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Template Document Visibility → Update
AI-generatedSummary
Update document visibility settings for a specific recipient within a template in a DocuSign account.
Inputs
- Authentication — Choose the authentication method: OAuth2 or JWT (Service Integration).
- Category — Select the DocuSign API category to work with, default is 'Envelopes'.
- Account ID (required) — The GUID of the DocuSign Account. Find it in DocuSign Admin → API and Keys.
- Template ID (required) — The GUID of the template containing the documents.
- Recipient ID (required) — The ID of the recipient whose document visibility settings are being updated.
- Document Visibility (JSON) (required) — An array of objects, each specifying a document ID and its visibility status for the recipient, e.g., [{"documentId":"1","visible":"true"}].
Output shape
a single record containing the updated document visibility settings as returned by DocuSign's API.
The operation updates document visibility for the recipient on the specified template and returns the updated configuration. Authentication type affects credential usage but not input shape. Errors are returned in standard DocuSign error format.
Examples
Example 1: A workflow updates which documents a recipient can see in a template.
Set Account ID, Template ID, and Recipient ID, then provide a JSON array specifying document IDs with visible true or false.
