create_template
Create a DocuSign template by uploading documents, defining signer roles, and setting signing tabs for reuse in envelopes.
Instructions
Create a new DocuSign template (documents + signer roles + signing fields).
Args:
name: Template name.
documents: List of documents, each with name, documentId,
optional fileExtension, and EXACTLY ONE content source:
- documentBase64: inline base64 content, OR
- documentPath: a file path readable by the server, OR
- documentUrl: an HTTP(S) URL to download
signers: List of signer roles, each:
- roleName: Role name (e.g. "Signer", "甲方")
- recipientId: Recipient ID (e.g. "1")
- routingOrder: (optional) signing order — lower signs first
("1" then "2" = sequential; same value = parallel)
- name / email: (optional) default signer for the role; usually left
empty and filled at envelope time via create_envelope_from_template
- tabs: (optional) signing-field positions; a dict of lists where each tab
has documentId, pageNumber, xPosition, yPosition (+ optional tabLabel).
Supported tab types: signHereTabs, initialHereTabs, dateSignedTabs, textTabs
description: Optional template description.
email_subject: Optional default email subject (defaults to template name).
Returns: Dictionary with templateId, name, uri.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| signers | Yes | ||
| documents | Yes | ||
| description | No | ||
| email_subject | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||