Clone Docusign account

Clones an existing Docusign account. Cloning an account copies the plan items and eSignature settings. Users, templates, and permission profiles are not copied into the target account. The new account will linked to the same organization.

In the request body, specify the source account you are cloning by its ID. You can get the IDs for your organization’s asset group accounts using the getAssetGroupAccounts endpoint.

You also need to specify information about the new target account, including the name, location, and administrator. To set the location, provide either the countryCode or region properties. (If both are specified, the region value will be used.) When testing in the developer environment, the region will always be NA.

The request body looks like this:

{
    "sourceAccount": {
        "id": "624e3e00-xxxx-xxxx-xxxx-43918c520dab"
    },
    "targetAccount": {
        "name": "My Cloned Account",
        "admin": {
            "firstName": "Francis",
            "lastName": "Beagle",
            "email": "francis@example.com"
        },
        "region": "NA"
    }
}

To call this endpoint:

• You must be an administrator for the specified organization. The administrator for the target account must also be an organization admin.
• The source account must be on the same plan as your contract.
• The source account must be an asset group account. An asset group is a set of modules, products, plans, and charges purchased for your organization. An asset group account is an account that has been linked to an asset group.
• Your organization must be set up for account cloning. For more information, email self-serve-provisioning-enablement@docusign.com.

Required scopes: asset_group_account_clone_write.

Next steps

• See how to use this endpoint to clone an account.