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Actions341

Template Document Tab → Update

AI-generated

Summary

Update the tabs of a specific document within a reusable DocuSign envelope template by providing the account ID, template ID, document ID, and the tabs JSON body with the desired tab definitions.

Inputs

  • Authentication — Choose the authentication method: OAuth2 or JWT (Service Integration). Defaults to OAuth2.
  • Category — Select the API category to work with. Defaults to 'envelopes' but typically set as 'templates' for this operation.
  • Account ID (required) — The DocuSign Account ID (GUID), found in DocuSign Admin under API and Keys.
  • Template ID (required) — The ID (GUID) of the reusable template that contains the document to update.
  • Document ID (required) — The numeric ID of the document within the template to update tabs for. Use special values like 'combined', 'archive', or 'certificate' where applicable.
  • Request Body (JSON) (required) — A JSON object representing the tabs to set on the document, structured according to DocuSign's API tab definitions.

Output shape

a JSON object representing the updated tabs on the document within the template.

The operation updates the tabs for the specified document in the specified template and returns the resulting tab structure according to DocuSign's API. The request body must follow the DocuSign tab structure. Errors may occur if IDs are invalid or the JSON body is malformed.

Examples

Example 1: Update tabs on a template document

Set 'Account ID', 'Template ID', 'Document ID' to target a template document. Provide the desired tabs JSON in 'Request Body (JSON)' to modify the tabs on that document.

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