DocuSign - compositeTemplates - Fill template data & sign

Question

I'm trying to work with the compositeTemplate in order to send the document of a specific user after the sign process has been done. This is the json Im sending:

    {
    "compositeTemplates": [{
        "compositeTemplateId": "1",
        "inlineTemplates": [{
            "recipients": {
                "carbonCopies": [{
                    "email": "mtaranto@test1.com",
                    "name": "CC Name",
                    "recipientId": "3",
                    "emailNotification": {
                        "emailBody": "email text",
                        "emailSubject": "Completed!!!! this is custom",
                        "supportedLanguage": "en"
                    }
                }],
                "signers": [{
                    "email": "mauriciotaranto@test.com",
                    "name": "A Name",
                    "recipientId": "1",
                    "roleName": "Participant A",
                    "ClientUserId": "123456",
                    "Tabs": {
                        "TextTabs": [{
                            "TabLabel": "PreferredPhoneNumber",
                            "Value": "001234567"
                        },
                        {
                            "TabLabel": "AlternatePhoneNumber",
                            "Value": "001234567"
                        },
                        {
                            "TabLabel": "BirthMM",
                            "Value": "04"
                        },
                        {
                            "TabLabel": "BirrthDD",
                            "Value": "18"
                        },
                        {
                            "TabLabel": "BirrthYY",
                            "Value": "1981"
                        },
                        {
                            "TabLabel": "DentalSchool",
                            "Value": "DentalSchool"
                        },
                        {
                            "TabLabel": "MedicalSchool",
                            "Value": "MedicalSchool"
                        },
                        {
                            "TabLabel": "OmsResidency",
                            "Value": "OmsResidency"
                        },
                        {
                            "TabLabel": "Intership",
                            "Value": "Intership"
                        },
                        {
                            "TabLabel": "Fellowship",
                            "Value": "Fellowship"
                        },
                        {
                            "TabLabel": "TrainingArea",
                            "Value": "TrainingArea"
                        }],
                        "RadioGroupTabs": [{
                            "groupName": "RadioPhone",
                            "radios": [{
                                "selected": true,
                                "value": "Radio2"
                            }],

                        },
                        {
                            "groupName": "AlternatePhoneNumber",
                            "radios": [{
                                "selected": true,
                                "value": "Radio1"
                            }],

                        },
                        {
                            "groupName": "MemberShip",
                            "radios": [{
                                "selected": true,
                                "value": "Radio2"
                            }],

                        },
                        {
                            "groupName": "RiskManagement",
                            "radios": [{
                                "selected": true,
                                "value": "Radio2"
                            }],

                        }],
                        "checkboxTabs": [{
                            "TabLabel": "SuffixDDS",
                            "selected": true,

                        },
                        {
                            "TabLabel": "SuffixMD",
                            "selected": true,

                        },
                        ]
                    }
                }]
            },
            "sequence": "2"
        }],
        "serverTemplates": [{
            "sequence": "1",
            "templateId": "07a2484d-c144-4ad6-a218-85b96bcea4ca"
        }]
    }],
    "emailSubject": "Test flow with CC",
    "status": "sent"
}

As you can see Im also sending the client id property. This is because we are using the embedded solution.

But after create the envelope and get the recipient view this is what I see:

As you can see on the image the document does not have the tabs data on it and also it does not have the sing tabs (I create them on the template). The user has to drag and drop. And that is not what I'm looking for.

What Im missing?

Thanks!

Answer 1

I think you have roleName is Test in the ServerTemplate. And same roleName you need to use in the CompositeTemplate so that DocuSign knows which recipient data you are sending the the JSON call.