> You are reading the Docusign Developer Documentation. For clean Markdown of any page, append .md to the page URL. > > Documentation indexes by section: > - APIs and SDKs: https://docusign.docs.buildwithfern.com/docs/llms.txt > - Platform 101: https://docusign.docs.buildwithfern.com/platform/llms.txt > - Extension Apps: https://docusign.docs.buildwithfern.com/extension-apps/llms.txt > - Docusign CLI: https://docusign.docs.buildwithfern.com/docusign-cli/llms.txt > > Authentication (OAuth, JWT Grant, M2M): https://docusign.docs.buildwithfern.com/platform/auth > Webhooks and Connect: https://docusign.docs.buildwithfern.com/platform/webhooks > > OpenAPI specifications: https://docusign.docs.buildwithfern.com/openapi.json > MCP server: https://docusign.docs.buildwithfern.com/_mcp/server # 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](/docs/esign-rest-api/esign101/concepts/templates/composite) 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](/docs/esign-rest-api/reference/templates/reports) **Methods supported** * [getCompletionRateForTemplate](/docs/esign-rest-api/reference/templates/reports/getcompletionratefortemplate) * [getCompletionRateForTemplateOwner](/docs/esign-rest-api/reference/templates/reports/getcompletionratefortemplateowner) ## [TemplateCustomFields](/docs/esign-rest-api/reference/templates/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** * [create](/docs/esign-rest-api/reference/templates/templatecustomfields/create) * [delete](/docs/esign-rest-api/reference/templates/templatecustomfields/delete) * [list](/docs/esign-rest-api/reference/templates/templatecustomfields/list) * [update](/docs/esign-rest-api/reference/templates/templatecustomfields/update) ## [TemplateDocumentFields](/docs/esign-rest-api/reference/templates/templatedocumentfields) **Description** Template document fields **Methods supported** * [create](/docs/esign-rest-api/reference/templates/templatedocumentfields/create) * [delete](/docs/esign-rest-api/reference/templates/templatedocumentfields/delete) * [list](/docs/esign-rest-api/reference/templates/templatedocumentfields/list) * [update](/docs/esign-rest-api/reference/templates/templatedocumentfields/update) ## [TemplateDocumentHtmlDefinitions](/docs/esign-rest-api/reference/templates/templatedocumenthtmldefinitions) **Methods supported** * [list](/docs/esign-rest-api/reference/templates/templatedocumenthtmldefinitions/list) ## [TemplateDocumentResponsiveHtmlPreview](/docs/esign-rest-api/reference/templates/templatedocumentresponsivehtmlpreview) **Description** This resource is used to create a responsive preview of a specific template document. **Methods supported** * [create](/docs/esign-rest-api/reference/templates/templatedocumentresponsivehtmlpreview/create) ## [TemplateDocuments](/docs/esign-rest-api/reference/templates/templatedocuments) **Description** Template documents **Methods supported** * [delete](/docs/esign-rest-api/reference/templates/templatedocuments/delete) * [get](/docs/esign-rest-api/reference/templates/templatedocuments/get) * [list](/docs/esign-rest-api/reference/templates/templatedocuments/list) * [update](/docs/esign-rest-api/reference/templates/templatedocuments/update) * [updateList](/docs/esign-rest-api/reference/templates/templatedocuments/updatelist) ## [TemplateDocumentTabs](/docs/esign-rest-api/reference/templates/templatedocumenttabs) **Methods supported** * [create](/docs/esign-rest-api/reference/templates/templatedocumenttabs/create) * [delete](/docs/esign-rest-api/reference/templates/templatedocumenttabs/delete) * [get](/docs/esign-rest-api/reference/templates/templatedocumenttabs/get) * [getByPage](/docs/esign-rest-api/reference/templates/templatedocumenttabs/getbypage) * [update](/docs/esign-rest-api/reference/templates/templatedocumenttabs/update) ## [TemplateDocumentVisibility](/docs/esign-rest-api/reference/templates/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](https://support.docusign.com/s/document-item?bundleId=gbo1643332197980\&topicId=eui1578456411411.html). **Methods supported** * [get](/docs/esign-rest-api/reference/templates/templatedocumentvisibility/get) * [update](/docs/esign-rest-api/reference/templates/templatedocumentvisibility/update) * [updateList](/docs/esign-rest-api/reference/templates/templatedocumentvisibility/updatelist) ## [TemplateHtmlDefinitions](/docs/esign-rest-api/reference/templates/templatehtmldefinitions) **Methods supported** * [list](/docs/esign-rest-api/reference/templates/templatehtmldefinitions/list) ## [TemplateLocks](/docs/esign-rest-api/reference/templates/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** * [create](/docs/esign-rest-api/reference/templates/templatelocks/create) * [delete](/docs/esign-rest-api/reference/templates/templatelocks/delete) * [get](/docs/esign-rest-api/reference/templates/templatelocks/get) * [update](/docs/esign-rest-api/reference/templates/templatelocks/update) ## [TemplateRecipients](/docs/esign-rest-api/reference/templates/templaterecipients) **Description** Template recipients **Methods supported** * [create](/docs/esign-rest-api/reference/templates/templaterecipients/create) * [createTemplateRecipientPreview](/docs/esign-rest-api/reference/templates/templaterecipients/createtemplaterecipientpreview) * [delete](/docs/esign-rest-api/reference/templates/templaterecipients/delete) * [deleteList](/docs/esign-rest-api/reference/templates/templaterecipients/deletelist) * [list](/docs/esign-rest-api/reference/templates/templaterecipients/list) * [update](/docs/esign-rest-api/reference/templates/templaterecipients/update) ## [TemplateRecipientTabs](/docs/esign-rest-api/reference/templates/templaterecipienttabs) **Description** Template