request docusign signature through app for composite template

Question

I am creating docusign envelope with API call https://demo.docusign.net/restapi/v2.1/accounts/{accountid}/envelopes

where I am using composite template and specifying tabs information

REQUEST

{    
    "emailSubject": "Template",
    "compositeTemplates": [
        {
            "serverTemplates": [
                {
                    "sequence": "1",
                    "templateId": "a975e665-8888888888888-3268f3fb0d19"
                }
            ],
            "inlineTemplates": [
                {
                    "recipients": {
                        "signers": [
                            {
                                "email": "[email protected]",
                                "name": "Test user",
                                "recipientId": "76987934",
                                "clientUserId":"11111111",
                                "roleName": "Tester",
                                "tabs": {
                                    "textTabs": [
                                        {
                                             "tabLabel": "Newtest",
                                             "value": "ssssssssssssss"
                                        }
                                    ]
                                }
                            }
                        ]
                    },
                    "sequence": "1"
                }
            ]
        }
    ],
    "status": "sent"
}

Envelope does gets created.

Then I am creating recipient using API call https://demo.docusign.net/restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients

REQUEST :

{
   "signers":[
   {
       "name":"Test user",
       "email":"[email protected]",
       "recipientId":"76987934",
       "clientUserId":"11111111",
       "recipientType":"signer"
   }
 ]
}

Above API call creates an recipient

Then I am calling createRecipientView API call https://demo.docusign.net/restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/views/recipient

REQUEST :

{
   "email": "[email protected]",
   "authenticationMethod": "email",
   "clientUserId": "11111111",
   "returnUrl": "https://www.example.com",
   "userName": "Test user"
}

This does opens a view for user with given templateid but the tab fields are not shown as pre-filled.

Can someone please help me to show template fields as pre-filled.

I did tried below request for createReceipent API call

{
  "signers": [
    {
      "email": "[email protected]",
      "name": "Test user",
      "recipientId": "76987934",
      "tabs": {           
        "textTabs": [ 
          {
            "tabLabel": "Newtest",
            "value": "ssssssssssssss"
          }
        ]
      }
    }
  ]
}

But this one is not working, as mentioned in documentation

Answer 1

Good job on creating the envelope. Don't create another recipient. Instead, when you create the envelope, include a clientUserId attribute and value as part of the Signer Recipient object.

You'll the be able to create the recipient view (the signing ceremony view).

This live example adds the clientUserId to a recipient that is first defined in a template.