Templates Category
Use the Templates category to manage your account’s templates.
This section shows you how to perform the following tasks:
- Create, list, get, update, and delete templates.
- Manage the notification and group sharing settings for templates.
- Fetch and rotate pages from a document used by a template.
You can create templates either programmatically or through the Docusign web interface and then used by your application.
Additionally, composite templates enable you to create a single envelope using a combination of multiple templates and documents. It’s highly recommended that you use composite templates for your integration to make it more flexible and enable future modifications.
Reports
Methods supported
TemplateCustomFields
Description
A template custom field enables you to prepopulate custom metadata for all new envelopes that are created by using a specific template. You can then use the custom data for sorting, organizing, searching, and other downstream processes.
Methods supported
TemplateDocumentFields
Description
Template document fields
Methods supported
TemplateDocumentHtmlDefinitions
Methods supported
TemplateDocumentResponsiveHtmlPreview
Description
This resource is used to create a responsive preview of a specific template document.
Methods supported
TemplateDocuments
Description
Template documents
Methods supported
TemplateDocumentTabs
Methods supported
TemplateDocumentVisibility
Description
Document Visibility enables senders to control the visibility of the documents in an envelope at the recipient level. For example, if the parties associated with a legal proceeding should have access to different documents, the Document Visibility feature enables you to keep all of the documents in the same envelope and set view permissions for the documents by recipient. This functionality is enabled for envelopes and templates. It is not available for PowerForms.
Note: Before you use Document Visibility, you should be aware of the following information:
- Document Visibility must be enabled for your account by your Docusign administrator.
- A document cannot be hidden from a recipient if the recipient has tabs assigned to them on the document.
- When the Document Visibility setting hides a document from a recipient, the document also does not appear in the recipient’s list of envelopes, documents, or page images.
- Carbon Copy, Certified Delivery (Needs to Sign), Editor, and Agent recipients can always see all of the documents associated with the envelope or template.
The Document Visibility feature has multiple settings that specify the options that senders have when sending documents. For more information, see Use Document Visibility to Control Recipient Access.
Methods supported
TemplateHtmlDefinitions
Methods supported
TemplateLocks
Description
This section provides information about template locks. You use template locks to prevent others from making changes to a template while you are modifying it.
Methods supported
TemplateRecipients
Description
Template recipients
Methods supported
TemplateRecipientTabs
Description
Template tabs
Methods supported
TemplateResponsiveHtmlPreview
Description
This resource is used to create a responsive preview of all of the documents associated with a template.
Methods supported
Templates
Description
Template management
Methods supported
- create
- deleteDocumentPage
- deleteGroupShare
- get
- getDocumentPageImage
- getNotificationSettings
- getPageImages
- list
- rotateDocumentPage
- update
- updateGroupShare
- updateNotificationSettings
- updateTemplates
- updateTemplatesAutoMatch
TemplateViews
Description
A TemplateView contains a URL that you can embed in your application to generate a template view that uses the Docusign user interface (UI).
Methods supported