Template Recipient Tabs
Updates the tabs for a recipient
Updates one or more tabs for a recipient in a template.
Authorization
OAuth2 AuthorizationBearer <token>
OAuth 2.0 access token obtained via Authorization Code Grant or JWT Grant.
In: header
Path Parameters
accountId*string
The external account number (int) or account ID GUID.
recipientId*string
A local reference used to map recipients to other objects, such as specific document tabs.
A recipientId must be
either an integer or a GUID,
and the recipientId must be
unique within an envelope.
For example, many envelopes assign the first recipient
a recipientId of 1.
templateId*string
The ID of the template.
Request Body
application/json
approveTabs?array<>
A list of Approve tabs.
An Approve tab enables the recipient to approve documents without placing a signature or initials on the document. If the recipient clicks the tab during the signing process, the recipient is considered to have signed the document. No information is shown on the document of the approval, but it is recorded as a signature in the envelope history. The value of an approve tab can't be set.
checkboxTabs?array<>
A list of Checkbox tabs.
A Checkbox tab enables the recipient to select a yes/no (on/off) option. This value can be set.
commentThreadTabs?array<>
An array of tabs that represents a collection of comments in a comment thread. For example, if a recipient has questions about the content of a document, they can add a comment to the document and control who else can see the comment. This value can't be set.
commissionCountyTabs?array<>
A list of Commission County tabs.
A Commission County tab displays the county of a notary's commission. This tab can only be assigned to a remote notary recipient using Docusign Notary. The tab's value can be edited by the recipient.
commissionExpirationTabs?array<>
A list of Commission Expiration tabs.
A Commission Expiration tab displays the expiration date of a notary's commission. This tab can only be assigned to a remote notary recipient using Docusign Notary. The tab's value can be edited by the recipient.
commissionNumberTabs?array<>
A list of Commission Number tabs.
A Commission Number tab displays a notary's commission number. This tab can only be assigned to a remote notary recipient using Docusign Notary. The tab's value can be edited by the recipient.
commissionStateTabs?array<>
A list of Commission State tabs.
A Commission County tab displays the state in which a notary's commission was granted. This tab can only be assigned to a remote notary recipient using Docusign Notary. The tab's value can be edited by the recipient.
companyTabs?array<>
A list of Company tabs.
A Company tab displays a field for the name of the recipient's company. This value can't be set.
dateSignedTabs?array<>
A list of Date Signed tabs.
A Date Signed tab displays the date that the recipient signed the document. This value can't be set.
dateTabs?array<>
A list of Date tabs.
A Date tab enables the recipient to enter a date. This value can't be set. The tooltip for this tab recommends the date format MM/DD/YYYY, but several other date formats are also accepted. The system retains the format that the recipient enters.
Note: If you need to enforce a specific date format, Docusign recommends that you use a Text tab with a validation pattern and validation message.
declineTabs?array<>
A list of Decline tabs.
A Decline tab enables the recipient to decline the envelope. If the recipient clicks the tab during the signing process, the envelope is voided. The value of this tab can't be set.
drawTabs?array<>
A list of Draw Tabs.
A Draw Tab allows the recipient to add a free-form drawing to the document.
emailAddressTabs?array<>
A list of Email Address tabs.
An Email Address tab displays the recipient's email as entered in the recipient information. This value can't be set.
emailTabs?array<>
A list of Email tabs.
An Email tab enables the recipient to enter an email address. This is a one-line field that checks that a valid email address is entered. It uses the same parameters as a Text tab, with the validation message and pattern set for email information. This value can be set.
When getting information that includes this tab type, the original value of the tab when the associated envelope was sent is included in the response.
envelopeIdTabs?array<>
A list of Envelope ID tabs.
An Envelope ID tab displays the envelope ID. Recipients cannot enter or change the information in this tab. This value can't be set.
firstNameTabs?array<>
A list of First Name tabs.
A First Name tab displays the recipient's first name. The system automatically populates this field by splitting the name in the recipient information on spaces. This value can't be set.
formulaTabs?array<>
A list of Formula tabs.
The value of a Formula tab is calculated from the values of other number or date tabs in the document. When the recipient completes the underlying fields, the Formula tab calculates and displays the result. This value can be set.
The formula property of the tab contains the references to the underlying tabs. To learn more about formulas, see Calculated Fields.
If a Formula tab contains a paymentDetails property, the tab is considered a payment item. To learn more about payments, see Requesting Payments Along with Signatures.
fullNameTabs?array<>
A list of Full Name tabs.
A Full Name tab displays the recipient's full name. This value can't be set.
initialHereTabs?array<>
A list of Initial Here tabs.
