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Interact with the DocuSign eSignature REST API v2.1 — complete enterprise coverage

Actions341

Template View → Create Edit View

AI-generated

Summary

Create an embedded edit view URL for a specific DocuSign template to allow users to edit the template within a web interface.

Inputs

  • authentication — Select the authentication method to use: OAuth2 or JWT (Service Integration). Defaults to OAuth2.
  • category — The API category to work with; by default set to 'envelopes', can be changed but is not directly affecting this operation.
  • accountId (required) — The DocuSign Account ID (GUID). Required to identify the specific DocuSign account.
  • templateId (required) — The ID (GUID) of the template to be edited.
  • returnUrl (required) — The URL to which the user is redirected after finishing editing the template.
  • viewAccess — Determines access restrictions for the view; set to 'template' to limit access to the specified template only, or '' (none). Defaults to 'template'.
  • viewSettings — Optional advanced view configuration settings such as showing back button, discard action, header actions, advanced options, initial screen, and lock token if the template is locked.

Output shape

a single record containing the URL of the embedded edit view for the specified template

The output includes details like the URL string needed to open the embedded edit interface. No pagination or multiple items involved.

Examples

Example 1: Get embedded edit link for a template

Provide accountId, templateId, and returnUrl; optionally configure view settings and access restrictions to customize the view experience.

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