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templates
@firma-dev/sdk
import { FirmaClient } from "@firma-dev/sdk";

const firma = new FirmaClient({ apiKey: "YOUR_API_KEY" });

const response = await firma.templates.createTemplate({
    name: "Employment Contract Template",
    document: "JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c..."
});
console.log(response);
curl --request POST \
  --url https://api.firma.dev/functions/v1/signing-request-api/templates \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "name": "Employment Contract Template",
  "document": "JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...",
  "description": "Standard employment contract for new hires",
  "expiration_hours": 168,
  "settings": {
    "allow_editing_before_sending": false,
    "attach_pdf_on_finish": true,
    "allow_download": true,
    "hand_drawn_only": false,
    "require_otp_verification": null,
    "disable_guided_navigation": true,
    "allow_presigning_download": true,
    "show_qr_code": true
  },
  "document_id": "123e4567-e89b-12d3-a456-426614174000"
}
'
import requests

url = "https://api.firma.dev/functions/v1/signing-request-api/templates"

payload = {
    "name": "Employment Contract Template",
    "document": "JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...",
    "description": "Standard employment contract for new hires",
    "expiration_hours": 168,
    "settings": {
        "allow_editing_before_sending": False,
        "attach_pdf_on_finish": True,
        "allow_download": True,
        "hand_drawn_only": False,
        "require_otp_verification": None,
        "disable_guided_navigation": True,
        "allow_presigning_download": True,
        "show_qr_code": True
    },
    "document_id": "123e4567-e89b-12d3-a456-426614174000"
}
headers = {
    "Authorization": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)
const options = {
  method: 'POST',
  headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    name: 'Employment Contract Template',
    document: 'JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...',
    description: 'Standard employment contract for new hires',
    expiration_hours: 168,
    settings: {
      allow_editing_before_sending: false,
      attach_pdf_on_finish: true,
      allow_download: true,
      hand_drawn_only: false,
      require_otp_verification: null,
      disable_guided_navigation: true,
      allow_presigning_download: true,
      show_qr_code: true
    },
    document_id: '123e4567-e89b-12d3-a456-426614174000'
  })
};

fetch('https://api.firma.dev/functions/v1/signing-request-api/templates', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));
<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.firma.dev/functions/v1/signing-request-api/templates",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'name' => 'Employment Contract Template',
    'document' => 'JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...',
    'description' => 'Standard employment contract for new hires',
    'expiration_hours' => 168,
    'settings' => [
        'allow_editing_before_sending' => false,
        'attach_pdf_on_finish' => true,
        'allow_download' => true,
        'hand_drawn_only' => false,
        'require_otp_verification' => null,
        'disable_guided_navigation' => true,
        'allow_presigning_download' => true,
        'show_qr_code' => true
    ],
    'document_id' => '123e4567-e89b-12d3-a456-426614174000'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}
package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.firma.dev/functions/v1/signing-request-api/templates"

	payload := strings.NewReader("{\n  \"name\": \"Employment Contract Template\",\n  \"document\": \"JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...\",\n  \"description\": \"Standard employment contract for new hires\",\n  \"expiration_hours\": 168,\n  \"settings\": {\n    \"allow_editing_before_sending\": false,\n    \"attach_pdf_on_finish\": true,\n    \"allow_download\": true,\n    \"hand_drawn_only\": false,\n    \"require_otp_verification\": null,\n    \"disable_guided_navigation\": true,\n    \"allow_presigning_download\": true,\n    \"show_qr_code\": true\n  },\n  \"document_id\": \"123e4567-e89b-12d3-a456-426614174000\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}
HttpResponse<String> response = Unirest.post("https://api.firma.dev/functions/v1/signing-request-api/templates")
  .header("Authorization", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"name\": \"Employment Contract Template\",\n  \"document\": \"JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...\",\n  \"description\": \"Standard employment contract for new hires\",\n  \"expiration_hours\": 168,\n  \"settings\": {\n    \"allow_editing_before_sending\": false,\n    \"attach_pdf_on_finish\": true,\n    \"allow_download\": true,\n    \"hand_drawn_only\": false,\n    \"require_otp_verification\": null,\n    \"disable_guided_navigation\": true,\n    \"allow_presigning_download\": true,\n    \"show_qr_code\": true\n  },\n  \"document_id\": \"123e4567-e89b-12d3-a456-426614174000\"\n}")
  .asString();
require 'uri'
require 'net/http'

url = URI("https://api.firma.dev/functions/v1/signing-request-api/templates")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"name\": \"Employment Contract Template\",\n  \"document\": \"JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...\",\n  \"description\": \"Standard employment contract for new hires\",\n  \"expiration_hours\": 168,\n  \"settings\": {\n    \"allow_editing_before_sending\": false,\n    \"attach_pdf_on_finish\": true,\n    \"allow_download\": true,\n    \"hand_drawn_only\": false,\n    \"require_otp_verification\": null,\n    \"disable_guided_navigation\": true,\n    \"allow_presigning_download\": true,\n    \"show_qr_code\": true\n  },\n  \"document_id\": \"123e4567-e89b-12d3-a456-426614174000\"\n}"

