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How does one get full access control information for templates shared to the user currently logged in or impersonated using the eSignature API? An example use case is the following: an admin user creates a new group; GroupA, and adds User1 to that group, then shares a template, TemplateXYZ, to GroupA . When I am logged into the Docusign UI as User1,  I can see that I have shared access to TemplateXYZ. But there doesn't seem to be an eSignature API that can tell me this. When User1 calls the API to get info for TemplateXYZ (Templates:get) it doesn't return anything about its shared access. And yet there are API to update or delete groups shares for a specific template (Templates:updateGroupShare and Templates:deleteGroupShare).  The only other API I’ve found that seems like it should return the info I’m looking for is Accounts:listSharedAccess. According to its documentation I should be able to pass item_type=templates but that returns a bad-request error with additional message that I need to specify templates IDs. The only parameter to pass along ids is folder_ids - so when I also tried passing different template IDs (both shared to and owned by User1) the same bad-request error is returned. Am I using Accounts:listSharedAccess wrong? Or is there another API I should be using. Any help is appreciated.

Hello,

You can only access templates that are shared directly with select users and groups, or templates shared to a shared template folder.

 

To view the envelopes throught the API you need the following API Methods:

Accounts updateSharedAccess

https://developers.docusign.com/docs/esign-rest-api/reference/accounts/accounts/updatesharedaccess/

Templates updateGroupShare to share the templates with specific users

https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/updategroupshare/

 

Let me know if this clarifies or if you need further help.

 

Best,

 


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