eSignLive Developer Community: Templates and Deleting Documents

Haris Haidary, September 20, 2017
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In this blog, I will recap what you might have missed in the Developer Community for the week of September 11th, 2017. Hence, let's get straight to it.

Create Package from Template

Templates in eSignLive are a powerful tool that enables you to quickly create a new transaction by using a previous one as a blueprint. When a transaction has been saved as a template, it can be used as a model for any subsequently created transaction. Ids are particularly of importance when creating templates, as it is the only way to identify placeholders in your template to be replaced with actual signers. If, for example, you decide to create your template via the eSignLive web user interface, the application will automatically generate random ids for each placeholder you add. Hence, you will need to retrieve these ids before creating your transaction from your template. Link to Post

Delete Documents With Document Visibility

By default, during a Signing Ceremony all recipients can view every document in a transaction. Document Visibility can be configured to allow control which recipients can view specific documents in a transaction during a Signing Ceremony. This can save recipients from having to process documents they don’t need to see, and it can ensure that documents with sensitive information are viewed only by their intended recipients. In the case where you want to make some changes after you've setup Document Visibility (i.e. delete documents), you have to make sure that every document is visible to at least one signer. For example, say you have two signers (Primary and Secondary) with two documents (Document A and Document B) in your transaction where the Primary signer only sees Document A and the Secondary signer only sees Document B, you decide to delete Document B. The eSignLive application will throw an error since the Secondary signer has no visible documents. Link to Post If you have questions regarding this blog or anything else concerning integrating eSignLive into your application, visit the Developer Community Forums: developer.esignlive.com. That's it from me. Thank you for reading! If you found this post helpful, please share it on Facebook, Twitter, or LinkedIn. You can find all of my previous blogs by going to my author page. Haris Haidary Technical Evangelist LinkedIn | Twitter [promotion id="15582"]