docusign.template-responsive-html-preview.post-template-responsive-html-preview

Creates a preview of the responsive, HTML versions of all of the documents associated with a template. This method enables you to preview the PDF document conversions to responsive HTML across device types prior to sending. The request body is a documentHtmlDefinition object, which holds the responsive signing parameters that define how to generate the HTML version of the documents.

Creates a preview of the responsive versions of all of the documents associated with a template.

Overview

Property	Value
Workflow type	Atomic
Library	App-docusign
Version	1.0

Input Schema

Field	Type	Required	Default	Description
`base_url`	string	Yes	—	Docusign API root, e.g. https://<host>/api
`api_token`	string	No	—	Bearer token; omit to use the workflow's token env var
`accountid`	string	Yes	—	The external account number (int) or account ID GUID.
`templateid`	string	Yes	—	The ID of the template.
`displayanchorprefix`	string	No	—	Contains text that all display anchors must start with. Using at least four characters will improve anchor processing performance.
`displayanchors`	list	No	—	An object that defines how to handle a section of the HTML in signing. This property enables an incoming request to make a section of the HTML collapsible and expandable or hidden from view. A start anchor, end anchor, or both are required. If the anchors are not found, the display anchor will be ignored. For a list of the available types, see the `display` property of the `displaySettings` object.
`displayorder`	string	No	—	The position on the page where the display section appears.
`displaypagenumber`	string	No	—	The number of the page on which the display section appears.
`documentguid`	string	No	—	The GUID of the document.
`documentid`	string	No	—	Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
`headerlabel`	string	No	—	Header text or an HTML tag to place above the responsive HTML block.
`maxscreenwidth`	string	No	—	If set, the responsive HTML version of the signing document will only display on screens with the specified pixel width or less. If the screen is larger than the value that you specify, the default PDF version of the content displays instead. This setting can also be configured at the account level.
`removeemptytags`	string	No	—	Holds a comma-separated list of HTML tags to remove if they have no text within their node (including child nodes).
`showmobileoptimizedtoggle`	string	No	—	When true (the default), the Mobile-Friendly toggle displays at the top of the screen on the user's mobile device. When false, the toggle will not be displayed. the Mobile-Friendly toggle lets the user switch between the mobile-friendly and the PDF versions of a document. For example, the recipient can use this toggle to review the document using the PDF view before they finish signing.
`source`	string	No	—	Specifies the type of responsive signing that will be used with the document. If the value of this property is valid HTML, and the [smart sections feature][] is enabled, the HTML code is used to display the signing page: `source: "<html> ... <body><p>hello world</p></body></html>"` If the value of this property is the string `document`, the HTML signing page is generated from the provided document. `source: "document"` Related topics - How to create a signable HTML document - How to convert a PDF file into a signable HTML document - Responsive signing [smart sections feature]: https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=qlx1578456478178.html

Output Schema

Field	Type	Required	Default	Description
`base_url`	string	Yes	—	Docusign API root, e.g. https://<host>/api
`api_token`	string	No	—	Bearer token; omit to use the workflow's token env var
`accountid`	string	Yes	—	The external account number (int) or account ID GUID.
`templateid`	string	Yes	—	The ID of the template.
`displayanchorprefix`	string	No	—	Contains text that all display anchors must start with. Using at least four characters will improve anchor processing performance.
`displayanchors`	list	No	—	An object that defines how to handle a section of the HTML in signing. This property enables an incoming request to make a section of the HTML collapsible and expandable or hidden from view. A start anchor, end anchor, or both are required. If the anchors are not found, the display anchor will be ignored. For a list of the available types, see the `display` property of the `displaySettings` object.
`displayorder`	string	No	—	The position on the page where the display section appears.
`displaypagenumber`	string	No	—	The number of the page on which the display section appears.
`documentguid`	string	No	—	The GUID of the document.
`documentid`	string	No	—	Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
`headerlabel`	string	No	—	Header text or an HTML tag to place above the responsive HTML block.
`maxscreenwidth`	string	No	—	If set, the responsive HTML version of the signing document will only display on screens with the specified pixel width or less. If the screen is larger than the value that you specify, the default PDF version of the content displays instead. This setting can also be configured at the account level.
`removeemptytags`	string	No	—	Holds a comma-separated list of HTML tags to remove if they have no text within their node (including child nodes).
`showmobileoptimizedtoggle`	string	No	—	When true (the default), the Mobile-Friendly toggle displays at the top of the screen on the user's mobile device. When false, the toggle will not be displayed. the Mobile-Friendly toggle lets the user switch between the mobile-friendly and the PDF versions of a document. For example, the recipient can use this toggle to review the document using the PDF view before they finish signing.
`source`	string	No	—	Specifies the type of responsive signing that will be used with the document. If the value of this property is valid HTML, and the [smart sections feature][] is enabled, the HTML code is used to display the signing page: `source: "<html> ... <body><p>hello world</p></body></html>"` If the value of this property is the string `document`, the HTML signing page is generated from the provided document. `source: "document"` Related topics - How to create a signable HTML document - How to convert a PDF file into a signable HTML document - Responsive signing [smart sections feature]: https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=qlx1578456478178.html
`status_code`	integer	No	—	HTTP status code of the completed call
`response`	json	No	—	Parsed JSON response body
`failure_reason`	string	No	—	—
`failure_type`	string	No	—	—
`failed_at`	string	No	—	—
`failed_step`	string	No	—	—
`failed_layer`	string	No	—	—
`failed_at_state`	string	No	—	—
`error`	string	No	—	—
`error_type`	string	No	—	—

States

State	Initial	Terminal	Success	Auto-advance	Description
`pending`	Yes	No	—	`execute`	Waiting to call POST /v2.1/accounts/{accountId}/templates/{templateId}/responsive_html_preview
`completed`	No	Yes	Yes	—	HTTP call succeeded
`failed`	No	Yes	No	—	HTTP call failed

State Diagram

Transitions

From	Action	To	Description
`pending`	`execute`	`completed`	Perform POST /v2.1/accounts/{accountId}/templates/{templateId}/responsive_html_preview
`*` (any state)	`fail`	`failed`	Record the failure reason

API Usage

bash

POST /api/workflows/start
Content-Type: application/json

{
  "workflow_type": "docusign.template-responsive-html-preview.post-template-responsive-html-preview",
  "initial_data": {
    "base_url": "value",
    "accountid": "value",
    "templateid": "value"
  }
}

docusign.template-responsive-html-preview.post-template-responsive-html-preview ​

Overview ​

Input Schema ​

Output Schema ​

States ​

State Diagram ​

Transitions ​

API Usage ​