Tool to create and optionally send a new document for signing from a template. Use when you need to generate a document using a pre-configured template with placeholders. If draft is set to true the document will not be sent.
namestringName of the document being created from the template.
draftbooleanIf true, saves document as draft without sending. If false, sends for signing immediately. Defaults to false.
filesarrayAdditional files to append to the document. Will not replace existing template files.
fieldsarrayFields to add to appended files (not existing template files). 2D array - one array of fields per appended file.
labelsarrayLabels for organizing documents. Updating labels replaces any existing labels.
messagestringEmail message for the signature request. Defaults to template or system message.
subjectstringEmail subject for the signature request. Defaults to template or system subject.
metadataobjectOptional key-value metadata associated with the document. Returned in all document queries.
remindersbooleanIf true, sends reminders on day 3, 6, and 10. Defaults to true.
test_modebooleanSet to true to enable Test Mode (not legally binding and not billed). Defaults to false.
text_tagsbooleanIf true, enables special text tags for placing fields in documents. Defaults to false.
expires_inintegerNumber of days before the signature request expires (minimum 1). Defaults to account or template setting.
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
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