Docusign TemplateDocumentTabs API

The TemplateDocumentTabs API from Docusign — 2 operation(s) for templatedocumenttabs.

Operations 2

GET /v2/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}/tabs Docusign Returns tabs on the specified page. #
GET /v2/accounts/{accountId}/templates/{templateId}/documents/{documentId}/tabs Docusign Returns tabs on the document. #

Documentation

Specifications

Schemas & Data

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OpenAPI Specification

docusign-templatedocumenttabs-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: DocuSign REST Template Document Tabs API
  description: The DocuSign REST API provides you with a powerful, convenient, and simple Web services API for interacting with DocuSign.
  termsOfService: https://www.docusign.com/company/terms-and-conditions/web
  contact:
    name: DocuSign Developer Center
    url: https://developers.docusign.com/
    email: devcenter@docusign.com
  version: v2
servers:
- url: https://www.docusign.net/restapi
tags:
- name: TemplateDocumentTabs
  description: ''
paths:
  /v2/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}/tabs:
    get:
      tags:
      - TemplateDocumentTabs
      summary: Docusign Returns tabs on the specified page.
      operationId: Tabs_GetTemplatePageTabs
      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: pageNumber
        in: path
        description: The page number being accessed.
        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:
            '*/*':
              schema:
                $ref: '#/components/schemas/TemplateDocumentTabs'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: getPageTabs
      x-ds-method: getByPage
      x-ds-service: Templates
      x-ds-in-sdk: true
  /v2/accounts/{accountId}/templates/{templateId}/documents/{documentId}/tabs:
    get:
      tags:
      - TemplateDocumentTabs
      summary: Docusign Returns tabs on the document.
      operationId: Tabs_GetTemplateDocumentTabs
      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: templateId
        in: path
        description: The ID of the template being accessed.
        required: true
        schema:
          type: string
      - name: page_numbers
        in: query
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/TemplateDocumentTabs'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: getDocumentTabs
      x-ds-method: get
      x-ds-service: Templates
      x-ds-in-sdk: true
components:
  schemas:
    radioGroup:
      type: object
      properties:
        conditionalParentLabel:
          type: string
          description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
        conditionalParentValue:
          type: string
          description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.


            If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.

            '
        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.
        groupName:
          type: string
          description: The name of the group. The search_text provided in the call automatically performs a wild card search on group_name.
        radios:
          type: array
          description: Specifies the locations and status for radio buttons that are grouped together.
          items:
            $ref: '#/components/schemas/radio'
        recipientId:
          type: string
          description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
        requireAll:
          type: string
          description: 'When set to **true** and shared is true, information must be entered in this field to complete the envelope. '
        requireInitialOnSharedChange:
          type: string
          description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
        shared:
          type: string
          description: When set to **true**, this custom tab is shared.
        templateLocked:
          type: string
          description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
        templateRequired:
          type: string
          description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
        tooltip:
          type: string
          description: ''
      description: 'This group tab is used to place radio buttons on a document.

        The `radios` property

        contains a list of

        [`radio`](https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/radio)

        objects  associated with the group. Only one radio button can

        be selected in a group.

        '
      x-ds-definition-name: radioGroup
      x-ms-summary: 'This group tab is used to place radio buttons on a document.

        The `radios` property

        contains a list of

        [`radio`](https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/radio)

        objects  associated with the group. Only one radio button can

        be selected in a group.

        '
    signerAttachment:
      type: object
      properties:
        anchorCaseSensitive:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string does not consider case when matching strings in the document. The default value is **true**.

            -->'
        anchorHorizontalAlignment:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            Specifies the alignment of anchor tabs with anchor strings. Possible values are **left** or **right**. The default value is **left**.

            -->

            '
        anchorIgnoreIfNotPresent:
          type: string
          description: When set to **true**, this tab is ignored if anchorString is not found in the document.
        anchorMatchWholeWord:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string in this tab matches whole words only (strings embedded in other strings are ignored.) The default value is **true**.

            -->

            '
        anchorString:
          type: string
          description: Specifies the anchor string.
        anchorUnits:
          type: string
          description: 'Specifies units of the

            `anchorXOffset` and

            `anchorYOffset`.

