Create Template
AutomatR.DocuSign.Activities.CreateTemplate
The "Create Template" activity in AutomatR is part of the DocuSign activities package, allowing you to create one or more template definitions using a multipart request for each template. This activity simplifies the process of defining templates for use in DocuSign, streamlining template creation within automation workflows.
Properties
| Name | Description |
|---|---|
| Input | |
| Document Details | Enter a list of Document objects representing the documents to be included in the template. Each Document object should contain properties such as DocumentId, Name, and DocumentBase64 (Provide the file path here). |
| Recipient Details | Enter a list of Signer objects representing the recipients of the template. Each Signer object should contain properties such as RecipientId, Email, Name, RoleName, etc. |
| Email Subject | Enter the email subject for the template. String variables containing the email subject. |
| Email Message | Enter the email message for the template. String variables containing the email message. |
| Template Name | Enter the name for the template. String variables containing the template name. |
| Misc | |
| Display Name | Provides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name. |
| Optional | |
| Delay | Specifies the amount of time (in seconds) to wait before executing the "Create Template" activity. This can be useful for handling synchronization issues. Integer variables containing the delay duration. Example: If the amount of time is 1000 milliseconds or 1 sec, i.e., 1. |
| Output | |
| Response | Returns the created template information as a TemplateSummary object. The TemplateSummary contains details about the newly created template, including the TemplateId, Name, and other properties. You can use this TemplateSummary object to refer to the created template in subsequent activities. Variables of type TemplateSummary to store the response. |
How to use:
- Drag and drop the "Create Template" activity onto the workflow.
- Configure the properties by specifying document details, recipient details, email subject, email message, and the template name.
- Optionally, configure the delay.
- Execute the workflow to create a template based on the specified parameters.
Example: Consider an example where the "Create Template" activity is used to create a template:
Create Template:
Delay: 5
Document Details: [{"DocumentId": "doc1", "Name": "Agreement.pdf", "DocumentBase64": "C:\Documents\Agreement.pdf"}]
Recipient Details: [{"RecipientId": "1", "Email": "recipient1@example.com", "Name": "John Doe", "RoleName": "Signer"}]
Email Subject: "Sign this document"
Email Message: "Please sign the attached document."
Template Name: "AgreementTemplate"
Response: templateSummary
In this example, the activity creates a template named "AgreementTemplate" with a specified document, recipient, email subject, and email message. The response from the activity, including the template summary, is stored for further handling in the workflow.