Tags are appearing in left of the document in embedded Signing using template - soap

Question

``code` DocuSignTK.Recipient recipient = new DocuSignTK.Recipient();
recipient.Email = signer_email; // This person will use embedded signing. If you have his
// email, supply it. If you don't, use a fake email that includes your
// ClientUserID. Eg embedded_signer_{ClientUserID}#your_company.com
recipient.UserName = signer_name;
recipient.ID = 1;
recipient.Type_x = 'Signer';
recipient.RoutingOrder = 1;
recipient.RoleName = 'Signer1';
// We want this signer to be "captive" so we can use embedded signing with him
recipient.CaptiveInfo = new DocuSignTK.RecipientCaptiveInfo();
recipient.CaptiveInfo.ClientUserID = signer_user_id; // Must uniquely identify the
// Create the recipient information
DocuSignTK.ArrayOfRecipient1 recipients = new DocuSignTK.ArrayOfRecipient1();
recipients.Recipient = new DocuSignTK.Recipient[1];
recipients.Recipient[0] = recipient;
DocuSignTK.ArrayOfTemplateReferenceRoleAssignment Roles = new DocuSignTK.ArrayOfTemplateReferenceRoleAssignment();
Roles.RoleAssignment = new DocuSignTK.TemplateReferenceRoleAssignment[1];
DocuSignTK.TemplateReferenceRoleAssignment role = new DocuSignTK.TemplateReferenceRoleAssignment();
role.RoleName = 'Signer1';
role.RecipientID = 1;
Roles.RoleAssignment[0] = role;
// Create the template reference from a server-side template ID
DocuSignTK.TemplateReference templateReference = new DocuSignTK.TemplateReference();
templateReference.Template = 'd0d80082-612b-4a04-b2a1-0672eb720491';
templateReference.TemplateLocation = 'Server';
templateReference.RoleAssignments = Roles;
// Construct the envelope information
DocuSignTK.EnvelopeInformation envelopeInfo = new DocuSignTK.EnvelopeInformation();
envelopeInfo.AccountId = account_Id;
envelopeInfo.Subject = 'Subject';
envelopeInfo.EmailBlurb = 'Email content';
// Make the call
try {
//DocuSignTK.EnvelopeStatus result = api_sender.CreateAndSendEnvelope(envelope);
// Create draft with all the template information
DocuSignTK.ArrayOfTemplateReference TemplateReferenceArray = new DocuSignTK.ArrayOfTemplateReference();
TemplateReferenceArray.TemplateReference = new DocuSignTK.TemplateReference[1];
TemplateReferenceArray.TemplateReference[0] = templateReference;
DocuSignTK.EnvelopeStatus result = api_sender.CreateEnvelopeFromTemplates( TemplateReferenceArray, recipients, envelopeInfo, true);
envelope_id = result.EnvelopeID;
System.debug('Returned successfully, envelope_id = ' + envelope_id );
} catch ( CalloutException e) {
System.debug('Exception - ' + e );
error_code = 'Problem: ' + e;
error_message = error_code;
} `code``
I am integrating Docusign for embedded signing. I am using SOAP API and used method CreateEnvelopeFromTemplates . Template I created is having some fields/Tabs. But once I open signing url these fields are located on side of the document instead of the location which I sent in template.
I have also assigned Role name for recipient but it is not working. Please help.
Click here to see screenshot

Answer 1

Here is the C# code to create an envelope from template using the DocuSign SOAP Api. Documentation here
string apiUrl = "https://demo.docusign.net/api/3.0/api.asmx";
string accountId = "Enter accountId"; //
string email = "Enter email";
string userName = "Enter intergrator key";
userName += email;
string _password = "Enter password";
var apiClient = new DocuSignTK.APIServiceSoapClient("APIServiceSoap", apiUrl);
apiClient.ClientCredentials.UserName.UserName = userName;
apiClient.ClientCredentials.UserName.Password = _password;
// Construct all the recipient information
var recipients = new DocuSignTK.Recipient[1];
recipients[0] = new DocuSignTK.Recipient();
recipients[0].Email = "recipientone#acme.com";
recipients[0].UserName = "recipient one";
recipients[0].Type = DocuSignTK.RecipientTypeCode.Signer;
recipients[0].ID = "1";
recipients[0].RoutingOrder = 1;
recipients[0].RoleName = "Signer1";
var roles = new DocuSignTK.TemplateReferenceRoleAssignment[1];
roles[0] = new DocuSignTK.TemplateReferenceRoleAssignment();
roles[0].RoleName = recipients[0].RoleName;
roles[0].RecipientID = recipients[0].ID;
// Use a server-side template -- you could make more than one of these
var templateReference = new DocuSignTK.TemplateReference();
templateReference.TemplateLocation = DocuSignTK.TemplateLocationCode.Server;
// TODO: replace with template ID from your account
templateReference.Template = "d0d80082-612b-4a04-b2a1-0672eb720491";
templateReference.RoleAssignments = roles;
// Construct the envelope information
DocuSignTK.EnvelopeInformation envelopeInfo = new DocuSignTK.EnvelopeInformation();
envelopeInfo.AccountId = " ";
envelopeInfo.Subject = "create envelope from templates test";
envelopeInfo.EmailBlurb = "testing docusign creation services";
// Create draft with all the template information
DocuSignTK.EnvelopeStatus status = apiClient.CreateEnvelopeFromTemplates(new DocuSignTK.TemplateReference[] { templateReference },
recipients, envelopeInfo, false);

Answer 2

I downloaded a template from production and uploaded in sandbox but once I recreated similar template in Sandbox only and used it's template ID in code then it is working perfectly. Apparently, There seems to be some issue with import template utility of Docusign.