Content Comparison

Delete template

A template can be deleted when it is in draft or deactivated status, in the case of deactivated status it can only be deleted when a period of two months has passed, as this is the maximum life time of an EviSign.

• Draft: A template can be deleted as long as it is in draft status. To do so, it can be deleted directly from the Grid by clicking on the icon

  

  of the template or by going to edit template

  

   and pressing the delete button 

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• Deactivated: A deactivated template can only be deleted when it has been deactivated for a period of two months. A template can be deleted from the Template Grid, by clicking on the icon

  

  or within the detail of the same

  

  , by pressing the button

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Using templates from Web Service

Here is how to reference a template at the time of issuance. 

EviSign

For this product a number of different templates can be set per Signer/Reviewer. For this purpose the following parameters have been created in the EviSignSubmit API within the SigningParties object. 

• For the use of signature request type templates: 

  • SignatureRequestTemplate: Contains the identifier of the template to be used in the communication.

  • SignatureRequestTemplateValues: It contains an array of value keys, where the variables defined in the template content and the value it receives in the emission are reported. 

• For the use of signature reminder type templates:
  

  • SignatureReminderTemplate: Contains the identifier of the template to be used in the communication.

  • SignatureReminderTemplateValues:  It contains an array of value keys, where the variables defined in the template content and the value it receives in the emission are reported. 

• For the use of final notification type templates:
  

  • FinalNotificacionTemplateFinalNotificationTemplate: Contains the identifier of the template to be used in the communication.

  • FinalNotificacionTemplateValuesFinalNotificationTemplateValues:  It contains an array of value keys, where the variables defined in the template content and the value it receives in the emission are reported. 

• For the use of progress type templates:

  • ProgressNotificationTemplate: Contains the identifier of the template to be used in the communication..

  • ProgressNotificationTemplateValues:  It contains an array of value keys, where the variables defined in the template content and the value it receives in the emission are reported. 

Use of templates via Web Service

POST /api/EviSign/Submit HTTP/1.1
Host: app.ecertia.com
Authorization: Basic *******************
Content-Type: application/json

{
"subject":"EviSign Basic one signatory",
"issuer":"Demo evisign basic",
"signingParties":[
{
    "name":"Lara Lor Van",
    "legalName":"123456789A",
    "address":"recipient01@mailtest.es",
    "signingMethod":"EmailPIN",
    "SigningOrder": "1",
    "SignatureRequestTemplate":"Template01",
    "SignatureRequestTemplateValues" : {"postalAddress":"C/ Luna 01 Tierra3 29334", "jobOffered":"Analista"},
    "FinalNotificacionTemplateFinalNotificationTemplate":"Template02",
    "FinalNotificacionTemplateValuesFinalNotificationTemplateValues" : {"postalAddress":"C/ Luna 01 Tierra3 29334", "jobOffered":"Analista"},
    "ProgressNotificationTemplate":"Template04",
    "ProgressNotificationTemplateValues" : {"postalAddress":"C/ Luna 01 Tierra3”},
 	"SignatureReminderTemplate":"Template02",
    "SignatureReminderTemplateValues" : {"postalAddress":"C/ Luna 01 Tierra3 29334", "jobOffered":"Analista"}
}]
"document":"{{documento principal en Base 64}}"} 

EviNotice

• For the use of a notification:

  • NotificationTemplate: Contains the identifier of the template to be used in the communication..

  • NotificationTemplateValues:  It contains an array of value keys, where the variables defined in the template content and the value it receives in the emission are reported. 

Using templates from Web Service

POST /api/v2/evinotice/submit HTTP/1.1
Host: app.ecertia.com
Content-Type: application/json
Authorization: Basic 
{
    "Body": "We inform you that your car insurance fee has increased by 5% for the reports sent during the year 2022",
    "Subject": "notification about your insurance car",
    "RecipientAddress": "recipient01@mailtest.com",
    "RecipientLegalName": "recipient name",
    "IssuerLegalName": "Company test Insurance",
    "CertificationLevel": "Advanced",
    "TimeToLive": 365,
    "HideBanners": false,
    "PushNotificationFilter": [
        "Processed",
        "Sent",
        "Dispatched",
        "Delivered",
        "Read",
        "Replied"
    ],
    "PushNotificationUrl": "https://en8ok0mpw5r43.x.pipedream.net/",
    "CommitmentChoice": "AcceptOrReject",
    "CommitmentCommentsAllowed": true,
    "DeliverySignMethod": "MobilePIN",
    "DeliverySignFixedMobile": "+3464555656",
    "Language": "en",
     "NotificationTemplate": "Template01:AsIt",
      "NotificationTemplateValues" : {"recipientCountry":"Spain"}
}