list_content_blocks
List Content Blocks
List reusable content blocks from the content library. Content blocks are shared snippets that can be referenced across multiple templates.
list_content_blocks
List reusable content blocks from the content library. Content blocks are shared snippets that can be referenced across multiple templates.
get_envelope_details
Get detailed information about an eSignature envelope, including recipients, document details, and activity history. Use this to track the signing progress.
generate_document
Generate a document from a template by merging data into it. Provide the template ID and a data object whose keys match the template's merge field tokens (use **Get Template** to discover available tokens). Returns a secure download URL for the generated document (valid for 24 hours by default). Generated documents are also sent to any configured deliveries.
list_deliveries
List all delivery configurations for a template. Deliveries define where generated documents are automatically sent (email, webhook, cloud storage, eSignature, etc.).
copy_template
Create a duplicate of an existing template. Optionally give the copy a new title and/or place it in a different folder.
get_delivery
Get the full configuration details of a specific delivery for a template.
update_template
Update a template's metadata such as title, description, status, folder, or output preferences. Only the fields you provide will be changed.
create_template
Create a new document template in Docupilot. Specify the title, output type, and optionally place it in a folder. After creation, use Docupilot's online builder or upload a template file to add content.
list_merge_history
List the history of generated documents (merge history). Filter by template, status, or date range. Use this to track document generation activity and find previously generated documents.
cancel_envelope
Void/cancel an eSignature envelope that is pending signing. This will prevent further signing actions on the envelope.
send_envelope_reminder
Send a reminder to recipients of a pending eSignature envelope, prompting them to complete signing.
get_template
Retrieve detailed information about a specific template including its merge field schema (tokens). Use this to understand the template's structure and the data fields required for document generation.
delete_template
Move a template to trash. Trashed templates can be restored later. Use this to remove templates you no longer need.
update_folder
Rename an existing folder.
list_envelopes
List eSignature envelopes. Envelopes represent documents sent for signing. Filter by status to find pending, completed, or declined envelopes.
delete_folder
Delete a folder. Templates inside the folder will be automatically moved to the Home folder.
list_templates
List document templates in your Docupilot workspace. Filter by folder, template type, output format, status, or search by name. Returns paginated results with template metadata including type, status, and timestamps.
delete_delivery
Delete a delivery configuration from a template. Generated documents will no longer be sent to this destination.
move_templates
Move one or more templates to a different folder. Pass null as the folder ID to move templates to the Home folder.
list_folders
List all template folders in your workspace. Folders are used to organize templates into categories.
create_folder
Create a new folder to organize templates. Templates can then be moved into the folder.
Automate document generation from templates by merging dynamic data into merge fields. Create, list, update, and delete document templates in formats like DOCX, PPTX, XLSX, and fillable PDF. Generate documents (PDF, DOCX, HTML, PNG) by submitting JSON data matching template tokens, with support for nested data and arrays. Organize templates into folders. Configure automatic document deliveries to destinations including Email, Google Drive, OneDrive, Dropbox, Amazon S3, Azure Blob, SFTP, and webhooks. Send generated documents for eSignature with built-in AES-compliant signing, signer field placement, reminders, and audit trails. Supports bulk document creation, content library for reusable snippets, password-protected PDFs, and auto-numbering across generated documents.
Common questions about connecting Docupilot to AI agents with Metorial.