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DocuSeal

Create documents, manage templates, and handle submissions with DocuSeal

Overview

This node integrates with the DocuSeal API to manage document templates, including creating, retrieving, updating, cloning, merging, and archiving templates. Specifically, the Template - Merge operation allows users to combine multiple existing templates into a single merged template with a new name. This is useful when you want to consolidate several related document templates into one unified template for easier management or distribution.

Practical scenarios include:

  • Combining contract clauses from different templates into a single comprehensive contract.
  • Merging various form templates into one master form template.
  • Creating a customized template by merging standard templates with additional sections.

Properties

Name Meaning
Template IDs Comma-separated list of numeric template IDs that you want to merge into one template.
Merged Template Name The desired name for the newly created merged template.

Output

The output JSON contains the response from the DocuSeal API after merging the templates. Typically, this will be an object representing the newly created merged template, including its ID, name, and other metadata as returned by the API.

The node does not explicitly handle binary data for this operation.

Dependencies

  • Requires an active connection to the DocuSeal API using an API key credential configured in n8n.
  • The node uses internal helper functions to make authenticated HTTP requests to DocuSeal endpoints.
  • No additional external dependencies are required beyond the configured API credentials.

Troubleshooting

  • Invalid Template IDs: If any of the provided template IDs are invalid or do not exist, the API call may fail. Ensure all template IDs are correct and accessible.
  • Empty or Malformed Input: Providing an empty string or non-numeric values in the "Template IDs" property will cause errors. Always provide a valid comma-separated list of numeric IDs.
  • API Errors: Network issues or authentication failures can cause the request to fail. Verify your API credentials and network connectivity.
  • Error Message Example:
    Failed to merge templates: <error message>
    This indicates the merge operation failed; check the error details for specifics such as invalid IDs or permission issues.

Links and References

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