tabs **Methods supported** * [create](/docs/esign-rest-api/reference/templates/templaterecipienttabs/create) * [delete](/docs/esign-rest-api/reference/templates/templaterecipienttabs/delete) * [list](/docs/esign-rest-api/reference/templates/templaterecipienttabs/list) * [update](/docs/esign-rest-api/reference/templates/templaterecipienttabs/update) ## [TemplateResponsiveHtmlPreview](/docs/esign-rest-api/reference/templates/templateresponsivehtmlpreview) **Description** This resource is used to create a responsive preview of all of the documents associated with a template. **Methods supported** * [create](/docs/esign-rest-api/reference/templates/templateresponsivehtmlpreview/create) ## [Templates](/docs/esign-rest-api/reference/templates/templates) **Description** Template management **Methods supported** * [create](/docs/esign-rest-api/reference/templates/templates/create) * [deleteDocumentPage](/docs/esign-rest-api/reference/templates/templates/deletedocumentpage) * [deleteGroupShare](/docs/esign-rest-api/reference/templates/templates/deletegroupshare) * [get](/docs/esign-rest-api/reference/templates/templates/get) * [getDocumentPageImage](/docs/esign-rest-api/reference/templates/templates/getdocumentpageimage) * [getNotificationSettings](/docs/esign-rest-api/reference/templates/templates/getnotificationsettings) * [getPageImages](/docs/esign-rest-api/reference/templates/templates/getpageimages) * [list](/docs/esign-rest-api/reference/templates/templates/list) * [rotateDocumentPage](/docs/esign-rest-api/reference/templates/templates/rotatedocumentpage) * [update](/docs/esign-rest-api/reference/templates/templates/update) * [updateGroupShare](/docs/esign-rest-api/reference/templates/templates/updategroupshare) * [updateNotificationSettings](/docs/esign-rest-api/reference/templates/templates/updatenotificationsettings) * [updateTemplates](/docs/esign-rest-api/reference/templates/templates/updatetemplates) * [updateTemplatesAutoMatch](/docs/esign-rest-api/reference/templates/templates/updatetemplatesautomatch) ## [TemplateViews](/docs/esign-rest-api/reference/templates/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** * [createEdit](/docs/esign-rest-api/reference/templates/templateviews/createedit) ## Docs - [TemplateCustomFields Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatecustomfields.md) - [TemplateDocumentFields Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumentfields.md) - [TemplateDocumentHtmlDefinitions Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumenthtmldefinitions.md) - [TemplateDocumentResponsiveHtmlPreview Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumentresponsivehtmlpreview.md) - [TemplateDocuments Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocuments.md) - [TemplateDocumentTabs Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumenttabs.md) - [TemplateDocumentVisibility Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumentvisibility.md) - [TemplateHtmlDefinitions Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatehtmldefinitions.md) - [TemplateLocks Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatelocks.md) - [TemplateRecipients Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipients.md) - [TemplateRecipientTabs Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipienttabs.md) - [TemplateResponsiveHtmlPreview Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templateresponsivehtmlpreview.md) - [Templates Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates.md) - [TemplateViews Resource](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templateviews.md) ## API Docs - Reports [Get completion rate for template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/reports/getcompletionratefortemplate.md) - Reports [Get completion rate](https://developers.docusign.com/docs/esign-rest-api/reference/templates/reports/getcompletionratefortemplateowner.md) - TemplateCustomFields [Create custom document fields in template document](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatecustomfields/create.md) - TemplateCustomFields [Delete envelope custom fields in template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatecustomfields/delete.md) - TemplateCustomFields [Get custom document fields from template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatecustomfields/list.md) - TemplateCustomFields [Update envelope custom fields in template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatecustomfields/update.md) - TemplateDocumentFields [Create custom document fields in template document](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumentfields/create.md) - TemplateDocumentFields [Delete template document fields](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumentfields/delete.md) - TemplateDocumentFields [Get custom document fields for template document](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumentfields/list.md) - TemplateDocumentFields [Update custom document fields in template document](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumentfields/update.md) - TemplateDocumentHtmlDefinitions [Get template document HTML definitions](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumenthtmldefinitions/list.md) - TemplateDocumentResponsiveHtmlPreview [Create template document responsive HTML preview](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumentresponsivehtmlpreview/create.md) - TemplateDocuments [Delete documents from template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocuments/delete.md) - TemplateDocuments [Get PDF documents