Docusign Rest API supports Attaching files to a template?

Question

We use Docusign Rest API to pre-populate template data before sending the signer request to the customer by email. We can populate the text field values through the API. But it seems that we cannot attach a file from API.

Is there a direct way or a workaround for attaching files (images, pdfs ...) to a Docusign template by using Rest API? I show the SignerAttachmentTab in the template designer (Web UI), but we cannot set a file path or a byte stream to it programmatically.

Thanks in advance.

Answer 1

You can use Docusign composite templates to attach additional documents while sending an envelope using a template.

Here is a sample request

POST /v2/accounts/{accountId}/envelopes

Request Body:

{
    "emailSubject": "Please complete the following forms 11",
    "status": "sent",
    "compositeTemplates": [
        {
            "serverTemplates": [
                {
                    "sequence": "1",
                    "templateId": "<Template ID Goes here.>"
                }
            ],
            "inlineTemplates": [ ],
        },
        {
            "serverTemplates": [],
            "inlineTemplates": [ {"sequence": "2" }],
            "document": {
                "documentId": "2",
                "name": "Attachment",
                "fileExtension": "txt",
                "documentBase64": "VGVzdCBEb2N1bWVudA=="
            }
        }
    ]
}

Here is great video which demonstrates the power of composite templates.