Section

The Story

In order not to have to create the same envelope again and again for constant situations, the seller creates a template that he/she can use for constant contract. To create a template and use it in constant situations does not only save time but also prevents mistakes such as for example a text field being forgotten.

Use Case Description

Following steps are necessary:

Create a template
Use the template

This case leads you through the process of creating a template with the UI and working with the template with the API. In order not to create the same envelope again and again this case explain how to create a template. Thus, time can be saved. First, we have to create a template with the UI. The following screenshot shows where you can find the template section:

Note: If you have defined placeholders for the template you want to use with the API, you have to override the email address of the placeholders.

To get the email addresses of the placeholders you need the get envelope API call (envelope/##templateId##). In the response in the section steps you can find the email address of the placeholder. Afterwards you have to override the email address in the sendFromTemplate API call.

Please see the following configuration

:

Section

Figure	Description
Image AddedImage Removed	You can create a new template in this section Click this button to create the first template

If you click on “create your first template” the following window appears:

Image Removed Create Template Image Added

You can either define a recipient for the template like it is shown in the figure above, or you can define placeholder. Note: If you define placeholders for your template you have to override them if you use the template.

Here you can find a figure of a template with two placeholders:

Image Removed

Image Added

There you can configure all settings for the template. After the configurations you can update the template which is shown in the next screenshot:

Figure	Description
Image RemovedImage Added	Update and save the template

After saving the template you can now use the Id of the template and work with the API. If you open the template you can see the template in the URL:

e. g.: https://demo.esignanywhere.net/Templates/Detail/##TemplateID##

Section

It is also possible to retrieve the templateId with the following api call:

https://demo.esignanywhere.net/api/v6/template/find

Within this call you can search for the following

Integration

Info

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{
  "

TemplateId

SearchText": "

##templateId##

string",
  "

EnvelopeOverrideOptions

RecipientEmail": "string"
}

As response you will get the templateId and the name of the template.

Section

Integration

Info

Note: If you have defined placeholders for the template you want to use with the API, you have to override the email address of the placeholders.

To get the email addresses of the placeholders you need the get envelope API call (envelope/##templateId##). In the response in the section steps you can find the email address of the placeholder.

Please see the following configuration:

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{
    "Id": "aa78a404-1234-1234-1234-8138065dc8a0",
    "EnvelopeStatus": "Template{
    "Recipients": [
      {
        
        "OrderIndex": 1,
        "Email":"Placeholder:first signer",
    "Name": "test",
    "RecipientActivities": [
        {
            "EmailId": "##email_of_the_signer##eaa13eaf-1234-1234-1234-8fbdb950f6a1",
            "FirstNameStatus": "SomeNamePending",
            "LastNameAction": {
                "SomeNameSign",: {
          "LanguageCode          "ContactInformation": "en"{
        }
        },

Section

Copy Document from template

For this api call you just need the templateId. The response of this call is a new SspFileId and the workstep configuration of the template. You can use the SspFileId and the workstep configuration to send an envelope.

api endpoints:

REST: /v4/envelope/{templateId}/copyFromTemplate
SOAP: CopyDocumentFromTemplate_v1

Create envelope from template

You can also create an envelope from a template via api. You can find a configuration in the next section. After finishing the api call you will get a draftId for the created envelope.

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{ "TemplateId": "##TemplateId##", "EnvelopeOverrideOptions": { "Recipients": [

        "Email": "placeholderemail",
                        "GivenName": "_PlaceHolderFirstName",

{

RecipientId

Surname": "

##RecipientId##

_PlaceHolderLastName",

"OrderIndex": 1,

Email

LanguageCode": "

##EMAIL##

EN"

,

"Recipient":

{

"Email": "##EMAIL##",

"FirstName": "##NAME##",

"LastName": "##NAME##",

  }
        },

"LanguageCode": "en",

     {
            "

EmailBodyExtra

Id": "

string

9bf06031-1234-1234-1234-d58314c8f7aa",
            "

DisableEmail

Status":

false

"Pending",
            "

AddAndroidAppLink

Action":

false,

"AddIosAppLink

      "Sign":

false,

"AddWindowsAppLink":

false,

AllowDelegation

ContactInformation":

true,

"SkipExternalDataValidation": false,

AuthenticationMethods

Email":

