create multiple copies of a document inside a template
Monday, April 12, 2021 at 10:42amHi ,
We are already using onespan . As per our design we have 10 documents in a template. In our UI user will choose out of 10 documents what documents need to be signed . Based on that we will clone documents from a template and delete the extra roles and we will send the documents for esign .
There is a requirement like sometimes we need to send multiple copies of a particular document available in a template.
But during cloning if we send same document id multiple times , only one document is available in a cloned package.
Is there any way we will get multiple copies of a same document while we cloning a template so that we can send multiple copies of a document from a template for signing?
Thanks in advance!!
Reply to: create multiple copies of a document inside a template
Monday, April 12, 2021 at 11:17amHi Naresh,
Unfortunately, there's no easy way to create a copy of a document within a transaction. If you know the potential number of copies, you can modify the template and manually upload the same document several times. Otherwise, you'd have to add additional documents after cloning and apply the layout to keep the design of the fields.
Duo
Reply to: create multiple copies of a document inside a template
Monday, April 12, 2021 at 11:22amHi Duo ,
I know the potential number of copies can you please say the steps to
Modify the template and manually upload the same document several times?
to add additional documents after cloning and apply the layout to keep the design of the fields?
through rest apis
Reply to: Hi Duo , I know the…
Monday, April 12, 2021 at 11:26amI meant through UI:
- upload several copies of the documents of interest
- in the designer page, save the original page design as a layout
- apply the layout to the copies
Since you are able to create partial documents in the clone call, it shouldn't affect your existing workflow.
Duo
Reply to: create multiple copies of a document inside a template
Monday, April 12, 2021 at 11:38amif we upload several copies of the document in UI , all copies will have the same document ID ? so that we can call the same id multiple times while cloning
Reply to: if we upload several copies…
Monday, April 12, 2021 at 11:41amIn a transaction, all documents have different IDs, no matter if they have the same content or layout. That's why if you try to upload a document with POST call and include the same document ID in payload, this replaces the document content and keeps the layout.
Duo
Reply to: create multiple copies of a document inside a template
Monday, April 12, 2021 at 11:55amcan you please let me know how to save the original page as layout in designer and apply to the layout to the copies.
At least in this way the fields id will be the same for all the copies right?
Reply to: can you please let me know…
Monday, April 12, 2021 at 11:58amYes, with layout capability, all field IDs will keep the same. In the designer page, there are two buttons at the top bar for saving and appling layout, check out this video tutorial.
Duo