This answer contains a SOAP snippet and a full REST call in JSON with headers, a body, and two tabbed templates needed to execute the JSON body. A body with several parts is used so that when you add embedded templates and documents with dynamic PDF bytes, you are already set up.
SOAP documentation for IDCheck at DocuSign http://www.docusign.com/p/APIGuide/APIGuide.htm#Sending Group / IDCheckInformation.htm? Highlight = IDCheckInformationInput
Live DocuSign SOAP Help for methods, parameters and data models and methods in DocuSign https://www.docusign.net/api/3.0/dsapi.asmx
REST documentation for IDCheck at DocuSign http://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST API Links / Recipients / Subscribers Recipient .htm? Highlight = IDCheckConfigurationName
Live DocuSign REST Help on methods, parameters and data model and methods in DocuSign https://www.docusign.net/restapi/help
Via SOAP (part of the receiver fragment)
SOAP - XML (not REST / XML (key values are different))
<Recipients>
<Recipient>
<ID>1</ID>
<UserName>David Grigsby</UserName>
<Email>dgrigsbyds+idcheck@gmail.com</Email>
<Type>Signer</Type>
<AccessCode/>
<RequireIDLookup>true</RequireIDLookup>
<IDCheckConfigurationName>ID Check $</IDCheckConfigurationName>
<IDCheckInformationInput>
<AddressInformationInput>
<AddressInformation>
<Street1>104 Bremen Dr</Street1>
</AddressInformation>
<DisplayLevel>Editable</DisplayLevel>
</AddressInformationInput>
<DOBInformationInput>
<DisplayLevel>Editable</DisplayLevel>
</DOBInformationInput>
</IDCheckInformationInput>
<RoutingOrder>1</RoutingOrder>
<Note/>
<SignInEachLocation>false</SignInEachLocation>
</Recipient>
XML IDCheck : https://docusigninc.box.com/s/u4pj47lwom01h0clbjcn
REST ( JSON )
, xml, ,
Google Chrome Postman REST SOAP .
Doc
DocA [box] https://docusigninc.box.com/s/cm1bf67prdoxmzoue8wd
DocB [box] https://docusigninc.box.com/s/1yl7rbjny61o3rfzv2t1
POST /restapi/v2/accounts/YourExternalAccountId/envelopes HTTP/1.1
Host: demo.docusign.net
HEADERS:
--------
X-DocuSign-Authentication: {"Username":"yourEmail","Password":"YourPassword","IntegratorKey":"YourIntegratorKey"}
Content-Type: multipart/form-data; boundary=AAA
Accept: application/json
BODY:
--------
--AAA
Content-Type: application/json
Content-Disposition: form-data
{
"emailSubject": "Test 3",
"emailBlurb": "Using two templates from composite template structure",
"status": "sent",
"compositeTemplates": [{
"serverTemplates": [{
"sequence": "1",
"templateId": "YourTemplateID1"
}],
"inlineTemplates": [{
"sequence": "1",
"recipients": {
"signers": [{
"email": "youremail1@domain.com",
"name": "your name (1)",
"recipientId": "1",
"roleName": "Role",
"requireIDLookup": "true",
"idCheckConfigurationName": "Check $",
"idCheckInformationInput" : {
"addressInformationInput" :
{
"addressInformation" :
{
"street1" : "123 main street"
},
"displayLevelCode" : "Editable"
},
"dobInformationInput" :
{
"displayLevelCode" : "Editable"
}
},
"tabs": {
"textTabs": [{
"value": "YourName",
"tabLabel": "name"
},
{
"value": "YourFirstName",
"tabLabel": "first_name"
}]
}
}]
}
}]
},
{
"serverTemplates": [{
"sequence": "2",
"templateId": "YourTemplateID2"
}],
"inlineTemplates": [{
"sequence": "2",
"recipients": {
"signers": [{
"email": "youremail2@domain.com",
"name": "Your Name (2)",
"recipientId": "1",
"roleName": "Role",
"tabs": {
"textTabs": [{
"value": "Your Name (2)",
"tabLabel": "name"
},
{
"value": "YourLastName",
"tabLabel": "last_name"
}]
}
}]
}
}]
}]
}
--AAA--
Template1
XML [box] https://docusigninc.box.com/s/dru41hdcgo9cqffqxzi4
<?xml version="1.0" encoding="utf-8"?>