            Valid units are:


            - `pixels`

            - `inches`

            - `mms`

            - `cms`

            '
        anchorXOffset:
          type: string
          description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        anchorYOffset:
          type: string
          description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        conditionalParentLabel:
          type: string
          description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
        conditionalParentValue:
          type: string
          description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.


            If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.

            '
        customTabId:
          type: string
          description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
        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.
        errorDetails:
          $ref: '#/components/schemas/errorDetails'
        mergeField:
          $ref: '#/components/schemas/mergeField'
        name:
          type: string
          description: ''
        optional:
          type: string
          description: ''
        pageNumber:
          type: string
          description: 'Specifies the page number on which the tab is located.

            Must be 1 for supplemental documents.'
        recipientId:
          type: string
          description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
        scaleValue:
          type: number
          description: ''
          format: float
        status:
          type: string
          description: 'Tab status

            <!-- todo -->

            '
        tabGroupLabels:
          type: array
          description: ''
          items:
            type: string
        tabId:
          type: string
          description: The unique identifier for the tab.
        tabLabel:
          type: string
          description: 'The label string associated with the tab.

            The string may be the empty string.

            If no value is provided, the tab type is used as the value.


            Maximum of 500 characters.

            '
        tabOrder:
          type: string
          description: 'A positive integer that sets the order the tab is navigated to during signing.


            Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
        templateLocked:
          type: string
          description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
        templateRequired:
          type: string
          description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
        tooltip:
          type: string
          description: ''
        xPosition:
          type: string
          description: 'This property indicates the horizontal offset of the object on the page.

            DocuSign uses 72 DPI when determining position.

            Required. May be zero.


            To improve the tab''s position on the document,

            DocuSign recommends

            adjusting `xPosition`

            and `yPosition`

            coordinates

            by (+0, -24)

            '
        yPosition:
          type: string
          description: 'This property indicates the vertical offset of the object on the page.

            DocuSign uses 72 DPI when determining position.

            Required. May be zero.


            To improve the tab''s position on the document,

            DocuSign recommends

            adjusting `xPosition`

            and `yPosition`

            coordinates

            by (+0, -24)

            '
      description: 'A tab that allows the recipient to attach supporting

        documents to an envelope.

        '
      x-ds-definition-name: signerAttachment
      x-ms-summary: 'A tab that allows the recipient to attach supporting

        documents to an envelope.

        '
    initialHere:
      type: object
      properties:
        anchorCaseSensitive:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string does not consider case when matching strings in the document. The default value is **true**.

            -->'
        anchorHorizontalAlignment:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            Specifies the alignment of anchor tabs with anchor strings. Possible values are **left** or **right**. The default value is **left**.

            -->

            '
        anchorIgnoreIfNotPresent:
          type: string
          description: When set to **true**, this tab is ignored if anchorString is not found in the document.
        anchorMatchWholeWord:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string in this tab matches whole words only (strings embedded in other strings are ignored.) The default value is **true**.

            -->

            '
        anchorString:
          type: string
          description: Specifies the anchor string.
        anchorUnits:
          type: string
          description: 'Specifies units of the

            `anchorXOffset` and

            `anchorYOffset`.

            Valid units are:


            - `pixels`

            - `inches`

            - `mms`

            - `cms`

            '
        anchorXOffset:
          type: string
          description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        anchorYOffset:
          type: string
          description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        conditionalParentLabel:
          type: string
          description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
        conditionalParentValue:
          type: string
          description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.


            If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.

            '
        customTabId:
          type: string
          description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
        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.
        errorDetails:
          $ref: '#/components/schemas/errorDetails'
        mergeField:
          $ref: '#/components/schemas/mergeField'
        name:
          type: string
          description: Specifies the tool tip text for the tab.
        optional:
          type: string
          description: ''
        pageNumber:
          type: string
          description: 'Specifies the page number on which the tab is located.

            Must be 1 for supplemental documents.

            '
        recipientId:
          type: string
          description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
        scaleValue:
          type: number
          description: ' Sets the size for the InitialHere tab. It can be value from 0.5 to 1.0, where 1.0 represents full size and 0.5 is 50% size.'
          format: float
        status:
          type: string
          description: 'Tab status

            <!-- todo -->

            '
        tabGroupLabels:
          type: array
          description: ''
          items:
            type: string
        tabId:
          type: string
          description: The unique identifier for the tab.
        tabLabel:
          type: string
          description: 'The label string associated with the tab.

