Tool to create a fillable document template from a PDF file. Use when you need to create a reusable template from a PDF. Fields can be defined using {{Field Name;role=Signer1;type=date}} text tags in the PDF or by specifying pixel coordinates.
namestringName for the created template. If not provided, a default name is assigned.
flattenbooleanSet to true to remove PDF form fields from the documents. This is useful for PDFs that have existing form fields that you want to replace with DocuSeal fields. Defaults to false.
documentsRequiredarrayArray of PDF documents to include in the template. Each document must have a name and either a 'file' (URL or base64) or 'pdf' property. Use text tags like {{Field Name;role=Signer1;type=date}} in the PDF or provide field coordinates.
external_idstringYour application-specific unique string key to identify this template within your app. If a template with this external_id already exists, it will be updated with the new PDF instead of creating a duplicate.
folder_namestringName of the folder to place the template in. The folder will be created if it doesn't exist.
remove_tagsbooleanSet to false to disable the removal of {{text}} tags from the PDF after processing. This can be used with transparent text tags for faster PDF processing. Defaults to true (tags are removed).
shared_linkbooleanSet to true to make the template available via a shared link that allows anyone with the link to create a submission. Defaults to true.
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
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