Create Package using templateid

Hi Balwinder,

It's possible to select partial documents in the clone call (this is the API behind the scene POST /api/package/{templateId}/clone). However I don't think this functionality is exposed by .NET SDK. 

As a workaround, you can create the package first, then bulk delete the documents using this method:
PackageService.cs > public void DeleteDocuments (PackageId packageId, params string[] documentIds)

Duo

Hi Balwinder,

Welcome to OneSpan Sign! Below .NET SDK code should be able to serve the purpose:

            OssClient ossClient = new OssClient(apiKey, apiUrl);

            String templateId = "5L77Cmq371EKUBfeLlAIUeN8LYc=";
            String placeholderId = "4d9580b6-9d49-4ded-b970-c911a08d3da7";
            String documentName = "Document1";
            var fieldValues = new Dictionary<string, string>
            {
                { "textfield1", "value1" },
                { "textfield2", "value2" }
            };

            //step1: create package from template
            DocumentPackage newPackage = PackageBuilder.NewPackageNamed("New Package Name")
                .DescribedAs("New Package Description")
                .WithEmailMessage("New Package Email Message")
                .WithSigner(SignerBuilder.NewSignerWithEmail("[email protected]")
                    .WithFirstName("john")
                    .WithLastName("smith")
                    .Replacing(new Placeholder(placeholderId))
                ).Build(); 
            
            
            var packageId = ossClient.CreatePackageFromTemplate(new PackageId(templateId), newPackage);
            Debug.WriteLine("packageId: " + packageId);

            //step2: update field value
            newPackage = ossClient.GetPackage(packageId);
            var doc = newPackage.GetDocument(documentName);

            foreach (var sig in doc.Signatures)
            {
                var updateSig = false;
                foreach (var field in sig.Fields)
                {
                    if (fieldValues.ContainsKey(field.Name))
                    {
                        updateSig = true;
                        field.Value = fieldValues[field.Name];
                    }
                }
                if (updateSig)
                {
                    ossClient.ApprovalService.ModifyApproval(newPackage, doc.Id, sig);
                }                                 
            }

Note that placeholderId is not the "Signer1" as you see in the UI label (Signer1 refers to the role name, however SDK doesn't expose role name). You can share the template ID and I can find the placeholder ID for you. Or if you want to find it yourself, log into your OSS UI portal first, then open a new tab and visit with this API URL:
GET /api/packages/{templateId}

It returns the template JSON and you can find the placeholderID under "roles" array > "id".

Duo

Hi Duo,

Thanks for quick response. On side note, is there any way to create package using template but specify document we need to send instead of all the documents configured in the template via UI.

Thanks

Thanks.

Do you have documentIds exposed like TemplateId?

Or do we need to programatcially find it based on document name?