Get Template

Gets a template in Docusign.

This node is also exposed as an AI Agent tool.

This node has 1 input port and 1 output port.

Common Properties

Every node shares these.

Name — the node's display name on the canvas.
Color — the node's colour on the canvas.
Delay Before (sec) — wait this long before the node runs.
Delay After (sec) — wait this long after the node runs.
Continue On Error — carry on instead of failing the flow. Defaults to false.

info

When Continue On Error is true the error is not raised at all, so a Catch node will not see it either.

Property	Field	Description
Client ID	`inClientID`	Client ID from Connect node (optional if credentials provided)
Template ID	`inTemplateID`	ID of the template to retrieve (from List Templates)

Property	Field	Description
Description	`outDescription`	Template description
Documents	`outDocuments`	Array of documents in the template
Result	`outResult`	Full template details from API
Roles	`outRoles`	Array of template roles (signer positions to fill)
Template Name	`outName`	Name of the template

Property	Field	Description
Credentials	`optCredentials`	Docusign OAuth2 credentials (optional - use instead of Connect node)

A Client ID from this package's Connect node, unless you set credentials directly on this node.
Docusign OAuth2 — Docusign OAuth2 credentials for signing documents
- _redirect_url — Redirect URL (readonly, optional). Add this to your Docusign app's Redirect URIs
- client_id — Integration Key (Client ID) (text, required). Integration Key from Docusign Developer Console
- client_secret — Secret Key (Client Secret) (password, required). Secret Key from Docusign Developer Console
- use_demo — Use Demo Environment (boolean, optional). Use Docusign demo/sandbox environment (uncheck for production)

Store these in a Vault and reference the vault item from the node, rather than typing the secret into the property.