Docusign

Docusign EnvelopeTemplates API

The EnvelopeTemplates resource provides methods that allow you to add and delete templates on envelopes and documents.

Documentation GitHub OpenAPI

Operations 10

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates List templates applied to an envelope document · Docusign Gets the templates associated with a document in an existing envelope #

Ask an LLM

“Which templates are applied to a particular document in an envelope?”

“Can I see the templates matched to just one document?”

Tell an agent

List templates on document {document} in envelope {envelope}, account {account}.

Show which templates were applied to document {document} of envelope {envelope}.

POST /v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates Apply templates to an envelope document · Docusign Adds templates to a document in an envelope #

Ask an LLM

“How do I apply a template to one document inside an envelope?”

“Can I add several templates to a single envelope document?”

Tell an agent

Apply templates {documentTemplates} to document {document} in envelope {envelope}, account {account}.

Add template matches {documentTemplates} to document {document} of envelope {envelope}.

DELETE /v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates/{templateId} Remove a template from an envelope document · Docusign Deletes a template from a document in an existing envelope #

Ask an LLM

“How do I detach a template from a document in an envelope?”

“Can I remove one template without affecting the others on the document?”

Tell an agent destructive · confirm first

Remove template {template} from document {document} in envelope {envelope}, account {account}.

Detach template {template} from document {document} of envelope {envelope}.

GET /v2/accounts/{accountId}/envelopes/{envelopeId}/templates List templates used in an envelope · Docusign Get List of Templates used in an Envelope #

Ask an LLM

“Which server-side templates were used to build an envelope?”

“What are the names and IDs of templates in an envelope?”

Tell an agent

List templates used in envelope {envelope}, account {account}.

Show the template names and IDs behind envelope {envelope}.

POST /v2/accounts/{accountId}/envelopes/{envelopeId}/templates Add templates to an envelope · Docusign Adds templates to an envelope #

Ask an LLM

“How do I add a template to an envelope I've already created?”

“Can I apply templates at the envelope level rather than per document?”

Tell an agent

Add templates {documentTemplates} to envelope {envelope}, account {account}.

Apply templates {documentTemplates} to the whole envelope {envelope}.

GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates Gets the templates associated with a document in an existing envelope #

POST /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates Adds templates to a document in an envelope #

DELETE /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates/{templateId} Deletes a template from a document in an existing envelope #

GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/templates Gets templates used in an envelope #

POST /v2.1/accounts/{accountId}/envelopes/{envelopeId}/templates Adds templates to an envelope #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Docusign Envelope Templates API
  termsOfService: https://www.docusign.com/company/terms-and-conditions/web
  version: '1.0'
  description: 'Operations tagged EnvelopeTemplates across 2 of this provider''s published API definitions: docusign-openapi-original.yml, docusign-openapi.json. Each path carries the servers of the definition it was published in.'
servers:
- url: https://www.docusign.net/restapi
tags:
- name: EnvelopeTemplates
  description: The EnvelopeTemplates resource provides methods that allow you to add and delete templates on envelopes and documents.
paths:
  /v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates:
    get:
      tags:
      - EnvelopeTemplates
      summary: Docusign Gets the templates associated with a document in an existing envelope
      description: Retrieves the templates associated with a document in the specified envelope.
      operationId: Templates_GetDocumentTemplates
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: documentId
        in: path
        description: The ID of the document being accessed.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
        required: true
        schema:
          type: string
      - name: include
        in: query
        description: 'A comma-separated list

          that limits the results.

          Valid values:


