How to fetch template details and create a new template using the BoldSign API with Python?

In BoldSign, you can retrieve properties from an existing template and reuse them to create a new template with identical configurations.
To achieve this in your codebase, you need to:

• Send a GET request to the /template/properties endpoint to fetch the details of an existing template.
• Then, use a POST request to the /template/create endpoint to generate a new template using those fetched properties.

Below is a sample Python code that demonstrates this process:

Python

import requests
import base64

api_url = "https://api.boldsign.com/v1/template/create"
api_key = "Your API Key"

properties_url = "https://api.boldsign.com/v1/template/properties?templateId=Your template Id"

HEADERS = {
    "accept": "application/json",
    "X-API-KEY": api_key,
    "Content-Type": "application/json" 
}

properties_response = requests.get(properties_url, headers=HEADERS)
template_properties = properties_response.json()

roles = []
for original_role in template_properties.get("roles", []):
    form_fields = [
        {
            "id": x["id"],
            "fieldType": "TextBox" if x["fieldType"] in ["name", "email"] else x["fieldType"],
            "isReadOnly": x["fieldType"] in ["name", "email"] or x["isReadOnly"],
            "bounds": x["bounds"],
            "value": x["value"],
            "pageNumber": x["pageNumber"]
        }
        for x in original_role.get("formFields", [])
    ]

    temp_role = {
        "index": original_role["index"],
        "signerOrder": original_role["signerOrder"],
        "signerType": original_role["signerType"],
        "defaultSignerEmail": original_role.get("defaultSignerEmail"),
        "defaultSignerName": original_role.get("defaultSignerName"),
        "name": original_role["name"],
        "formFields": form_fields
    }
    roles.append(temp_role)

def file_to_base64(file_path):
    with open(file_path, "rb") as file:
        base64_encoded = base64.b64encode(file.read()).decode('utf-8')
    return f"data:application/pdf;base64,{base64_encoded}"

file_path = "Your File Path.pdf"  
base64_string = file_to_base64(file_path)


payload = {
    "Title": "Sample Template", 
    "DocumentMessage": template_properties.get("documentMessage", ""),
    "Description": template_properties.get("description", ""),
    "DocumentTitle": template_properties.get("documentTitle", ""),
    "Roles": roles, 
    "Files" : [base64_string]
}

response = requests.post(api_url, headers=HEADERS, json=payload)

print(response.text)

In the example code above, replace Your API Key, Your template Id, and Your File Path with your actual details. Once executed, a new template will be created in your BoldSign account using the properties fetched from the existing template.