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Create from template and embedded sending

create_embedded_sending_from_template

Create a document from a template and generate an embedded sending link for immediate e-signature requests.

Instructions

Create a document or document group from a template or template group, then create an embedded sending link immediately. This tool is ONLY for templates and template groups.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
entity_idYesID of the template or template group
entity_typeNoType of entity: 'template' or 'template_group' (optional, auto-detected if not provided).
nameNoOptional name for the new document or document group
redirect_uriNoOptional redirect URI after completion
redirect_targetNoOptional redirect target
link_expirationNoLink expiration in minutes (15–45)
typeNoType of sending step: 'manage', 'edit', or 'send-invite'manage

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
created_entity_idYesID of the created document or document group
created_entity_typeYesType of created entity: 'document' or 'document_group'
created_entity_nameYesName of the created entity
sending_entityYesType of sending entity: 'document', 'document_group', or 'invite'
sending_urlYesURL for the embedded sending
Behavior4/5

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

Discloses the creation and immediate link generation behavior, which aligns with annotations (readOnlyHint=false). It adds context beyond annotations but could mention potential side effects like link expiration.

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?

Two short sentences, no unnecessary words. Purpose and constraint are front-loaded.

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

Completeness4/5

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

With 7 parameters, an output schema, and high schema coverage, the description covers the core goal. Minor missing context about the 'type' parameter's effect, but schema fills that gap.

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?

Schema coverage is 100%, so parameters are well-documented in the schema. The description does not add significant new information beyond what is in the schema.

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 it creates a document/group from a template/group and immediately creates an embedded sending link. The phrase 'ONLY for templates and template groups' distinguishes it from siblings like create_embedded_sending.

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

Usage Guidelines4/5

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

Explicitly states the tool is only for templates and template groups, providing clear context. However, it does not explicitly contrast with alternatives like create_embedded_sending or create_from_template.

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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