Action: Create Template from Document

Docusign Operation

The Create Template from Document action converts an uploaded document into a reusable Docusign template with defined fields, recipients, and routing rules.

Example User Story

I want to create a template from a document so I can reuse it for future signature requests without rebuilding the form each time.

Fields

Field Name	Field Type	Required
accountId	String	Yes
documentId	String	Yes
templateName	String	Yes
templateDescription	String	No
templateId	String	-

Related Connections

Docusign

Related Automations

Example link

Code (Apache v2.0): Operation

{
  "handle": "create-template-from-document",
  "state": "inDev",
  "meta": {
    "short": "Create Template from Document",
    "description": "Creates a template from an existing document in DocuSign."
  },
  "input": [
    {
      "name": "accountId",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The DocuSign account ID."
      }
    },
    {
      "name": "documentId",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The ID of the document to convert into a template."
      }
    },
    {
      "name": "templateName",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The name of the new template."
      }
    },
    {
      "name": "templateDescription",
      "type": "String",
      "required": false,
      "meta": {
        "description": "The description of the new template."
      }
    }
  ],
  "output": [
    {
      "name": "templateId",
      "type": "String",
      "selector": ["templateId"],
      "meta": {
        "description": "The ID of the created template."
      }
    }
  ],
  "steps": [
    {
      "type": "http",
      "http": {
        "method": "POST",
        "path": "/v2.1/accounts/{{accountId}}/templates",
        "headers": {
          "Content-Type": "application/json"
        },
        "bodyTemplate": {
          "value": "{\"name\":\"{{templateName}}\",\"description\":\"{{templateDescription}}\",\"documents\":[{\"documentId\":\"{{documentId}}\"}]}",
          "placeholders": [
            {
              "name": "templateName",
              "type": "String",
              "description": "The name of the new template.",
              "required": true
            },
            {
              "name": "templateDescription",
              "type": "String",
              "description": "The description of the new template.",
              "required": false
            },
            {
              "name": "documentId",
              "type": "String",
              "description": "The ID of the document to convert into a template.",
              "required": true
            }
          ]
        }
      }
    }
  ]
}