Action: Update Template

Docusign Operation

The Update Template action modifies an existing template, such as adding fields, changing text, or updating recipient roles.

Example User Story

I want to update our standard NDA template in DocuSign to include a new compliance clause, so all future agreements automatically reflect the latest legal requirements.

Fields

Field Name	Field Type	Required
templateId	String	Yes
templateName	String	No
templateDescription	String	No
templateRoles	Array	No
templateDocuments	Array	No

Related Connections

Docusign

Related Automations

Example link

Code (Apache v2.0): Operation

{
  "handle": "update-template",
  "state": "inDev",
  "meta": {
    "short": "Update Template",
    "description": "Updates an existing template in Docusign with the provided details."
  },
  "input": [
    {
      "name": "templateId",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The ID of the template to update."
      }
    },
    {
      "name": "templateName",
      "type": "String",
      "required": false,
      "meta": {
        "description": "The new name for the template."
      }
    },
    {
      "name": "templateDescription",
      "type": "String",
      "required": false,
      "meta": {
        "description": "The new description for the template."
      }
    },
    {
      "name": "templateRoles",
      "type": "Array",
      "required": false,
      "meta": {
        "description": "The new roles for the template."
      }
    },
    {
      "name": "templateDocuments",
      "type": "Array",
      "required": false,
      "meta": {
        "description": "The new documents for the template."
      }
    }
  ],
  "output": [
    {
      "name": "templateId",
      "type": "String",
      "selector": ["templateId"],
      "meta": {
        "description": "The ID of the updated template."
      }
    },
    {
      "name": "templateName",
      "type": "String",
      "selector": ["name"],
      "meta": {
        "description": "The name of the updated template."
      }
    },
    {
      "name": "templateUri",
      "type": "String",
      "selector": ["uri"],
      "meta": {
        "description": "The URI of the updated template."
      }
    }
  ],
  "steps": [
    {
      "type": "http",
      "http": {
        "method": "PUT",
        "path": "/v2.1/accounts/{{accountId}}/templates/{{templateId}}",
        "headers": {
          "Content-Type": "application/json"
        },
        "bodyTemplate": {
          "value": "{\"name\": \"{{templateName}}\", \"description\": \"{{templateDescription}}\", \"roles\": {{templateRoles}}, \"documents\": {{templateDocuments}}}",
          "placeholders": [
            {
              "name": "templateName",
              "type": "String",
              "description": "The new name for the template.",
              "required": false
            },
            {
              "name": "templateDescription",
              "type": "String",
              "description": "The new description for the template.",
              "required": false
            },
            {
              "name": "templateRoles",
              "type": "Array",
              "description": "The new roles for the template.",
              "required": false
            },
            {
              "name": "templateDocuments",
              "type": "Array",
              "description": "The new documents for the template.",
              "required": false
            }
          ]
        }
      }
    }
  ]
}