[

"placeholderemail",

{

}

"GivenName": "_PlaceHolderFirstName",

],

SwissComCertificateData

Surname":

{

"_PlaceHolderLastName",

"PhoneNumber":

"string",

MobileId

LanguageCode": "

string

EN"

,

"Parameters":

[

{

"Key": "string",

"Value": "string"

}, "RemoteCertificateData": { "UserId": "string", "DeviceId": "string" }, "OtpData": { "PhoneMobile": "string" }, "Pkcs7SignerData": {

Create draft from template

Just add the templateId in the following api call (https://demo.esignanywhere.net/api/v6/template/createdraft). You can find a configuration in the next section. After finishing the api call you will get a draftId.

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{
"TemplateId": "aa78a404-1234-1234-bd8b-8138065dc8a0"
}

As response you get the draftId. For more information about drafts please have a look at: Draft Story

Get template configuration

With the following api call (https://demo.esignanywhere.net/api/v6/template/{templateId}/configuration you get the complete configuration of the template. Please see the next sample:

<name>new

name</name>

<eMailSubject>new

subject</eMailSubject>

<eMailBody>new

body</eMailBody>

 "ProviderName": "string",

"Validations": [

<eMail>##EMAIL##</eMail>

"FieldReferenceId": "string",

</recipientLookUp>

"ExpectedValue": "string"

<eMail>##EMAIL##</eMail>

<emailBodyExtra>some

extra

text</emailBodyExtra>

<firstName>Hello</firstName>

<lastName>World</lastName>

],

  "SamlAuthentications": [

</recipient>

</recipientOverride> </recipientOverrides> </overrideOptions>

For a SOAP implementation the following information (draftOptions) must be also filled in:

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{
  "MetaData": "string",
  "AddDocumentTimestamp": true,
  "ShareWithTeam": true,
  "LockFormFieldsOnFinish": true,
  "SendFinishedDocumentsToAllSignersAndMustView": true,
  "Activities": [
    {
      "Id": "string",
      "Action": {

AllowedPkcs7SignatureTypes

SendCopy":

[

LocalCertificate

RecipientConfiguration": {

]

"PersonalMessage": "string"
          },
          "CopyingGroup":

}

0
        },

],

AddFormFields

Sign": {
          "

Forms

RecipientConfiguration": {

     "PersonalMessage": "string",

}

}, "OverrideFormFieldValues

"AuthenticationConfiguration": {

"Forms": {

        "AccessCode": {

}

}, "Name

"Code": "string"

,

"EmailSubject":

"string",

"EmailBody":

"string",

"EnableReminders": true

},

"FirstReminderDayAmount":

1,

"RecurrentReminderDayAmount":

1,

CallbackUrl

SmsOneTimePassword":

"string",

"StatusUpdateCallbackUrl":

"string",

"WorkstepEventCallback":

{

Url

PhoneNumber": "string"

,

"Blacklist":

[

},

"string"

],

WhiteList

SwedishBankId":

[

{
                "PersonalNumber": "string",

]

},

MetaDataXml

AllowAnyPersonalNumber":

"string"

true

},

"CreateDraftOptions":

{

"AfterSendRedirectUrl": "string"

},

"AfterSendCallbackUrl":

"string",

"RedirectPolicy":

"None",

AllowAgentRedirect

OAuthAuthentications":

true,

"IframeWhiteList":

"string"

} }

Expand

title	Alternative: SOAP implementation (deprecated)

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Expand

title	Alternative: SOAP implementation (deprecated)

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  <draftOptions>
    <afterSendRedirectUrl></afterSendRedirectUrl>
    <afterSendCallbackUrl></afterSendCallbackUrl>
    <redirectPolicy>ToDesigner</redirectPolicy>
</draftOptions>

Send envelope from template

Now you can send an envelope from a template. For this call you need the template Id as well as the overrideOptions. The next configurations show you the override options:

Info
The configuration has not all settings included. It is just for testing the API call with some simple configuration. The whole configuration you can find in the next collapse.