<EnvelopeTemplate xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.docusign.net/API/3.0">
<EnvelopeTemplateDefinition>
<TemplateID>82b2ce36-c6d1-41e5-9eb7-8c0d2b349057</TemplateID>
<Name>A Simple</Name>
<Shared>true</Shared>
<TemplatePassword />
<TemplateDescription />
<LastModified>2014-02-25T19:57:01.337Z</LastModified>
<PageCount>1</PageCount>
</EnvelopeTemplateDefinition>
<Envelope>
<AccountId>6918840b-91f3-464a-a219-74df4df172a1</AccountId>
<Documents>
<Document>
<ID>1</ID>
<Name>a.pdf</Name>
<PDFBytes>removed</PDFBytes>
</Document>
</Documents>
<Recipients>
<Recipient>
<ID>1</ID>
<UserName />
<Email />
<Type>Signer</Type>
<AccessCode />
<RequireIDLookup>false</RequireIDLookup>
<SAMLAuthentication>
<SAMLAttributes />
</SAMLAuthentication>
<RoutingOrder>1</RoutingOrder>
<Note />
<RoleName>Role</RoleName>
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<SignInEachLocation>false</SignInEachLocation>
</Recipient>
</Recipients>
<Tabs>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>211</XPosition>
<YPosition>63</YPosition>
<ScaleValue>1</ScaleValue>
<Type>Custom</Type>
<Name>name</Name>
<TabLabel>name</TabLabel>
<Value />
<CustomTabType>Text</CustomTabType>
<CustomTabWidth>174</CustomTabWidth>
<CustomTabHeight>11</CustomTabHeight>
<CustomTabRequired>true</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
<CustomTabValidationPattern />
<CustomTabValidationMessage />
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<SharedTab>false</SharedTab>
<RequireInitialOnSharedTabChange>false</RequireInitialOnSharedTabChange>
<ConcealValueOnDocument>false</ConcealValueOnDocument>
<Bold>false</Bold>
<Italic>false</Italic>
<Underline>false</Underline>
</Tab>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>214</XPosition>
<YPosition>98</YPosition>
<ScaleValue>1</ScaleValue>
<Type>Custom</Type>
<Name>first_name</Name>
<TabLabel>first_name</TabLabel>
<Value />
<CustomTabType>Text</CustomTabType>
<CustomTabWidth>174</CustomTabWidth>
<CustomTabHeight>11</CustomTabHeight>
<CustomTabRequired>true</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
<CustomTabValidationPattern />
<CustomTabValidationMessage />
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<SharedTab>false</SharedTab>
<RequireInitialOnSharedTabChange>false</RequireInitialOnSharedTabChange>
<ConcealValueOnDocument>false</ConcealValueOnDocument>
<Bold>false</Bold>
<Italic>false</Italic>
<Underline>false</Underline>
</Tab>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>71</XPosition>
<YPosition>142</YPosition>
<ScaleValue>1</ScaleValue>
<Type>SignHere</Type>
<Name>Sign Here</Name>
<TabLabel>Signature 3</TabLabel>
<Value />
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<Bold>false</Bold>
<Italic>false</Italic>
<Underline>false</Underline>
</Tab>
</Tabs>
<Subject>Please DocuSign this document: a.pdf</Subject>
<EmailBlurb />
<SigningLocation>Online</SigningLocation>
<AutoNavigation>true</AutoNavigation>
<EnvelopeIdStamping>true</EnvelopeIdStamping>
<AuthoritativeCopy>false</AuthoritativeCopy>
<Notification>
<Reminders>
<ReminderEnabled>false</ReminderEnabled>
<ReminderDelay>0</ReminderDelay>
<ReminderFrequency>0</ReminderFrequency>
</Reminders>
<Expirations>
<ExpireEnabled>true</ExpireEnabled>
<ExpireAfter>120</ExpireAfter>
<ExpireWarn>0</ExpireWarn>
</Expirations>
</Notification>
<EnforceSignerVisibility>false</EnforceSignerVisibility>
<EnableWetSign>true</EnableWetSign>
<AllowMarkup>false</AllowMarkup>
<AllowReassign>true</AllowReassign>
<BrandId>c949b06b-5530-410e-b20b-12b3e5376957</BrandId>
</Envelope>
</EnvelopeTemplate>
Template2
XML [box] https://docusigninc.box.com/s/hf3c03br9tpvntjatffl
