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Create a Document Group for templates to sign with Python SDK for API

Create a Document Group for templates to sign with Python SDK 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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