Add documents with template package

Hi sramos, Following is the code snippet I created for you:

		//1. create package from template
		PackageId templateId = new PackageId("1vYZWzuPHBorYDTpHBp5b77FA3c=");
		
		DocumentPackage newPackage = PackageBuilder.newPackageNamed("create package from template - " + new Date(System.currentTimeMillis()))
				.build();

		PackageId packageId = eslClient.getTemplateService().createPackageFromTemplate(templateId, newPackage);
		
		System.out.println(packageId);
		
		
		//2. add an additional document
		Document document = DocumentBuilder.newDocumentWithName("personal contract")
				.fromFile("C:\\Users\\liangdu1\\Desktop\\work\\documents\\SampleDocTextTagsNew.pdf")
				.withExtractionType(ExtractionType.TEXT_TAGS)
				.enableExtraction()
				.build();
		eslClient.uploadDocument(document, packageId);

		
		//3. replace placeholder
		Signer placeholder = SignerBuilder.newSignerWithEmail("[email protected]")
				        .withFirstName("duo")
				        .withLastName("liang")
				        .withCustomId("0668c12c-5674-49dd-bd69-ab251a40f98a").build();
		eslClient.getPackageService().updateSigner(packageId, placeholder);

Tell me whether it works for you or any questions related to the code! Duo

Hello sramos, So, you're only noticing this issue when you clone a template to create a transaction and then attempt to add additional documents to it using tags with Signer1, Signer2, etc.? Is this correct? Thanks,

Yes, when I add a signer in the package, this is the steps: 1- I Fill the PackageBuilder with info, documents, signers and signatures. 2- I use the function "eslClient.getTemplateService().createPackageFromTemplate(TEMPLATE_ID, packageToBuild.build());" 3- I Re-Upload Documents, because dissapears from package object(I think that template replaces documents) The problem is that the IDs who I used to associate documents signatures with signers are not equal that the original package an I cant associate the seignatures from added documents.

Anyone can help me in this topic? Thanks

Hey sramos, There's a way to add text tags with Role Name instead of Role ID, but before you follow this path, could you share more info to me? Could you extend "Re-Upload Documents, because dissapears from package object" a little bit? Did you mean that after calling PackageId packageId = eslClient.getTemplateService().createPackageFromTemplate(templateId, newPackage); and retrieving the package by its ID, the documents list was empty? Because the purpose of using template was to avoid uploading document again and to inherit all the document fields. You could also share your template ID, and your code snippet to facilitate the troubleshooting. Best, Duo

Hi, I need to add a personal contract document for each transaction, and I use the template for store and use one big, and global formulary for all users. In the template, the signatures and form fields are associated to "Signer1" but when I want to read the new document and interpretate the signatures(Text tags) I cant relation the signature with the Signer role id because OneSpan set it for me. How can I use one Role for template documents and new documents with Text tags extraction.

Hey sramos, Thanks for sharing, now I understood your workflow. As I mentioned above, you don't need to use Role ID to match Text Tags, instead, use Role Name. At the same time, the Template Placeholder name "Signer1/2/3" OSS assigned for you also refers to the Role Name, so that you can locate the same role. Here's a documentation link for the Text Tags and its Syntax definition: {{Xesl[_fieldName]:roleName:fieldType[:parameter1,parameter2,...]}} So before coding, try this flow in your web dashboard: (1) Have a Template with a placeholder recipient "Signer1" (2) Create a new transaction from template (3) Before you "replace" the placeholder, upload document with Text Tags.(you can use my testing document in attachment) (4) After you replace the placeholder, all the signatures and fields should keep intact. Hope this could help! Duo

Hi sorry, but Im using the SDK application, do you have an example about creation package from template and adding a text tag extraction document? This is my code: )packageToBuild = OSS_PackageToBuild.withDocument(document) packageToBuild = OSS_PackageToBuild.withSigner(signer); ESL_PACKAGE_ID = ESL_CLIENT.getTemplateService().createPackageFromTemplate(TEMPLATE_ID, packageToBuild.build()); //If i remove this, the documents not upload to package for( DocumentBuilder db : documents ) { ESL_CLIENT.uploadDocument(db.build(),ESL_PACKAGE_ID); } Thanks!

Hi, It's works! I have change my method for create the package. Before, I was using the function package.withDocument or with Signer, but now I have changed for updateSigner/uploadDocument. The concept that you explain me is that first I need to "inicializate" the package and next manipulate, before, I was creating the package with all inside and that is not complatible with template manipulations. Thanks!

Good to know that! Let us know if you have any other questions!