To download the full code sample see our Code Share site.

Templates and Layouts fulfill the same goal of automating the e-signature process by shortening the time it takes to send documents that include several signature blocks and data fields. Templates are ideal to use at the transaction level – you can pre-define your signers, documents, signature locations and e-signature workflows to streamline the e-signature process. A Layout on the other hand, is a type of template that allows you to create pre-defined locations for your signature blocks and data fields within a document. It acts like a ‘marker’ where signature blocks and data fields will sit in the document. Layouts are helpful for users who frequently send forms that may be slightly different per recipient but signature blocks and data fields remain in the same location throughout the document. What’s more, you can use multiple Layouts per document, and apply them to individual pages within your transaction.

Finding your Templates in the UI

First, locate your templates in the OneSpan Sign Web UI. To do this, log into your OneSpan Sign account, and then click Templates. After running your code, all your templates will appear here.

Capture

Creating a New Template

The sample code below demonstrates how to create a new template, with one document and two signers.

The first step is to create your OneSpan Sign client. Make sure to replace the API_KEY, and API_URL placeholders with your values.

Then, build your document package. Once your package is built, call on your TemplateService to create your template. The following code will create a template:

 EslClient eslClient = new EslClient( API_KEY, API_URL );   DocumentPackage documentPackage = newPackageNamed("My template from scratch Java SDK")   .withVisibility(Visibility.ACCOUNT)   //.withVisibility(Visibility.SENDER)   .withSigner(newSignerPlaceholder(new Placeholder("PlaceholderId1")))   .withSigner(newSignerPlaceholder(new Placeholder("PlaceholderId2")))   .withDocument(newDocumentWithName("My Document")   .fromFile("YOUR_FILE_PATH")   .withSignature(signatureFor(new Placeholder("PlaceholderId1"))   .onPage(0)   .atPosition(100, 140))   .withSignature(signatureFor(new Placeholder("PlaceholderId2"))   .onPage(0)   .atPosition(100, 205)))   .build();   PackageId templateId = eslClient.getTemplateService().createTemplate(documentPackage); 

If you set the Visibility property to SENDER (Visibility.SENDER) your template will only be accessible to the sender of the package. If you wish to share your template with your other senders, you will need to change the visibility to Visibility.ACCOUNT.

Creating a New Template from a Transaction

You can also create a template by using an existing transaction as the basis for your template. For this, you will need the packageId of your transaction. Then, you call on your TemplateService to create your template.

 PackageId packageId = new PackageId("d9355f04-9bb2-4219-b9fa-734f2650a939");   PackageId templateFromPackage = eslClient.getTemplateService().createTemplateFromPackage(packageId, "New Template From Package" ); 

Results

After running your code, you will see your newly created template in your OneSpan Signaccount.

Capture

To download the full code sample see our Code Share site.

Templates and Layouts fulfill the same goal of automating the e-signature process by shortening the time it takes to send documents that include several signature blocks and data fields. Templates are ideal to use at the transaction level – you can pre-define your signers, documents, signature locations and e-signature workflows to streamline the e-signature process. A Layout on the other hand, is a type of template that allows you to create pre-defined locations for your signature blocks and data fields within a document. It acts like a ‘marker’ where signature blocks and data fields will sit in the document. Layouts are helpful for users who frequently send forms that may be slightly different per recipient but signature blocks and data fields remain in the same location throughout the document. What’s more, you can use multiple Layouts per document, and apply them to individual pages within your transaction.

Finding your Templates in the UI

First, locate your templates in the OneSpan Sign Web UI. To do this, log into your OneSpan Sign account, and then click Templates. After running your code, all your templates will appear here.

Capture

Creating a New Template

The sample code below demonstrates how to create a new template, with one document and two signers.

The first step is to create your OneSpan Sign client. Make sure to replace the API_KEY, and API_URL placeholders with your values.

Then, build your document package. Once your package is built, call on your TemplateService to create your template. The following code will create a template:

 EslClient eslClient = new EslClient(API_KEY, API_URL);   DocumentPackage documentPackage = PackageBuilder   .NewPackageNamed("My template from scratch .NET SDK")   .withVisibility(Visibility.ACCOUNT)   //.withVisibility(Visibility.SENDER)   .WithSigner(SignerBuilder.NewSignerPlaceholder(new Placeholder("PlaceholderId1")))   .WithSigner(SignerBuilder.NewSignerPlaceholder(new Placeholder("PlaceholderId2")))   .WithDocument(DocumentBuilder.NewDocumentNamed("My Document")   .FromStream(fs, DocumentType.PDF)   .WithSignature(SignatureBuilder   .SignatureFor(new Placeholder("PlaceholderId1"))   .OnPage(0)   .AtPosition(100, 140))   .WithSignature(SignatureBuilder   .SignatureFor(new Placeholder("PlaceholderId2"))   .OnPage(0)   .AtPosition(100, 205)))   .Build();   PackageId templateId = eslClient.CreateTemplate(documentPackage); 

If you set the Visibility property to SENDER (Visibility.SENDER) your template will only be accessible to the sender of the package. If you wish to share your template with your other senders, you will need to change the visibility to Visibility.ACCOUNT.

