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Question

Create an envelope with documents and template

  • December 30, 2024
  • 2 replies
  • 62 views

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How to create an envelope with one or multiple documents and a template using C# SDK. 

Documents are just for information references only, no tab/field on it.

Template is the page which defined signer.

2 replies

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  • Author
  • Newcomer
  • 1 reply
  • December 31, 2024

The current workaround is create a draft envelope with documents, then apply template to the envelope using EnvelopesApi.ApplyTemplate() method.

 

Please correct me if there is a more appropriate way to achieve this.

 

Thank you.


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  • Docusign Employee
  • 21 replies
  • December 31, 2024

Hello khwa92741,

Your current workaround is quite close to the recommended approach. However, you can streamline the process a bit. Here’s a more efficient way to create an envelope with one or multiple documents and apply a template using the DocuSign C# SDK:

  1. Create the Envelope Definition: Define your envelope and include the documents.
  2. Apply the Template: Use the CompositeTemplate object to apply the template and include your documents.
    you can find here in this link more explanation about why to use composite templates and how to use it : https://www.docusign.com/blog/developers/dsdev-why-use-composite-templates

Thank you so much and if you need any help you can raise a support case anytime at https://support.docusign.com