Create from template and embedded sending
create_embedded_sending_from_templateCreate 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
| Name | Required | Description | Default |
|---|---|---|---|
| entity_id | Yes | ID of the template or template group | |
| entity_type | No | Type of entity: 'template' or 'template_group' (optional, auto-detected if not provided). | |
| name | No | Optional name for the new document or document group | |
| redirect_uri | No | Optional redirect URI after completion | |
| redirect_target | No | Optional redirect target | |
| link_expiration | No | Link expiration in minutes (15–45) | |
| type | No | Type of sending step: 'manage', 'edit', or 'send-invite' | manage |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| created_entity_id | Yes | ID of the created document or document group | |
| created_entity_type | Yes | Type of created entity: 'document' or 'document_group' | |
| created_entity_name | Yes | Name of the created entity | |
| sending_entity | Yes | Type of sending entity: 'document', 'document_group', or 'invite' | |
| sending_url | Yes | URL for the embedded sending |