This type of tab enables the recipient to initial the document. May be optional. This value can't be set.
lastNameTabs?array<>
A list of Last Name tabs.
A Last Name tab displays the recipient's last name. The system automatically populates this field by splitting the name in the recipient information on spaces. This value can't be set.
listTabs?array<>
An array of List tabs.
A List tab enables the recipient to choose from a list of options. You specify the options in the listItems property. This value can't be set.
Find descriptions of all tab types in the EnvelopeRecipientTabs Resource.
notarizeTabs?array<>
A list of Notarize tabs.
A Notarize tab alerts notary recipients that they must take action on the page. This value can be set.
Note: Only one notarize tab can appear on a page.
notarySealTabs?array<>
A list of Notary Seal tabs.
A Notary Seal tab enables the recipient to notarize a document. This tab can only be assigned to a remote notary recipient using Docusign Notary.
noteTabs?array<>
A list of Note tabs.
A Note tab displays additional information to the recipient in the form of a note. This value can be set.
numberTabs?array<>
A list of Number tabs.
Number tabs validate that the entered value is a number. They do not support advanced validation or display options.
To learn more about the different forms of number tabs, see Number fields in the Concepts guide. For specific information about number tabs see Features of numberTabs.
numericalTabs?array<>
A list of numerical tabs.
Numerical tabs provide robust display and validation features, including formatting for different regions and currencies, and minimum and maximum value validation.
To learn more about the different forms of number tabs, see Number fields in the Concepts guide. For specific information about numerical tabs see Features of numericalTabs.
phoneNumberTabs?array<>
A list of Phone Number tabs.
A Phone Number tab enables a recipient to enter a phone number.
Note: This tab can only be assigned to a remote notary recipient using Docusign Notary.
polyLineOverlayTabs?array<>
This type of tab enables the recipient to strike through document text. This value can't be set.
prefillTabs?
Prefill tabs are tabs that the sender can fill in before the envelope is sent. They are sometimes called sender tags or pre-fill fields.
Only the following tab types can be prefill tabs:
- text
- check boxes
- radio buttons
Pre-Fill Your Own Document Fields describes how prefill tabs work in the web application.
Customize your envelopes with pre-fill fields shows how to use prefill tabs in your application using the eSignature SDKs.
radioGroupTabs?array<>
A list of Radio Group tabs.
A Radio Group tab places a group of radio buttons on a document. The radios property is used to add and place the radio
buttons associated with the group. Only one radio button can be selected in a group. This value can be set.
signerAttachmentTabs?array<>
A list of Signer Attachment tabs.
This type of tab enables the recipient to attach supporting documents to an envelope. This value can't be set.
signHereTabs?array<>
A list of Sign Here tabs.
This type of tab enables the recipient to sign a document. May be optional. This value can't be set.
smartSectionTabs?array<>
A list of Smart Section tabs.
Smart Section tabs enhance responsive signing on mobile devices by enabling collapsible sections, page breaks, custom formatting options, and other advanced functionality.
Note: Smart Sections are a premium feature. Responsive signing must also be enabled for your account.
ssnTabs?array<>
A list of SSN tabs.
An SSN tab contains a one-line field that enables the recipient to enter a Social Security Number (SSN) with or without dashes. It uses the same parameters as a Text tab, with the validation message and pattern set for SSN information. This value can be set.
tabGroups?array<>
An array of tabGroup items.
To associate a tab with a tab group, add the tab group's groupLabel to the tab's tabGroupLabels array.
textTabs?array<>
A list of Text tabs.
A text tab enables the recipient to enter free text. This value can be set.
Find descriptions of all tab types in the EnvelopeRecipientTabs Resource.
titleTabs?array<>
A list of Title tabs.
A Title tab displays the recipient's title. This value can't be set.
viewTabs?array<>
A list of View tabs.
A View tab is used with an Approve tab to handle supplemental documents. This value can be set.
zipTabs?array<>
A list of Zip tabs.
A Zip tab enables the recipient to enter a ZIP code. The ZIP code can be five digits or nine digits ( in ZIP+4 format), and can be entered with or without dashes. It uses the same parameters as a Text tab, with the validation message and pattern set for ZIP code information. This value can be set.
