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docuseal_create_template_from_pdf

Turn an existing PDF into a reusable signing template by adding custom form fields such as text, signature, and date.

Instructions

Create a template from an existing PDF with form fields

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesName for the template
documentsYesArray of documents with fields
folder_nameNoFolder name for the template
application_keyNoApplication key for the template
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries the full burden of behavioral transparency. It only says 'Create a template from an existing PDF with form fields' without disclosing permissions, side effects, or how form fields are processed. This is insufficient for a mutating operation.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single, front-loaded sentence that uses precise language. Every word contributes to the meaning, and there is no filler or redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

This is a complex create operation with nested objects and no output schema, yet the description gives minimal guidance on expected behavior, return values, or edge cases. The detailed schema helps but doesn't compensate for missing behavioral context around what happens during template creation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The schema already covers all top-level parameters with descriptions (100% coverage), so the baseline is 3. The description adds the key context that the input documents should be PDFs with form fields, but it does not explain nested parameter semantics beyond what the schema provides.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states a specific verb ('Create') and resource ('template') with a concrete source ('existing PDF with form fields'). This distinguishes it from sibling tools like clone or create_submission, which have different purposes.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies when to use this tool (when you have a PDF to turn into a template) but provides no explicit guidance on alternatives or when not to use it. The sibling context suggests other template operations, but the description itself does not address them.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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