DocuSign: Create Template
Description
This step creates a new empty template in DocuSign. You provide a template name (up to 100 characters) and an optional description. The step returns the template ID, which you can use in subsequent steps to add documents, recipients, and fields. Use this step in workflows that set up reusable signing templates for contracts, agreements, or other standard documents.
Configurations
| Field name | Description |
|---|---|
| Step Name | Specify a unique step name. |
| CONNECTION | |
| Accept value as variable/static | Leave checkbox unchecked to accept secret key value from a field in the previous steps of the stream using a drop down list. Else enable checkbox for Secret Key field to appear as Text box. |
| Secret Key | Select or specify a valid secret key. A secret key is a value that is stored securely in your web server and only shared with your web server and the DocuSign platform. The field data type is String. This field is mandatory. |
| Accept value as variable/static | Leave checkbox unchecked to accept refresh token value from a field in the previous steps of the stream using a drop down list. Else enable checkbox for Refresh Token field to appear as text box. |
| Refresh Token | Select or specify a valid refresh token. The field data type is String. This field is mandatory. |
| Test Connection | Verifies whether the connection is established or not. Note: For the purpose of verification, fields coming from previous steps are not allowed since field values can only be |
| accessed when workflow is in running state. The Test Connection button will only work with static (hardcoded) values and environment variables. | |
| INPUT tab: | Input fields |
| Template Name | Specify the name of the Template. The length of the name should be less than 100 characters. The field data type is String. This field is mandatory. |
| Template Description | Specify the description of the template. The length of the character should be less than 500 characters. |
| OUTPUT tab: | Output field |
| Template ID | Specify the generated ID of created Template is given as output through this field. The default value is TemplateID. |