Create from template and send invite
send_invite_from_templateCreate a document from a template or template group and send a signing invite immediately, specifying recipient order and roles.
Instructions
Create a document or document group from a template or template group, then send a signing invite 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 | |
| orders | Yes | List of orders with recipients for the invite (can be a list or JSON string) | |
| 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 |
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 | |
| invite_id | Yes | ID of the created invite | |
| invite_entity | Yes | Type of invite entity: 'document' or 'document_group' |