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Create template from document or document group

create_template

Convert a document or document group into a reusable template for future e-signature workflows.

Instructions

Convert an existing document or document group into a reusable template

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
entity_idYesID of the document or document group to convert into a template
template_nameYesName for the new template
entity_typeNoType of entity: 'document' or 'document_group'. Omit to auto-detect (tries document_group first, then document). Pass explicitly to save one API call.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
template_idNoID of the created template. None for the document_group path — SignNow processes document group templates asynchronously (202 Accepted). Use list_all_templates after a short delay to find the template group.
template_nameYesRequested name for the template.
entity_typeYesEntity type that was converted.
Behavior3/5

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

Annotations already indicate the tool is mutating (readOnlyHint=false) and non-destructive (destructiveHint=false). The description adds no further behavioral details, such as whether the original document is modified or copied. It does not contradict annotations.

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 sentence of 10 words, efficiently conveying the tool's purpose without unnecessary words. It is well 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?

For a simple creation tool with 3 parameters and an existing output schema (not shown), the description adequately covers the core functionality. It could optionally mention that the template is newly created, but overall it is complete enough.

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?

Input schema coverage is 100% with descriptions for all three parameters. The description does not add additional parameter context beyond what the schema provides, so baseline score of 3 is appropriate.

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 uses a specific verb ('Convert') and resource ('existing document or document group into a reusable template'), clearly distinguishing from sibling tools like create_from_template which use an existing template.

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 does not provide explicit guidance on when or when not to use this tool, nor does it mention alternatives. The usage is implied by the purpose, but no exclusions or context are given.

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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