Sharing templates

Expanded by eSignature REST API 2.1

You can share any of your defined templates with other users, either one template at a time or (in version 2.1 of the eSignature REST API) by directly sharing a defined template folder.

You can share templates using the Accounts: updateSharedAccess method.

You can share your templates (either individually or via folders) with:

Individual accounts or lists of accounts, by accountId
Groups of users, by group name

Note: If you choose to share a template folder with one or more users, any new templates you later add to that folder will be automatically shared.

For example, if a company defined a set of templates used for real estate transactions and wanted to ensure that each of its agents had access to those templates, it could make a call similar to the following to share the folder containing those templates to each agent in the exampleAgents group simultaneously.

PUT /restapi/v2.1/accounts/{accountId}/shared_access?item_type=folders&folder_ids={FolderID}
Body
{
  "sharedAccess": [
    {
      "templates": [
        {
          "templateId": "1d8f71d4-xxxx-xxxx-xxxx-9335e9072b7e",
          "sharedgroups": [
            {
              "group": {
                "groupName": "exampleAgents"
              }
            }
          ],
          "shared": "shared_to"
        }
      ]
    }
  ]
}