Docusign EnvelopeTemplates API

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

Documentation

Specifications

Schemas & Data

Other Resources

OpenAPI Specification

docusign-envelopetemplates-api-openapi.yml Raw ↑
openapi: 3.0.1
info:
  title: DocuSign Admin AccountBrands EnvelopeTemplates API
  description: An API for an organization administrator to manage organizations, accounts and users
  termsOfService: https://www.docusign.com/company/terms-and-conditions/developers
  contact:
    name: DocuSign Developer Center
    url: https://developers.docusign.com
    email: devcenter@docusign.com
  version: v2.1
servers:
- url: https://api.docusign.net/Management
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
  /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
  /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
components:
  schemas:
    templateInformation:
      type: object
      properties:
        templates:
          type: array
          description: ''
          items:
            $ref: '#/components/schemas/templateSummary'
      description: ''
      x-ds-definition-name: templateInformation
      x-ms-summary: ''
    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: ''
    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.
    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: ''
    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: ''
  securitySchemes:
    accessCode:
      type: oauth2
      description: OAuth2 Access code Grant
      flows:
        authorizationCode:
          authorizationUrl: https://account.docusign.com/oauth/auth
          tokenUrl: https://account.docusign.com/oauth/auth
          scopes:
            organization_read: ''
            permission_read: ''
            group_read: ''
            user_read: ''
            account_read: ''
            account_write: ''
            user_write: ''
            identity_provider_read: ''
            domain_read: ''
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'