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Template Recipients → Create

AI-generated

Summary

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

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