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Enhancement Request - allow a subset of envelope documents to be combined into one PDF by their documentId and sequence to add, while being able to download the remaining as individual documents

Related products:eSignature API
  • November 21, 2024
  • 1 reply
  • 56 views

Scott.Nieman
New Voice

GET {{baseUrl}}/v2.1/accounts/{{accountId}}/envelopes/{{envelopeId}}/documents/combined is not working for us and we need enhancements.

In our contracting process we want to assemble and reuse templates as much as possible.

The boilerplate language of the agreement is a template with tabs.

Our Exhibit A is a listing of arable fields that a farmer operates and may be eligible for a carbon program.  We generate and add this document via the API

Exhibits B, C and D are reuseable templates.

We may optionally add sensitive documents such as the IRS W-9 template, and our ACH enrollment forms.  These sensitive documents need to be captured and place in a secure Azure container, with only authorized individuals allowed to see (PII).  

The business does NOT want to send multiple envelopes.  These are farmers, and sometimes the only computer they have is in the tractor cab or their cellphone.

We need to add query parameters to the combine resource to specify [{“documentId”: “1”, “sequenceId”:”1”},{“documentId”: “2”, “sequenceId”:”2”},{“documentId”: “3”, “sequenceId”:”3”}, “documentId”: “4”, “sequenceId”:”4”}, {“documentId”: “5”, “sequenceId”:”5”}], and retrieve the remaining directly.

The existing combine feature is too basic.  Support has suggested use this Idea platform.

1 reply

Hengfeng Ge
Rising Star
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  • Rising Star
  • 514 replies
  • December 13, 2024

That's a great idea, and it's really useful for a business scenario like yours.

 

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