How to use custom Electronic Disclosure/Consent content within a package

Hi Chris, I believe it might be a restriction on creating a package from a template. All the examples I found didn't include adding documents. It is possible that's how it is intended to work. Though, you could do the following as a workaround:

PackageId packageId = new PackageId("-NroK8Y5KTrrciQe4eQ4IXKV2aY="); //id of the package you created from your template

Document doc = DocumentBuilder.NewDocumentNamed("test")
                .FromFile("C:/Users/hhaidary/Desktop/PDFs/doc1.pdf")
                .Build();

 Document uploadedDoc = eslClient.UploadDocument(doc, packageId);

Hi Chris, 1) Since you said that you will have custom data that you will pre-generate in each agreement for every transaction, then you will have to upload this document to eSignLive every time right? Templates will not be of any use to you since you will only be able to create a transaction from the static document in the template. 2) You can follow this guide on how to create a consent document: https://developer.esignlive.com/guides/feature-guides/create-consent-document/. And as an FYI, you can't have one signer accept the agreement and another signer sign it. You will get an error when trying to send the package. Hope this helps.

Thanks - appreciate the quick response, Haris. On #1, since there will be no custom data in the consent page but just different verbiage depending on the agreement type, i thought that can reside as static templates to choose from and just upload the actual [locally generated] document agreement for each signing transaction. Thanks for referring me to the consent-related article. Will look into that.

Ah yes, in that case it definitely one way to go. You can have multiple templates with each having a different agreement. Then, you can create a package from the template and subsequently upload documents to sign, add signers, etc.

Hi Haris, I tried the following but can't get it to work: 1) created a couple of templates, each with just a single document marked as "for disclosure / accept only" 2) whipped-up a code to read one of these templates, created new package with one dynamically-generated document using .WithDocument(...) call, and obtained delta/resultant package using eslClient.CreatePackageFromTemplate(templateId, newPackage). However, when i go to the signing session, it only shows the disclosure page. The 2nd document i added on the fly during package creation doesn't get added. Is this a restriction imposed by the template because it's defined to only have 1 document? Should the templates be defined to have 2 document whereas the 2nd document can be overriden/replaced with local document to be uploaded for each transaction? Thanks