Formify Drafts API

Drafts allow you to save a document as a work-in-progress before sending it for signing. A draft stores all document settings (name, signees, signature placements, AI assistant, etc.) without actually sending invitations to signees. **Draft Lifecycle:** 1. **Create** a draft with `POST /docs/drafts` — saves the document configuration 2. **Update** the draft with `PUT /docs/drafts/{draftId}` — modify any settings before sending 3. Optionally **preview** the draft with `GET /docs/drafts/{draftId}/file` — returns a PDF showing signature field placements 4. **Send** the draft with `POST /docs/drafts/{draftId}/send` — converts the draft into a live document and sends invitations to signees 5. Optionally **list** drafts with `GET /docs/drafts` or **get details** with `GET /docs/drafts/{draftId}` 6. **Delete** a draft with `DELETE /docs/drafts/{draftId}` if it's no longer needed **Who sees what:** `GET /docs/drafts` lists your own drafts plus the ones colleagues set to `sharingSetting: "shared"` — the same rule as `GET /docs`, `GET /templates` and `GET /links`. A `private` draft is readable by its owner alone. Each entry carries `userId` and `sharingSetting`, so you can tell your own from a colleague's. **Key Differences from `POST /docs`:** - Drafts do **not** send invitations to signees upon creation — they are saved for later. - Signee details are optional when creating/updating a draft. You can add them later via `PUT /docs/drafts/{draftId}`. - Signees in a draft do not need a contact method (email/phone) until the draft is sent. - Signature placement coordinates can be omitted or incomplete during the draft phase. - When sent via `POST /docs/drafts/{draftId}/send`, all the same validations as `POST /docs` apply (contact methods, signature coordinates, etc.). - Drafts expire automatically after the same auto-deletion period as other documents. Expired drafts cannot be edited or sent. **Shared Properties with `POST /docs`:** The request body for creating and updating drafts shares many of the same properties as `POST /docs`, including: - `signeeDetails` (signature types, placements, signatureBox, idScanBox, signingOrder) - `enableSigningOrder` (requires `signingOrder` capability) - `aiAssistant` configuration - `language`, `sharingSetting`, `personalMessage` - Signature type permission requirements (`signatureBankId`, `signatureIdScan`, `signatureFaceLiveness` capabilities) Refer to the `POST /docs` documentation above for details on these shared properties.

GitHub OpenAPI

Operations 10

POST /docs/drafts Create a draft #
GET /docs/drafts List drafts #
PUT /docs/drafts/{draftId} Update a draft #
GET /docs/drafts/{draftId} Get draft details #
DELETE /docs/drafts/{draftId} Delete a draft #
GET /docs/drafts/{draftId}/file Get a preview PDF of the draft #
GET /docs/drafts/{draftId}/file-url Get a one-time download URL for the draft PDF #
GET /docs/drafts/{draftId}/file-download/{token} Download a draft PDF using a one-time token #
POST /docs/drafts/{draftId}/send Send a draft #
POST /docs/drafts/{draftId}/duplicate Duplicate a draft #

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OpenAPI Specification

formify-eu-drafts-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Formify Drafts API
  description: '## Overview


    The Formify API lets you send documents for electronic signature, prepare drafts, track signing status, and retrieve signed documents. It is designed for integrating signing workflows into your application.


    ### Getting Access


    OAuth 2.0 is the recommended way to access the API. Before you can use the API, you need an OAuth 2.0 client. Formify creates this for you based on information about your company, contacts, and redirect URIs. See the **Getting Access** guide for setup instructions.


    Once your OAuth client has been created, you can use the OAuth 2.0 Authorization Code flow to obtain access tokens for API requests.


    For MCP clients and third-party platforms that cannot complete OAuth/PKCE and only accept a pasted token, a Formify API key can be exchanged for a short-lived access token with `POST /auth/token`. This is a compatibility option; use OAuth where the client supports it.


    ### Authentication


    Protected API requests use a Bearer access token. The recommended flow is OAuth 2.0: your application redirects the user to Formify for authorization, receives an authorization code, and exchanges it for an access token. See the OAuth 2.0 section for the complete flow.


    ### Environments


    **API base URL**: `https://docs-api.formify.eu/v1`

    All document operations, file uploads, and token exchange endpoints (OAuth and API key fallback) happen here.


    **Authorization Server**: `https://app.formify.eu`

    This is where users authorize your application and approve access (the OAuth consent).


    ### Rate Limiting


    The API uses token-based rate limiting to ensure fair usage:


    - **Headers**: Every response includes rate limit headers:

    - `X-RateLimit-Limit`: Maximum requests allowed

    - `X-RateLimit-Remaining`: Requests remaining in current window

    - `X-RateLimit-Reset`: The number of seconds until the rate limit resets


    - **Not every request costs the same.** Endpoints that build or copy a document consume several tokens

    rather than one, because they render a PDF and make multiple calls to the document service. Creating,

    editing or duplicating a document or a public link is the most expensive; creating or editing a template

    costs less; deleting and duplicating a draft less again. Plain reads cost one.


    If you exceed the limit, the API returns `429 Too Many Requests`. Wait until the reset time before making additional requests.


    ---


    ## Quick Start: Send a PDF for Signing


    Once you have a valid `access_token`, you can send your first document for signing in three steps:


    ### 1. Upload a PDF

    Upload a PDF file using the Upload File endpoint:


    ```bash

    POST /files

    Content-Type: multipart/form-data

    ```


    You will receive a `fileId` in the response.


    ### 2. Create a Signature Request

    Send the document for signing using the Create Document endpoint:


    ```bash

    POST /docs

    {

    "fileId": "your-file-id",

    "signeeDetails": [

    {

    "fullName": "John Doe",

    "emailAddress": "john@example.com",

    "signaturePlacement": "new_page"

    }

    ]

    }

    ```


    The response returns a documentId. The signee then receives an email with a link to sign the document.


    ### 3. Get Notified and Download

    Register a webhook to receive a notification when the document is signed:


    ```bash

    POST /webhooks

    {

    "webhookUrl": "https://your-app.com/webhook",

    "eventTypes": ["document.completed"]

    }

    ```


    Then download the signed PDF using Get Signed Document File:


    ```bash

    GET /docs/{documentId}/signed-file

    ```


    For more detailed walkthroughs, see the **Integration Flows** guide.


    ---


    ### Help


    - **Getting Access** - How to set up OAuth 2.0 credentials

    - **Integration Flows** - Step-by-step guides for common integration scenarios

    - **PDF Form Attributes** - How to add `tink-*` attributes to PDF form field names

    - **MCP Server** - Connect AI assistants with OAuth or an API key fallback for token-only clients

    - **Production Checklist** - Essential steps before going live


    ### Links


    - Formify API Changelog - Track API updates and changes

    - Formify App - Register OAuth applications and manage settings


    ---'
  contact:
    email: api@formify.eu
  version: 1.5.2
  termsOfService: https://formify.eu/privacy/terms
servers:
- url: https://docs-api.formify.eu/v1
  description: Main API server for all document related endpoints and token exchange.
security:
- OAuth2: []
tags:


# --- truncated at 32 KB (70 KB total) ---
# Full source: https://artifacts.apis.io/formify-eu/openapi/formify-eu-drafts-api-openapi.yml