"smsAuthentication": {
"senderProvidedNumbers": [
"+918547xxxxx"
]
}
},
{
"email": "test@test.com",
"idCheckConfigurationName": "SMS Auth $",
"name": "Test (owner)",
"recipientId": "86f14eec-3c1d-4cf0-xxxxx",
"recipientIdGuid": "66b773fc-7cc5-4f3c-xxxxx",
"requireIdLookup": "true",
"roleName": "Owner",
"routingOrder": "2",
"smsAuthentication": {
"senderProvidedNumbers": [
"+918547xxxxx"
]
}
}
]
},
"sequence": "2"
}
],
"serverTemplates": [
{
"sequence": "1",
"templateId": "448b460b-ce31-43e4xxxxx"
}
]
}
],
"emailBlurb": "Please review and sign your contract documents. For assistance, contact test company support at support@test.com",
"emailSettings": {
"bccEmailAddresses": [],
"replyEmailAddressOverride": "noreply@admin.com",
"replyEmailNameOverride": "test company"
},
"emailSubject": "Your test company Contract Documents",
"notification": {
"expirations": {
"expireAfter": "70",
"expireEnabled": "true",
"expireWarn": "45"
},
"useAccountDefaults": "false"
},
"status": "sent"
}