Template & Layout Copy Tool - Java version

Hi Duo,

Regarding this Copy tool, does it only copy the template and layout between the accounts? or it can copy all the account settings between accounts? and can they copy between different environment? for example, can I copy the accounts between DEV env and PTE env?

thanks,

Cindy

When you use the tool to copy templates from a sandbox to production account, the SANDBOX watermark appeared to be on the documents. Is there anyway to remove this? Or do the layouts need to be saved to maintain the fields and the documents need to be deleted and uploaded to the template again?

When you use the tool to copy templates from a sandbox to production account, the SANDBOX watermark appeared to be on the documents. Is there anyway to remove this? Or do the layouts need to be saved to maintain the fields and the documents need to be deleted and uploaded to the template again?

Duo,

before copying the layout & template, we'd like to backup the source account setting first ( or just backup the existing layout and templates)  in case something goes wrong. so what do you suggest to backup the account setting?

thanks,

Cindy

Hi Duo,

we tried to use 'copy tool' copy 1 layout from sender account to 1 owner account. (this sender is under the owner). 

after copying, the Owner said he can't see this layout unless he clicked "show share", then he can see it. I use API call to queried the Owner account and found the layout is in the owner's account. so do you have an idea why the owner can't see it even it's already there?

thanks,

Cindy

Hi Duo,

Thank you for this nice tool. I've started to get error when i clicked the "invite senders" button in process 2 option 1. I am using the latest version v1.5.2

Please see the error log:
Fail to invite sender: <i hid the email> , Reason: {"messageKey":"error.internal.default","technical":"Unrecognized field \"kmsTenantId\" (Class com.silanis.esl.api.model.Account), not marked as ignorable\n at [Source: io.undertow.servlet.spec.ServletInputStreamImpl@13bfe14e; line: 1, column: 557] (through reference chain: com.silanis.esl.api.model.Sender[\"account\"]->com.silanis.esl.api.model.Account[\"kmsTenantId\"])","message":"Unexpected error. We apologize for any inconvenience this may have caused you, please try again. If the problem persists, please contact our support team.","code":500,"name":"Unhandled Server Error"}

This was working just fine last month. I believe some api changes causing the issue.

Thanks,
Ali

Hi Duo Liang,

We're attempting to use this to duplicate the templates in an account.  This is for the purpose of refreshing the consent forms in a template.

Curious how this applet will handle a connection failure/connection reset. I can imagine a potential implementation of the app specification where it checks the templates in the destination match up. However, we just want the templates to duplicate once.

Could you take some time to explain?

Hi jchan,

For recovery consent form purpose, I have another Add Consent Document Tool specifically for this use case. And below are steps you may want to follow:

Step1: Create a copy of existing template

- Log onto the sender portal: https://sandbox.esignlive.com/a/login / https://apps.esignlive.com/a/login

- Navigate to Templates list

- Create a new template, and choose the existing one as a template

- Give the new template a different name (template name should be unique) and create

Step2: Execute the tool, upload your customized consent form, and choose the target template

Step3(optional): If you've removed the default consent, recover it by contacting support team ([email protected]). This is because if there's no consent form specified at the account level, even if your template has consent form, transactions created out of the template still won't inherit it.

Duo

Hi,

I tried using the 'copy tool' to copy the layouts under a sender account from sandbox to production. Only 4 out of 32 were copied successfully, the other 28 gave the error message that the due date should be in the future shown below. From a user perspective they only are able to create a new layout template, not edit or view any details associated with them. Please let me know how to resolve this error.

Log output: 
https://apps.esignlive.com/api/packages : {"messageKey":"error.validation.settingDueDate.pastDueDate","message":"Due date must be in the future.","code":400,"name":"Validation Error"}

Hello, in the transfer from sandbox to production in some templates I get this error:

null
oYTMHNZ9ioopRxatP61Sd6P7kuc= : https://apps.e-signlive.com/api/packages : {"messageKey":"error.validation.invalidPageLocation","parameters":{"approvalDataName":"RW65Vy03q3w1","scaledPositionPage":20,"documentPageSize":18},"message":"Invalid position. Object placed outside of document page boundary.","code":400,"name":"Validation Error"}
 

Hi Duo,

I am trying to copy template layouts from Sandbox to PROD using v1.5.6.  I have used this many times without issue.  Today I am receiving the following error:  "Request did not success.  Error retrieving sender's api key with email....xxxxxxxxxxxxx, please try again."  Note: I am trying to copy under Option 2 - under target account owner.  I need these templates to PROD for tomorrow.  Are you able to assist?  I have raised a ticket with Support as well.

Hi Duo,

I am trying to copy template layouts from Sandbox to PROD using v1.5.6.  I have used this many times without issue.  Today I am receiving the following error:  "Request did not success.  Error retrieving sender's api key with email....xxxxxxxxxxxxx, please try again."  Note: I am trying to copy under Option 2 - under target account owner.  I need these templates to PROD for tomorrow.  Are you able to assist?  I have raised a ticket with Support as well.