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DocuSeal

Create documents, manage templates, and handle submissions with DocuSeal

Overview

This node operation "Create From DOCX" under the "Template" resource allows users to create a new document template in DocuSeal by uploading a DOCX file. The DOCX file can be provided either as binary data from a previous node or via a URL pointing to the DOCX file. Additional metadata such as template name, external ID, folder location, and form field configurations can also be specified.

This is useful when you want to automate the creation of reusable document templates based on DOCX files for workflows involving document generation, signing, or distribution. For example, you might use this node to upload contract templates or standardized forms that will later be filled out and sent to recipients.

Properties

Name Meaning
Input Source Choose the source of the DOCX file:
- Binary File: Use a binary file from a previous node in the workflow.
- URL: Provide a direct URL to the DOCX file.
Binary Property (Required if Input Source is Binary File) The name of the binary property containing the DOCX file data.
File URL (Required if Input Source is URL) The URL of the DOCX file to use. Must be a valid URL.
Template Name (Required) The name to assign to the newly created template.
Additional Fields Optional collection of additional settings:
- External ID: Custom identifier for the template.
- Folder Name or ID: Folder where the template should be stored.
- Fields Configuration: Define form fields for the template with options like field name, type (checkbox, date, image, initials, number, radio, select, signature, text), whether required, and role responsible for filling the field.

Output

The output JSON contains the response from the DocuSeal API after creating the template. This typically includes details about the newly created template such as its unique ID, name, external ID, folder information, and configured fields.

If the operation succeeds, the output will be an array of objects representing the created template's metadata.

No binary data is output by this node 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 prepare binary data and validate URLs.
  • Network access is needed if the DOCX file is provided via URL.

Troubleshooting

  • Invalid file URL error: If the provided URL is not valid or accessible, the node throws an error indicating the invalid URL. Ensure the URL is correct, publicly accessible, and points directly to a DOCX file.
  • Missing binary property: When using binary input, ensure the binary property name matches exactly the property containing the DOCX file in the incoming data.
  • API request failures: Errors from the DocuSeal API (e.g., authentication issues, malformed requests) will be surfaced. Verify API credentials and input parameters.
  • Empty or missing required fields: The node requires at least the template name and a valid DOCX source. Missing these will cause errors.
  • Field configuration errors: If specifying form fields, ensure all required subfields (name, type) are correctly set.

Links and References

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