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I have an existing DocuSign Template setup and working well. I would like to be able to update the PDF file used for the Template via the API using a locally stored PDF file that I have. Is there a way to update the PDF file used by the DocuSign Template via the API?

I can see that you can update a Template here:

https://developers.docusign.com/esign-rest-api/reference/Templates/Templates/update

but can't work out what I need to do to replace the PDF file with a new one?

Larry K
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user982124
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1 Answers1

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Is there a way to update the PDF file used by the DocuSign Template via the API?

Yes. You use the compositing templates API feature to substitute a document for the existing one in the "server template" (a template stored on the server).

See DocuSign Rest API to replace single template document for a code example.

(From a comment)

How do I update the template's definition to use a different document?

See the TemplateDocuments::update API method.

Community
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Larry K
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  • Just to clarify I don't want to send an envelope with the new PDF file, I'm just looking to replace the PDF for a Template with a new PDF, similar to using the Replace option in the Web UI. Is it possible to replace a PDF only without sending an envelope at the same time? – user982124 Jan 19 '20 at 03:03
  • Ohh, you want to modify the template so that it now uses a newer version of the document? See my updated answer. – Larry K Jan 19 '20 at 09:58