Creates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF). Converts existing documents into PandaDoc documents for processing, signing, and tracking. Either `file` or `url` must be provided; omitting both will fail. Large files may time out during upload and con…
urlstringPublic HTTPS URL of the file to use (PDF, DOCX, or RTF format). Either 'file' or 'url' must be provided.
fileobjectFile to upload (PDF, DOCX, or RTF format). Either 'file' or 'url' must be provided.
nameRequiredstringName of the document
tagsarrayTags to categorize the document
ownerobjectModel for document owner.
recipientsRequiredarrayList of recipients for the document Each recipient object must include a valid `email` field; missing or malformed emails will prevent sending or signing.
parse_form_fieldsbooleanWhether to parse form fields in the document (for PDFs)
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.