TDV Adapter for DocuSign

Build 22.0.8462

Templates

The Template resource provides methods that allow you to manage templates.

The adapter will use the DocuSign API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the adapter.

  • TemplateId supports the '='.
  • FolderId supports the '=' and 'IN'. In order to filter by FolderId, showCustomFiled property must be set to false.
  • FolderName supports the '='. In order to filter by FolderName, showCustomFiled property must be set to false.

For example, the following queries are processed server side:

SELECT * FROM Templates WHERE TemplateId = '5fe47399-31e9-4ddc-bbd1-5200760e4658'
SELECT * FROM Templates WHERE FolderId = '7137682d-f33c-4425-96a2-d556389df80f'
SELECT * FROM Templates WHERE FolderId IN ('7137682d-f33c-4425-96a2-d556389df80f', 'ff7cc98e-4502-4009-93ce-8d3ad96485a6')
SELECT * FROM Templates WHERE FolderName = 'testTemplate'

Columns

Name Type References Description
TemplateId [KEY] String Id of the template.
Name String Name of the template.
Password String Password of the template.
Description String Description of the template.
Shared String When set to true, this template is shared.
Created Datetime The date and time the item was created.
LastModified Datetime The date and time the item was last modified.
PageCount String Number of pages.
Uri String Contains a URI to retrieve the templates.
FolderName String Name of the template folder.
FolderId String

Folders.FolderId

Id of the folder.
FolderUri String Uri of the folder.
OwnerUserName String Name of the user.
OwnerEmail String Email of the user.
OwnerUserId String Id of the user.
EmailBlurb String Blurb of the email
EmailSubject String Subject of the email.
AllowReassign String When set to true, the recipient can redirect an envelope to a more appropriate recipient.
AuthoritativeCopy String Specifies whether all documents in this template are authoritative copies. A document can set its own authoritativeCopy property to override this value.
EnableWetSign String When set to true, the signer is allowed to print the document and sign it on paper.
EnforceSignerVisibility String When set to true, documents with tabs can only be viewed by signers that have a tab on that document.

Copyright (c) 2023 CData Software, Inc. - All rights reserved.
Build 22.0.8462