CODEWITHSUNDEEP
docusignapi
Non Tech Adam
Non Tech Adam

Reputation: 1

DocuSign API - templates from different user accounts

Short version: Does the DocuSign API have the ability to send different templates from different user accounts?

Long version: We have a web form that gathers information - chooses the template id and pre-fills info into a form and then sends it along to signers. Right now our programmer coded a procedure that sends all templates out of one user account so all docs are listed in one account. We want to change that so different templates originate from different user accounts which can be easily determined at the template creation point.

Is this possible? If so, what is the API call or specs to make this happen? Is there anything on the account side that needs to change?

Upvotes: 0

Views: 227

Answers (1)

Ergin
Ergin

Reputation: 9356

Yes there's a solution for this, but first let me clarify. You can only send from a template that's in your account.. you can not access templates from other accounts.

With that said, all of you have to do is copy or migrate the templates into the account that you want to send from. There's two general methods of doing this:

  1. Manually download the templates from the first account then re-upload into the second account using the DocuSign website.
  2. Programmatically download the templates from account A then create (or POST) the templates up into the second account.

Obviously you'll need valid user credentials from each account to be able to access the templates and upload, and I believe only users with Admin privileges can do this.

For #1 here's a guide that explains how to download/upload templates through the DocuSign UI: https://support.docusign.com/en/guides/ndse-user-guide-download-template

For #2 see the Templates: get call to retrieve a single template, see Templates: list to list all account templates, and see Templates: create to upload (or create) a new one in a given account.

Upvotes: 2

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