Create template from document or document group
create_templateConvert 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
| Name | Required | Description | Default |
|---|---|---|---|
| entity_id | Yes | ID of the document or document group to convert into a template | |
| template_name | Yes | Name for the new template | |
| entity_type | No | Type 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
| Name | Required | Description | Default |
|---|---|---|---|
| template_id | No | ID 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_name | Yes | Requested name for the template. | |
| entity_type | Yes | Entity type that was converted. |