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AppsDocuSign ToolsDocusign Create Template Recipient Preview Url
DocuSign Tools

Docusign Create Template Recipient Preview Url

Generate a preview URL showing how a template will appear to recipients. This action creates an embeddable URL that displays a template from the recipient's perspective, allowing senders to verify the signing experience before sending the actual document. This is particularly us…

Write actionRisk level 2 of 5OAuth connection
Use Docusign Create Template Recipient Preview Url

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Free
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Inputs

  • pingUrlstring
    The client URL that the Docusign Signing experience should ping to indicate to the client that Signing is active. An HTTP GET call is executed against the client. The response from the client is ignored. The intent is for the client to reset its session timer when the request is…
  • accountIdstring
    The external account number (integer) or account ID GUID. This identifies the DocuSign account containing the template. This value is automatically populated from your connected account credentials.
  • returnUrlstring
    The URL to redirect to when the user exits the preview or in error scenarios (e.g., link expiration). Must be an absolute URL starting with http:// or https://. Example: 'https://yourapp.com/preview-complete'
  • templateIdstring
    Required
    The unique identifier (GUID) of the template to preview. You can obtain template IDs using the list_all_templates action. Example format: "123e4567-e89b-12d3-a456-426614174000"
  • assertionIdstring
    A unique identifier of the authentication event executed by the client application.
  • recipientIdstring
    The unique identifier of the recipient whose view you want to preview. This allows you to see the template from a specific recipient's perspective. If not specified, a generic recipient view will be shown.
  • pingFrequencystring
    Only used if `pingUrl` is specified. This is the interval, in seconds, between pings on the `pingUrl`. The default is `300` seconds. Valid values are 60-1200 seconds.
  • xFrameOptionsstring
    Specifies whether a browser should be allowed to render a page in a frame or IFrame. Setting this property ensures that your content is not embedded into unauthorized pages or frames. Valid values are: - `deny`: The page cannot be displayed in a frame. - `same_origin`: The page…
  • securityDomainstring
    The domain in which the user authenticated.
  • authenticationMethodstring
    Required. Choose a value that most closely matches the technique your application used to authenticate the recipient / signer. Choose a value from this list: * Biometric * Email * HTTPBasicAuth * Kerberos * KnowledgeBasedAuth * None * PaperDocuments * Password * RSASecureID * Si…
  • clientURLs__onCancelstring
    The URL to redirect to when the user cancels the preview session.
  • authenticationInstantstring
    A sender-generated value that indicates the date and time that the signer was authenticated.

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

Skills that use this Action

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