docusignapi - Global tabs for document templates -


is there way assign tabs document, without having recipient declared?

situation: want have template employee application, , use api fill fields, assign recipients, , embed signing.

when create template no recipient, doesn't allow me place tags. given don't know recipient until time call api, mean can't place tabs until then? don't want have place 50 tabs dynamically.

thanks in advance. chase

docusign tabs respect given recipient, never document itself, believe can still accomplish workflow. if create template through docusign console can add template role without providing recipient info (i.e. name or email) @ time. afterwards when reference template through signature request api call can supply actual recipient names , emails in request , map them configured envelope tabs through 

rolename

property each recipient.

the first docusign api walkthrough has code demonstrates how 1 role, note example , can have multiple roles.

docusign api walkthroughs

from high level these steps want take:

  1. create template in docusign console.
  2. add document(s), add @ least 1 recipient fill in role field.
  3. now on document you'll see can add whatever tabs want envelope, under role.
  4. save template.
  5. make api call requesting signature, references templateid , has rolename parameter present recipient(s). rolename value should match role saved template in step 2.

if named role signer1 instance, request body (in json format) might this:

{ "accountid": "123456", "emailsubject": "docusign api call - signature request template", "emailblurb": "sample email body", "templateid": "b977f511-cab0-...................", "templateroles": [     {         "rolename": "signer1",         "email": "test@docusign.com",         "name": "john doe"     } ], "status": "sent"

}


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