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Question

Transfer template to different user with API

  • 27 June 2024
  • 2 replies
  • 41 views

Is there any way to change owner of template with API? Share scenario is not enough as the new owner should be able to edit the template, not only use it. I would like to avoid impersonation with jwt as in my scenario there is no org domain configured, so it’s impossible for me.

 

BR

Michailo

Hello!

Transferring the ownership of a template or a envelope it is only possible via UI, you can check the documentation below:
https://support.docusign.com/s/document-item?language=en_US&_gl=1*9kn3au*_gcl_aw*R0NMLjE3MTYzMDMxMDAuQ2owS0NRandqTEd5QmhDWUFSSXNBUHFUejE5dEduQ2RzTHk0eUVUdENWWEFIREFvRy1Ecl9xTGpJZ3FiWmVvSFVNeGpiY0MzYnpOeFF4c2FBaHEwRUFMd193Y0I.*_gcl_au*MTA4MDAyODI3Ny4xNzE1MDAzNjQ2*_ga*MTMzMzcxOTEzOC4xNzA3MTU1ODY2*_ga_1TZ7S9D6BQ*MTcxOTU5NTMyNy4zNTAuMS4xNzE5NTk3OTE5LjYwLjAuMA..&_ga=2.63203311.1368083292.1719490174-1333719138.1707155866&_gac=1.254081530.1716303100.Cj0KCQjwjLGyBhCYARIsAPqTz19tGnCdsLy4yETtCVXAHDAoG-Dr_qLjIgqbZeoHUMxjbcC3bzNxQxsaAhq0EALw_wcB&bundleId=pik1583277475390&topicId=xyt1583277373629.html&_LANG=enus

Via API its still possible to create, delete or update an template/envelope transfer rule if needed. 

EnvelopeTransferRules Resource:https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopetransferrules/

Best Regards.
 


Hi Thiago,

 

Thank you for your reply. I already tried transfer rules, didn’t work. I’m afraid transfer rules are only for envelopes.

I need to transfer templates. 

 

Best regards.


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