airSlate Template API

The Template API from airSlate — 3 operation(s) for template.

Operations 3

POST /template Create template #
POST /template/{document_id}/bulkinvite Bulk invite #
POST /template/{template_id}/copy Create document from template #

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OpenAPI Specification

airslate-template-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: SignNow Template API
  version: 1.0.0
servers:
- url: https://api.signnow.com/
tags:
- name: Template
paths:
  /template:
    post:
      operationId: create-template
      summary: Create template
      description: 'This endpoint allows API users to create a template by flattening an existing document.


        **Template** - an entity that holds the structure of a document and serves for generating its copies.


        SignNow users cannot make a template without uploading a document first. They can generate (clone) a new instance of a document from it.


        Recipients always sign a document generated from the template, never the template itself. Each generated document can be customized for its recipient, for example prefilled with account info. Templates can be shared within a team and edited only by the owner.


        For the full flow, from creating the template to sending the generated document for signature, see Documents, doc groups, and templates.


        For more information, check out our video tutorial.


        **Video tutorial**


        Note: The design shown in the video is outdated, but the flow is still accurate. You can go ahead and follow the steps as demonstrated.


        Video tutorial'
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                type: object
                properties:
                  id:
                    type: string
              example:
                application/json:
                  id: ceXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
      security:
      - Bearer: []
      requestBody:
        content:
          application/json:
            schema:
              type: object
              required:
              - document_id
              - document_name
              properties:
                document_id:
                  type: string
                  description: ID of the document which is the source of a template
                document_name:
                  type: string
                  description: the new template name
        required: true
      tags:
      - Template
  /template/{document_id}/bulkinvite:
    post:
      operationId: bulk-invite
      summary: Bulk invite
      description: 'This endpoint allows users to create multiple invites to different signers from one template. A new document is generated for each signer and stored in the needed folder.


        To create a bulk invite, you need a CSV file with signers'' roles, emails, and document names. The format is the following:


        **For one role**


        ```json


        Recipient 1|signer1@email.com,document_name

        Recipient 1|signer2@email.com,document_name


        ```


        **For multiple roles**


        ```json


        Recipient 1|signer1@email.com,Recipient 2|signer2@email.com,document_name1

        Recipient 1|signer3@email.com,Recipient 2|signer4@email.com,document_name2


        ```


        All the roles in the CSV must be assigned to at least one field in the template, and all the roles that exist in the template must be in the CSV.'
      parameters:
      - in: path
        name: document_id
        required: true
        description: unique id of the template
        schema:
          type: string
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                type: object
                properties: {}
              example:
                application/json:
                  status: job queued
        '400':
          description: '* Incorrect file type (must be a CSV)

            * Missing CSV file

            * Missing `folder_id`

            * Missing or extra recipients in the CSV file

            * Document name in the CSV file is missing or incorrect

            * QES is not set for this user''s organization

            * User cannot use QES if not in organization

            * Incorrect `signature_type`. Allowed values: `eideasy`,`eideasy-pdf`, `nom151`

            '
          content:
            application/json:
              schema:
                type: object
              example:
                Missing CSV file:
                  errors:
                  - code: 65536
                    message: Must upload one file
                Missing folder_id:
                  errors:
                  - code: 65544
                    message: The folder_id field is required.
                Incorrect file type:
                  errors:
                  - code: 65578
                    message: Invalid file type.
                Incorrect signature type:
                  errors:
                  - code: 65536
                    message: 'The signature_type should have one of the following values: "eideasy", "nom151", "eideasy-pdf".'
                User not in organization:
                  errors:
                  - code: 65582
                    message: Organization required to send invite with advanced signing
                Missing or extra recipients:
                  errors:
                  - code: 65581
                    message: CSV file,line no 1 - missing required Actor's information. Required Actors = 2 and CSV provided information for Actors = 1
                QES not set for organization:
                  errors:
                  - code: 65582
                    message: Invalid advanced sign provider for sender organization
                Document name missing or incorrect:
                  errors:
                  - code: 65581
                    message: 'CSV file, line no 2 - document name is missing or invalid '
      security:
      - Bearer: []
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                file:
                  type: string
                  description: A CSV file with a list of roles, email addresses, and document names
                  format: binary
                folder_id:
                  type: string
                  description: ID of the folder to store the documents in. To find the ID, use [`GET /user/folder`](/docs/folder/operations/get-all-folders).
                subject:
                  type: string
                  description: Custom email subject for all signers
                email_message:
                  type: string
                  description: Custom email message for all signers
                client_timestamp:
                  type: integer
                  description: The timestamp in UNIX code
                signature_type:
                  type: string
                  description: 'Type of QES signature requested from signers. Possible values: `eideasy`, `eideasy-pdf`, `nom151`. Available to members of an organization with QES settings enabled. For more information, see the [QES user guide](/docs/qualified-electronic-signature).'
              required:
              - file
              - folder_id
      tags:
      - Template
  /template/{template_id}/copy:
    post:
      operationId: get-template-copy
      summary: Create document from template
      description: 'This endpoint allows API users to create a new document from a template. If a name is not supplied, the document takes the name of the template.


        The new document is a signable copy: the template stays untouched as the master version. The response returns the new document''s `id`. The copy has its own document, field, and role IDs, all different from the template''s, so read the current roles and fields from Get document for the new document rather than reusing the template''s. For the full flow, from preparing the document to sending the copy for signature, see Documents, doc groups, and templates. To let recipients sign the copy inside your own site or app, see Embedded signing. To copy the template itself instead of generating a signable document, use Duplicate template.


        For more information, check out our video tutorial.


        **Video tutorial**


        Note: The design shown in the video is outdated, but the flow is still accurate. You can go ahead and follow the steps as demonstrated.


        Video tutorial'
      parameters:
      - in: path
        name: template_id
        required: true
        description: ''
        schema:
          type: string
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                type: object
                properties:
                  id:
                    type: string
                  document_name:
                    type: string
              example:
                application/json:
                  id: ceXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
                  document_name: New document
      security:
      - Bearer: []
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                document_name:
                  type: string
        required: true
      tags:
      - Template
components:
  securitySchemes:
    Bearer:
      type: apiKey
      name: Authorization
      in: header
    Basic:
      type: http
      scheme: basic
x-provenance:
  method: harvested
  publisher: airSlate
  source: https://docs.signnow.com/api/swagger.json
  note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
    stamped by stamp-openapi-provenance.py (roadmap#793)