Are Composite Templates Supported

The fmESignature Link file uses a Templates model that supports creating DocuSign envelopes using either a PDF file (either a static PDF or one generated from a FileMaker layout) and upload that along with a list of recipients and where they needed to sign etc, or simply specify a DocuSign Template ID and uploading the list of recipients and their roles.

For more complex envelopes DocuSign also support the composite templates model, which is the most flexible envelope creation model. With the composite templates model you can create complex envelopes which cannot be handled by the direct document or DocuSign Template models, such as when you need to send both a PDF document and include a DocuSign Template.

The fmESignature Link file doesn't include any examples for creating an envelope using a composite template. We have found that the use cases for these can be very unique and usually require a custom FileMaker script to generate the composite template documents and recipients/roles.

We have helped a number of customers implement composite templates, including:

• a payment processing company needed to send a DocuSign Template that included multiple documents, in person signers and SMS verification
• a talent agency needed to send an envelope that included both a FileMaker generated PDF as well as a standard DocuSign Template and dynamically assign recipients and roles to both documents

If you would like to discuss implementing a composite template for your fmESignature Link (DocuSign Edition) integration please get in touch.

You can get more information about DocuSign Composite Templates at the following articles:

• Composite templates API Reference
• Why You Should Be Using the Composite Template Model
• From the Trenches: Composite templates