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Eversign Tools

Eversign Create Template

Tool to create a new template. Use when you need to programmatically set up reusable document templates after confirming your business settings.

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Use Eversign Create Template

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Inputs

  • filesarray
    List of file objects to attach to the template.
  • fieldsarray
    2-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.
  • expiresinteger
    Unix timestamp (seconds since epoch) when the document should expire. Must be a future date.
  • sandboxboolean
    If true, the template is created in the sandbox environment.
  • signersarray
    List of signer roles for the template. Each role represents a type of signer (e.g., 'Client', 'Manager') rather than a specific person.
  • remindersobject
    Reminder settings for the template.
  • template_notestring
    Optional internal notes for the template.
  • template_titlestring
    Required
    Title of the template to be created.
  • template_messagestring
    Optional message body to associate with the template.
  • require_all_signersboolean
    If true, all signers must complete before finalization.

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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