Creating a New Template from a Transaction

You can also create a template by using an existing transaction as the basis for your template. For this, you will need the packageId of your transaction. Then, you call on your TemplateService to create your template.

 PackageId packageId = new PackageId("d9355f04-9bb2-4219-b9fa-734f2650a939");   PackageId templateFromPackage = eslClient.CreateTemplateFromPackage(packageId, "New Template From Package"); 

Results

After running your code, you will see your newly created template in your OneSpan Signaccount.

Capture

To download the full code sample see our Code Share site.

Templates and Layouts fulfill the same goal of automating the e-signature process by shortening the time it takes to send documents that include several signature blocks and data fields. Templates are ideal to use at the transaction level – you can pre-define your signers, documents, signature locations and e-signature workflows to streamline the e-signature process. A Layout on the other hand, is a type of template that allows you to create pre-defined locations for your signature blocks and data fields within a document. It acts like a ‘marker’ where signature blocks and data fields will sit in the document. Layouts are helpful for users who frequently send forms that may be slightly different per recipient but signature blocks and data fields remain in the same location throughout the document. What’s more, you can use multiple Layouts per document, and apply them to individual pages within your transaction.

Finding your Templates in the UI

First, locate your templates in the OneSpan Sign Web UI. To do this, log into your OneSpan Sign account, and then click Templates. After running your code, all your templates will appear here.

Capture

Creating a New Template

The sample code below demonstrates how to create a new template, with one document and two signers.

The sample JSON code below can be included in your multi-part form POST request to create a new template. For more information on multi-part forms, see Creating and Sending a Transaction.

This JSON request payload contains many empty properties that are not necessary for creating a new template. They are included here to give you a list of options that are available, and to demonstrate how they are parsed in the JSON.

HTTP Request

POST /api/packages

HTTP Headers

Accept: application/json
Content-Type: multipart/form-data   
Authorization: Basic api_key 

Request Payload

 ------WebKitFormBoundary1bNO60n7FqP5WO4t   Content-Disposition: form-data; name="file"; filename="testDocumentExtraction.pdf"   Content-Type: application/pdf   %PDF-1.5   %µµµµ   1 0 obj   <>>>   endobj....   ------WebKitFormBoundary1bNO60n7FqP5WO4t   Content-Disposition: form-data; name="payload"   {   "name": "My template from scratch REST",   "visibility": "ACCOUNT",   "description": "",   "roles": [   {   "name": "PlaceholderId1",   "index": 0,   "id": "PlaceholderId1"   },   {   "name": "PlaceholderId2",   "index": 0,   "id": "PlaceholderId2"   }   ],   "type": "TEMPLATE",   "due": null,   "autocomplete": true,   "emailMessage": "",   "documents": [   {   "approvals": [   {   "role": "PlaceholderId1",   "fields": [   {   "page": 0,   "subtype": "FULLNAME",   "width": 200,   "binding": null,   "extract": false,   "left": 175,   "top": 165,   "validation": null,   "height": 50,   "data": null,   "type": "SIGNATURE",   "value": ""   }   ]   },   {   "role": "PlaceholderId2",   "fields": [   {   "page": 0,   "subtype": "FULLNAME",   "width": 200,   "binding": null,   "extract": false,   "extractAnchor": null,   "left": 550,   "top": 165,   "validation": null,   "height": 50,   "data": null,   "type": "SIGNATURE",   "value": ""   }   ]   }   ],   "name": "YOUR_FILE_NAME"   }   ]   }   ------WebKitFormBoundary1bNO60n7FqP5WO4t-- 

For a complete description of each field, see the Request Payload table below.

Response Payload

 {   "id": "9sKhW-h-qS9m6Ho3zRv3n2a-rkI="   } 

If you set the Visibility property to SENDER (Visibility.SENDER) your template will only be accessible to the sender of the package. If you wish to share your template with your other senders, you will need to change the visibility to Visibility.ACCOUNT.

Creating a New Template from a Transaction

You can also create a template by using an existing transaction as the basis for your template. For this, you will need the packageId of your transaction.

HTTP Request

POST /api/packages/{packageId}/clone

HTTP Headers

Accept: application/json   
Content-Type: application/json   
Authorization: Basic api_key 

Request Payload

 {   "name": "your_cloned_template",   "description": "",   "emailMessage": "",   "autocomplete": true,   "settings": {   "ceremony": {   "inPerson": false   }   },   "type": "TEMPLATE",   "sender": {   "lastName": "Sender_Last_Name",   "firstName": "Sender_First_Name",   "email": "[email protected]"   },   "visibility": "ACCOUNT",   "due": null,   "language": "en"   } 

Results

After running your code, you will see your newly created template in your OneSpan Signaccount.

