Optional DocuSign editor before sending - json

Question

I am using the DocuSign API to generate digital agreements. So far all has gone well, but I now have a requirement to optionally have the contract sent to a user for editing within DocuSign before it is sent to the signatories.
My existing API calls are fairly simple, just using a template for the document:
POST https://demo.docusign.net/restapi/v2/accounts/<account_id>/envelopes HTTP/1.1
{
"status": "sent",
"templateId": "<template_id>",
"templateRoles": [
{
"email": "person1#company.com",
"name": "Person One",
"roleName": "Signatory1"
},
{
"email": "person2#somewhere.com",
"name": "Person Two",
"roleName": "Signatory2"
}
]
}
I need to have the same template sent to an editing user to adjust the envelope details before delivering to the signatories.
Anybody had any luck with a similar requirement?
Things I have tried:
Adding a compositeTemplates to the above request with an inline template that has an editor. This unfortunately removes all of the fields from the document.
Placing the whole request in compositeTemplates with the template selected as a server template, and the recipients in an inline template. This does not correctly match up the recipient roles to the template roles.

Answer 1

You can use the following composite template to add an Editor in addition to the template roles you have.
{
"status": "sent",
"compositeTemplates": [
{
"serverTemplates": [
{
"sequence": "2",
"templateId": "<template_id>"
}
],
"inlineTemplates": [
{
"sequence": "1",
"recipients": {
"signers": [
{
"email": "person1#company.com",
"name": "Person One",
"roleName": "Signatory1",
"recipientId": "1"
},
{
"email": "person2#company.com",
"name": "Person Two",
"roleName": "Signatory2",
"recipientId": "2"
}
],
"editors": [
{
"name": "person three",
"email": "personthree#company.com",
"recipientId": "3",
"routingOrder": "0"
}
]
}
}
]
}
]
}