docusign.envelope-templates.post-document-templates

Adds templates to a document in the specified envelope.

Adds templates to a document in an envelope.

Overview

Property	Value
Workflow type	Atomic
Library	App-docusign
Version	1.0

Input Schema

Field	Type	Required	Default	Description
base_url	string	Yes	—	Docusign API root, e.g. https://<host>/api
api_token	string	No	—	Bearer token; omit to use the workflow's token env var
accountid	string	Yes	—	The external account number (int) or account ID GUID.
documentid	string	Yes	—	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.
envelopeid	string	Yes	—	The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
preserve_template_recipient	string	No	—	If omitted or set to false (the default), envelope recipients will be removed if the template being applied includes only tabs positioned via anchor text for the recipient, and none of the documents include the anchor text. When true, the recipients will be preserved after the template is applied.
documenttemplates	list	No	—	—

Output Schema

Field	Type	Required	Default	Description
base_url	string	Yes	—	Docusign API root, e.g. https://<host>/api
api_token	string	No	—	Bearer token; omit to use the workflow's token env var
accountid	string	Yes	—	The external account number (int) or account ID GUID.
documentid	string	Yes	—	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.
envelopeid	string	Yes	—	The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
preserve_template_recipient	string	No	—	If omitted or set to false (the default), envelope recipients will be removed if the template being applied includes only tabs positioned via anchor text for the recipient, and none of the documents include the anchor text. When true, the recipients will be preserved after the template is applied.
documenttemplates	list	No	—	—
status_code	integer	No	—	HTTP status code of the completed call
response	json	No	—	Parsed JSON response body
failure_reason	string	No	—	—
failure_type	string	No	—	—
failed_at	string	No	—	—
failed_step	string	No	—	—
failed_layer	string	No	—	—
failed_at_state	string	No	—	—
error	string	No	—	—
error_type	string	No	—	—

States

State	Initial	Terminal	Success	Auto-advance	Description
pending	Yes	No	—	execute	Waiting to call POST /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates
completed	No	Yes	Yes	—	HTTP call succeeded
failed	No	Yes	No	—	HTTP call failed

State Diagram

Transitions

From	Action	To	Description
pending	execute	completed	Perform POST /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates
* (any state)	fail	failed	Record the failure reason

API Usage

POST /api/workflows/start
Content-Type: application/json

{
  "workflow_type": "docusign.envelope-templates.post-document-templates",
  "initial_data": {
    "base_url": "value",
    "accountid": "value",
    "documentid": "value",
    "envelopeid": "value"
  }
}