create package from already created template with sign field & assign to signer

Hi sanket, Just for my information, which code example are you using and what exact problem are you encountering? If possible, can you share your code snippet here or send to [email protected] so that I can look into the code and find out what's the problem. Duo

Hello, I managed to create a package from template & updated the placeholder details with new signer details to sign in an iframe. Now I just need two things in the script as, 1. While creating signer role, I want to add attachment field for the recipient (optional) 2. After signer sign or decline the package, it should redirect to the next page in our web application for further process. means how to redirect to perticular URL after user sign the document.? redirect URL. Below is my whole code for it attached

 'Package created from template through REST API',
		  'description' => 'Package created with the eSignLive REST API',
		  'emailMessage' => 'This message should be delivered to all signers',
		  'autocomplete' => true,
		  'type' => 'PACKAGE',
		  'visibility' => 'ACCOUNT',
		  'due' => NULL,
		  'language' => 'en',
		  'status' => 'DRAFT',
		  'roles' => 
		  array (
		    0 => 
		    array (
		      'id' => $placeholderId,
		      'type' => 'SIGNER',
		      'signers' => 
		      array (
		        0 => 
		        array (
		          'id' => $placeholderId,
		          'firstName' => $firstName,
		          'lastName' => $lastName,
		          'email' => $email,
		        ),
		      ),
		      'name' => 'Signer',
		    ),
		  ),
		);
		$packageJSON = json_encode($build);
		$packageId = json_decode($this->sendRequest($this->packageAppend . $templateId . '/clone', $packageJSON, NULL, 'application/json'), true);
		return $packageId;
	}


	//Send Package
	public function buildSend($packageId)
	{
		$build = array(
			'status' => 'SENT'
		);
		$sendJSON = json_encode($build);
		$this->sendRequest($this->packageAppend . $packageId['id'], $sendJSON, NULL, 'application/json');
		return NULL;
	}

	//Sender signs consent and contract documents
	public function buildSign($packageId)
	{
		$build = array(
			'documents' => array(
				array(
					'id' => 'contract',
					'name' => 'GRENKE Contract'
				)
			)
		);
		$signJSON = json_encode($build);
		$signatureAppend = $this->packageAppend . $packageId['id'] . '/documents/signed_documents';
		$this->sendRequest($signatureAppend, $signJSON, NULL, 'application/json');
		return NULL;
	}

	//Get a session token
	public function buildToken($packageId,$placeholderId)
	{
		$build = array(
			'packageId' => $packageId['id'],
			'signerId' => $placeholderId
		);
		$tokenJSON = json_encode($build);
		$token = json_decode($this->sendRequest($this->tokenAppend, $tokenJSON, NULL, 'application/json'), true);
		return $token;
	}

	//cURL function to send requests to eSignLive
	private function sendRequest($type, $json, $document, $contentType)
	{
		if (is_null($document) && is_null($contentType))
		{
			$postfields = array(
				"payload" => $json
			);
		}
		else if (is_null($document) && !is_null($contentType))
		{
			$postfields = $json;
		}
		else
		{
			$postfields = $document;
		}

		$headerOptions = array(
			'Authorization: Basic ' . $this->key,
			'Accept: application/json,application/zip,text/html,application/xhtml+xml,application/xml;q=0.9,image/webp,*/*;q=0.8'
		);
		if (!is_null($contentType))
		{
			$headerOptions[] = "Content-Type: $contentType";
		}

		$ch = curl_init();
		curl_setopt($ch, CURLOPT_URL, $this->url . $type);
		curl_setopt($ch, CURLOPT_POST, true);
		curl_setopt($ch, CURLOPT_FAILONERROR, true);
		curl_setopt($ch, CURLOPT_FOLLOWLOCATION, true);
		curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
		curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, false);
		curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, false);

		if (!is_null($postfields))
		{
			curl_setopt($ch, CURLOPT_POSTFIELDS, $postfields);
			if (!is_array($postfields))
			{
				$headerOptions[] = 'Content-Length: ' . strlen($postfields);
			}
		}

		curl_setopt($ch, CURLOPT_HTTPHEADER, $headerOptions);
		$response = curl_exec($ch);
		$err = curl_error($ch);
		curl_close($ch);
		
		if ($err)
		{
			return $err;
		}
		else
		{
			return $response;
		};
	}
}

?>

Hi Sanket, 1. To add attachment field for the recipient with required of "false", you can use following JSON in your clonePackage() function:

"roles":[
      {
         "id":"PlaceholderId1",
         "type":"SIGNER",
         "attachmentRequirements":[
            {
               "description":"Please upload a scanned copy of your driver's license.",
               "required":false,
               "id":"attachment1",
               "status":"INCOMPLETE",
               "comment":"",
               "name":"Driver's license"
            }
         ],
         "signers":[
            {
               "id":"PlaceholderId1",
               "firstName":"1.firstname",
               "lastName":"1.lastname",
               "email":"[email protected]"
            }
         ],
         "name":"Signer1"
      }
   ]

The guidance for Attachment Feature is here. 2. And to redirect or to dispatch your request, you can take a look at the attachment code where some JS code is used to monitor the front-end events including "ESL:MESSAGE:SUCCESS:PACKAGE_OPT_OUT" and "ESL:MESSAGE:STARTED:DOCUMENT_ACCEPT", the document for this example is here. Hope this could help you! Duo