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AppsDocuSign ToolsDocusign Create Envelope From Template
DocuSign Tools

Docusign Create Envelope From Template

Creates a signing envelope from a pre-existing DocuSign template. This action maps specific recipients to template roles and creates an envelope, either as a draft (status='created') or sent immediately (status='sent'). Prerequisites: - Use DOCUSIGN_LIST_ALL_TEMPLATES to get tem…

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Use Docusign Create Envelope From Template

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Inputs

  • statusstring
    The status of the envelope after creation. Use 'created' to save as a draft (default, recommended) or 'sent' to immediately send the envelope to all recipients for signing. Note: In some environments (e.g., demo accounts), sending immediately may require additional recipient val…
  • account_idstring
    Required
    The DocuSign account ID. This is automatically populated by the base action from the authenticated user's account information.
  • template_idstring
    Required
    The ID of the template to use for creating the envelope. Must be a valid template ID from the account's template library. Example: '1a2b3c4d-5e6f-7g8h-9i0j-1k2l3m4n5o6p'. Use the DOCUSIGN_LIST_ALL_TEMPLATES action to get available template IDs.
  • email_subjectstring
    Required
    The subject line for the envelope notification email sent to recipients. This will appear in the recipient's email inbox.
  • template_rolesarray
    Required
    List of recipient information that maps to roles defined in the template. Each recipient must have 'email', 'name', and 'roleName'. The 'roleName' must match a role defined in the template (case-sensitive). Optional fields: 'recipientId' (unique identifier, recommended for track…

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

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