DocuSign

DocuSign is an electronic signature platform that helps businesses send, sign, and manage documents digitally.

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docusign.com

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Collaboration

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How to exclude templates from webhook payloads in DocuSign

Here is how to exclude templates from webhook payloads in docusign

First click on the "Admin" link in the top navigation menu
Then click on the scrollbar to scroll down the page
Next click on the "Connect" link in the left sidebar under the INTEGRATIONS section
Then click on the "Actions" dropdown button next to a custom configuration in the configurations table
Next select the "Edit" option from the Actions dropdown menu
Then scroll down the page to view the configuration settings
Next click on the "Envelope and Recipients" expandable section under Trigger Events
Then scroll down and click the Include Data dropdown button
Next uncheck the "Templates" checkbox to disable it it in the Include Data section
Then scroll down to the bottom of the page to view the save button
Finally click on the "Save Configuration" button to save the changes

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Why should you exclude templates from webhook payloads in DocuSign

DocuSign is a leading platform that streamlines electronic agreements, enhancing business efficiency.

Excluding templates from webhook payloads in DocuSign is a powerful feature designed to optimize data management. By filtering out unnecessary template information from the payload, it allows users to focus only on what matters most.

This feature enhances performance by reducing the volume of data transferred, improving speed, and making payloads more precise and manageable.

Overall, it’s a beneficial tool for organizations looking to refine their document workflows effectively.

Last update

February 14, 2026

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