sebastianbouckaert | Posts: 4

Create package based on template

0 votes
I'm new to eSign, I think I could create e template in my dashboard, and then dynamicly create packages based on that template? This does not seem to work for me. I create a new package with signer into it but no luck.

harishaidary | Posts: 1812

Reply to: Create package based on template

0 votes
Hi Sebastian, Have a look at this guide: https://developer.esignlive.com/guides/feature-guides/create-package-from-template/#rest-api. Let me know if you run into any issues.

sebastianbouckaert | Posts: 4

Reply to: Create package based on template

0 votes
So this is my call now { "name":"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": [ { "id": "CEO", "type": "SIGNER", "signers": [ { "id": "CEO", "firstName": "Patty", "lastName": "Gallant", "email": "[email protected]" } ], "name": "CEO" }, { "id": "Employee", "type": "SIGNER", "signers": [ { "id": "Employee", "firstName": "SEbastian", "lastName": "Bouckaert", "email": "[email protected]" } ], "name": "Employee" } ] } But my placeholders are not being updated

harishaidary | Posts: 1812

Reply to: Create package based on template

0 votes
Can you send me the template id so I can have a look on my end?

harishaidary | Posts: 1812

Reply to: Create package based on template

1 votes
Hi Sebastian, Since you created your template via the web portal, eSignLive has automatically assigned random generated ids for each placeholder. You can see this by doing a:
GET https://sandbox.esignlive.com/api/packages/{templateId}
Hence, when you will need to first retrieve these ids and them pass them in your payload to create a new package from it. Let me know if it works.

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