Common API Tasks: Cloning an envelope

Common API Tasks: Cloning an envelope

Welcome to another edition of the CAT (Common API Tasks) blog. This blog series is all about giving you useful information about using the DocuSign APIs. In each post I provide all you need to complete small, specific, SDK-supported tasks using one of our APIs

You can find all articles in this series on the DocuSign developer blog. 

For this issue I picked the topic of clones. Did you know that you can clone an entire envelope and create a copy of that original envelope? This can be very useful for various scenarios—mostly situations where you want to send a brand new envelope with the same information (documents) in it, but you don’t already have a template set up to do so. 

As with most of my blog posts in this series, the activity I talk about can be performed from the DocuSign web application. In this case, you can go to the Manage tab of the DocuSign eSignature web app, select an envelope, open the small menu just right of it, and select Create a Copy

Creating a copy of an envelope in the UI

The web application will first call the DocuSign eSignature REST API to create a clone of the envelope you selected, and then redirect you to the Prepare screen so you can continue to work on it. The new envelope is created in draft status, so it can be edited before it is sent out.

Only envelopes that have been sent (either in transit, waiting for signature, or completed when all recipients have acted on it) can be cloned. Draft envelopes cannot be cloned. Because you can just keep working on them in their current state, there’s no need to clone; after all, the purpose of cloning is to create a draft envelope.

When it comes to doing this programmatically, it’s rather simple. All you have to do is provide the original envelopeId (which must be from the same DocuSign account) and you can optionally specify whether you want the recipients to be copied over as well. That’s it. You’ll get back a new envelopeId representing the new copy that was just created, and you can take it from there. Let's code this in our usual six SDK languages.

C#

// You need to obtain an access token using your chosen authentication flow 
var apiClient = new ApiClient(basePath);
apiClient.Configuration.DefaultHeader.Add("Authorization", "Bearer " + accessToken);
EnvelopesApi envelopesApi = new EnvelopesApi(apiClient);
var envelopeDefinition = new EnvelopeDefinition();
envelopeDefinition.EnvelopeId = "bc4799a2-xxxx-xxxx-xxxx-20d1921aeb87"; // Your original envelope you're cloning
envelopeDefinition.CopyRecipientData = "false"; // Change to also copy recipients
EnvelopeSummary results = envelopesApi.CreateEnvelope(accountId, envelopeDefinition);
string envelopeId = results.EnvelopeId; // Cloned envelope

Java

// You need to obtain an access token using your chosen authentication flow 
Configuration config = new Configuration(new ApiClient(basePath));
config.addDefaultHeader("Authorization", "Bearer " + accessToken);
EnvelopesApi envelopesApi = new EnvelopesApi(config);
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition();
envelopeDefinition.setEnvelopeId("bc4799a2-xxxx-xxxx-xxxx-20d1921aeb87"); // Your original envelope you're cloning
envelopeDefinition.setCopyRecipientData*"false"); // Change to also copy recipients
EnvelopeSummary results = envelopesApi.CreateEnvelope(accountId, envelopeDefinition);
string envelopeId = results.getEnvelopeId(); // Cloned envelope

Node.js

// You need to obtain an access token using your chosen authentication flow 
let dsApiClient = new docusign.ApiClient();
dsApiClient.setBasePath(basePath);
dsApiClient.addDefaultHeader('Authorization', 'Bearer ' + accessToken);
let envelopesApi = new docusign.EnvelopesApi(dsApiClient);
let envelopeDefinition = new docusign.EnvelopeDefinition();
envelopeDefinition.envelopeId = 'bc4799a2-xxxx-xxxx-xxxx-20d1921aeb87'; // Your original envelope you're cloning
envelopeDefinition.copyRecipientData = 'false'; // Change to also copy recipients
let results = envelopesApi.createEnvelope(accountId, envelopeDefinition);
var envelopeId = results.envelopeId; // Cloned envelope

PHP

# You need to obtain an access token using your chosen authentication flow 
$api_client = new \DocuSign\eSign\client\ApiClient($base_path);
$config = new \DocuSign\eSign\Model\Configuration($api_client);
$config->addDefaultHeader('Authorization', 'Bearer ' + $access_token);
$envelopes_api = new \DocuSign\Api\EnvelopesApi($config); 
$envelope_definition = new \DocuSign\eSign\Model\docusign.EnvelopeDefinition();
$envelope_definition->setEnvelopeId('bc4799a2-xxxx-xxxx-xxxx-20d1921aeb87'); # Your original envelope you're cloning
$envelope_definition.setCopyRecipientData('false'); # Change to also copy recipients
$results = $envelopes_api->createEnvelope($account_id, $envelope_definition);
$envelope_id = results->getEnvelopeId(); # Cloned envelope

Python

# You need to obtain an access token using your chosen authentication flow 
api_client = ApiClient()
api_client.host = base_path
api_client.set_default_header('Authorization', 'Bearer ' + access_token)
envelopes_api = EnvelopesApi(api_client)
envelope_definition = EnvelopeDefinition()
envelope_definition.envelope_id ='bc4799a2-xxxx-xxxx-xxxx-20d1921aeb87' # Your original envelope you're cloning
envelope_definition.copy_recipient_data = 'false' # Change to also copy recipients
results = envelopes_api.create_envelope(account_id, envelope_definition)
envelope_id = results.envelope_id # Cloned envelope

Ruby

# You need to obtain an access token using your chosen authentication flow 
config = DocuSign_eSign::Configuration.new
config.host = base_path
api_client = DocuSign_eSign::ApiClient.new config
api_client.DefaultHeader['Authorization'] = 'Bearer ' + access_token
envelopes_api = DocuSign_eSign::EnvelopesApi.new api_client
envelope_definition = DocuSign_eSign::EnvelopeDefinition().new
envelope_definition.envelope_id ='bc4799a2-xxxx-xxxx-xxxx-20d1921aeb87' # Your original envelope you're cloning
envelope_definition.copy_recipient_data = 'false' # Change to also copy recipients
results = envelopes_api.create_envelope(account_id, envelope_definition)
envelope_id = results.envelope_id # Cloned envelope

I hope you found this useful. As usual, if you have any questions, comments, or suggestions for topics for future Common API Tasks posts, feel free to email me. Until next time...

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Inbar Gazit
Author
Inbar Gazit
Sr. Manager, Developer Content
Published