Query: Find Template Documents

Docusign Operation

The Find Template Documents query retrieves all documents associated with a specific Docusign template.

Example User Story

I want to find all documents in a template so I can verify or update the files included before using it for new signature requests.

Fields

Field Name	Field Type	Required
accountId	String	Yes
folderId	String	No
searchText	String	No
fromDate	String	No

Related Connections

Docusign

Related Automations

Example link

Code (Apache v2.0): Operation

{
  "handle": "find-template-documents",
  "state": "inDev",
  "meta": {
    "short": "Find Template Documents",
    "description": "Retrieves a list of template documents from Docusign based on specified criteria."
  },
  "input": [
    {
      "name": "accountId",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The Docusign account ID."
      }
    },
    {
      "name": "folderId",
      "type": "String",
      "required": false,
      "meta": {
        "description": "The folder ID to search within."
      }
    },
    {
      "name": "searchText",
      "type": "String",
      "required": false,
      "meta": {
        "description": "Text to search for in template names."
      }
    },
    {
      "name": "fromDate",
      "type": "String",
      "required": false,
      "meta": {
        "description": "Filter templates modified after this date (ISO format)."
      }
    }
  ],
  "output": [
    {
      "name": "templates",
      "type": "Array",
      "selector": ["templates"],
      "meta": {
        "description": "List of template documents."
      }
    }
  ],
  "steps": [
    {
      "type": "http",
      "http": {
        "method": "GET",
        "path": "/v2.1/accounts/{{accountId}}/templates",
        "headers": {
          "Accept": "application/json"
        },
        "queryParams": {
          "folder_id": "{{folderId}}",
          "search_text": "{{searchText}}",
          "from_date": "{{fromDate}}"
        }
      }
    }
  ]
}