          * applied

          * matched

          '
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/templateInformation'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: listTemplatesForDocument
      x-ds-method: listByDocument
      x-ds-service: Envelopes
      x-ds-in-sdk: true
    post:
      tags:
      - EnvelopeTemplates
      summary: Docusign Adds templates to a document in an envelope
      description: Adds templates to a document in the specified envelope.
      operationId: Templates_PostDocumentTemplates
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: documentId
        in: path
        description: The ID of the document being accessed.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/documentTemplateList'
          application/xml:
            schema:
              $ref: '#/components/schemas/documentTemplateList'
        required: false
      responses:
        '201':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/documentTemplateList'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: applyTemplateToDocument
      x-ds-method: applyToDocument
      x-ds-service: Envelopes
      x-ds-in-sdk: true
      x-codegen-request-body-name: documentTemplateList
    servers:
    - url: https://www.docusign.net/restapi
  /v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates/{templateId}:
    delete:
      tags:
      - EnvelopeTemplates
      summary: Docusign Deletes a template from a document in an existing envelope
      description: Deletes the specified template from a document in an existing envelope.
      operationId: Templates_DeleteDocumentTemplates
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: documentId
        in: path
        description: The ID of the document being accessed.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
        required: true
        schema:
          type: string
      - name: templateId
        in: path
        description: The ID of the template being accessed.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content: {}
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: deleteTemplatesFromDocument
      x-ds-method: delete
      x-ds-service: Envelopes
      x-ds-in-sdk: true
    servers:
    - url: https://www.docusign.net/restapi
  /v2/accounts/{accountId}/envelopes/{envelopeId}/templates:
    get:
      tags:
      - EnvelopeTemplates
      summary: Docusign Get List of Templates used in an Envelope
      description: This returns a list of the server-side templates, their name and ID, used in an envelope.
      operationId: Templates_GetEnvelopeTemplates
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
        required: true
        schema:
          type: string
      - name: include
        in: query
        description: 'The possible values are:  matching_applied - This returns template matching information for the template.'
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/templateInformation'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: listTemplates
      x-ds-method: list
      x-ds-service: Envelopes
      x-ds-in-sdk: true
    post:
      tags:
      - EnvelopeTemplates
      summary: Docusign Adds templates to an envelope
      description: Adds templates to the specified envelope.
      operationId: Templates_PostEnvelopeTemplates
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/documentTemplateList'
          application/xml:
            schema:
              $ref: '#/components/schemas/documentTemplateList'
        required: false
      responses:
        '201':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/documentTemplateList'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: applyTemplate
      x-ds-method: apply
      x-ds-service: Envelopes
      x-ds-in-sdk: true
      x-codegen-request-body-name: documentTemplateList
    servers:
    - url: https://www.docusign.net/restapi
  /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates:
    parameters: []
    get:
      tags:
      - EnvelopeTemplates
      summary: Gets the templates associated with a document in an existing envelope
      description: Retrieves the templates associated with a document in the specified envelope.
      operationId: getV21AccountsByAccountIdEnvelopesByEnvelopeIdDocumentsByDocumentIdTemplates
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account ID GUID.
        required: true
        schema:
          type: string
      - name: documentId
        in: path
        description: 'The unique ID of the document within the envelope.


          Unlike other IDs in the eSignature API,

          you specify the `documentId` yourself.

          Typically the first document has the ID

          `1`, the second document `2`, and so on,

          but you can use any numbering scheme

          that fits within a 32-bit signed integer

          (1 through 2147483647).



          Tab objects have a `documentId` property

          that specifies the document on which to place

          the tab.

          '
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: "The envelope's GUID. \n\nExample: `93be49ab-xxxx-xxxx-xxxx-f752070d71ec`\n"
        required: true
        schema:
          type: string
      - name: include
        in: query
        required: false
        description: 'A comma-separated list that limits the results.

          Valid values are:


          * `applied`

          * `matched`

          '
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/templateInformation_2'
        '400':
          description: Error encountered.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorDetails_2'
      deprecated: false
      x-ds-methodname: listTemplatesForDocument
      x-ds-method: listByDocument
      x-ds-service: Envelopes
      x-ds-in-sdk: true
      x-operation-id-source: normalized
      x-operation-id-original: Templates_GetDocumentTemplates
    post:
      tags:
      - EnvelopeTemplates
      summary: Adds templates to a document in an envelope
      description: Adds templates to a document in the specified envelope.
      operationId: postV21AccountsByAccountIdEnvelopesByEnvelopeIdDocumentsByDocumentIdTemplates
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account ID GUID.
        required: true
        schema:
          type: string
      - name: documentId
        in: path
        description: 'The unique ID of the document within the envelope.


          Unlike other IDs in the eSignature API,

          you specify the `documentId` yourself.

          Typically the first document has the ID

          `1`, the second document `2`, and so on,

          but you can use any numbering scheme

          that fits within a 32-bit signed integer

          (1 through 2147483647).



          Tab objects have a `documentId` property

          that specifies the document on which to place

          the tab.

          '
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: "The envelope's GUID. \n\nExample: `93be49ab-xxxx-xxxx-xxxx-f752070d71ec`\n"
        required: true
        schema:
          type: string
      - name: preserve_template_recipient
        in: query
        required: false
        description: "If omitted or set to false (the default),\nenvelope recipients _will be removed_\nif the template being applied\nincludes only  tabs positioned via anchor text for the recipient,\nand none of the documents include the anchor text. \n\nWhen **true,** the recipients _will be preserved_ after the template is applied.\n\n"
        schema:
          type: string
      responses:
        '201':
          description: Successful response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/documentTemplateList'
        '400':
          description: Error encountered.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorDetails_2'
      deprecated: false
      x-ds-methodname: applyTemplateToDocument
      x-ds-method: applyToDocument
      x-ds-service: Envelopes
      x-ds-in-sdk: true
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/documentTemplateList'
          application/xml:
            schema:
              $ref: '#/components/schemas/documentTemplateList'
      x-operation-id-source: normalized
      x-operation-id-original: Templates_PostDocumentTemplates
    servers:
    - url: https://www.docusign.net/restapi
  /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates/{templateId}:
    parameters: []
    delete:
      tags:
      - EnvelopeTemplates
      summary: Deletes a template from a document in an existing envelope
      description: Deletes the specified template from a document in an existing envelope.
      operationId: deleteV21AccountsByAccountIdEnvelopesByEnvelopeIdDocumentsByDocumentIdTemplatesByTemplateId
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account ID GUID.
        required: true
        schema:
          type: string
      - name: documentId
        in: path
        description: 'The unique ID of the document within the envelope.