from template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocuments/get.md) - TemplateDocuments [List documents associated with template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocuments/list.md) - TemplateDocuments [Update template document](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocuments/update.md) - TemplateDocuments [Add documents to template document](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocuments/updatelist.md) - TemplateDocumentTabs [Add tabs to document in template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumenttabs/create.md) - TemplateDocumentTabs [Delete tabs from template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumenttabs/delete.md) - TemplateDocumentTabs [Get tabs on template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumenttabs/get.md) - TemplateDocumentTabs [Get tabs on page](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumenttabs/getbypage.md) - TemplateDocumentTabs [Update tabs for template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumenttabs/update.md) - TemplateDocumentVisibility [Get document visibility for template recipient](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumentvisibility/get.md) - TemplateDocumentVisibility [Update document visibility for template recipient](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumentvisibility/update.md) - TemplateDocumentVisibility [Update document visibility for template recipients](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumentvisibility/updatelist.md) - TemplateHtmlDefinitions [Get template HTML definitions](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatehtmldefinitions/list.md) - TemplateLocks [Lock template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatelocks/create.md) - TemplateLocks [Delete template lock](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatelocks/delete.md) - TemplateLocks [Get template lock information](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatelocks/get.md) - TemplateLocks [Update template lock](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatelocks/update.md) - TemplateRecipients [Add tabs for recipient](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipients/create.md) - TemplateRecipients [Create template recipient preview](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipients/createtemplaterecipientpreview.md) - TemplateRecipients [Delete recipient file from template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipients/delete.md) - TemplateRecipients [Delete recipients from template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipients/deletelist.md) - TemplateRecipients [Get recipient information from template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipients/list.md) - TemplateRecipients [Update recipients in template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipients/update.md) - TemplateRecipientTabs [Add tabs for recipient](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipienttabs/create.md) - TemplateRecipientTabs [Delete tabs associated with recipient in template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipienttabs/delete.md) - TemplateRecipientTabs [List template recipient tabs](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipienttabs/list.md) - TemplateRecipientTabs [Update tabs for recipient](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipienttabs/update.md) - TemplateResponsiveHtmlPreview [Create template responsive HTML preview](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templateresponsivehtmlpreview/create.md) - Templates [Create templates](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/create.md) - Templates [Delete page from document in template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/deletedocumentpage.md) - Templates [Remove template sharing for groups](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/deletegroupshare.md) - Templates [Get template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/get.md) - Templates [Get page image from template for display](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/getdocumentpageimage.md) - Templates [Get template notification information](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/getnotificationsettings.md) - Templates [Get document page image based on input](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/getpageimages.md) - Templates [List templates](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/list.md) - Templates [Rotate page image from template for display](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/rotatedocumentpage.md) - Templates [Update template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/update.md) - Templates [Share template with group](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/updategroupshare.md) - Templates [Update notification structure for template](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/updatenotificationsettings.md) - Templates [Update template autoMatch setting](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/updatetemplates.md) - Templates [Update template automatic matching setting](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/updatetemplatesautomatch.md) - TemplateViews [Get URL for template edit view](https://developers.docusign.com/docs/esign-rest-api/reference/templates/templateviews/createedit.md) ## OpenAPI Specification The raw OpenAPI 3.1 specification for this API is available at: - [OpenAPI JSON](https://developers.docusign.com/openapi.json) - [OpenAPI YAML](https://developers.docusign.com/openapi.yaml)