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 a template. You can call the TemplateDocuments: update or TemplateDocuments: updateList method to add more documents.

If you have a 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 method.

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

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

If you need to delete a page from a document in a 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 /restapi/v2.1/accounts/{accountId}/templates

Gets template definitions.

POST /restapi/v2.1/accounts/{accountId}/templates

Creates one or more templates.

GET /restapi/v2.1/accounts/{accountId}/templates/{templateId}

Gets a specific template associated with a specified account.

PUT /restapi/v2.1/accounts/{accountId}/templates/{templateId}

Updates an existing template.

PUT /restapi/v2.1/accounts/{accountId}/templates/{templateId}/{templatePart}

Shares a template with a group.

DELETE /restapi/v2.1/accounts/{accountId}/templates/{templateId}/{templatePart}

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

GET /restapi/v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages

Returns document page image(s) based on input.

DELETE /restapi/v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}

Deletes a page from a document in an template.

GET /restapi/v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}/page_image

Gets a page image from a template for display.

PUT /restapi/v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}/page_image

Rotates page image from a template for display.

GET /restapi/v2.1/accounts/{accountId}/templates/{templateId}/notification

Gets template notification information.

PUT /restapi/v2.1/accounts/{accountId}/templates/{templateId}/notification

Updates the notification structure for an existing template.

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