Tool to create a one-off submission (signature request) from a DOCX document with dynamic content variables. Use [[variable_name]] text tags in the DOCX to define dynamic content variables and {{Field Name;role=Signer1;type=date}} text tags to define fillable fields. This allows…
docxobjectDOCX file to upload for the submission. Either 'docx' or 'docx_url' or 'documents' must be provided.
namestringName for the submission document. If not provided, the DOCX filename or 'document.docx' will be used.
orderstringOrder in which submitters should sign: 'preserved' (in order) or 'random' (any order). Defaults to 'preserved'.
messageobjectCustom email message content.
docx_urlstringPublic URL to a downloadable DOCX file. Either 'docx' or 'docx_url' or 'documents' must be provided. The URL must be publicly accessible.
reply_tostringReply-to email address for notification emails
send_smsbooleanWhether to send SMS notifications to submitters
documentsarrayArray of documents with name and file (base64 or URL). Use this for multi-document submissions. Either 'docx' or 'docx_url' or 'documents' must be provided.
expire_atstringISO 8601 datetime when the submission expires (e.g., '2024-12-31T23:59:59Z')
variablesobjectDynamic content variables object. Use [[variable_name]] text tags in DOCX to define variables. Variable values can be strings, numbers, arrays, objects, or HTML content for styled text, paragraphs, and tables.
send_emailbooleanWhether to send email notifications to submitters. Defaults to true.
submittersRequiredarrayList of submitters (signers) for the document. At least one submitter with email or phone is required.
dataRequiredData from the action execution
errorstringError if any occurred during the execution of the action
successfulRequiredbooleanWhether or not the action execution was successful or not
API key connection. Risk level 2 of 5.
Free Action
No published Skills explicitly reference this Action yet.