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LarryKlugerDSLarryKlugerDS
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eg008 create template
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‎Examples/eg008CreateTemplate.sh‎

Lines changed: 115 additions & 67 deletions
Original file line numberDiff line numberDiff line change
@@ -19,15 +19,20 @@ curl --header "Authorization: Bearer {ACCESS_TOKEN}" \
1919

2020
# pull out the templateId if it was returned
2121
TEMPLATE_ID=`cat $response | grep templateId | sed 's/.*\"templateId\": \"//' | sed 's/\",.*//'`
22+
if [ "${TEMPLATE_ID}" != "" ]; then
23+
echo ""
24+
echo "Your account already includes the '${template_name}' template."
25+
# Save the template id for use by other scripts
26+
echo ${TEMPLATE_ID} > ../TEMPLATE_ID
27+
rm "$response"
28+
echo ""
29+
echo "Done"
30+
echo ""
31+
exit 0
32+
fi
2233

23-
# Save the template id for use by other scripts
24-
echo ${TEMPLATE_ID} > ../TEMPLATE_ID
25-
26-
27-
exit 0
34+
# Step 2. Create the template programmatically
2835

29-
# document 1 (html) has tag **signature_1**
30-
# document 2 (docx) has tag /sn1/
3136
# document 3 (pdf) has tag /sn1/
3237
#
3338
# The envelope has two recipients.
@@ -37,113 +42,156 @@ exit 0
3742
# After it is signed, a copy is sent to the cc person.
3843

3944
# temp files:
40-
request_data=$(mktemp /tmp/request-eg-002.XXXXXX)
41-
response=$(mktemp /tmp/response-eg-002.XXXXXX)
42-
doc1_base64=$(mktemp /tmp/eg-002-doc1.XXXXXX)
43-
doc2_base64=$(mktemp /tmp/eg-002-doc2.XXXXXX)
44-
doc3_base64=$(mktemp /tmp/eg-002-doc3.XXXXXX)
45-
46-
# Fetch docs and encode
47-
cat ../demo_documents/doc_1.html | base64 > $doc1_base64
48-
cat ../demo_documents/World_Wide_Corp_Battle_Plan_Trafalgar.docx | base64 > $doc2_base64
49-
cat ../demo_documents/World_Wide_Corp_lorem.pdf | base64 > $doc3_base64
45+
request_data=$(mktemp /tmp/request-eg-008.XXXXXX)
46+
doc1_base64=$(mktemp /tmp/eg-008-doc1.XXXXXX)
5047

5148
echo ""
52-
echo "Sending the envelope request to DocuSign..."
53-
echo "The envelope has three documents. Processing time will be about 15 seconds."
54-
echo "Results:"
49+
echo "Sending the template create request to DocuSign..."
5550
echo ""
5651