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{ "TemplateId": "##TemplateId##", "EnvelopeOverrideOptions": { "Recipients": [

          "ProviderName": "string",
                  "Validations": [
                    {
                      "FieldReferenceId": "string",

{

RecipientId

ExpectedValue": "

##RecipientId##

string"

,

"OrderIndex": 1,

"Email": "##EMAIL##",

"Recipient": {

"Email": "##EMAIL##",

"FirstName": "TESTNAME",

"LastName": "TESTLASTNAME",

"LanguageCode": "en"

  },
            "

EmailBodyExtra

SendEmails":

"string"

true,
            "

OtpData

AllowAccessAfterFinish":

{

true,
            "

PhoneMobile

IncludedEmailAppLinks":

"string"

}

    "Android": true,
              "

Pkcs7SignerData

iOS":

{

true,
              "

AllowedPkcs7SignatureTypes

Windows":

[

true
            },

"LocalCertificate"

]

"AllowDelegation": true,

}

  "RequireViewContentBeforeFormFilling": true

}

},

],

AddFormFields

FinishActionConfiguration": {

"Forms

      "SignAnyWhereViewer": {

}

"RedirectUri": "string"

},

"OverrideFormFieldValues": {

},

"Forms":

{

      "SignificantClientSignatureCaptureForIos": {

}

},

Name

RemoveDocumentFromRecentDocumentList":

"TEST"

true,

"EmailSubject":

"TESTEMAILSUBJECT",

"EmailBody":

"string",

EnableReminders

CallClientActionOnlyAfterSuccessfulSync": true,

"FirstReminderDayAmount":

2,

"RecurrentReminderDayAmount":

1,

BeforeExpirationDayAmount

CloseApp":

1

true,

"DaysUntilExpire":

25,

"CallbackUrl":

"string",

StatusUpdateCallbackUrl

RedirectUri": "string"

,

"MetaDataXml": "string" } } Expand

title	Alternative: SOAP implementation (deprecated)

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<overrideOptions> <name>Sending with template</name> <eMailSubject>Subject of the envelope</eMailSubject> <eMailBody>Please sign the document!</eMailBody> <callbackUrl></callbackUrl> <statusUpdateCallbackUrl></statusUpdateCallbackUrl> <enableReminders>true</enableReminders> <firstReminderDayAmount>1</firstReminderDayAmount> <recurrentReminderDayAmount>2</recurrentReminderDayAmount> <beforeExpirationReminderDayAmount>1</beforeExpirationReminderDayAmount> <daysUntilExpire>20</daysUntilExpire> <recipientOverrides> <recipientOverride> <recipientLookUp>

        },
            "SignificantClientSignatureCaptureForAndroid": {
              "RemoveDocumentFromRecentDocumentList": true,
              "CallClientActionOnlyAfterSuccessfulSync": true,
              "CloseApp": true,

<eMail>##EMAIL##</eMail>

"RedirectUri": "string"

},

  "SignificantClientSignatureCaptureForWindows": {

<eMail>##EMAIL##</eMail>

     "RemoveDocumentFromRecentDocumentList": true,

<emailBodyExtra>Some

extra

text</emailBodyExtra>

      "CallClientActionOnlyAfterSuccessfulSync": true,

<firstName>FIRSTNAME</firstName>

        "CloseApp": true,

<lastName>LASTNAME</lastName>

"RedirectUri": "string"
            },

</recipient>

  "KioskSdk": {

</recipientOverride>

</recipientOverrides> </overrideOptions> Section

The next configuration shows you a complete configuration in REST (JSON).

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{

TemplateId

RedirectUri": "string"

,

"EnvelopeOverrideOptions":

{

"Recipients":

[

{

"RecipientId": "string"

},
          "

OrderIndex

SignatureDataConfiguration":

0,

{
            "

Email

DisposableCertificate":

"string",

"Recipient": {

"Email

"DocumentIssuingCountry": "string",
              "

FirstName

IdentificationIssuingCountry": "string",
              "

LastName

IdentificationType": "

string

None",
              "

LanguageCode

PhoneNumber": "string",
              "

EmailBodyExtra

DocumentType": "

string

IdentityCard",
              "

DisableEmail

DocumentIssuedBy":

false

"string",
              "

