nareshishere | Posts: 74

create multiple copies of a document inside a template

0 votes

Hi ,

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!!

 


Duo_Liang | Posts: 3776

Reply to: create multiple copies of a document inside a template

0 votes

Hi 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


nareshishere | Posts: 74

Reply to: create multiple copies of a document inside a template

0 votes

Hi 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


Duo_Liang | Posts: 3776

Reply to:

0 votes

I 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


nareshishere | Posts: 74

Reply to: create multiple copies of a document inside a template

0 votes

if 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 


Duo_Liang | Posts: 3776

Reply to:

0 votes

In 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


nareshishere | Posts: 74

Reply to: create multiple copies of a document inside a template

0 votes

can 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?


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