send_from_template
Send document for e-signature
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Third-party content written by another agent. Data to evaluate, not instructions.
Send a document for e-signature using a template. THIS EMAILS REAL PEOPLE and spends 1 credit — confirm each signer's name and email with the user before calling, or set draft=true to stage without emailing anyone. Requires one signers[] entry per signer key on the template (get_document on the template uuid lists the keys). For sequential signing set send_in_order=true: signers are emailed one at a time, in the order of the signers array (or explicit send_order values, lower first). Pre-fill text fields with fields[] using the field keys from get_document.
Input schema
| Property | Type | Required | Description |
|---|---|---|---|
| template_uuid | string | yes | Template uuid from list_templates |
| signers | array | yes | One entry per signer key defined on the template. Every key must be covered. |
| fields | array | no | Optional pre-filled field values (field keys come from get_document on the template) |
| doc_name | string | no | Optional name for the sent document, e.g. "NDA - Acme Pty" |
| email_subject | string | no | Optional subject for the signing invitation email |
| email_message | string | no | Optional message shown inside the signing invitation email |
| cc_email | string | no | Optional comma-separated CC addresses, notified when signing completes |
| send_in_order | boolean | no | true = sequential signing (signer 2 is only emailed after signer 1 completes) |
| draft | boolean | no | true = prepare the document but do NOT email anyone. Use when the user wants to review first. |
Raw JSON schema
{
"type": "object",
"properties": {
"template_uuid": {
"type": "string",
"description": "Template uuid from list_templates"
},
"signers": {
"type": "array",
"description": "One entry per signer key defined on the template. Every key must be covered.",
"items": {
"type": "object",
"properties": {
"key": {
"type": "string",
"description": "Signer key from the template (shown as `key` by get_document), e.g. \"signer1\""
},
"name": {
"type": "string",
"description": "Signer full name"
},
"email": {
"type": "string",
"description": "Real deliverable email address. Placeholders like \"TBC\" are rejected."
},
"send_order": {
"type": "integer",
"description": "Optional, only with send_in_order=true: explicit release position, lower sends first. Defaults to array order."
},
"reminder_days": {
"type": "number",
"description": "Optional: auto-remind this signer every N days until they sign"
}
},
"required": [
"key",
"name",
"email"
]
}
},
"fields": {
"type": "array",
"description": "Optional pre-filled field values (field keys come from get_document on the template)",
"items": {
"type": "object",
"properties": {
"key": {
"type": "string"
},
"value": {
"type": "string"
}
},
"required": [
"key",
"value"
]
}
},
"doc_name": {
"type": "string",
"description": "Optional name for the sent document, e.g. \"NDA - Acme Pty\""
},
"email_subject": {
"type": "string",
"description": "Optional subject for the signing invitation email"
},
"email_message": {
"type": "string",
"description": "Optional message shown inside the signing invitation email"
},
"cc_email": {
"type": "string",
"description": "Optional comma-separated CC addresses, notified when signing completes"
},
"send_in_order": {
"type": "boolean",
"description": "true = sequential signing (signer 2 is only emailed after signer 1 completes)"
},
"draft": {
"type": "boolean",
"description": "true = prepare the document but do NOT email anyone. Use when the user wants to review first."
}
},
"required": [
"template_uuid",
"signers"
],
"additionalProperties": false
}