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Create Template and Send Envelope

A 2-step recipe with Docusign. We can help you get access.

Recipe · 2 steps

Create Template and Send Envelope

with Docusign · Contract Management

Create a template, then send an envelope from it.

  1. Create a reusable template containing one document and a single signer role with a signature tab.
  2. Create and send an envelope from the new template, binding a recipient to the defined role.
What you'll need to have ready
  • accountId: The DocuSign account ID (GUID or short account number).
  • templateName: The name of the template to create.
  • roleName: The signer role name defined on the template.
  • documentBase64: The base64-encoded content of the template document.
  • signerName: The full legal name of the recipient bound to the role.
  • signerEmail: The email address of the recipient bound to the role.
  • emailSubject: The email subject used when sending the envelope.
  • documentName: The display name of the template document.
  • fileExtension: The file extension of the template document.
For your developer

Arazzo workflow docusign:create-template-and-send-envelope, 2 operations: Templates_CreateTemplate → Envelopes_CreateEnvelope. Specs on APIs.io.

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