Create Template
create_templateCreate a reusable template from a PDF already uploaded with upload_file. A template stores a document together with its signature fields, so a later create_document only has to supply the recipients. A template's signeeDetails describes ROLES, not people: fullName is normally a label such as 'Buyer', and contact details are optional — leave them out unless the same person signs every time. Nothing inside signeeDetails is required. Requires the templates capability; check get_account_capabilities first.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Name of the template. Internal — signees never see it. | |
| fileId | Yes | File ID from upload_file | |
| signeeDetails | Yes | The signature fields to store on the template. At least one is required. | |
| sharingSetting | No | private (default) keeps the template to you; shared makes it usable by the whole account and requires the accessLevels capability. | |
| enableSigningOrder | No | Store a sequential signing order on the template (requires the signingOrder capability). |