Docusign dynamic row generation in table - templates

Question

I have to dynamically generate the rows in Docusign template's table. Is there a way to achieve that ? I have to mention customer's detail which can vary from contract to contract and for that i don't want to keep static placeholders for that such that I preconfigure 100 rows and it will populate accordingly.

Answer 1

Your problem will be solved using tab from docusign official docs. Also please read examples here. API ref about envelops will also helps you. Further demonstrations will be following.
function document1(args) {
return (
<div>
<table style="width:100%">
<tr>
<th>Firstname</th>
<th>Lastname</th>
<th>Age</th>
</tr>
<tr>
<td>{args.firstName}</td>
<td>{args.lastName}</td>
<td>{args.age}</td>
</tr>
</table>
</div>
);
}
use that document into makeEnvelope function.
function makeEnvelope(args) {
// create the envelope definition
let env = new docusign.EnvelopeDefinition();
env.emailSubject = "Please sign this document set";
// add the documents
let doc1 = new docusign.Document();
let doc1b64 = Buffer.from(document1(args)).toString("base64");
doc1.documentBase64 = doc1b64;
doc1.name = "YOUR markup doc name";
doc1.fileExtension = "html";
doc1.documentId = "1";
// The order in the docs array determines the order in the envelope
env.documents = [doc1];
// create a signer recipient to sign the document, identified by name and email
// We're setting the parameters via the object constructor
let signer1 = docusign.Signer.constructFromObject({
email: args.signerEmail,
name: args.signerName,
recipientId: "1",
routingOrder: "1",
});
// routingOrder (lower means earlier) determines the order of deliveries
// to the recipients. Parallel routing order is supported by using the
// same integer as the order for two or more recipients.
// create a cc recipient to receive a copy of the documents, identified by name and email
// We're setting the parameters via setters
let cc1 = new docusign.CarbonCopy();
cc1.email = args.ccEmail;
cc1.name = args.ccName;
cc1.routingOrder = "2";
cc1.recipientId = "2";
// Create signHere fields (also known as tabs) on the documents,
// We're using anchor (autoPlace) positioning
//
// The DocuSign platform searches throughout your envelope's
// documents for matching anchor strings. So the
// signHere2 tab will be used in both document 2 and 3 since they
// use the same anchor string for their "signer 1" tabs.
let signHere1 = docusign.SignHere.constructFromObject({
anchorString: "**signature_1**",
anchorYOffset: "10",
anchorUnits: "pixels",
anchorXOffset: "20",
}),
signHere2 = docusign.SignHere.constructFromObject({
anchorString: "/sn1/",
anchorYOffset: "10",
anchorUnits: "pixels",
anchorXOffset: "20",
});
// Tabs are set per recipient / signer
let signer1Tabs = docusign.Tabs.constructFromObject({
signHereTabs: [signHere1, signHere2],
});
signer1.tabs = signer1Tabs;
// Add the recipients to the envelope object
let recipients = docusign.Recipients.constructFromObject({
signers: [signer1],
carbonCopies: [cc1],
});
env.recipients = recipients;
// Request that the envelope be sent by setting |status| to "sent".
// To request that the envelope be created as a draft, set to "created"
env.status = args.status;
return env;
}
then make example worker function to use that envelope containing documents(either your table data or something else)
exampleSigningViaEmail.worker = async (args) => {
// Data for this method
// args.basePath
// args.accessToken
// args.accountId
let dsApiClient = new docusign.ApiClient();
dsApiClient.setBasePath(args.basePath);
dsApiClient.addDefaultHeader("Authorization", "Bearer " + args.accessToken);
let envelopesApi = new docusign.EnvelopesApi(dsApiClient),
results = null;
// Step 1. Make the envelope request body
let envelope = makeEnvelope(args.envelopeArgs);
// Step 2. call Envelopes::create API method
// Exceptions will be caught by the calling function
results = await envelopesApi.createEnvelope(args.accountId, {
envelopeDefinition: envelope,
});
let envelopeId = results.envelopeId;
console.log(`Envelope was created. EnvelopeId ${envelopeId}`);
return { envelopeId: envelopeId };
};