Overview

This node operation creates a new template in the SignWell system. It allows users to upload a base64 encoded file as the template document, specify the template's name, and provide the file name. An optional test mode can be enabled to create the template in a test environment. This operation is useful for automating the creation of document templates that can later be used for generating documents for signing.

Use Case Examples

1. Creating a contract template by uploading a PDF file encoded in base64, naming it 'Contract Template', and specifying the file name as 'contract-template.pdf'.
2. Creating a template in test mode to verify the template setup before using it in production workflows.

Properties

Output

JSON

• id - The unique identifier of the created template.
• name - The name of the created template.
• file - Information about the uploaded template file.
• filename - The file name of the uploaded template.
• test_mode - Indicates if the template was created in test mode.

Dependencies

• SignWell API key credential

Troubleshooting

• Ensure the base64 encoded file data is correctly formatted and represents a valid document file.
• Verify that the file name includes a proper extension (e.g., .pdf) and matches the file data type.
• Check API key credentials and permissions to create templates in the SignWell account.
• If test mode is enabled, confirm that the SignWell environment supports test mode operations.