<?xml version="1.0" encoding="utf-8"?>
<EnvelopeTemplate xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.docusign.net/API/3.0">
<EnvelopeTemplateDefinition>
<TemplateID>f1a039c0-61d2-4983-a889-4a2d0fd9802d</TemplateID>
<Name>B Simple</Name>
<Shared>true</Shared>
<TemplatePassword />
<TemplateDescription />
<LastModified>2014-02-25T19:58:36.1Z</LastModified>
<PageCount>1</PageCount>
</EnvelopeTemplateDefinition>
<Envelope>
<AccountId>6918840b-91f3-464a-a219-74df4df172a1</AccountId>
<Documents>
<Document>
<ID>1</ID>
<Name>b.pdf</Name>
<PDFBytes>removed</PDFBytes>
</Document>
</Documents>
<Recipients>
<Recipient>
<ID>1</ID>
<UserName />
<Email />
<Type>Signer</Type>
<AccessCode />
<RequireIDLookup>false</RequireIDLookup>
<SAMLAuthentication>
<SAMLAttributes />
</SAMLAuthentication>
<RoutingOrder>1</RoutingOrder>
<Note />
<RoleName>Role</RoleName>
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<SignInEachLocation>false</SignInEachLocation>
</Recipient>
</Recipients>
<Tabs>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>211</XPosition>
<YPosition>63</YPosition>
<ScaleValue>1</ScaleValue>
<Type>Custom</Type>
<Name>name</Name>
<TabLabel>name</TabLabel>
<Value />
<CustomTabType>Text</CustomTabType>
<CustomTabWidth>174</CustomTabWidth>
<CustomTabHeight>11</CustomTabHeight>
<CustomTabRequired>true</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
<CustomTabValidationPattern />
<CustomTabValidationMessage />
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<SharedTab>false</SharedTab>
<RequireInitialOnSharedTabChange>false</RequireInitialOnSharedTabChange>
<ConcealValueOnDocument>false</ConcealValueOnDocument>
<Bold>false</Bold>
<Italic>false</Italic>
<Underline>false</Underline>
</Tab>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>214</XPosition>
<YPosition>97</YPosition>
<ScaleValue>1</ScaleValue>
<Type>Custom</Type>
<Name>last_name</Name>
<TabLabel>last_name</TabLabel>
<Value />
<CustomTabType>Text</CustomTabType>
<CustomTabWidth>174</CustomTabWidth>
<CustomTabHeight>11</CustomTabHeight>
<CustomTabRequired>true</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
<CustomTabValidationPattern />
<CustomTabValidationMessage />
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<SharedTab>false</SharedTab>
<RequireInitialOnSharedTabChange>false</RequireInitialOnSharedTabChange>
<ConcealValueOnDocument>false</ConcealValueOnDocument>
<Bold>false</Bold>
<Italic>false</Italic>
<Underline>false</Underline>
</Tab>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>71</XPosition>
<YPosition>142</YPosition>
<ScaleValue>1</ScaleValue>
<Type>SignHere</Type>
<Name>Sign Here</Name>
<TabLabel>Signature 3</TabLabel>
<Value />
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
<Bold>false</Bold>
<Italic>false</Italic>
<Underline>false</Underline>
</Tab>
</Tabs>
<Subject>Please DocuSign this document: a.pdf</Subject>
<EmailBlurb />
<SigningLocation>Online</SigningLocation>
<AutoNavigation>true</AutoNavigation>
<EnvelopeIdStamping>true</EnvelopeIdStamping>
<AuthoritativeCopy>false</AuthoritativeCopy>
<Notification>
<Reminders>
<ReminderEnabled>false</ReminderEnabled>
<ReminderDelay>0</ReminderDelay>
<ReminderFrequency>0</ReminderFrequency>
</Reminders>
<Expirations>
<ExpireEnabled>true</ExpireEnabled>
<ExpireAfter>120</ExpireAfter>
<ExpireWarn>0</ExpireWarn>
</Expirations>
</Notification>
<EnforceSignerVisibility>false</EnforceSignerVisibility>
<EnableWetSign>true</EnableWetSign>
<AllowMarkup>false</AllowMarkup>
<AllowReassign>true</AllowReassign>
<BrandId>c949b06b-5530-410e-b20b-12b3e5376957</BrandId>
</Envelope>
</EnvelopeTemplate>