Tool to create a new template. Use when you need to programmatically set up reusable document templates after confirming your business settings.
filesarrayList of file objects to attach to the template.
fieldsarray2-dimensional array of form fields - one array per file. Each file's array contains its field specifications. Provide an empty array [] for files without fields.
expiresintegerUnix timestamp (seconds since epoch) when the document should expire. Must be a future date.
sandboxbooleanIf true, the template is created in the sandbox environment.
signersarrayList of signer roles for the template. Each role represents a type of signer (e.g., 'Client', 'Manager') rather than a specific person.
remindersobjectReminder settings for the template.
template_notestringOptional internal notes for the template.
template_titleRequiredstringTitle of the template to be created.
template_messagestringOptional message body to associate with the template.
require_all_signersbooleanIf true, all signers must complete before finalization.
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.