DocuSignInstall

Summary

Create a reusable envelope template in a specified DocuSign account by providing template details including name, email subject, documents, recipients, and various optional settings.

Inputs

• authentication — Select the authentication method, either OAuth2 or JWT (Service Integration). Defaults to OAuth2.
• category — Specify the API category as 'templates' for managing reusable envelope templates (default is 'envelopes', but for this operation 'templates' is implied).
• accountId (required) — The DocuSign Account ID (GUID) where the template will be created.
• templateName (required) — The name assigned to the new template.
• description — A textual description of the template.
• emailSubject (required) — The default subject of the email sent with envelopes created from this template.
• documents — One or more documents to include in the template, each with name, document ID, source (binary data, Base64 string, or remote URL), file extension, order, and other optional document-related settings.
• recipients — A collection of recipient roles specifying signers, including their role names, recipient IDs, routing orders, default email and name, access codes, ID check configuration, delivery method, and email notification content.
• additionalFields — Optional template settings including email blurb, branding, signing location, wet sign enabling, markup allowance, reassignment permissions, signer visibility enforcement, message and recipient locks, authoritative copy flag, auto-match setting, shared access, password protection, expiration and reminder settings, and carbon copy recipients.

Output shape

a single JSON object representing the created template returned by the DocuSign API

The output contains the properties of the created template as received from DocuSign. The operation requires the account ID and valid parameters for template creation. Authentication can be via OAuth2 or JWT.

Links

• n8n community nodes installation guide