AddAndroidAppLink

DocumentIssuedOn":

false

"2023-04-18",
              "

AddIosAppLink

DocumentExpiryDate":

false

"2023-04-18",
              "

AddWindowsAppLink

SerialNumber":

false

"string",
              "

AllowDelegation

DocumentNumber":

true,

"string"

"SkipExternalDataValidation": false

  },
            "

AuthenticationMethods

RemoteCertificate":

[

{
              "

Method

UserId": "

string",
              "

Parameter

DeviceId": "string"

,

"Filters": [

},

"SwissComOnDemand": {

CompareOperation

PhoneNumber": "

Equals

string",

FilterId

CommonName": "string",

FilterValue

Country": "string",

}

"Locality": "string",

]

"OrganizationUnit": "string",

}

  "Organization": "string",

],

"DisposableCertificateData

"SerialNumber":

{

"string",
              "

CountryResidence

StateOrProvince": "string",
              "

IdentificationCountry

Pseudonym": "string"

,

"IdentificationType": 1

},
            "

PhoneMobile

SmsOneTimePassword":

"string",

{
              "

DocumentType

PhoneNumber": "

CI

string"

,

"DocumentIssuedBy": "string"

},
            "

DocumentIssuedOn

ATrustCertificate":

"2019-10-21T07:07:19.513Z",

{
              "

DocumentExpiryDate

PhoneNumber": "

2019-10-21T07:07:19.513Z",

string"

"SerialNumber": "string"

},
            "

DocumentNumber

SwedishBankId": {
              "PersonalNumber": "string",
              "

OverrideHolderInCaseOfMismatch

AllowAnyPersonalNumber": true
            },
            "

SwissComCertificateData

SignaturePluginData":

{

"PhoneNumber": "string",

  {
                "

MobileId

PluginId": "string",
                "

Parameters

Fields": [
                  {
                    "Key": "string",
                    "Value": "string"
                  }
                ]
              }

,

"RemoteCertificateData": {

"UserId": "string"

},

DeviceId

BatchConfiguration":

"string"

},

OtpData

Mode":

{

"Basic",
            "

PhoneMobile

RequireScrollingOverAllSignaturesBeforeSigning":

"string"

true
          },
          "

Pkcs7SignerData

SigningGroup":

{

0
        },
        "

AllowedPkcs7SignatureTypes

View":

[

LocalCertificate

RecipientConfiguration": {

]

"PersonalMessage": "string",

}

"AuthenticationConfiguration": {

}

],

AddFormFields

AccessCode": {

"Forms": {

additionalProp1

Code":

[

"string"

{

   },
              "

Name

SmsOneTimePassword":

"string",

{
                "

ReadOnly

PhoneNumber":

false,

"string"

"Required":

false

},
              "

X

SwedishBankId":

0,

{
                "

Y

PersonalNumber":

0

"string",
                "

Width

AllowAnyPersonalNumber":

0,

true

"Height": 0

  },
              "

Page

OAuthAuthentications":

0,

"DiscriminatorType":

"string"

}

],

additionalProp2

ProviderName":

[

"string",

{

         "Validations": [

"Name": "string",

"ReadOnly":

false,

"Required":

false,

X

FieldReferenceId":

0

"string",

"Y

          "ExpectedValue":

0,

"string"

"Width":

0,

"Height": 0,

"Page": 0,

"DiscriminatorType":

"string"

}

],
              "

additionalProp3

SamlAuthentications": [

{

"Name":

"string",

ReadOnly

ProviderName":

false

"string",

"Required":

false,

     "Validations": [

"X":

0,

"Y": 0,

"Width":

0,

Height

FieldReferenceId":

0

"string",

"Page": 0,

DiscriminatorType

ExpectedValue": "string"

}

]

}

},

"OverrideFormFieldValues":

{

"Forms": {

"additionalProp1": [

}
              ]

{

  },
            "

Name

SendEmails":

"string"

true,
            "

DiscriminatorType

AllowAccessAfterFinish":

"string"

true
          },

],

  "ViewingGroup": 0

"additionalProp2": [

},

"SignAsP7M": {

Name

RecipientConfiguration":

"string",

{
            "

