Free Support Forum - groupdocs.com

Workflow Help


#1

I would like to create what I think is a pretty standard workflow for documents. We have a template that is used to generate a document. That document is then sent somebody else who must enter some data and sign the documents. What is the correct order of operations for this procedure?


Is it?
1) Create a document from a template.
2) Create an envelope from that document

Second Question.
When using the swagger api explorer how do I obtain my user ID?


#2

Hi,


Thank you for the question. Yes, your workflow is correct. The user ID you can find in your GroupDocs account settings in the Api section.

Best regards.

#3

What about this process…


1) Create a document from a template.
2) Create an envelope from a template.
3) Add document to the envelope


#4

Hi,


As we discussed in another thread - please follow the workflow described in the sample 44

Best regards.