Response Body
application/json
application/json
curl -X PUT "https://example.com/v2.1/accounts/string/templates/string/recipients/string/tabs" \ -H "Content-Type: application/json" \ -d '{}'{ "approveTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "buttonText": "string", "caption": "string", "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ { "connectionKey": "string", "connectionValue": "string" } ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", "fontColor": "string", "fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "height": "string", "italic": "string", "localePolicy": { "addressFormat": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "initialFormat": "string", "nameFormat": "string", "timeFormat": "string", "timeZone": "string", "useLongCurrencyFormat": "string" }, "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ { "name": "string", "type": "string", "typeName": "string" } ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "tooltip": "string", "underline": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ], "checkboxTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "caption": "string", "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ { "connectionKey": "string", "connectionValue": "string" } ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", "fontColor": "string", "fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "height": "string", "italic": "string", "locked": "string", "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ { "name": "string", "type": "string", "typeName": "string" } ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "name": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "required": "string", "requireInitialOnSharedChange": "string", "selected": "string", "selectedOriginal": "string", "shared": "string", "shareToRecipients": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "tooltip": "string", "underline": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ], "commentThreadTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "caption": "string", "comments": [ { "envelopeId": "string", "hmac": "string", "id": "string", "mentions": [ "string" ], "read": true, "sentByEmail": "string", "sentByFullName": "string", "sentByImageId": "string", "sentByInitials": "string", "sentByRecipientId": "string", "sentByUserId": "string", "signingGroupId": "string", "signingGroupName": "string", "subject": "string", "tabId": "string", "text": "string", "threadId": "string", "threadOriginatorId": "string", "timestamp": "string", "timeStampFormatted": "string", "visibleTo": [ "string" ] } ], "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ { "connectionKey": "string", "connectionValue": "string" } ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", "fontColor": "string", "fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "height": "string", "italic": "string", "localePolicy": { "addressFormat": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "initialFormat": "string", "nameFormat": "string", "timeFormat": "string", "timeZone": "string", "useLongCurrencyFormat": "string" }, "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ { "name": "string", "type": "string", "typeName": "string" } ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "threadId": "string", "tooltip": "string", "underline": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ], "commissionCountyTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "caption": "string", "concealValueOnDocument": "string", "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "disableAutoSize": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ { "connectionKey": "string", "connectionValue": "string" } ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", "fontColor": "string", "fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "height": "string", "italic": "string", "localePolicy": { "addressFormat": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "initialFormat": "string", "nameFormat": "string", "timeFormat": "string", "timeZone": "string", "useLongCurrencyFormat": "string" }, "locked": "string", "maxLength": "string", "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ { "name": "string", "type": "string", "typeName": "string" } ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "name": "string", "originalValue": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "required": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "tooltip": "string", "underline": "string", "value": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ], "commissionExpirationTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "caption": "string", "concealValueOnDocument": "string", "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "disableAutoSize": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ { "connectionKey": "string", "connectionValue": "string" } ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", "fontColor": "string", "fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "height": "string", "italic": "string", "localePolicy": { "addressFormat": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "initialFormat": "string", "nameFormat": "string", "timeFormat": "string", "timeZone": "string", "useLongCurrencyFormat": "string" }, "locked": "string", "maxLength": "string", "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ { "name": "string", "type": "string", "typeName": "string" } ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "name": "string", "originalValue": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "required": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "tooltip": "string", "underline": "string", "value": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ], "commissionNumberTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "caption": "string", "concealValueOnDocument": "string", "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "disableAutoSize": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ { "connectionKey": "string", "connectionValue": "string" } ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", "fontColor": "string", "fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "height": "string", "italic": "string", "localePolicy": { "addressFormat": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "initialFormat": "string", "nameFormat": "string", "timeFormat": "string", "timeZone": "string", "useLongCurrencyFormat": "string" }, "locked": "string", "maxLength": "string", "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ { "name": "string", "type": "string", "typeName": "string" } ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "name": "string", "originalValue": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "required": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "tooltip": "string", "underline": "string", "value": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ], "commissionStateTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "caption": "string", "concealValueOnDocument": "string", "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "disableAutoSize": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ { "connectionKey": "string", "connectionValue": "string" } ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", 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"templateLocked": "string", "templateRequired": "string", "tooltip": "string", "validationMessage": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ], "textTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "caption": "string", "concealValueOnDocument": "string", "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "disableAutoSize": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ { "connectionKey": "string", "connectionValue": "string" } ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", "fontColor": "string", "fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "formula": "string", "height": "string", "italic": "string", "localePolicy": { "addressFormat": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "initialFormat": "string", "nameFormat": "string", "timeFormat": "string", "timeZone": "string", "useLongCurrencyFormat": "string" }, "locked": "string", "maxLength": "string", "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ { "name": "string", "type": "string", "typeName": "string" } ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "name": "string", "originalValue": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "requireAll": "string", "required": "string", "requireInitialOnSharedChange": "string", "senderRequired": "string", "shared": "string", "shareToRecipients": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "tooltip": "string", "underline": "string", "validationMessage": "string", "validationPattern": "string", "value": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ], "titleTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "caption": "string", "concealValueOnDocument": "string", "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "disableAutoSize": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ { "connectionKey": "string", "connectionValue": "string" } ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", "fontColor": "string", "fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "height": "string", "italic": "string", "localePolicy": { "addressFormat": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "initialFormat": "string", "nameFormat": "string", "timeFormat": "string", "timeZone": "string", "useLongCurrencyFormat": "string" }, "locked": "string", "maxLength": "string", "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ { "name": "string", "type": "string", "typeName": "string" } ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "name": "string", "originalValue": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "required": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "tooltip": "string", "underline": "string", "value": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ], "viewTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "buttonText": "string", "caption": "string", "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ { "connectionKey": "string", "connectionValue": "string" } ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", "fontColor": "string", "fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "height": "string", "italic": "string", "localePolicy": { "addressFormat": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "initialFormat": "string", "nameFormat": "string", "timeFormat": "string", "timeZone": "string", "useLongCurrencyFormat": "string" }, "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ { "name": "string", "type": "string", "typeName": "string" } ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "required": "string", "requiredRead": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "tooltip": "string", "underline": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ], "zipTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "caption": "string", "concealValueOnDocument": "string", "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "disableAutoSize": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ { "connectionKey": "string", "connectionValue": "string" } ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", "fontColor": "string", "fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "height": "string", "italic": "string", "localePolicy": { "addressFormat": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "initialFormat": "string", "nameFormat": "string", "timeFormat": "string", "timeZone": "string", "useLongCurrencyFormat": "string" }, "locked": "string", "maxLength": "string", "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ { "name": "string", "type": "string", "typeName": "string" } ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "name": "string", "originalValue": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "requireAll": "string", "required": "string", "requireInitialOnSharedChange": "string", "senderRequired": "string", "shared": "string", "shareToRecipients": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "tooltip": "string", "underline": "string", "useDash4": "string", "validationMessage": "string", "validationPattern": "string", "value": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ]}Deletes the tabs associated with a recipient in a template DELETE
Deletes one or more tabs associated with a recipient in a template.
Gets a URL for a template edit view POST
Returns a URL that enables you to embed the Template Edit view of Docusign eSignature. You can embed the view in an iframe. **API request update** The API request object for this API method was updated in June 2024. The new API request format is described below. Existing applications must update to the new version: it solves a security issue with the old version. The deprecation schedule was announced in the [Docusign Core Release Notes](https://support.docusign.com/s/document-item?language=en_US&bundleId=adp1720620778794_24-2-02-00-demo&topicId=wcz1616195757589.html&_LANG=enus). While backwards compatibility will be provided for a while for existing applications, all applications must be updated to be secure. See below for migration information. **Best practices** The returned URL expires after 10 minutes. Therefore, request the URL immediately before you redirect your user to it. Due to screen space issues, do not use an iframe for embedded operations on mobile devices. For mobile applications, use a [WebView](https://developer.android.com/reference/android/webkit/WebView) (Android) or [WKWebView](https://developer.apple.com/documentation/webkit/wkwebview) (iOS). ### Closing the view's iframe If you choose to embed the view in your application via an iframe, Docusign recommends this software pattern to close the iframe after the view has completed: * (One time) create a standalone “return” web page that you will use as the `returnUrl` target for the view. The view will redirect the iframe to this URL when it has completed. Here's an [example return page](https://github.com/docusign/docusign.github.io/blob/master/jsfiddleDsResponse.html). In this page, use JavaScript and the [postMessage](https://developer.mozilla.org/en-US/docs/Web/API/Window/postMessage) method to send a message to your application with the results of the view. * In your application, use `window.addEventListener("message", function_name)` to register a listener for incoming messages. * To show the view, use this API method, then set the iframe to load the URL from the API response. * In your application, receive the completion message, validate it, and then close the iframe. ### Information security This view only has write access to the specific template referenced in the API call. The edit access corresponds to the access rights of the user associated with the access token used for the API call. **Recommendations:** * Use the access token of a service user who can access the template. * Do not use the access token of a user with administrator privileges. ### Migrating to the current version of the request object This section only applies to existing applications that use the older version of the request object. Migrating from the old API request object to the new version will take under a day of developer time. **Step 1.** Does your application set the returnUrl attribute? Yes: continue with step 2. No: In this case, your users first edit the template, and then the Docusign eSignature home screen is shown. To accomplish this UI pattern with the new API request format: * Set the returnUrl to a new endpoint for your application. You can use query parameters or session data to manage state. Remember to authenticate the incoming requests. * When the endpoint is called, use the EnvelopeViews:createConsole API call to obtain and then display the Docusign eSignature home page to your application's user. **Step 2.** Check that these API attributes are set: * `"view" = "template" ` * the `returnUrl` is set. **Step 3.** All done! Test your application.