Themes
Themes allow you to customise the branding of documents, and emails associated with your workspace. If your organisation supports multiple brands, for example subsidiaries, you can use themes to ensure the correct branding is applied for each document.
Themes are configured directly within the Quicklysign user interface and can then be seamlessly applied via the API. Watch a walk through on how to achieve this here Using custom branding VIA the API
Typical Workflow for Using Themes
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Get Available Themes
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To view all available themes in your workspace, call the themes endpoint:
GET {{url}}/themes Authorization: Bearer <YOUR_ACESS_TOKEN> -
Example response:
{ "data": { "themes": [ { "key": "Gl2ZXIhCxIUQWNjb3VudEJyYW5kaW5nVGhlbWUYgICgmvzmtwsMogEHc2FuZGJveA", "name": "Branding Example Theme 1" }, { "key": "ahFzfnRoZW1hc3NpdmUtbGl2ZXISCxIFVGhlbWUiB3NhbmRib3gMogEHc2FuZGJveA", "name": "Branding Example Theme 2" } ] }, "status": { "status_code": 200 } } -
To retrieve the list of themes associated with a given workspace, specify the
workspace_keyas a parameter. -
Note:
team_keyoraccount_keycan also be used in place ofworkspace_key. They are interchangeable.
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Select a Theme
From the API response, identify thekeyof the theme you want to use. This key uniquely identifies the theme and will be required in the next step. -
Apply the Theme When Creating a Document
When creating a new document pack, include thebrandingkey inside thesigning_settingsobject of your request body.
{ "document_pack_name": "Example Document Pack", "document_type": "document", "documents": [ ... ], "signatories": [ ... ], "signing_settings": { "branding_key": "Gl2ZXIhCxIUQWNjb3VudEJyYW5kaW5nVGhlbWUYgICgmvzmtwsMogEHc2FuZGJveA", "attachments_visible_to_all_signers": true, "can_use_drawn_signature": true, "can_use_one_click_initial": true, "can_use_one_click_signature": true, "can_use_typed_signature": true, "can_use_uploaded_signature": true, "in_app_signing_page_url": "", "obfuscate_contact_info": false, "post_signing_url": "", "sequential_signing": true, "use_signing_wizard": true, "use_two_factor_authentication": true }, ... }
What the Theme Controls
When a theme is applied, it will affect:
- Emails sent to signatories (logos, colors, headers/footers)
- Final signed documents (branding, logos)
Updated 4 months ago