            The string may be the empty string.

            If no value is provided, the tab type is used as the value.


            Maximum of 500 characters.

            '
        tabOrder:
          type: string
          description: 'A positive integer that sets the order the tab is navigated to during signing.


            Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
        templateLocked:
          type: string
          description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
        templateRequired:
          type: string
          description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
        tooltip:
          type: string
          description: ''
        xPosition:
          type: string
          description: 'This property indicates the horizontal offset of the object on the page.

            DocuSign uses 72 DPI when determining position.

            Required. May be zero.


            To improve the tab''s position on the document,

            DocuSign recommends

            adjusting `xPosition`

            and `yPosition`

            coordinates

            by (+2, -23)

            '
        yPosition:
          type: string
          description: 'This property indicates the vertical offset of the object on the page.

            DocuSign uses 72 DPI when determining position.

            Required. May be zero.


            To improve the tab''s position on the document,

            DocuSign recommends

            adjusting `xPosition`

            and `yPosition`

            coordinates

            by (+2, -23)

            '
      description: 'A tab that allows the recipient to initial the document. May

        be optional.

        '
      x-ds-definition-name: initialHere
      x-ms-summary: 'A tab that allows the recipient to initial the document. May

        be optional.

        '
    fullName:
      type: object
      properties:
        anchorCaseSensitive:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string does not consider case when matching strings in the document. The default value is **true**.

            -->'
        anchorHorizontalAlignment:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            Specifies the alignment of anchor tabs with anchor strings. Possible values are **left** or **right**. The default value is **left**.

            -->

            '
        anchorIgnoreIfNotPresent:
          type: string
          description: When set to **true**, this tab is ignored if anchorString is not found in the document.
        anchorMatchWholeWord:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string in this tab matches whole words only (strings embedded in other strings are ignored.) The default value is **true**.

            -->

            '
        anchorString:
          type: string
          description: Specifies the anchor string.
        anchorUnits:
          type: string
          description: 'Specifies units of the

            `anchorXOffset` and

            `anchorYOffset`.

            Valid units are:


            - `pixels`

            - `inches`

            - `mms`

            - `cms`

            '
        anchorXOffset:
          type: string
          description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        anchorYOffset:
          type: string
          description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        bold:
          type: string
          description: When set to **true**, the information in the tab is bold.
        conditionalParentLabel:
          type: string
          description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
        conditionalParentValue:
          type: string
          description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.


            If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.

            '
        customTabId:
          type: string
          description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
        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.
        errorDetails:
          $ref: '#/components/schemas/errorDetails'
        font:
          type: string
          description: 'The font to be used for the tab value. Supported Fonts include:


            - Default

            - Arial

            - ArialNarrow

            - Calibri

            - CourierNew

            - Garamond

            - Georgia

            - Helvetica

            - LucidaConsole

            - MSGothic

            - MSMincho

            - OCR-A

            - Tahoma

            - TimesNewRoman

            - Trebuchet

            - Verdana

            '
        fontColor:
          type: string
          description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
        fontSize:
          type: string
          description: 'The font size used for the information in the tab. Possible values are:


            - Size7

            - Size8

            - Size9

            - Size10

            - Size11

            - Size12

            - Size14

            - Size16

            - Size18

            - Size20

            - Size22

            - Size24

            - Size26

            - Size28

            - Size36

            - Size48

            - Size72'
        italic:
          type: string
          description: When set to **true**, the information in the tab is italic.
        mergeField:
          $ref: '#/components/schemas/mergeField'
        name:
          type: string
          description: ''
        pageNumber:
          type: string
          description: 'Specifies the page number on which the tab is located.

            Must be 1 for supplemental documents.

            '
        recipientId:
          type: string
          description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
        status:
          type: string
          description: 'Tab status

            <!-- todo -->

            '
        tabGroupLabels:
          type: array
          description: ''
          items:
            type: string
        tabId:
          type: string
          description: The unique identifier for the tab.
        tabLabel:
          type: string
          description: 'The label string associated with the tab.

            The string may be the empty string.

            If no value is provided, the tab type is used as the value.


            Maximum of 500 characters.

            '
        tabOrder:
          type: string
          description: 'A positive integer that sets the order the tab is navigated to during signing.


            Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
        templateLocked:
          type: string
          description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
        templateRequired:
          type: string
          description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
        tooltip:
          type: string
          description: ''
        underline:
          type: string
          description: When set to **true**, the information in the tab is underlined.
        value:
          type: string
          description: 'Specifies the value of the tab. '
        xPosition:
          type: string
          description: 'This property indicates the horizontal offset of the object on the page.

            DocuSign uses 72 DPI when determining position.

            Required. May be zero.


            To improve the tab''s position on the document,

            DocuSign recommends

            adjusting `xPosition`

            and `yPosition`

            coordinates

            by (-3, -2)

            '
        yPosition:
          type: string
          description: 'This property indicates the vertical offset of the object on the page.

            DocuSign uses 72 DPI when determining position.

            Required. May be zero.


            To improve the tab''s position on the document,

            DocuSign recommends

            adjusting `xPosition`

            and `yPosition`

            coordinates

            by (-3, -2)

            '
      description: 'A tab that displays the recipient''s full name.

        '
      x-ds-definition-name: fullName
      x-ms-summary: 'A tab that displays the recipient''s full name.

        '
    emailAddress:
      type: object
      properties:
        anchorCaseSensitive:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string does not consider case when matching strings in the document. The default value is **true**.

            -->'
        anchorHorizontalAlignment:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            Specifies the alignment of anchor tabs with anchor strings. Possible values are **left** or **right**. The default value is **left**.

            -->

            '
        anchorIgnoreIfNotPresent:
          type: string
          description: When set to **true**, this tab is ignored if anchorString is not found in the document.
        anchorMatchWholeWord:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string in this tab matches whole words only (strings embedded in other strings are ignored.) The default value is **true**.

            -->

            '
        anchorString:
          type: string
          description: Specifies the anchor string.
        anchorUnits:
          type: string
          description: 'Specifies units of the

            `anchorXOffset` and

            `anchorYOffset`.

            Valid units are:


            - `pixels`

            - `inches`

            - `mms`

            - `cms`

            '
        anchorXOffset:
          type: string
          description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        anchorYOffset:
          type: string
          description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        bold:
          type: string
          description: When set to **true**, the information in the tab is bold.
        conditionalParentLabel:
          type: string
          description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
        conditionalParentValue:
          type: string
          description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.


            If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.

            '
        customTabId:
          type: string
          description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
        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.
        errorDetails:
          $ref: '#/components/schemas/errorDetails'
        font:
          type: string
          description: 'The font to be used for the tab value. Supported Fonts include:


            - Default

            - Arial

            - ArialNarrow

            - Calibri

            - CourierNew

            - Garamond

            - Georgia

            - Helvetica

            - LucidaConsole

            - MSGothic

            - MSMincho

            - OCR-A

            - Tahoma

            - TimesNewRoman

            - Trebuchet

            - Verdana

            '
        fontColor:
          type: string
          description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
        fontSize:
          type: string
          description: 'The font size used for the information in the tab. Possible values are:


            - Size7

            - Size8

            - Size9

            - Size10

            - Size11

            - Size12

            - Size14

            - Size16

            - Size18

            - Size20

            - Size22

            - Size24

            - Size26

            - Size28

            - Size36

            - Size48

            - Size72'
        italic:
          type: string
          description: When set to **true**, the information in the tab is italic.
        mergeField:
          $ref: '#/components/schemas/mergeField'
        name:
          type: string
          description: ''
        pageNumber:
          type: string
          description: 'Specifies the page number on which the tab is located.

            Must be 1 for supplemental documents.

            '
        recipientId:
          type: string
          description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
        status:
          type: string
          description: 'Tab status

            <!-- todo -->

            '
        tabGroupLabels:
          type: array
          description: ''
          items:
            type: string
        tabId:
          type: string
          description: The unique identifier for the tab.
        tabLabel:
          type: string
          description: 'The label string associated with the tab.

            The string may be the empty string.

            If no value is provided, the tab type is used as the value.


            Maximum of 500 characters.

            '
        tabOrder:
          type: string
          description: 'A positive integer that sets the order the tab is navigated to during signing.


            Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
        templateLocked:
          type: string

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# Full source: https://raw.githubusercontent.com/api-evangelist/docusign/refs/heads/main/openapi/docusign-templatedocumenttabs-api-openapi.yml