Get Template

Retrieves detailed information about a specific DocuSign template including structure, roles, documents, and field definitions.

Overview

Purpose: Get complete template details including roles, documents, and field configurations.
Use Cases: Understanding template structure before creating envelopes, discovering field labels for pre-filling, template documentation.
API Method: GET /templates/:templateId

Template ID: The unique identifier of the template to retrieve. Get this from ‘List Templates’ action.

Template ID: The template’s unique identifier.
Name: Template name.
Description: Template description.
Email Subject: Default email subject for envelopes created from this template.
Documents: Array of documents included in the template with their IDs and names.
Recipients: Object containing role definitions and their associated tabs/fields.

Role Name: The generic role identifier (e.g., ‘Signer’, ‘Client’, ‘Manager’).
Routing Order: The order in which this role receives the document.
Tabs: Complete field definitions including text fields, signature fields, checkboxes, etc.
Tab Labels: Field identifiers used when pre-filling values in ‘Create Envelope from Template’.

Tab Types: Includes textTabs, signHereTabs, dateSignedTabs, checkboxTabs, numberTabs, emailTabs.
Tab Label: The unique identifier for each field - use this when pre-filling values.
Position: Page number and coordinates where the field appears.
Required: Whether the field must be completed.
Value: Default or pre-filled value for the field.

[!TIP] Use this action to discover field labels before creating envelopes

[!TIP] Review role names to ensure correct mapping when creating envelopes

[!TIP] Check routing order to understand the signing workflow

[!TIP] Tab labels are case-sensitive when pre-filling values

[!TIP] Cache template details to avoid repeated API calls

[!TIP] Use the tabs information to build dynamic forms in your UI

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