Templates Resource

The Template resource provides methods that allow you to manipulate and monitor templates.

Once you have authenticated the user you can use the Templates: createTemplate method to create an template. You can call the TemplateDocuments: update or TemplateDocuments: updateList method to add additional documents.

If you have an template that you have previously saved, you can modify the subject and message, send it, void it, or purge it from the DocuSign system using the Template: update.

In addition to receiving notifications you can monitor the status of the templates using the following methods:

  • Template: getTemplate - To get the status of a template.
  • Template: listStatus - To get the template status for a set of templates.
  • Template: listStatusChanges - To get status changes information for one or more templates.

If you need to delete a page from a document in an template, use the Template: deleteDocumentPage method.

The resource also includes a number of methods that allow you to retrieve and set the initials and signature for certain types of recipients on the document.

GET /v2/accounts/{accountId}/templates

Gets the definition of a template.

POST /v2/accounts/{accountId}/templates

Creates a template.

GET /v2/accounts/{accountId}/templates/{templateId}

Gets a list of templates for a specified account.

PUT /v2/accounts/{accountId}/templates/{templateId}

Updates an existing template.

PUT /v2/accounts/{accountId}/templates/{templateId}/{templatePart}

Shares a template with a group

DELETE /v2/accounts/{accountId}/templates/{templateId}/{templatePart}

Removes a member group's sharing permissions for a template.

GET /v2/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages

Returns document page image(s) based on input.

DELETE /v2/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}

Deletes a page from a document in an template.

GET /v2/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}/page_image

Gets a page image from a template for display.

PUT /v2/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}/page_image

Rotates page image from a template for display.

GET /v2/accounts/{accountId}/templates/{templateId}/notification

Gets template notification information.

PUT /v2/accounts/{accountId}/templates/{templateId}/notification

Updates the notification structure for an existing template.

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