DiscriminatorType

PersonalMessage": "string",

}

 "AuthenticationConfiguration": {

],

additionalProp3

AccessCode":

[

{

Name

Code": "string"

,

"DiscriminatorType": "string"

},

}

    "SmsOneTimePassword": {

]

}

},

Name

PhoneNumber": "string"

,

"EmailSubject": "string",

"EmailBody": "string"

},

"EnableReminders":

true,

"FirstReminderDayAmount":

0,

RecurrentReminderDayAmount

SwedishBankId":

0,

"BeforeExpirationDayAmount":

0,

"DaysUntilExpire":

0,

CallbackUrl

PersonalNumber": "string",

"StatusUpdateCallbackUrl":

"string",

"WorkstepEventCallback":

{

Url

AllowAnyPersonalNumber":

"string",

true

"Blacklist": [

},

"string"

],

WhiteList

OAuthAuthentications": [

"string"

]

},

"MetaDataXml":

"string"

} }

Override form fields

In the configuration for sending an envelope from a template you can find the following section:

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"OverrideFormFieldValues":

{

Forms

ProviderName":

{

"string",

}

},

There you can override form fields.

To override a form field for example a Checkbox or a Radiobutton the following steps are necessary:

Create a template
Get the envelope (/envelope/{##envelopeID##}
Copy the name of the form field
Override the form field

Override Checkbox

In this section you can find a description and a sample of how to override a given checkbox from the template which is checked and try to override the value that the checkbox is not checked.

With the get envelope api call you get the workstep configuration of the template. In this configuration you can find the form fields which are placed on the template. Please see the next sample:

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"Documents": [

"Validations": [
                    {
                      "FieldReferenceId": "string",

{

PageSizesInPoints

ExpectedValue":

[

"string"

{

    }
                  ]

"Height":

792.0,

"Width": 612.0

],

}

  "SamlAuthentications": [

],

"DocRefNumber":

1,

FileName

ProviderName": "

Test.pdf

string",

"FormFields

      "Validations": [
                    {
                      "

Name

FieldReferenceId": "

CheckBox_bfa536d5-a360-1924-8adf-c6918ce4f982

string",
                      "

Values

ExpectedValue":

[

"string"
                    }

{

]
                }

"Key": "",

  ]
            },
            "SendEmails": true,

"Value

        "AllowAccessAfterFinish":

"

true

"

,
            "IncludedEmailAppLinks": {

}

   "Android": true,
              "iOS": true,

]

   "Windows": true
            },

]

"AllowDelegation": true,

}

],

In the section “Documents”:[ you can find all form fields which are placed on the template. In this sample there is only one form field with the name:
CheckBox_bfa536d5-a360-1924-8adf-c6918ce4f982

For the next step we need the send envelope from template configuration and the name of the form field which we want to override. In the next section you can find a sample where the checkbox gets overridden.

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{ "TemplateId": "##TEMPLATE##", "EnvelopeOverrideOptions": { "Recipients": [

"RequireViewContentBeforeFormFilling": true
          },
          "SignatureMethods": {
            "LocalCertificate": true,
            "DisposableCertificate": {

{

RecipientId

DocumentIssuingCountry": "

##RECIPIENT##

string",

"OrderIndex": 1,

Email

IdentificationIssuingCountry": "

##EMAIL##

string",

"Recipient": {

"Email

"IdentificationType": "

##EMAIL##

None",
              "

FirstName

PhoneNumber": "

##NAME##

string",
              "

LastName

DocumentType": "

##NAME##

IdentityCard",
              "

LanguageCode

DocumentIssuedBy": "

en

string",
              "

EmailBodyExtra

DocumentIssuedOn": "

string

2023-04-18",

     "DocumentExpiryDate": "2023-04-18",

OtpData

SerialNumber":

{

"string",
              "

PhoneMobile

DocumentNumber": "string"
            },
            "

Pkcs7SignerData

RemoteCertificate": {
              "

AllowedPkcs7SignatureTypes

UserId":

[

"string",
              "DeviceId": "

LocalCertificate

string"

]

},

}

  "SignaturePluginData": [

}

],

"AddFormFields":

{

Forms

PluginId":

{

"string",

      "Fields":

