I'm getting a noRolesOnApproval error when trying to create a template that uses the document visibility feature. My code is attached. Any idea how I can fix this?
I saw you defined the placeholder like this:
.WithSigner(SignerBuilder.NewSignerPlaceholder(new Placeholder("Company")) .WithCustomId("Signer1")
.SigningOrder(0)
.WithAttachmentRequirement(AttachmentRequirementBuilder.NewAttachmentRequirementWithName("Attachments")
.WithDescription("Please upload attachments here.")
.Build()))
In this case, the placeholder (and the actual signer who will later replace the placeholder) will have role name of "Company" (This is the label displayed in the UI) and role ID of "Signer1" (This will be used to locate/identify the role). Given this background, you'll need to reference the placeholder as "Signer1" when assigning signature:
On top of that, I don't think you will need to send the template at the last step, as the .createTemplate() call is sufficient: //client.SendPackage(templateId);
Reply to: noRolesOnApproval error
Wednesday, December 15, 2021 at 02:40pmHi David,
I saw you defined the placeholder like this:
.WithSigner(SignerBuilder.NewSignerPlaceholder(new Placeholder("Company"))
.WithCustomId("Signer1")
.SigningOrder(0)
.WithAttachmentRequirement(AttachmentRequirementBuilder.NewAttachmentRequirementWithName("Attachments")
.WithDescription("Please upload attachments here.")
.Build()))
In this case, the placeholder (and the actual signer who will later replace the placeholder) will have role name of "Company" (This is the label displayed in the UI) and role ID of "Signer1" (This will be used to locate/identify the role). Given this background, you'll need to reference the placeholder as "Signer1" when assigning signature:
.WithDocument(DocumentBuilder.NewDocumentNamed("GFE Checklist")
.WithId("doc1")
.FromFile("xxxx")
.EnableExtraction()
.WithSignature(SignatureBuilder.SignatureFor(new Placeholder("Signer1"))
.WithName("Signature1")
.WithPositionExtracted()
...........
On top of that, I don't think you will need to send the template at the last step, as the .createTemplate() call is sufficient:
//client.SendPackage(templateId);
Duo
Reply to: noRolesOnApproval error
Wednesday, December 15, 2021 at 03:15pmThanks! This fixed it!