          Unlike other IDs in the eSignature API,

          you specify the `documentId` yourself.

          Typically the first document has the ID

          `1`, the second document `2`, and so on,

          but you can use any numbering scheme

          that fits within a 32-bit signed integer

          (1 through 2147483647).



          Tab objects have a `documentId` property

          that specifies the document on which to place

          the tab.

          '
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: "The envelope's GUID. \n\nExample: `93be49ab-xxxx-xxxx-xxxx-f752070d71ec`\n"
        required: true
        schema:
          type: string
      - name: templateId
        in: path
        description: The ID of the template.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
        '400':
          description: Error encountered.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorDetails_2'
      deprecated: false
      x-ds-methodname: deleteTemplatesFromDocument
      x-ds-method: delete
      x-ds-service: Envelopes
      x-ds-in-sdk: true
      x-operation-id-source: normalized
      x-operation-id-original: Templates_DeleteDocumentTemplates
    servers:
    - url: https://www.docusign.net/restapi
  /v2.1/accounts/{accountId}/envelopes/{envelopeId}/templates:
    parameters: []
    get:
      tags:
      - EnvelopeTemplates
      summary: Gets templates used in an envelope
      description: This returns a list of the server-side templates, their name and ID, used in an envelope.
      operationId: getV21AccountsByAccountIdEnvelopesByEnvelopeIdTemplates
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account ID GUID.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: "The envelope's GUID. \n\nExample: `93be49ab-xxxx-xxxx-xxxx-f752070d71ec`\n"
        required: true
        schema:
          type: string
      - name: include
        in: query
        description: 'Filters the results by template type. Valid values:

          * `applied`: Returns the templates applied to an envelope.

          * `matching`: Returns the [matching templates](https://support.docusign.com/s/document-item?language=en_US&bundleId=jux1643235969954&topicId=far1578456612069.html&_LANG=enus) for an envelope.