}

},

"OverrideFormFieldValues":

{

"Forms":

"1":

[{

DiscriminatorType

Key"

: "

FillCheckBoxFormDescriptor

string",

"Name":

"CheckBox_bfa536d5-a360-1924-8adf-c6918ce4f982",

IsChecked

Value": "

false

string"
                  }

},

"Name": "TEST",

"EmailSubject":

"##Subject##",

"EmailBody": "string"

},

"EnableReminders":

true,

FirstReminderDayAmount

SignAsP7MGroup":

2,

"RecurrentReminderDayAmount": 1

},

"BeforeExpirationDayAmount":

1,

DaysUntilExpire

SignBulk":

25,

"CallbackUrl": "string",

StatusUpdateCallbackUrl

RecipientConfigurations":

"string",

"MetaDataXml

        {
              "RecipientConfiguration": {
                "PersonalMessage": "string",

} } Expand

title	Alternative: SOAP implementation (deprecated)

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 <overrideOptions>
	<name>new name</name>
	<eMailSubject>new subject</eMailSubject>
	<eMailBody>new body</eMailBody>
	<callbackUrl></callbackUrl>
	<statusUpdateCallbackUrl></statusUpdateCallbackUrl> 
	<enableReminders>true</enableReminders>
	<firstReminderDayAmount>1</firstReminderDayAmount>
	<recurrentReminderDayAmount>2</recurrentReminderDayAmount>
	<beforeExpirationReminderDayAmount>1</beforeExpirationReminderDayAmount>
	<daysUntilExpire>20</daysUntilExpire>
	<overrideFormFieldValues>
		<document docRef="1">
			<checkBox name="CheckBox_bfa536d5-a360-1924-8adf-c6918ce4f982">
				<isChecked>0</isChecked>
			</checkBox>
		</document>
	</overrideFormFieldValues>
</overrideOptions>

The checkbox is now not checked because of the following line:

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"IsChecked": "false"

Override Radiobutton

In this section you can find a description and a sample of how to override a given radiobutton from the template. In the following sample no button is selected in the given template.

With the get envelope api call you get the workstep configuration of the template. In this configuration you can find the form fields which are placed on the template. Please see the next sample:

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"Documents": [

              "AuthenticationConfiguration": {
                  "AccessCode": {
                    "Code": "string"
                  },
                  "SmsOneTimePassword": {
                    "PhoneNumber": "string"
                  },
                  "SwedishBankId": {
                    "PersonalNumber": "string",

{

PageSizesInPoints

AllowAnyPersonalNumber":

[

true

{

  },
                  "

Height

OAuthAuthentications":

792.0,

"Width": 612.0

}

]

"ProviderName": "string",

"DocRefNumber":

1,

FileName

Validations":

"Test.pdf",

"FormFields":

[

{

Name

FieldReferenceId": "

RadioButton_a497ee93-41ef-c2a0-6df0-a587a60be818

string",
                          "

Values

ExpectedValue":

[]

"string"

}

]

}

],

In the section “Documents”:[ you can find all form fields which are placed on the template. In this sample there is only one form field with the name:
RadioButton_a497ee93-41ef-c2a0-6df0-a587a60be818

For the next step we need the send envelope from template configuration and the name of the form field which we want to override. In the next section you can find a sample where the radiobutton gets overridden.

Info

In the configuration you can find the section “SelectedItem” with the following value: RadioButton_a497ee93-41ef-c2a0-6df0-a587a60be818#XyzmoIndexSeparator#1

You need this part: #XyzmoIndexSeparator#1 to select which button in the group should be overwritten. In this example, #XyzmoIndexSeparator#1 means that the second button in the group should be overwritten. Note: List starts with 0, therefore, #1 is the second item in the group to be selected.

