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Participant
January 4, 2024
Answered

Multiple agreements created from the same template are getting all events and status changes

  • January 4, 2024
  • 1 reply
  • 288 views

I'm creating multiple Agreements from the same template (a LibraryDocument), with differences to some un-editable fields, like an "Active Date" field. These differences are met with the mergeFieldInfo property of the AgreementInfo. All of the Agreements are sent to the same single participant.

 

The expected behavior is that when the recipient views the documents of one of those Agreements, an

AGREEMENT_DOCUMENTS_VIEWED webhook event for that agreement is sent.
 
Instead, a AGREEMENT_DOCUMENTS_VIEWED event is sent for ALL the agreements sent to that participant that are created from the same template. Even AGREEMENT_WORKFLOW_COMPLETED events are fired for all agreements, meaning the agreements are all marked SIGNED, even though the participant has only viewed/signed ONE of them. 
 
How do I ensure that these Agreements are treated as separate Agreements? Do I need to create a new LibraryDocument for each Agreement that is sent, to use as a template only one time each?
    This topic has been closed for replies.
    Correct answer Matt34598309vwmk

    Nevermind, the problem was on my end. The webhooks I created weren't resource-specific.

    1 reply

    Matt34598309vwmkAuthorCorrect answer
    Participant
    January 8, 2024

    Nevermind, the problem was on my end. The webhooks I created weren't resource-specific.