Tableau Connector for DocuSign

Build 23.0.8839


The EnvelopeTemplates resource provides methods that allow you to add and delete templates on envelopes and documents.

View Specific Information

In order to make a successful request on this view, you have to specify EnvelopeId.

For example:

SELECT * FROM EnvelopeTemplates WHERE EnvelopeId = '11dc472d-5675-47b7-ac4e-96c47e473dfe'

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

  • DocumentId supports the '=' operator.

For example, the following query is processed server side:

SELECT * FROM EnvelopeTemplates WHERE EnvelopeId = 'cd7a0feb-2911-4595-a28e-deaa4a51f55d' AND DocumentId = '3'


Name Type References Description
EnvelopeId [KEY] String


The envelope ID.
TemplateId String


The unique identifier of the template. If this is not provided, DocuSign will generate a value.
Name String Name of the template.
DocumentId String


Specifies the document ID number.
DocumentName String Name of the document.
Applied Boolean When set to true, template is applied.
Uri String Uri of the template.

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Build 23.0.8839