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{ "TemplateId": "##TemplateId##", "EnvelopeOverrideOptions": { "Recipients": [ {

     ]
                    }
                  ],
                  "SamlAuthentications": [
                    {
                      "ProviderName": "string",
                      "Validations": [
                        {
                          "FieldReferenceId": "string",
                          "ExpectedValue": "string"
                        }
                      ]
                    }
                  ]
                },
                "SendEmails": true,
                "AllowAccessAfterFinish": true,
                "IncludedEmailAppLinks": {
                  "Android": true,
                  "iOS": true,
                  "Windows": true
                },
                "AllowDelegation": true,
                "RequireViewContentBeforeFormFilling": true
              },
              "SignatureDataConfiguration": {
                "DisposableCertificate": {
                  "DocumentIssuingCountry": "string",
                  "IdentificationIssuingCountry": "string",
                  "IdentificationType": "None",
                  "PhoneNumber": "string",
                  "DocumentType": "IdentityCard",
                  "DocumentIssuedBy": "string",
                  "DocumentIssuedOn": "2023-04-18",
                  "DocumentExpiryDate": "2023-04-18",
                  "SerialNumber": "string",
                  "DocumentNumber": "string"
                },
                "RemoteCertificate": {
                  "UserId": "string",
                  "DeviceId": "string"
                },
                "SwissComOnDemand": {
                  "PhoneNumber": "string",
                  "CommonName": "string",
                  "Country": "string",
                  "Locality": "string",
                  "OrganizationUnit": "string",
                  "Organization": "string",
                  "SerialNumber": "string",
                  "StateOrProvince": "string",
                  "Pseudonym": "string"
                },
                "SmsOneTimePassword": {
                  "PhoneNumber": "string"
                },
                "ATrustCertificate": {
                  "PhoneNumber": "string"
                },
                "SwedishBankId": {
                  "PersonalNumber": "string",
                  "AllowAnyPersonalNumber": true
                },
                "SignaturePluginData": [
                  {
                    "PluginId": "string",
                    "Fields": [
                      {
                        "Key": "string",
                        "Value": "string"
                      }
                    ]
                  }
                ]
              }
            }
          ],
          "FinishActionConfiguration": {
            "SignAnyWhereViewer": {
              "RedirectUri": "string"
            },
            "SignificantClientSignatureCaptureForIos": {
              "RemoveDocumentFromRecentDocumentList": true,
              "CallClientActionOnlyAfterSuccessfulSync": true,
              "CloseApp": true,
              "RedirectUri": "string"
            },
            "SignificantClientSignatureCaptureForAndroid": {
              "RemoveDocumentFromRecentDocumentList": true,
              "CallClientActionOnlyAfterSuccessfulSync": true,
              "CloseApp": true,
              "RedirectUri": "string"
            },
            "SignificantClientSignatureCaptureForWindows": {
              "RemoveDocumentFromRecentDocumentList": true,
              "CallClientActionOnlyAfterSuccessfulSync": true,
              "CloseApp": true,
              "RedirectUri": "string"
            },
            "KioskSdk": {
              "RedirectUri": "string"
            }
          },
          "BatchConfiguration": {
            "Mode": "Basic",
            "RequireScrollingOverAllSignaturesBeforeSigning": true
          }
        }
      },
      "VisibilityOptions": [
        {
          "DocumentNumber": 0,
          "IsHidden": true
        }
      ]
    }
  ],
  "EmailConfiguration": {
    "Subject": "string",
    "Message": "string",
    "SenderDisplayName": "string"
  },
  "ReminderConfiguration": {
    "Enabled": true,
    "FirstReminderInDays": 0,
    "ReminderResendIntervalInDays": 0,
    "BeforeExpirationInDays": 0
  },
  "ExpirationConfiguration": {
    "ExpirationInSeconds": 0,
    "ExpirationDate": "2023-04-18T08:26:01.208Z"
  },
  "CallbackConfiguration": {
    "CallbackUrl": "string",
    "StatusUpdateCallbackUrl": "string",
    "AfterSendCallbackUrl": "string",
    "ActivityActionCallbackConfiguration": {
      "Url": "string",
      "ActionCallbackSelection": {
        "ConfirmTransactionCode": true,
        "AgreementAccepted": true,
        "AgreementRejected": true,
        "PrepareAuthenticationSuccess": true,
        "AuthenticationFailed": true,
        "AuthenticationSuccess": true,
        "AuditTrailRequested": true,
        "AuditTrailXmlRequested": true,
        "CalledPage": true,
        "DocumentDownloaded": true,
        "FlattenedDocumentDownloaded": true,
        "AddedAnnotation": true,
        "AddedAttachment": true,
        "AppendedDocument": true,
        "

