Find a saved template
find_templatesSearch the user's saved templates by name for the document they want to send, for example query "mutual NDA" when the user says "send a mutual NDA to Sam". Call it before you write a document to send. It shows nothing to the user. It returns only the templates whose name fits, with template_id, name and kind; when it returns none, write the document and do not mention templates. Then read a match with get_template and send it with send_for_signature and document.template_id. Needs Portant connected with sign-in.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | A few words for the document, for example "mutual NDA" or "sales agreement". Leave out the signer's name. |