          The default value is `applied`.'
        required: false
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/templateInformation_2'
        '400':
          description: Error encountered.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorDetails_2'
      deprecated: false
      x-ds-methodname: listTemplates
      x-ds-method: list
      x-ds-service: Envelopes
      x-ds-in-sdk: true
      x-operation-id-source: normalized
      x-operation-id-original: Templates_GetEnvelopeTemplates
    post:
      tags:
      - EnvelopeTemplates
      summary: Adds templates to an envelope
      description: Adds templates to the specified envelope.
      operationId: postV21AccountsByAccountIdEnvelopesByEnvelopeIdTemplates
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account ID GUID.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: "The envelope's GUID. \n\nExample: `93be49ab-xxxx-xxxx-xxxx-f752070d71ec`\n"
        required: true
        schema:
          type: string
      - name: preserve_template_recipient
        in: query
        required: false
        description: "If omitted or set to false (the default),\nenvelope recipients _will be removed_\nif the template being applied\nincludes only  tabs positioned via anchor text for the recipient,\nand none of the documents include the anchor text. \n\nWhen **true,** the recipients _will be preserved_ after the template is applied.\n\n"
        schema:
          type: string
      responses:
        '201':
          description: Successful response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/documentTemplateList'
        '400':
          description: Error encountered.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorDetails_2'
      deprecated: false
      x-ds-methodname: applyTemplate
      x-ds-method: apply
      x-ds-service: Envelopes
      x-ds-in-sdk: true
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/documentTemplateList'
          application/xml:
            schema:
              $ref: '#/components/schemas/documentTemplateList'
      x-operation-id-source: normalized
      x-operation-id-original: Templates_PostEnvelopeTemplates
    servers:
    - url: https://www.docusign.net/restapi
components:
  schemas:
    templateSummary:
      type: object
      properties:
        applied:
          type: string
          description: 'Reserved: TBD'
        documentId:
          type: string
          description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
        documentName:
          type: string
          description: ''
        name:
          type: string
          description: ''
        templateId:
          type: string
          description: 'The unique identifier of the template. If this is not provided, DocuSign will generate a value. '
        templateMatch:
          $ref: '#/components/schemas/templateMatch'
        uri:
          type: string
          description: ''
      description: ''
      x-ds-definition-name: templateSummary
      x-ms-summary: ''
    templateMatch:
      type: object
      properties:
        documentEndPage:
          type: string
          description: ''
        documentStartPage:
          type: string
          description: ''
        matchPercentage:
          type: string
          description: ''
      description: ''
      x-ds-definition-name: templateMatch
      x-ms-summary: ''
    errorDetails:
      type: object
      properties:
        errorCode:
          type: string
          description: An error code associated with the error.
        message:
          type: string
          description: A short error message.
      description: This object describes errors that occur. It is only valid for responses, and ignored in requests.
      x-ds-definition-name: errorDetails
      x-ms-summary: This object describes errors that occur. It is only valid for responses, and ignored in requests.
    documentTemplate:
      type: object
      properties:
        documentEndPage:
          type: string
          description: ''
        documentId:
          type: string
          description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
        documentStartPage:
          type: string
          description: ''
        errorDetails:
          $ref: '#/components/schemas/errorDetails'
        templateId:
          type: string
          description: The unique identifier of the template. If this is not provided, DocuSign generates an error and the call fails.
      description: ''
      x-ds-definition-name: documentTemplate
      x-ms-summary: ''
    documentTemplateList:
      type: object
      properties:
        documentTemplates:
          type: array
          description: ''
          items:
            $ref: '#/components/schemas/documentTemplate'
      description: ''
      x-ds-definition-name: documentTemplateList
      x-ms-summary: ''
    templateInformation:
      type: object
      properties:
        templates:
          type: array
          description: ''
          items:
            $ref: '#/components/schemas/templateSummary'
      description: ''
      x-ds-definition-name: templateInformation
      x-ms-summary: ''
    templateSummary_2:
      type: object
      properties:
        applied:
          description: Reserved for Docusign.
          type: string
        documentId:
          description: Specifies the document ID number that the tab is placed on. This must refer to an existing document's ID attribute.
          type: string
        documentName:
          description: The name of the document.
          type: string
        errorDetails:
          $ref: '#/components/schemas/errorDetails_2'
          description: This object describes errors that occur. It is only valid for responses and ignored in requests.
        name:
          description: The name of the template.
          type: string
        templateId:
          description: 'The unique identifier of the template. If this is not provided, Docusign will generate a value. '
          type: string
        templateMatch:
          $ref: '#/components/schemas/templateMatch'
          description: ''
        uri:
          description: A URI containing the user ID.
          type: string
      description: Summary of a template request.
      x-ds-definition-name: templateSummary
      x-ms-summary: Summary of a template request.
    errorDetails_2:
      description: This object describes errors that occur. It is only valid for responses and ignored in requests.
      type: object
      properties:
        errorCode:
          description: The code associated with the error condition.
          type: string
        message:
          description: A brief message describing the error condition.
          type: string
      x-ds-definition-name: errorDetails
      x-ms-summary: This object describes errors that occur. It is only valid for responses and ignored in requests.
    documentTemplate_2:
      type: object
      properties:
        documentEndPage:
          description: ''
          type: string
        documentId:
          description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
          type: string
        documentStartPage:
          description: ''
          type: string
        errorDetails:
          $ref: '#/components/schemas/errorDetails_2'
          description: This object describes errors that occur. It is only valid for responses and ignored in requests.
        templateId:
          description: The unique identifier of the template. If this is not provided, Docusign generates an error and the call fails.
          type: string
      x-ds-definition-name: documentTemplate
      description: ''
      x-ms-summary: ''
    templateInformation_2:
      type: object
      properties:
        templates:
          description: An array of `templateSummary` objects that contain information about templates.
          type: array
          items:
            $ref: '#/components/schemas/templateSummary_2'
      x-ds-definition-name: templateInformation
      description: ''
      x-ms-summary: ''
x-refined-from:
- docusign-openapi-original.yml
- docusign-openapi.json
x-ds-categories:
- name: UserManagement
  summary: Methods to manage users in an account.
  description: Methods to manage users in an account.
- name: BulkOperations
  summary: Methods to import and export users and accounts.
  description: Methods to import and export users and accounts.
- name: IdentityProviders
  summary: Methods to get a list of identity providers.
  description: Methods to get a list of identity providers.
- name: ReservedDomains
  summary: Methods to get a list of reserved domains.
  description: Methods to get a list of reserved domains.
- name: Organization
  summary: Methods for working with organizations.
  description: Methods for working with organizations.
x-original-swagger-version: '2.0'

Docusign EnvelopeTemplates API

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