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Create and send documents using template ID in Zoho Sign

Overview

The zoho.sign.createUsingTemplate task is used to create documents using a template and send them to the specified recipients.

Syntax

<response> = zoho.sign.createUsingTemplate(<template_ID>, <params>, [<connection>]);

where:

ParamsData typeDescription

<response>

KEY-VALUE

The status of the executed task, document owner, document template, recipient details, status of the document, byte stream of the image, and other relevant information.

<template_ID>

NUMBER

The ID of the template based on which the documents need to be created.

Note:

You can get the ID of a Zoho Sign template from its URL.
The URL is in the format: https://sign.zoho.com/zs#/template/viewer/<template_id>
(or)
You can get the template ID from the response of zoho.sign.getTemplate task. Click here to learn how to fetch the template ID.

<params>

KEY-VALUE

The details of the documents and recipients.

Note: The keys to this parameter should be provided as described below:

  • data* - The parent key for the values to construct the request.
    • templates* - Contains actions and field data. 
      • actions* - The key to a LIST of actions (a KEY-VALUE pair) & their related attributes and the roles associated with the template. Each action map needs the below:
        • recipient_name* - The name of the document recipient.
        • recipient_email* - The email ID of the document recipient.
        • action_id* - The ID of the action to be performed on the document. You can get the action ID from the response of zoho.sign.getTemplateById task. Click here to learn how to fetch action ID.
        • role - The role of the document recipient.
        • action_type - Decides if the recipient is a signer or viewer.
          Allowed values: SIGN, VIEW 
      • field_data - Contains the data of the prefill fields added to the template.
        • field_text_data - a KEY-VALUE pair containing the field name and value associated with it for all the text fields that are added under prefill.
        • field_boolean_data - a KEY-VALUE pair containing the field name and the TRUE/FALSE value for all the check box fields that are added under prefill.
        • field_date_data - a KEY-VALUE pair containing the field name and value associated with it in the format: dd MMMM yyyy (Example: 01 January 2019) for all the date fields that are added under prefill.
  • is_quicksend - TRUE/FALSE. Another parent key in constructing this request. If true, it will send the template. If false, the document will be saved as a draft and it needs to be sent manually from the Zoho Signs UI.
    Default value: TRUE

<connection>

(optional)*

TEXT

The name of the connection.

*Note: This param is not applicable to Zoho Creator and mandatory in Zoho Cliq.

Example

The following script creates a document based on a template ID and sends it to the specified recipient.

actionMap = Map();
fieldTextData = Map();
fieldTextData.put("TextField_1", "Document to Review");
 
actionMap.put("field_data",{"field_text_data":fieldTextData});
 
eachActionMap1 = Map();
eachActionMap1.put("recipient_name","James");
eachActionMap1.put("recipient_email","james@zoho.com");
eachActionMap1.put("action_type","SIGN");
eachActionMap1.put("action_id","32076000000002014");
eachActionMap1.put("role","Reviewer");
eachActionMap1.put("verify_recipient","false");
 
eachActionMap2 = Map();
eachActionMap2.put("recipient_name","Tony");
eachActionMap2.put("recipient_email","tony@zoho.com");
eachActionMap2.put("action_type","SIGN");
eachActionMap2.put("action_id","32076000000014006");
eachActionMap2.put("role","Manager");
eachActionMap2.put("verify_recipient","false");
 
fieldList = List();
fieldList.add(eachActionMap1);
fieldList.add(eachActionMap2);
 
actionMap.put("actions",fieldList);
 
submitMap = Map();
submitMap.put("templates",actionMap);
 
parameters = Map();
parameters.put("is_quicksend","true");
parameters.put("data",submitMap);
 
response = zoho.sign.createUsingTemplate(32076000000002011, parameters);

where:

response
The KEY-VALUE response returned by Zoho Sign.
actionMap 
fieldTextData 
eachActionMap1 
eachActionMap2 
submitMap 
parameters
The KEY-VALUE variables required to create and send the document.
fieldList
The LIST variable that holds the field list values.
32076000000002011
The NUMBER that represents the ID of the template based on which the documents need to be created.
TextField_1 
field_data 
recipient_name 
recipient_email 
action_id  
action_type  
role 
verify_recipient 
actions 
templates 
data 
is_quicksend

are the TEXT that represents the keys as specified in the Zoho Sign API.

Response Format

Success Response

  • The success response will be returned in the following format:
      {
      "code": 0,
      "requests": {
      "request_status": "inprogress",
      "notes": "",
      "attachments": [
     
      ],
      "reminder_period": 5,
      "owner_id": "10696000000009003",
      "description": "",
      "request_name": "CRM_V2_equivalent_tasks.png",
      "modified_time": 1572871982599,
      "action_time": 1572871983181,
      "is_deleted": false,
      "expiration_days": 15,
      "is_sequential": true,
      "sign_submitted_time": 1572871983181,
      "owner_first_name": "Shawn",
      "sign_percentage": 16.67,
      "expire_by": 1574188140000,
      "is_expiring": false,
      "owner_email": "shawn@zylker.com",
      "created_time": 1572871982599,
      "email_reminders": true,
      "document_ids": [
      {
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      "document_name": "CRM_V2_equivalent_tasks.png",
      "pages": [
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