Actions198
- Account Custom Field Actions
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Template → Create
AI-generatedSummary
Creates a new DocuSign template from a single uploaded document, with a default email subject, optional description, and a default signer role. The handler body is not shown in the source pack, so request details are inferred from the declared parameters.
Inputs
- authentication — Auth method: JWT (service integration, default) or OAuth2 (user authorization).
- emailSubject (required) — Default email subject for envelopes created from this template.
- document (required) — Binary property name holding the document, or a base64-encoded string.
- documentName (required) — File name for the document, e.g. contract.pdf. The extension is likely used to set the document file type.
- description — Template description.
- additionalOptions — Collection with optional Email Message (default email body, emailBlurb) and Role Name (default signer role, defaults to 'Signer').
Output shape
Presumably a single item with the DocuSign API response for the created template, such as the new template ID.
The handler (handleTemplateCreate) body is not visible in the source pack, so the exact return fields are not confirmed. Errors from the DocuSign API are thrown as node errors unless continue-on-fail is enabled.
Examples
Example 1: Create a reusable NDA template from a PDF fetched earlier in the workflow.
document = 'data' (binary property), documentName = 'nda.pdf', emailSubject = 'Please sign the NDA', Role Name = 'Counterparty'.
Example 2: Create a template from a base64 string produced by a Code node.
document = {{$json.pdfBase64}}, documentName = 'contract.pdf', emailSubject = 'Contract for signature', description = 'Standard contract', Email Message = 'Please review and sign.'