52+
# Fetch docs and encode
53+
cat ../demo_documents/World_Wide_Corp_fields.pdf | base64 > $doc1_base64
54+
55+
5756
# Concatenate the different parts of the request
5857
printf \
5958
'{
60-
"emailSubject": "Please sign this document set",
6159
"documents": [
6260
{
6361
"documentBase64": "' > $request_data
6462
cat $doc1_base64 >> $request_data
6563
printf \
6664
'",
67-
"name": "Order acknowledgement",
68-
"fileExtension": "html",
69-
"documentId": "1"
70-
},
71-
{
72-
"documentBase64": "' >> $request_data
73-
cat $doc2_base64 >> $request_data
74-
printf \
75-
'",
76-
"name": "Battle Plan",
77-
"fileExtension": "docx",
78-
"documentId": "2"
79-
},
80-
{
81-
"documentBase64": "' >> $request_data
82-
cat $doc3_base64 >> $request_data
83-
printf \
84-
'",
85-
"name": "Lorem Ipsum",
86-
"fileExtension": "pdf",
87-
"documentId": "3"
65+
"documentId": "1", "fileExtension": "pdf",
66+
"name": "Lorem Ipsum"
8867
}
8968
],
69+
"emailSubject": "Please sign this document",
70+
"envelopeTemplateDefinition": {
71+
"description": "Example template created via the API",
72+
"name": "Example Signer and CC template",
73+
"shared": "false"
74+
},
9075
"recipients": {
9176
"carbonCopies": [
92-
{
93-
"email": "{USER_EMAIL}",
94-
"name": "Charles Copy",
95-
"recipientId": "2",
96-
"routingOrder": "2"
97-
}
77+
{"recipientId": "2", "roleName": "cc", "routingOrder": "2"}
9878
],
9979
"signers": [
10080
{
101-
"email": "{USER_EMAIL}",
102-
"name": "{USER_FULLNAME}",
103-
"recipientId": "1",
104-
"routingOrder": "1",
81+
"recipientId": "1", "roleName": "signer", "routingOrder": "1",
10582
"tabs": {
83+
"checkboxTabs": [
84+
{
85+
"documentId": "1", "pageNumber": "1",
86+
"tabLabel": "ckAuthorization", "xPosition": "75",
87+
"yPosition": "417"
88+
},
89+
{
90+
"documentId": "1", "pageNumber": "1",
91+
"tabLabel": "ckAuthentication", "xPosition": "75",
92+
"yPosition": "447"
93+
},
94+
{
95+
"documentId": "1", "pageNumber": "1",
96+
"tabLabel": "ckAgreement", "xPosition": "75",
97+
"yPosition": "478"
98+
},
99+
{
100+
"documentId": "1", "pageNumber": "1",
101+
"tabLabel": "ckAcknowledgement", "xPosition": "75",
102+
"yPosition": "508"
103+
}
104+
],
105+
"listTabs": [
106+
{
107+
"documentId": "1", "font": "helvetica",
108+
"fontSize": "size14",
109+
"listItems": [
110+
{"text": "Red", "value": "red"},
111+
{"text": "Orange", "value": "orange"},
112+
{"text": "Yellow", "value": "yellow"},
113+
{"text": "Green", "value": "green"},
114+
{"text": "Blue", "value": "blue"},
115+
{"text": "Indigo", "value": "indigo"},
116+
{"text": "Violet", "value": "violet"}
117+
],
118+
"pageNumber": "1", "required": "false",
119+
"tabLabel": "list", "xPosition": "142",
120+
"yPosition": "291"
121+
}
122+
],
123+
"radioGroupTabs": [
124+
{
125+
"documentId": "1", "groupName": "radio1",
126+
"radios": [
127+
{
128+
"pageNumber": "1", "required": "false",
129+
"value": "white", "xPosition": "142",
130+
"yPosition": "384"
131+
},
132+
{
133+
"pageNumber": "1", "required": "false",
134+
"value": "red", "xPosition": "74",
135+
"yPosition": "384"
136+
},
137+
{
138+
"pageNumber": "1", "required": "false",
139+
"value": "blue", "xPosition": "220",
140+
"yPosition": "384"
141+
}
142+
]
143+
}
144+
],
106145
"signHereTabs": [
107146
{
108-
"anchorString": "**signature_1**",
109-
"anchorUnits": "pixels",
110-
"anchorXOffset": "20",
111-
"anchorYOffset": "10"
147+
"documentId": "1", "pageNumber": "1",
148+
"xPosition": "191", "yPosition": "148"
149+
}
150+
],
151+
"textTabs": [
152+
{
153+
"documentId": "1", "font": "helvetica",
154+
"fontSize": "size14", "height": 23,
155+
"pageNumber": "1", "required": "false",
156+
"tabLabel": "text", "width": 84,
157+
"xPosition": "153", "yPosition": "230"
112158
},
113159
{
114-
"anchorString": "/sn1/",
115-
"anchorUnits": "pixels",
116-
"anchorXOffset": "20",
117-
"anchorYOffset": "10"
160+
"documentId": "1", "font": "helvetica",
161+
"fontSize": "size14", "height": 23,
162+
"pageNumber": "1", "required": "false",
163+
"tabLabel": "numbersOnly", "width": 84,
164+
"xPosition": "153", "yPosition": "260"
118165
}
119166
]
120167
}
121168
}
122169
]
123170
},
124-
"status": "sent"
171+
"status": "created"
125172
}' >> $request_data
126173

127174
curl --header "Authorization: Bearer {ACCESS_TOKEN}" \
128175
--header "Content-Type: application/json" \
129176
--data-binary @${request_data} \
130-
--request POST https://demo.docusign.net/restapi/v2/accounts/{ACCOUNT_ID}/envelopes \
177+
--request POST https://demo.docusign.net/restapi/v2/accounts/{ACCOUNT_ID}/templates \
131178
--output $response
132179

133180
echo ""
181+
echo "Results:"
134182
cat $response
135183

136184
# pull out the envelopeId
137-
ENVELOPE_ID=`cat $response | grep envelopeId | sed 's/.*\"envelopeId\": \"//' | sed 's/\",//' | tr -d '\r'`
138-
# Save the envelope id for use by other scripts
139-
echo ${ENVELOPE_ID} > ../ENVELOPE_ID
185+
TEMPLATE_ID=`cat $response | grep templateId | sed 's/.*\"templateId\": \"//' | sed 's/\",.*//'`
186+
echo ""
187+
echo "Template '${template_name}' was created! Template ID ${TEMPLATE_ID}."
188+
# Save the template id for use by other scripts
189+
echo ${TEMPLATE_ID} > ../TEMPLATE_ID
140190

141191
# cleanup
142192
rm "$request_data"
143193
rm "$response"
144194
rm "$doc1_base64"
145-
rm "$doc2_base64"
146-
rm "$doc3_base64"
147195

148196
echo ""
149197
echo ""

‎demo_documents/World_Wide_Corp_fields.pdf‎

58.6 KB
Binary file not shown.

‎demo_documents/World_Wide_Corp_fields_shown.docx‎

28 KB
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