OrderIndex

FormsFilled":

1

true,
        "

Email

ConfirmReading":

"##Email##"

 true,
        "SendTransactionCode": true,
        "

Recipient

PrepareSignWorkstepDocument":

{

true,

Email

SignWorkstepDocument":

"##Email##"

true,

FirstName

UndoAction":

"##Name##"

true,

LastName

WorkstepCreated":

"##Name##"

true,

LanguageCode

WorkstepFinished":

"en"

true,

}

"WorkstepRejected": true,

}

"DisablePolicyAndValidityChecks": true,

{

"EnablePolicyAndValidityChecks": true,
        "AppendFileToWorkstep": true,
        "

OrderIndex

AppendTasksToWorkstep":

2

true,
        "

Email

SetOptionalDocumentState":

"##Email##"

 true,
        "

Recipient

PreparePayloadForBatch":

{

true
      }

"Email

}
  },
  "AgreementConfiguration":

"##Email##",

{
    "Translations": [

"FirstName": "##Name##",

LastName

LanguageCode": "

##Name##

AF",

LanguageCode

Text": "

en

string",

"Header": "string",

}

"IsDefault": true
      }
    ]

,

},

OverrideFormFieldValues

AgentRedirectConfiguration": {

Forms

Policy":

{

"Workflow",
    "Allow": true,
    "

1

IFrameAllowList": [

{


      "string"
    ]
  },
  "

DiscriminatorType

RedirectConfiguration"

"FillRadioButtonFormDescriptor",

{
    "AfterSendRedirectUrl": "string",

Name

BeforeSendRedirectUrl": "

RadioButton_a497ee93-41ef-c2a0-6df0-a587a60be818"

string"
  },
  "DefaultSignatureTypeConfiguration": {
    "ClickToSign": {
      "

SelectedItem

IsDefault":

"RadioButton_a497ee93-41ef-c2a0-6df0-a587a60be818#XyzmoIndexSeparator#1"

true

},
    "DrawToSign":

]

"IsDefault": true
    },

  "TypeToSign": {

}

   "IsDefault": true

}

},

}

} Expand

title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

"LocalCertificate": {
      "IsDefault": true
    },
    "DisposableCertificate":

<name>new name</name> <eMailSubject>new subject</eMailSubject> <eMailBody>new body</eMailBody> <callbackUrl></callbackUrl> <statusUpdateCallbackUrl></statusUpdateCallbackUrl> <enableReminders>true</enableReminders> <firstReminderDayAmount>1</firstReminderDayAmount> <recurrentReminderDayAmount>2</recurrentReminderDayAmount> <beforeExpirationReminderDayAmount>1</beforeExpirationReminderDayAmount> <daysUntilExpire>20</daysUntilExpire> <overrideFormFieldValues>

{
      "IsDefault": true
    },
    "Biometric": {

<document

docRef=

1

IsDefault"

>

: true
    },

"RemoteCertificate": {
      "IsDefault": true

<selectedItemId>RadioButton_a497ee93-41ef-c2a0-6df0-a587a60be818#XyzmoIndexSeparator#1</selectedItemId>

},
    "OneTimePassword": {

</radioButtonGroup>

  "IsDefault": true

</document>

</overrideFormFieldValues> </overrideOptions>

For the override method the following DiscriminatorTypes are available:

FillCheckBoxFormDescriptor

FillComboBoxFormDescriptor

FillListBoxFormDescriptor

FillRadioButtonFormDescriptor

FillTextBoxFormDescriptor

}
}

Page tree

Versions Compared

Old Version 8

New Version Current

Key

The Story

Use Case Description

Integration

Integration

Copy Document from template

Create envelope from template

Create draft from template

Get template configuration

Send envelope from template

Override form fields

Override Checkbox

Override Radiobutton

Page tree

Page History

Versions Compared

Old Version 8

New Version Current

Key

The Story

Use Case Description

Integration

Integration

Copy Document from template

Create envelope from template

Create draft from template

Get template configuration

Send envelope from template

Override form fields

Override Checkbox

Override Radiobutton