Docusign - Create template action
The Create template action creates a new template in your Docusign account.
Refer to the Docusign Templates:create documentation for more information.
Input
| Input field | Description |
|---|---|
| Name | Enter the name of the template. |
| Description | Enter a description of the template. |
| Shared | Select Yes to share the template with other members of your Docusign account. |
| Email subject | Enter the subject line of the email sent to all recipients. The subject line is limited to 100 characters, including merged fields. |
| Email blurb | Enter the message body of the email sent to all recipients. |
| Folder ID | Enter the ID of the folder to save the template in. |
| Folder name | Enter the name of the folder to save the template in. |
| Documents | Add the documents to include in the template. Each document is base64-encoded and sent in a single request. Docusign allows up to 32 MB per document through the API, but base64 encoding adds about 33% overhead. Keep the original file size well under that limit (around 20-25 MB) to stay within the overall request size limit. |
| Documents source list (Documents) | Provide a list datapill containing multiple documents. |
| File URL (Documents) | Enter the URL of the file, including the file extension. For example, https://test.io/wp-content/uploads/2019/02/testIO-logo-rgb-2.png. |
| Roles | Define the recipient roles on the template. Leave the name and email blank to create placeholders that are filled in when the template is used. |
| Roles source list (Roles) | Provide a list datapill containing multiple roles. |
| Role name (Roles) | Enter the role name for this recipient. For example, Signer 1. |
| Name (Roles) | Enter the full legal name of the recipient. |
| Email (Roles) | Enter the email address of the recipient. |
| Routing order (Roles) | Enter the signing order of the recipient. For example, 1 for the first signer and 2 for the second signer. |
| Recipient type (Roles) | Select the type of recipient. Defaults to Signer. In-person signer and witness aren't supported. |
| Custom fields | Define new custom fields on the template. |
| Custom fields source list (Custom fields) | Provide a list datapill containing multiple custom fields. |
| Type (Custom fields) | Select the type of custom field. Defaults to Text. Select List to provide selectable list items. |
| Name (Custom fields) | Enter the name of the custom field. |
| Value (Custom fields) | Enter the default value of the custom field. The value can be up to 100 characters. |
| Required (Custom fields) | Select Yes to require senders to enter or select a value for the custom field before they send the envelope. |
| Show (Custom fields) | Select Yes to display the custom field in the Envelope Custom Fields section when a user creates or sends an envelope. |
| List items (Custom fields) | Enter the selectable values for the custom field. Each value can be up to 100 characters. Applies only when Type is List. |
| Advanced (JSON) | Enter raw JSON to merge into the request body for fields not exposed above. For example, notarySections and envelopeCustomMetadata. Fields set above take priority over this field on conflict. |
Output
| Output field | Description |
|---|---|
| Template ID | The unique identifier of the template. |
| Name | The name of the template. |
| Description | The description of the template. |
| Status | The current status of the template. |
| Email subject | The subject line of the email sent to all recipients. |
| Email blurb | The email message body sent to all recipients. |
| Signing location | The physical location where signing takes place. Valid values are InPerson and Online. The default value is Online. |
| Page count | The number of document pages in the template. |
| Shared | Indicates whether the template is shared with other users. |
| Password protected | Indicates whether the template is password protected. |
| Authoritative copy | Indicates whether the documents are marked as authoritative copies. |
| Enforce signer visibility | Indicates whether document visibility settings are enforced for the envelope. |
| Enable wet sign | Indicates whether the signer can print the document and sign it on paper. |
| Allow markup | Indicates whether the Document Markup feature is enabled. |
| Allow reassign | Indicates whether the recipient can redirect the envelope to a more appropriate recipient. |
| Disable responsive document | Indicates whether responsive documents are disabled. |
| Auto match | Indicates whether the template is included in auto-matching. |
| Auto match specified by user | Indicates whether the template has been explicitly included in or excluded from auto-matching. |
| Any signer | Deprecated. This feature has been replaced by signing groups. |
| Envelope location | Reserved for Docusign. |
| Folder ID | The ID of the folder that contains the template. |
| Folder name | The name of the folder that contains the template. |
| Folder ids | The IDs of the folders where the template exists, either directly or through template sharing. |
| Value (Folder ids) | A folder ID. |
| URI | The URI for retrieving the template. |
| Created | The date and time the template was created. |
| Last modified | The date and time the template was last modified. |
| Last used | The date and time the template was last used. |
| Owner | Information about the user who owns the template. |
| User ID (Owner) | The ID of the user who owns the template. |
| User name (Owner) | The name of the user who owns the template. |
| Email (Owner) | The email address of the user who owns the template. |
| Account ID (Owner) | The ID of the account that owns the template. |
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