Create Template

@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",
  "description": "Standard employment contract for new hires",
  "document": "JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...",
  "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",
  "document_ids": [
    "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  ]
}
'

import requests

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

payload = {
    "name": "Employment Contract Template",
    "description": "Standard employment contract for new hires",
    "document": "JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...",
    "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",
    "document_ids": ["3c90c3cc-0d44-4b50-8888-8dd25736052a"]
}
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',
    description: 'Standard employment contract for new hires',
    document: 'JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...',
    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',
    document_ids: ['3c90c3cc-0d44-4b50-8888-8dd25736052a']
  })
};

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',
    'description' => 'Standard employment contract for new hires',
    'document' => 'JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...',
    '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',
    'document_ids' => [
        '3c90c3cc-0d44-4b50-8888-8dd25736052a'
    ]
  ]),
  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  \"description\": \"Standard employment contract for new hires\",\n  \"document\": \"JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...\",\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  \"document_ids\": [\n    \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n  ]\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  \"description\": \"Standard employment contract for new hires\",\n  \"document\": \"JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...\",\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  \"document_ids\": [\n    \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n  ]\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  \"description\": \"Standard employment contract for new hires\",\n  \"document\": \"JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...\",\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  \"document_ids\": [\n    \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n  ]\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>",
      "designation": "Signer",
      "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",
      "type": "text",
      "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",
  "documents": [
    {
      "document_id": null,
      "position": 1,
      "label": null,
      "original_filename": null,
      "page_count": 3,
      "document_url": "https://api.firma.dev/storage/v1/object/sign/signing-request-documents/example.pdf?token=example",
      "document_url_kind": "stored",
      "document_only_hash": null
    }
  ],
  "documents_version": 123,
  "documents_layout_version": 123
}

{
  "error": "Validation Error",
  "message": "Invalid input data",
  "details": {
    "name": "Name is required",
    "email": "Invalid email format"
  }
}

{
  "error": "Unauthorized",
  "message": "Invalid API key"
}

{
  "error": "<string>",
  "code": "ALREADY_CANCELLED",
  "errors": [
    {
      "message": "<string>"
    }
  ],
  "message": "<string>",
  "details": {}
}

{
  "error": "Rate Limit Exceeded",
  "message": "Too many requests. Please wait before retrying.",
  "details": {
    "retry_after": 45
  }
}

POST

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",
  "description": "Standard employment contract for new hires",
  "document": "JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...",
  "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",
  "document_ids": [
    "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  ]
}
'

import requests

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

payload = {
    "name": "Employment Contract Template",
    "description": "Standard employment contract for new hires",
    "document": "JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...",
    "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",
    "document_ids": ["3c90c3cc-0d44-4b50-8888-8dd25736052a"]
}
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',
    description: 'Standard employment contract for new hires',
    document: 'JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...',
    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',
    document_ids: ['3c90c3cc-0d44-4b50-8888-8dd25736052a']
  })
};

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',
    'description' => 'Standard employment contract for new hires',
    'document' => 'JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...',
    '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',
    'document_ids' => [
        '3c90c3cc-0d44-4b50-8888-8dd25736052a'
    ]
  ]),
  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  \"description\": \"Standard employment contract for new hires\",\n  \"document\": \"JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...\",\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  \"document_ids\": [\n    \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n  ]\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  \"description\": \"Standard employment contract for new hires\",\n  \"document\": \"JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...\",\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  \"document_ids\": [\n    \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n  ]\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  \"description\": \"Standard employment contract for new hires\",\n  \"document\": \"JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c...\",\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  \"document_ids\": [\n    \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n  ]\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>",
      "designation": "Signer",
      "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",
      "type": "text",
      "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",
  "documents": [
    {
      "document_id": null,
      "position": 1,
      "label": null,
      "original_filename": null,
      "page_count": 3,
      "document_url": "https://api.firma.dev/storage/v1/object/sign/signing-request-documents/example.pdf?token=example",
      "document_url_kind": "stored",
      "document_only_hash": null
    }
  ],
  "documents_version": 123,
  "documents_layout_version": 123
}

{
  "error": "Validation Error",
  "message": "Invalid input data",
  "details": {
    "name": "Name is required",
    "email": "Invalid email format"
  }
}

{
  "error": "Unauthorized",
  "message": "Invalid API key"
}

{
  "error": "<string>",
  "code": "ALREADY_CANCELLED",
  "errors": [
    {
      "message": "<string>"
    }
  ],
  "message": "<string>",
  "details": {}
}

{
  "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"

description

string

Template description

Example:

"Standard employment contract for new hires"

document

string<byte>

Base64-encoded PDF or DOCX document. DOCX files are automatically converted to PDF. The API will automatically extract the page count from the document. For documents larger than 5 MB, use POST /documents and pass the document_id instead. (mutually exclusive with document_id and document_ids)

Example:

"JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9UeXBlIC9QYWdlCi9QYXJlbnQgMSAwIFIKL1Jlc291c..."

expiration_hours

integer

default:168

Hours until signing request expires

Example:

168

settings

object

Show child attributes

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"

document_ids

string<uuid>[]

Temporary upload ids from POST /documents, in document order, to create a multi-document template (enablement required). Exactly one of document, document_id or document_ids (400 CONFLICTING_DOCUMENT_SOURCE); a repeated id answers 400 DUPLICATE_DOCUMENT_ID, more than 20 400 MAX_DOCUMENTS_EXCEEDED, an unknown or expired upload 400 DOCUMENT_UPLOAD_NOT_FOUND, a set above 100 MB 413 DOCUMENT_SET_TOO_LARGE.

Required array length: 1 - 20 elements

Response

Template created successfully

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).

Show child attributes

recipients

object[]

Template recipients (included in GET single template)

Show child attributes

fields

object[]

Template fields (included in GET single template)

Show child attributes

updated_date

string<date-time>

Template last update timestamp

documents

object[]

The template's documents in position order (multi-document; present only for companies enabled for it). On GET /templates (the list): A list entry carries no document_url. A parent whose document set has never been changed lists documents: [] here, while its single-resource GET answers its one document (with document_id null). On GET /templates/{id}, PUT /templates/{id} and POST /templates: A parent whose document set has never been changed answers its one document, with document_id null.

Show child attributes

documents_version

integer

Version of the document set, raised by every document change (multi-document; enabled companies only).

documents_layout_version

integer

Version of the document layout, raised when documents are added, removed or reordered (multi-document; enabled companies only). Field writes on a signing request with more than one document send it back as documents_layout_version.