Docusign

Docusign Templates API

Create and manage reusable templates that define documents, recipients, tabs, and routing for common agreement workflows.

Documentation GitHub OpenAPI

Operations 19

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 /accounts/{accountId}/templates List templates in an account · Docusign List Templates #

Ask an LLM

“Which reusable envelope templates exist in my DocuSign account?”

“Can I search templates by text or limit them to those shared by me?”

Tell an agent

List the templates in account {accountId}.

Search templates in account {accountId} for {search_text}.

POST /accounts/{accountId}/templates Create a reusable envelope template · Docusign Create a Template #

Ask an LLM

“Can I create a template from scratch with documents, recipients and routing?”

“What can I set when building a new template, like the email subject?”

Tell an agent

Create a template named {name} in account {accountId}.

Build a new template {name} with email subject {emailSubject} in folder {folderId}.

GET /accounts/{accountId}/templates/{templateId} Get a template's full definition · Docusign Get a Template #

Ask an LLM

“What documents, recipients and tabs does a given template contain?”

“Can I fetch one template's routing information?”

Tell an agent

Get template {templateId} from account {accountId}.

Show the documents, recipients and tabs of template {templateId}, including {include}.

PUT /accounts/{accountId}/templates/{templateId} Rename or edit a template · Docusign Update a Template #

Ask an LLM

“Can I change a template's name, description or documents after creating it?”

“Is it possible to update the recipients defined on an existing template in one call?”

Tell an agent

Rename template {templateId} to {name}.

Update the description of template {templateId} in account {accountId} to {description}.

DELETE /accounts/{accountId}/templates/{templateId} Delete a template · Docusign Delete a Template #

Ask an LLM

“Can a deleted template be recovered from the recycle bin?”

“What happens to a template when I delete it?”

Tell an agent destructive · confirm first

Delete template {templateId}.

Move template {templateId} in account {accountId} to the recycle bin.

GET /accounts/{accountId}/templates/{templateId}/recipients List the recipients defined on a template · Docusign List Template Recipients #

Ask an LLM

“Which recipient roles and routing order are set up on a template?”

“Can I see each template recipient's tab assignments too?”

Tell an agent

List the recipients of template {templateId}.

Show template {templateId} recipients in account {accountId} with their tabs.

PUT /accounts/{accountId}/templates/{templateId}/recipients Update recipients on a template · Docusign Update Template Recipients #

Ask an LLM

“Can I change the signers or carbon copies defined on a template?”

“Is it possible to update several template recipients at once?”

Tell an agent

Update the signers on template {templateId} to {signers}.

Change the carbon copy recipients of template {templateId} in account {accountId} to {carbonCopies}.

GET /v2/accounts/{accountId}/templates List templates via the v2 API · Docusign Gets the definition of a template #

Ask an LLM

“With the v2 API, can I list templates modified within a date range?”

“Can the v2 template list be filtered by user or limited to one folder?”

Tell an agent

List v2 templates in account {accountId} modified between {modified_from_date} and {modified_to_date}.

Use the v2 API to list templates in folder {folder} for user {user_id}.

POST /v2/accounts/{accountId}/templates Create a template via the v2 API · Docusign Creates a template #

Ask an LLM

“Can I insert recipient name and email merge fields into a template's email subject when creating it?”

“Does the v2 create-template call accept a multipart request with documents?”

Tell an agent

Create a v2 template in account {accountId} with email subject {emailSubject}.

Create a v2 template from definition {envelopeTemplateDefinition} with documents {documents}.

GET /v2/accounts/{accountId}/templates/{templateId} Get a template via the v2 API · Docusign Gets a list of templates for a specified account #

Ask an LLM

“Using the v2 API, how can I retrieve one template's definition?”

“Can the v2 single-template lookup include extra details?”

Tell an agent

Get template {templateId} through the v2 API.

Fetch the v2 definition of template {templateId} in account {accountId}, including {include}.

PUT /v2/accounts/{accountId}/templates/{templateId} Update a template via the v2 API · Docusign Updates an existing template #

Ask an LLM

“Through the v2 API, can I change settings like reassignment or brand on an existing template?”

“Can I switch on signer mobile signing for a template using v2?”

Tell an agent

Update v2 template {templateId} to use brand {brandId}.

Change the v2 template {templateId} in account {accountId} email subject to {emailSubject}.

PUT /v2/accounts/{accountId}/templates/{templateId}/{templatePart} Share a template with a member group · Docusign Shares a template with a group #

Ask an LLM

“Can I share a template with a group of users in my account?”

“Which groups should a template be shared with so the team can use it?”

Tell an agent

Share template {templateId} with groups {groups} via part {templatePart}.

Grant group access to template {templateId} in account {accountId} using {templatePart}.

DELETE /v2/accounts/{accountId}/templates/{templateId}/{templatePart} Stop sharing a template with a group · Docusign Removes a member group's sharing permissions for a template #

Ask an LLM

“Can I remove a member group's access to a shared template?”

“What happens when I unshare a template from a group?”

Tell an agent destructive · confirm first

Remove groups {groups} from sharing on template {templateId} via part {templatePart}.

Unshare template {templateId} in account {accountId} from its group using {templatePart}.

GET /v2/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages Get page images of a template document · Docusign Returns document page image(s) based on input #

Ask an LLM

“Can I get preview images of every page in a template's document?”

“Is it possible to control the resolution of template page images?”

Tell an agent

Get page images for document {documentId} in template {templateId}.

Render pages of document {documentId} in template {templateId} of account {accountId} at {dpi} dpi.

DELETE /v2/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber} Delete a page from a template document · Docusign Deletes a page from a document in an template #

Ask an LLM

“Can I remove a single page from a document inside a template?”

“Which page gets deleted when I remove one from a template document?”

Tell an agent destructive · confirm first

Delete page {pageNumber} of document {documentId} in template {templateId}.

Remove page {pageNumber} from document {documentId} in template {templateId} of account {accountId}.

GET /v2/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}/page_image Get one page image from a template · Docusign Gets a page image from a template for display #

Ask an LLM

“Can I fetch a single page of a template document as an image for display?”

“What size limits can I set on a template page image?”

Tell an agent

Show page {pageNumber} of document {documentId} in template {templateId} as an image.

Get the page {pageNumber} image of template {templateId} document {documentId} in account {accountId} at most {max_width} wide.

PUT /v2/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}/page_image Rotate a page in a template document · Docusign Rotates page image from a template for display #

Ask an LLM

“Can I rotate a sideways page in a template document to the left or right?”

“Is a page rotation in a template saved for display?”

Tell an agent

Rotate page {pageNumber} of document {documentId} in template {templateId} to the {rotate}.

Turn page {pageNumber} of template {templateId} document {documentId} in account {accountId}.

GET /v2/accounts/{accountId}/templates/{templateId}/notification Get a template's reminder and expiration settings · Docusign Gets template notification information #

Ask an LLM

“What reminders and expiration rules are set on a template?”

“Does a template use the account default notification settings?”

Tell an agent

Show the reminder and expiration settings for template {templateId}.

Get notification settings of template {templateId} in account {accountId}.

PUT /v2/accounts/{accountId}/templates/{templateId}/notification Set reminders and expirations on a template · Docusign Updates the notification structure for an existing template #

Ask an LLM

“Can I make envelopes sent from a template remind signers automatically?”

“Can a template's expiration rules be changed or reset to account defaults?”

Tell an agent

Set reminders {reminders} on template {templateId}.

Update template {templateId} in account {accountId} expirations to {expirations}.

Docusign Templates API

Operations 19

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