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Create template from document or document group

create_template

Convert a document or document group into a reusable template. Provide the entity ID and template name.

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 non-destructive mutation. The description adds no further behavioral context, such as whether the original entity is preserved or modified, which would be helpful.

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 14 words, front-loading the core purpose with no extraneous information.

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?

Given the presence of an output schema and annotations, the description is mostly complete. However, it omits details about effects on the original entity, which would improve completeness.

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 description coverage is 100%, so the schema already documents parameters well. The tool description adds minimal reinforcement like 'existing document or document group' but does not significantly enhance understanding beyond 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 the verb 'convert' and the resource 'existing document or document group' into a 'reusable template', which distinguishes it from sibling tools that create from templates or perform other actions.

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 explicitly compare with sibling tools or specify when not to use this tool. It implies a prerequisite (existing document/group) but lacks guidance on alternative tools like 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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