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Create a Document Group for templates to sign with Node.js Client for API

Create a Document Group for templates to sign with Node.js Client using the API

Create a document group from a list of templates IDs. Users can invite one signer to eSign several documents or send certain documents in the group to different signers within one application.

Free to test
Fast to deploy
Powerful & secure

Organize templates in groups for faster approval

Use the sample code to organize several templates in a group and send them out in bulk to one or multiple signers.

Node.js

C#

cURL

Copy code

'use strict';
 
const signnow = require('@signnow/api-client')({
  credentials: 'BASE64_ENCODED_CLIENT_CREDENTIALS',
  production: true, // if false then uses eval server
});
const createDocumentGroupTemplate = signnow.documentGroupTemplate.create;
 
const token = 'YOUR_ACCESS_TOKEN';
const template_group_name = 'NAME_OF_NEW_DOCUMENT_GROUP_TEMPLATE';
const template_ids = [
  'TEMPLATE_1_ID',
  'TEMPLATE_2_ID',
 
  // ...
];
 
/**
 * see API Reference for routing details configuration info
 * at https://signnow.github.io/SignNowNodeSDK/class/lib/documentGroupTemplate.js~DocumentGroupTemplate.html#static-method-create
 */
const routing_details = {
  invite_steps: [
    {
      order: 1,
      invite_emails: [
        {
          email: 'Email of Signer 1',
          subject: 'Signer 1 Needs Your Signature',
          message: 'Signer 1 invited you to sign Document 1',
          expiration_days: 30,
          reminder: 0,
          hasSignActions: true,
          allow_reassign: '0',
        },
      ],
      invite_actions: [
        {
          email: 'Email of Signer 1',
          role_name: 'Signer 1',
          action: 'sign',
          document_id: 'TEMPLATE_1_ID',
          document_name: 'Document 1',
          role_viewName: 'Signer 1',
          allow_reassign: '0',
          decline_by_signature: '0',
        },
      ],
    },
    {
      order: 2,
      invite_emails: [
        {
          email: 'Email of Signer 2',
          subject: 'Signer 2 Needs Your Signature',
          message: 'Signer 2 invited you to sign Document 2',
          expiration_days: 30,
          reminder: 0,
          hasSignActions: true,
          allow_reassign: '0',
        },
      ],
      invite_actions: [
        {
          email: 'Email of Signer 2',
          role_name: 'Signer 2',
          action: 'sign',
          document_id: 'TEMPLATE_2_ID',
          document_name: 'Document 2',
          role_viewName: 'Signer 2',
          allow_reassign: '0',
          decline_by_signature: '0',
        },
      ],
    },
  ],
  include_email_attachments: 0,
};
 
/**
 * @param {Object} res
 * @param {string} res.id - id of created document group template
 */
const handleResponse = res => {
  console.log(res);
};
 
const handleError = err => {
  console.error(err);
};
 
createDocumentGroupTemplate({
  template_group_name,
  template_ids,
  routing_details,
  token,
}, (err, res) => {
  if (err) {
    handleError(err);
  } else {
    handleResponse(res);
  }
});

public class DocumentGroupSendInviteModel
    {
        public IEnumerable<InviteSteps> invite_steps { get; set; }
        public IEnumerable<CompletionEmails> completion_emails { get; set; }
    }
 
    public class InviteSteps
    {
        public int order { get; set; }
        public IEnumerable<InviteEmails> invite_emails { get; set; }
        public IEnumerable<InviteActions> invite_actions { get; set; }
    }
 
    public class InviteEmails
    {
        public string email { get; set; }
        public int disabled { get; set; }
        public string subject { get; set; }
        public string message { get; set; }
    }
 
    public class InviteActions
    {
        public string email { get; set; }
        public string role_name { get; set; }
        public string action { get; set; }
        public string document_id { get; set; }
        public int allow_reassign { get; set; }
        public Authentication authentication { get; set; }
    }
 
    public class Authentication
    {
        public string type { get; set; }
        public string value { get; set; }
    }
 
    public class CompletionEmails
    {
        public string email { get; set; }
        public int disabled { get; set; }
        public string subject { get; set; }
        public string message { get; set; }
    }
 
    public enum DocumentGroupAction
    {
        sign,
        view
    }
public class CreateResponseModel
    {
        public string id { get; set; }
    }
public partial class RestSharpSamples
    {
        public static CreateResponseModel DocumentGroupSendInvites(string apiUrl, string accessToken, string groupId, DocumentGroupSendInviteModel invites)
        {
            var client = new RestClient { BaseUrl = new Uri(apiUrl) };
 
            var request = new RestRequest($"/documentgroup/{groupId}/groupinvite", Method.POST)
                .AddHeader("Accept", "application/json")
                .AddHeader("Authorization", $"Bearer {accessToken}");
 
            request.RequestFormat = DataFormat.Json;
            request.AddBody(invites);
            var response = client.Execute(request);
 
            if (response.StatusCode != HttpStatusCode.OK)
            {
                throw new Exception(response.Content);
            }
 
            return JsonConvert.DeserializeObject<CreateResponseModel>(response.Content);
        }
    }

curl -X POST \
  http://{{url}}/documentgroup/{{document_group_id}}/groupinvite \
  -H 'Authorization: Bearer {bearer_token}' \
  -H 'Content-Type: application/json' \
  -d '{
   "invite_steps":[
      {
         "order": 1,
         "invite_emails":[
            {
               "email":"{{step1_email}}",
               "subject":"custom subject",
               "message":"custom message"
            }
         ],
         "invite_actions":[
            {
               "email":"{{step1_email}}",
               "role_name":"{{role_name}}",
               "action":"sign",
               "document_id":"{{document_id}}"
            }
         ]
      },
      {
        "order": 2,
         "invite_emails":[
            {
               "email":"{{step2_email}}",
               "subject":"custom subject",
               "message":"custom message"           
            }
         ],
         "invite_actions":[
            {
               "email":"{{step1_email}}",
               "role_name":"{{role_name}}",
               "action":"sign",
               "document_id":"{{document_id}}"
            }
         ] 
      }
   ]
}'

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In own and operate a small business and this has been great in helping to close more business. I was printing out large amounts of paperwork for the client to sign before we could start helping them with their business. The problem was that the client felt overwhelmed and would delay in signing it until they took it home and read all the paperwork. Now that we have airSlate SignNow, they can look at it online and sign our agreement faster. Plus it saves time for me and my business trying to get this part complete. The customer is always looking for the easy button and this helps. We can also add this to our tabet setup so customers can sign up on the go with our team. Driving down operating costs while maintaining a high customer experience is what I strive for as a business owner and this provides the tools needed to grow.

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