Creating Your First Document Pack

Now that you have your access_token, you can create your first document pack.

A document pack contains:

  • One or more documents
  • One or more signers
  • Signing configuration rules

Below are two simple ways to test the workflow.


Option A: Standard Email Flow (Recommended for Real Use)

This creates a document pack and automatically sends a signing request via email.


Step 1: Send the Request

POST https://sandboxapi.quicklysign.com/v1/document_packs?auto_request_signatures_when_ready=true

Step 2: Include Your Access Token

Content-Type: application/json
access_token: <your_access_token>

Step 3: Provide the Request Body

You may copy and paste this:

{
  "document_pack_name": "My First Document Pack",
  "documents": [
    {
      "document_creation_settings": {
        "base_64_document": "<base_64 value of your document>",
        "extract_fields_by_tag": true
      },
      "document_name": "my form"
    }
  ],
  "signatories": [
    {
      "name": "Signer 1",
      "email": "[email protected]",
      "role": "signer-1"
    }
  ]
}

What Happens Next?

  • The document pack is created.
  • The system processes the document.
  • The signer receives an email with instructions to sign.

Option B: Generate a Signing URL (Instant Testing)

This option is useful for quick testing.

Instead of sending an email, the API immediately returns a signing link.


Endpoint

POST https://sandboxapi.quicklysign.com/v1/document_packs?auto_request_signatures_when_ready=true&generate_signing_url=true

Use the same headers and request body shown in Option A.


Example Response

{
  "signing_link": "your_signing_link"
}

Open the signing_link in your browser to test the signing flow immediately.