Creating a document pack using an existing template
Walkthrough on how to create your first document signing request using a template
Process below will show you the basics on setting up a template ready to be used VIA the API as well as pre-populate fields prior to the signers receiving their request.
{
"document_name": "Template API DEMO",
"document_type":"document",
"documents":
[
{
"document_creation_settings":
{
"create_from_template_key":""
},
"document_name":"my test template form",
"data_fields": [
{
"custom_id": "","data": ""
},
{
"custom_id": "","data": ""
}
]
}
],
"signatories":[
{
"name":"",
"role":"",
"email":""
},
{
"name":"",
"role":"",
"email":""
}
]
}
{
"data": {
"document_pack": {
"cc_recipients": [],
"created_by_email": "[email protected]",
"created_by_external_user_code": null,
"custom_data": null,
"date_created": 1658477978067.0620117188,
"date_updated": 1658477978067.5710449219,
"document_pack_name": "",
"document_type": "document",
"documents": [
{
"custom_data": null,
"data_fields": [
{
"auto_assign_date": false,
"auto_fill": false,
"background_colour": null,
"blob": null,
"checkbox_group_id": null,
"continue_if_signer_question": null,
"custom_id": "employer_name",
"data": "Joe Soaps Boss",
"data_field_presentation": null,
"date_updated": 1658477301350.0581054688,
"description": null,
"field_enabled_condition": null,
"field_group_id": null,
"filename": null,
"height": 22.0,
"mutually_exclusive": false,
"options_as_csv": null,
"required": false,
"signatory_role": null,
"signatory_uuid": "e4b0e520-0080-48b8-8912-e019809921c5",
"tag_id": null,
"type": "text",
"uuid": "1d66b41c-07a3-2e7c-c14b-b9da177383a3",
"width": 150.0,
"x": 542.390625,
"y": 27.1875
},
{
"auto_assign_date": false,
"auto_fill": false,
"background_colour": null,
"blob": null,
"checkbox_group_id": null,
"continue_if_signer_question": null,
"custom_id": "employee_name",
"data": "Joe Soap",
"data_field_presentation": null,
"date_updated": 1658477330352.7080078125,
"description": null,
"field_enabled_condition": null,
"field_group_id": null,
"filename": null,
"height": 22.0,
"mutually_exclusive": false,
"options_as_csv": null,
"required": false,
"signatory_role": null,
"signatory_uuid": "ea23affc-6f6a-4d75-ab3e-649ce834a734",
"tag_id": null,
"type": "text",
"uuid": "2e02acd1-2a43-79b2-e14c-03ca4a938703",
"width": 150.0,
"x": 200.3749694824,
"y": 27.1875
},
{
"auto_assign_date": null,
"auto_fill": null,
"background_colour": null,
"blob": null,
"checkbox_group_id": null,
"continue_if_signer_question": null,
"custom_id": "qs:signature_5CWYZm",
"data": null,
"data_field_presentation": null,
"date_updated": 1658410540640.5959472656,
"description": null,
"field_enabled_condition": null,
"field_group_id": null,
"filename": "",
"height": 40.0,
"mutually_exclusive": false,
"options_as_csv": null,
"required": true,
"signatory_role": null,
"signatory_uuid": "ea23affc-6f6a-4d75-ab3e-649ce834a734",
"tag_id": null,
"type": "signature",
"uuid": "39896f3f-9238-51a2-407b-5dd7c8321c34",
"width": 150.0,
"x": 220.3999938965,
"y": 63.1875152588
},
{
"auto_assign_date": false,
"auto_fill": false,
"background_colour": null,
"blob": null,
"checkbox_group_id": null,
"continue_if_signer_question": null,
"custom_id": "qs:text_CJDB9x",
"data": "",
"data_field_presentation": null,
"date_updated": 1658477316745.0329589844,
"description": null,
"field_enabled_condition": null,
"field_group_id": null,
"filename": null,
"height": 22.0,
"mutually_exclusive": false,
"options_as_csv": null,
"required": false,
"signatory_role": null,
"signatory_uuid": "e4b0e520-0080-48b8-8912-e019809921c5",
"tag_id": null,
"type": "text",
"uuid": "d8fa7f07-7196-f3a6-3992-986382eb136e",
"width": 150.0,
"x": 613.390625,
"y": 70.1875
},
{
"auto_assign_date": false,
"auto_fill": false,
"background_colour": null,
"blob": null,