Capture

Request Payload Table

Property Type Editable Required Default Sample Values
status string Yes No DRAFT DRAFT / SENT / COMPLETED / ARCHIVED / DECLINED / OPTED_OUT / EXPIRED
autoComplete boolean Yes No true true / false
type string Yes No PACKAGE PACKAGE / TEMPLATE / LAYOUT
name string Yes Yes n/a Document Attributes Example
trashed boolean Yes No false true / false
visibility string Yes No ACCOUNT ACCOUNT / SENDER
emailMessage string Yes No n/a Please sign at the earliest convenience.
description string Yes No n/a This template has been created from scratch
documents
name string Yes No n/a sample doc
approvals
fields
subtype string Yes No n/a FULLNAME / INITIALS / CAPTURE / MOBILE_CAPTURE / LABEL / TEXTFIELD / TEXTAREA / CHECKBOX / DATE / RADIO / LIST
type string Yes No n/a SIGNATURE / INPUT
binding string Yes No null {approval.signed} / {signer.title} / {signer.name} / {signer.company}
extract boolean Yes No false true / false
height integer Yes No 50 50 / 100 / 150 ...
left integer Yes No 0 50 / 100 / 150 ...
page integer Yes No 0 0 / 1 / 2 ...
top integer Yes No 0 50 / 100 / 150 ...
width integer Yes No 200 50 / 100 / 150 ...
role string Yes No n/a Client1
roles
id string Yes No n/a Client1
name string Yes No n/a Client1
type string Yes No SIGNER SIGNER / SENDER
signers
email string Yes Yes n/a [email protected]
firstName string Yes Yes n/a John
lastName string Yes Yes n/a Smith
phone string Yes No n/a 514-555-8888
id string Yes No n/a Client1
company string Yes No n/a Acme Inc.
title string Yes No n/a Managing Director

To download the full code sample see our Code Share site.

Templates and Layouts fulfill the same goal of automating the e-signature process by shortening the time it takes to send documents that include several signature blocks and data fields. Templates are ideal to use at the transaction level – you can pre-define your signers, documents, signature locations and e-signature workflows to streamline the e-signature process. A Layout on the other hand, is a type of template that allows you to create pre-defined locations for your signature blocks and data fields within a document. It acts like a ‘marker’ where signature blocks and data fields will sit in the document. Layouts are helpful for users who frequently send forms that may be slightly different per recipient but signature blocks and data fields remain in the same location throughout the document. What’s more, you can use multiple Layouts per document, and apply them to individual pages within your transaction.

Finding your Templates in the UI

First, locate your templates in the OneSpan Sign Web UI. To do this, log into your OneSpan Sign account, and then click Templates. After running your code, all your templates will appear here.

Capture

Creating a New Template

The sample code below demonstrates how to create a new template, with one document and two signers.

  ESignLiveSDK sdk = new ESignLiveSDK();   ESignLiveAPIObjects.Package_x pkg = new ESignLiveAPIObjects.Package_x();   pkg.name = 'Create Template From Scratch - ' + Datetime.now().format();   //Set as template   pkg.type = ESignLiveAPIObjects.PackageType.TEMPLATE;   //Create Template   String packageId = sdk.createPackage(pkg);   System.debug('PackageId: ' + packageId);   //Add Signer   String placeholder1Id = 'placeholder1';   ESignLiveAPIObjects.Role placeholder1 = new ESignLiveAPIObjects.Role();   placeholder1.id = placeholder1Id;   placeholder1.name = placeholderId;   sdk.helper.createRole(packageId, placeholder1);   //create role to template   //Add Document   StaticResource sr = [SELECT Id, Body FROM StaticResource WHERE Name = 'testdoc1' LIMIT 1];   Map<String,Blob> doc = new Map<String,Blob>();   doc.put('Sample Document', sr.Body);   ESignLiveAPIObjects.Document document = new ESignLiveAPIObjects.Document();   document.name = 'Sample Contract';   document.id = 'document1';   sdk.createDocuments(packageId, document, doc);   //upload document to template   //Add Signature   ESignLiveAPIObjects.Field field = new ESignLiveAPIObjects.Field();   field.left = 208;   field.width = 200;   field.height = 50;   field.top = 518;   field.page = 0;   field.subtype = 'CAPTURE';   field.type = 'SIGNATURE';   ESignLiveAPIObjects.Approval approval = new ESignLiveAPIObjects.Approval();   approval.fields = new List<ESignLiveAPIObjects.Field>{field};   approval.role = placeholder1Id;   String signatureResponse = sdk.addSignature(packageId, 'document1', approval);   //add approval and fields to template 

Creating a New Template from a Transaction

You can also create a template by using an existing transaction as the basis for your template. For this, you will need the packageId of your transaction. Then, you call on your sdk.helper to create your template.

  ESignLiveAPIObjects.Package_x template = new ESignLiveAPIObjects.Package_x();   template.name = 'Create Template From Package - ' + Datetime.now().format();   template.type = ESignLiveAPIObjects.PackageType.TEMPLATE;   template = sdk.helper.createPackageFromTemplate(template, packageId);   System.debug('template id: ' + template.id); 

Create package from template and create template from package share the same function.

Results

After running your code, you will see your newly created template in your OneSpan Signaccount.

Capture