Create a Template

Not sure I'm 100% understanding, but if you create a template in the UI with placeholders and signatures on all 3 documents, when you clone this template into a package, you would need to remove document 2 or remove the approvals (signatures and fields) from it before sending it. At this time, there is not an optional signature type. Let me know if I'm misunderstanding the question.

What I want to do is to create one template with multiple documents. when creating the package I will dynamically choose what docs need to be sent for signing. Not all the docs in the template need to be signed. It is based on the case of case to be signed. Thanks

Hi nehme, I think Michael's reply has answered your issue, when you clone a template to create a new package, you can add following JSON payload to your request payload:

{
  "name":"Package created from template through REST API",
  "description":"Package created with the REST API",
  "status" : "SENT",
  "roles": [
    {
      "id": "PlaceholderId1",
      "type": "SIGNER",
      "signers": [
        {
          "id": "PlaceholderId1",
          "firstName": "1.firstname",
          "lastName": "1.lastname",
          "email": "[email protected]"
        }
      ],
      "name": "PlaceholderId1"
    },
    {
      "id": "PlaceholderId2",
      "type": "SIGNER",
      "signers": [
        {
          "id": "PlaceholderId2",
          "firstName": "2.firstname",
          "lastName": "2.lastname",
          "email": "[email protected]"
        }
      ],
      "name": "PlaceholderId2"
    }
  ],
    "documents": [
        {
            "id": "default-consent"            
        },
        {           
            "id": "673a632cd9f77ca10axxxxxxx74c04cb295"            
        }
    ]
}

As you noticed, in the "document" block, you can choose how many documents you want to include in your new package. If you have 3 docs in template and only wants to include Doc1 and Doc3, you can only put two documents with their IDs(minimum payload requirement), so Doc 2 won't appear in your new package. And this function is currently not available in SDK, so you may need to send this function call by C# REST way. Or simply, you can create a package from Template, and leave the new package in "DRAFT" status. Then you delete the document(s) you want, and you send the package. This will cause more API calls, but it works. And my suggestion is the first approach. Duo