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
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.
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.
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.
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.
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.
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
Sharing is per-template and per-owner — it does not cascade; sharing one template does not share others created by the same user, and templates aren't shared with a group just because the owner is a member of it.
The calling user's permission profile must include template Share rights, not just Create — the call can fail authorization even though the caller owns the template.
This is an account-level shared-access call, easy to confuse with per-envelope template application — sharing controls the template's visibility/usability, not a single send.
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