response = http.request(request)
puts response.read_body
{
  "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "name": "<string>",
  "created_date": "2023-11-07T05:31:56Z",
  "description": "<string>",
  "document_url": "<string>",
  "document_url_expires_at": "2023-11-07T05:31:56Z",
  "page_count": 2,
  "expiration_hours": 168,
  "credit_cost": 1,
  "settings": {
    "allow_download": true,
    "attach_pdf_on_finish": true,
    "allow_editing_before_sending": false,
    "use_signing_order": true,
    "hand_drawn_only": false,
    "send_signing_email": true,
    "send_finish_email": true,
    "send_expiration_email": true,
    "send_cancellation_email": true,
    "require_otp_verification": null,
    "disable_guided_navigation": true,
    "allow_presigning_download": true,
    "show_qr_code": true,
    "identity_editable_fields": [
      "<string>"
    ],
    "notify_identity_change_email": false
  },
  "recipients": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "email": "jsmith@example.com",
      "first_name": "<string>",
      "order": 2,
      "name": "<string>",
      "last_name": "<string>",
      "phone_number": "<string>",
      "street_address": "<string>",
      "city": "<string>",
      "state_province": "<string>",
      "postal_code": "<string>",
      "country": "<string>",
      "title": "<string>",
      "company": "<string>",
      "required_fields": [
        "<string>"
      ],
      "missing_fields": [
        "<string>"
      ],
      "required_read_only_fields": [
        {
          "variable_name": "<string>",
          "variable_defined_name": "<string>",
          "field_type": "<string>"
        }
      ],
      "ready_to_send": true
    }
  ],
  "fields": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "page_number": 2,
      "required": true,
      "recipient_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "variable_name": "<string>",
      "variable_defined_name": "<string>",
      "position": {
        "x": 50,
        "y": 50,
        "width": 50,
        "height": 50
      },
      "dropdown_options": [
        "<string>"
      ],
      "multi_group_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "date_default": "2023-12-25",
      "date_signing_default": true,
      "format_rules": {
        "dateFormat": "MMMM dd, yyyy"
      },
      "validation_rules": {},
      "read_only": false,
      "read_only_value": "<string>"
    }
  ],
  "updated_date": "2023-11-07T05:31:56Z"
}
{
  "error": "Validation Error",
  "message": "Invalid input data",
  "details": {
    "name": "Name is required",
    "email": "Invalid email format"
  }
}
{
  "error": "Unauthorized",
  "message": "Invalid API key"
}
{
  "error": "Rate Limit Exceeded",
  "message": "Too many requests. Please wait before retrying.",
  "details": {
    "retry_after": 45
  }
}

Authorizations

​
Authorization
string
header
required

API key for authentication. Use your API key directly without any prefix (e.g., 'your-api-key'). Bearer prefix is optional but not required.

Body

application/json
​
name
string
required

Template name

Maximum string length: 255
Example:

"Employment Contract Template"

​
document
string<byte>
required

Base64-encoded PDF or DOCX document. DOCX files are automatically converted to PDF. Maximum size: 20MB. The API will automatically extract the page count from the document. (mutually exclusive with document_id)

Example:

"JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c..."

​
description
string

Template description

Example:

"Standard employment contract for new hires"

​
expiration_hours
integer
default:168

Hours until signing request expires

Example:

168

​
settings
object
​
document_id
string<uuid>

ID of a previously uploaded document (mutually exclusive with document). Obtain by calling POST /documents first.

Example:

"123e4567-e89b-12d3-a456-426614174000"

Response

Template created successfully

​
id
string<uuid>
required

Unique identifier for the template

​
name
string
required

Template name

Maximum string length: 255
​
created_date
string<date-time>
required

Template creation timestamp

​
description
string | null

Template description

​
document_url
string<uri>

Pre-signed URL to the PDF document. This is a time-limited signed URL for secure access - see document_url_expires_at for expiration time. Initial URLs are valid for 7 days; refreshed URLs are valid for 1 hour. Request a new template retrieval to get a fresh URL if expired.

​
document_url_expires_at
string<date-time> | null

ISO 8601 timestamp when the document_url will expire. After this time, the URL will return an access denied error. Fetch the template again to receive a fresh signed URL.

​
page_count
integer

Number of pages in the document

Required range: x >= 1
​
expiration_hours
integer
default:168

Hours until signing requests created from this template expire

Required range: x >= 1
​
credit_cost
integer
default:1

Number of credits consumed when a signing request is sent from this template. Minimum value is 1.

Required range: x >= 1
​
settings
object

Settings returned by the signing request list and detail endpoints. Templates use the TemplateSettings schema (no identity fields).

​
recipients
object[]

Template recipients (included in GET single template)

​
fields
object[]

Template fields (included in GET single template)

​
updated_date
string<date-time>

Template last update timestamp