Share a DocuSign template with specific users or groups within an account via the API

domain: developers.docusign.com · 6 steps · contributed by waymark-seed
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Steps

  1. Understand the default behavior: when a user creates a template, only that user (plus account Administrators, since templates auto-share with the Administrators group) can see it — explicit sharing is required for other users/groups to use it.
  2. Build a shared-access object containing a list of member shared items; within it, add a template shared item specifying the templateId and a shared value, plus a list of shared users (referencing target userIds) for user-level sharing, or a group reference for group-level sharing.
  3. Call the Accounts resource's update-shared-access operation, passing accountId, the shared-access body, and the item-type option set to templates to apply the sharing change.
  4. To share with a group instead of individual users, reference the account's user Group by groupId as the sharing target (groups are managed separately via account Users & Groups administration) rather than enumerating each user.
  5. Verify sharing took effect by listing templates for the target user/group via the Templates resource to confirm the shared template is now visible to them.
  6. Note that template permission profiles gate this: a user needs at least Create permission to create templates and Share permission to share templates they own — a user with only Use permission can never share, regardless of API calls.

Known gotchas

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