"checkbox_group_id": null,
"continue_if_signer_question": null,
"custom_id": "qs:signature_bjObJd",
"data": null,
"data_field_presentation": null,
"date_updated": 1658477296612.7619628906,
"description": null,
"field_enabled_condition": null,
"field_group_id": null,
"filename": "",
"height": 40.0,
"mutually_exclusive": false,
"options_as_csv": null,
"required": true,
"signatory_role": null,
"signatory_uuid": "e4b0e520-0080-48b8-8912-e019809921c5",
"tag_id": null,
"type": "signature",
"uuid": "e8efcece-3ec5-c871-6a94-8d79ccf38131",
"width": 150.0,
"x": 568.390625,
"y": 105.1875
}
],
"document_name": "my test template form",
"key": "ahFzfnRoZW1hc3NpdmUtbGl2ZXI2CxIIRG9jdW1lbnQiKHB1VEg0NXN1NmxqMG9rMTgyMjRmZDlmZmFfVWJldGZGc2d0UDEyb1QMogEHc2FuZGJveA",
"serve_pdf_url": "https://sandboxapi.quicklysign.com/v1/document_packs/ahFzfnRoZW1hc3NpdmUtbGl2ZXI2CxIIRG9jdW1lbnQiKHB1VEg0NXN1NmxqMG9rMTgyMjRmZDlmZmFfVWJldGZGc2d0UDEyb1QMogEHc2FuZGJveA/serve_pdf?access_token=xoZ7xX9eHb8l5jVW3OJ9PaWz1lg6bJshqJaPkEsCLUB",
"temp_upload_url_10_min": "https://sandboxapi.quicklysign.com/_ah/upload/AMmfu6b6_cUC_lIagM_cwzKTGkFfvyaosSMtXIz6TfieY7TSLmE0FSQCOVmuLo-nnBrFOMt4D2-PGNV9rAUmWIyHL_MEXAjm1rsephaPes_d-89XtaRmSbSdSx4UEUgA7tiiufr8B8vXhd0ifwAL-u-0ZbG2bF4zbO_zs5JycUUxwYUSgO8J_t6iNtnzE_1jqhllmFFXFfu4KGKq2LvxjO-4-hfBp9DibMtmGlKFKHyjMOkRbRzumBwRTg1KNGjqT5x0dRKiIwnx_QFARsWqnIpAzN5dZmRSVIj1uNi1fj4Dx2mciPyWpVbpxclTLwPGjwTsAp8B3ry4Y5Rgv4ZS7Z5xHsmUVzyPN9EkTqASEF6NUmuxF6V9kYa3MSth-pnclxKUxN66JAMBucXs2eFToAnvv6YpUmdjn99RsMp3kFD3rzpf4Nybqabx_uJr13YidYDyWUZD6XDwR0Ma9frA5ZenAXPPxrvGoALeSrg76-x7Xn3wbQ4mvD4pui0Xh9nLAh7ec3HfGroS2YP9gDtH5CoWb7FJYgMSdVKp8torNkc7T2OLiABdk4Q/ALBNUaYAAAAAYtpf89agF1XhkANwAUBaptUy2XC1Wbuy/"
}
],
"event_hooks": [],
"external_id": "",
"field_enabled_conditions": [],
"key": "ahFzfnRoZW1hc3NpdmUtbGl2ZXInCxIIRG9jdW1lbnQiGXB1VEg0NXN1NmxqMG9rMTgyMjRmZDlmZmEMogEHc2FuZGJveA",
"mail_settings": {
"exclude_created_by_from_final_mail": false,
"include_attachments_in_final_mail": true,
"message": "",
"subject": null
},
"organisation_key": null,
"signatories": [
{
"can_receive_signing_notifications": true,
"can_receive_viewing_notifications": true,
"date_updated": 1658477978067.1989746094,
"email": "[email protected]",
"email_is_optional": false,
"email_send_count": 0,
"mobile_number": null,
"name": "Joe Soap",
"primary_communication_channel": "email",
"role": "employee",
"sms_send_count": 0,
"status": "setup",
"user_key": null,
"uuid": "ea23affc-6f6a-4d75-ab3e-649ce834a734"
},
{
"can_receive_signing_notifications": true,
"can_receive_viewing_notifications": true,
"date_updated": 1658477978067.3239746094,
"email": "[email protected]",
"email_is_optional": false,
"email_send_count": 0,
"mobile_number": null,
"name": "Joe Soaps Boss",
"primary_communication_channel": "email",
"role": "employer",
"sms_send_count": 0,
"status": "setup",
"user_key": null,
"uuid": "e4b0e520-0080-48b8-8912-e019809921c5"
}
],
"signatory_allocation_questions": [],
"signing_settings": {
"attachments_visible_to_all_signers": false,
"branding_key": null,
"can_use_drawn_signature": true,
"can_use_one_click_initial": false,
"can_use_one_click_signature": false,
"can_use_typed_signature": true,
"can_use_uploaded_signature": true,
"communication_channel_configurable": false,
"document_can_be_used_as_form": false,
"email_is_optional_for_signing": false,
"first_signer_has_multi_edit_role": false,
"in_app_signing_page_url": null,
"obfuscate_contact_info": false,
"post_signing_url": "",
"sequential_signing": true,
"use_signing_wizard": true,
"use_two_factor_authentication": false
},
"status": "setup",
"team_key": "",
"user_defined_attributes": [],
"visible_to_organisation": false
}
},
"status": {
"status_code": 200
}
}
Updated almost 2 years ago
What’s Next
Watch how to create a syntax document and using it VIA the API