template_create_document
Create and send a document from a pre-configured template. Assign recipients to placeholders and send for signing immediately.
Instructions
Create and send a document from a template. Templates are pre-configured and ready to send, so this tool sends the document for signing by default.
IMPORTANT: When a user asks to "send a template" or "send a document from a template", the document will be sent immediately for signing. Set draft: true ONLY if the user explicitly asks to create a draft or review before sending.
REQUIRED:
template_id: The template ID to create the document from
recipients: Array of recipient objects, each with:
id: Unique identifier for this recipient (e.g., "recipient_1")
placeholder_name: Name of the template placeholder to assign (must match exactly)
email: Recipient's email address
name: (optional) Recipient's display name
Example: { "template_id": "abc123", "recipients": [{ "id": "recipient_1", "placeholder_name": "Client", "email": "client@example.com", "name": "John Doe" }] }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Document name override. | |
| draft | No | ||
| files | No | Additional files to append. | |
| message | No | ||
| subject | No | ||
| metadata | No | ||
| text_tags | No | ||
| expires_in | No | ||
| recipients | Yes | ||
| template_id | Yes | ||
| redirect_url | No | ||
| copied_contacts | No | ||
| embedded_signing | No | ||
| apply_signing_order | No | When true, recipients sign one at a time in the order of the recipients array. | |
| decline_redirect_url | No | ||
| custom_requester_name | No | ||
| custom_requester_email | No | ||
| embedded_signing_notifications | No |