Actions198
- Account Custom Field Actions
- Account Group Actions
- Account Settings Actions
- Account Signature Actions
- Account User Actions
- Account Watermark Actions
- Billing Actions
- Brand Actions
- Bulk Send Actions
- Captive Recipient Actions
- Chunked Upload Actions
- Cloud Storage Actions
- Comments Actions
- Composite Template Actions
- Connect Configuration Actions
- Connect Event Actions
- Consumer Disclosure Actions
- Contact Actions
- Custom Tab Actions
- Diagnostics Actions
- Document Generation Actions
- Email Archive Actions
- Envelope Actions
- Envelope Purge Actions
- Envelope Attachment Actions
- Envelope Custom Field Actions
- Envelope Document Field Actions
- Envelope Email Setting Actions
- Envelope Lock Actions
- Envelope Notification Actions
- Envelope Transfer Actions
- Folder Actions
- ID Verification Actions
- Notary Actions
- Notary Journal Actions
- Payment Tab Actions
- Permission Profile Actions
- PowerForm Actions
- Recipient Tabs Actions
- Reporting Actions
- Scheduled Routing Actions
- Signing Group Actions
- Supplemental Document Actions
- Template Actions
- Template Bulk Recipient Actions
- Template Custom Field Actions
- Template Document Actions
- Template Lock Actions
- Template Notification Actions
- Template Recipients Actions
- Template View Actions
- Trust Service Provider Actions
- Workspace Actions
- Organization Actions
Template Recipients → Create
AI-generatedSummary
Adds a recipient role to an existing DocuSign template, with a role name, recipient type, and optional default email, name and routing order.
Inputs
- Authentication — Credential method: JWT (Service Integration, default) or OAuth2 (User Authorization).
- Template ID (required) — ID of the template to add the recipient to.
- Role Name (required) — Role name for the recipient (e.g. "Signer 1"). Used later to map real people to the role when sending from the template.
- Recipient Type — Signer (default), Carbon Copy, or Certified Delivery.
- Additional Options — Collection with Default Email, Default Name, and Routing Order (number, default 1; the order in which this recipient receives the envelope).
Output shape
A JSON item with the DocuSign API response for the recipient creation, typically the recipients added to the template.
The handler source (handleTemplateRecipientsCreate) is not shown in the provided pack, so the exact request body and return shape are inferred from the declared parameters. API errors are thrown, with retries on rate limits and 5xx errors per the shared request helper.
Examples
Example 1: Add a signer role to a contract template
Template ID = template GUID, Role Name = "Client", Recipient Type = Signer, Routing Order = 1
Example 2: Add a CC role that receives the completed envelope after signing
Template ID = template GUID, Role Name = "Legal Copy", Recipient Type = Carbon Copy, Default Email = legal@example.com, Routing Order = 2