Create a document from a template and request signatures
Create a document from a template and request signatures.
To skip the reading and watch an easy to follow guide on how to achieve the creation of a document_pack using an existing template, kindly follow this link: https://docs.quicklysign.com/docs/creating-a-document-pack-using-an-existing-template
Creating a template before proceeding!
You will first need to login to sandbox.quicklysign.com (for test environment) or app.quicklysign.com (for live environment) and create a template.
Only once the template is setup will you be able to then use the api call to create a document from the template and send the document for signature.
Please contact [email protected] for more information.
Step 1:
Call POST /v1/document_packs?auto_request_signatures_when_ready=true
POST /v1/document_packs?auto_request_signatures_when_ready=true
Host: sandboxapi.quicklysign.com
Content-Type: application/json
Cache-Control: no-cache
access_token: <your_access_token>
curl -X POST -H "Content-Type: application/json" -H "Cache-Control: no-cache" -d '' 'https://sandboxapi.quicklysign.com/v0/documents/<document_key>/new_document_from_template?access_token=<access_token>'
{
"status": {
"status_code": 200
},
"data": {
"document": {
"can_use_drawn_signature": true,
"post_signing_url": "",
"date_updated": 1444160703386.47,
"can_use_uploaded_signature": true,
"account_key": "ahFzfnRoZW1hc3NpdmUtbGl2ZXIUCxIHQWNjb3VudBiAgICAmZmNCgyiAQdzYW5kYm94",
"sequential_signing": true,
"message": "",
"serve_pdf_url": "https://sandboxapi.quicklysign.com/v0/documents/ahFzfnRoZW1hc3NpdmUtbGl2ZXIVCxIIRG9jdW1lbnQYgICAgO3biwoMogEHc2FuZGJveA/serve_pdf?access_token=APxXJqbp8RhG4GJQWyE0caADdx7kikithroUgGf0UGp",
"subject": null,
"team_key": "ahFzfnRoZW1hc3NpdmUtbGl2ZXIUCxIHQWNjb3VudBiAgICAmZmNCgyiAQdzYW5kYm94",
"final_blob": null,
"image_blobs": [
"AMIfv94YWvLvG2JmGI8AbZb79hgMrSol_qHZ3TUyIIKgLljXOm1VxDttBdw-PgBA6vj7E75NdksUti2Ci8KuY-nROxTC3lvnPstD3qp02C8Vhoqn0W620zF-jQTLj2ZbeVM3BH-jmgoraa02DLP0BHvhbUDutNIi9LvgqTdOXe90ZefPIaTNABjb0cDXoTNIDXeuzEzr07uefWcbEclbjIh5J_vbq5SO1yO0ehAtNvxT1FQvd1FikXnperZeIxDEwAOpnAGZCwYZQPBVDs-gEp774GC7SAI7Za9KhfhIBLAOHB5uHzSa_ipI0qNTuVnYpoJZVnV9aw_0"
],
"created_by": "ahFzfnRoZW1hc3NpdmUtbGl2ZXIRCxIEVXNlchiAgICAgOSRCgyiAQdzYW5kYm94",
"filename": "cwc application-signed.pdf",
"use_fallback_pdf_conversion": false,
"document_name": "cwc application-signed.pdf",
"exclude_created_by_from_final_mail": false,
"status": "setup",
"use_signing_wizard": true,
"obfuscate_contact_info": false,
"key": "ahFzfnRoZW1hc3NpdmUtbGl2ZXIVCxIIRG9jdW1lbnQYgICAgO3biwoMogEHc2FuZGJveA",
"created_by_email": "[email protected]",
"document_type": "document",
"image_blob_serving_urls": [
"http://lh3.googleusercontent.com/6FaMwoy1E1LTnERXIWkk5BCiQJwvpljbpsT95wyN14H6y1sXRLRy7ZiGzQxvQIgC2hagHefMVXhmdkfPOuyyLj44T-mH"
],
"viewers": [
"ahFzfnRoZW1hc3NpdmUtbGl2ZXI2CxIHQWNjb3VudBiAgICAmZmNCgwLEgRVc2VyGICAgICA5JEKDAsSC1VzZXJBY2NvdW50GAEMogEHc2FuZGJveA",
"ahFzfnRoZW1hc3NpdmUtbGl2ZXIRCxIEVXNlchiAgICAgOSRCgyiAQdzYW5kYm94"
],
"cc_recipients": [],
"signatories": [
{
"status": "setup",
"uuid": "437f46a2-e74a-54c5-b05d-bca575975f7e",
"date_updated": null,
"user_key": null,
"role": "applicant",
"email_send_count": 0,
"mobile_number": null,
"email": "",
"name": ""
}
],
"account_branding_theme_key": null,
"can_use_typed_signature": true,
"original_blob_type": "application/pdf",
"date_created": 1444160703386.26,
"original_blob": "AMIfv96AFVGXUqbNac2OMGG3tW_8DObZbiIbkZrK1nAgY-THUSPWgqaYlG8pDk4gaz3JHRjNJlz1Lmw7fRZaTa2oJhcFGTHVvmHUUA2rCJr7upLD6LMQPOzMeq5825i_mw7ij-pZBsy0oPUa7uOXYYSAdbINDzBPZN89QyNqdz8z_LsSZv0u648",
"data_fields": [
{
"custom_id": "applicant_signature",
"uuid": "d2b00b23-eb12-75f6-27b2-c82efb283d68",
"date_updated": 1444139488605.03,
"type": "signature",
"required": true,
"filename": null,
"height": 40,
"width": 150,
"blob": null,
"signatory_uuid": "437f46a2-e74a-54c5-b05d-bca575975f7e",
"x": 440.5,
"z": null,
"data": null,
"y": 908,
"description": null
}
]
}
}
}
Step 2:
Simply populate the request body below as required.
{
"document_name": "Document pack using a template example",
"document_type":"document",
"documents":
[
{
"document_creation_settings":
{
"create_from_template_key":"<your_template_key>"
},
"document_name":"my test template form",
"data_fields": [ //this will be used if you have any custom fields that you would like to pre-populate
{
"custom_id": "","data": ""
},
{
"custom_id": "","data": ""
}
]
}
],
"signatories":[ //setup your signatories as required
{
"name":"",
"role":"",
"email":""
},
{
"name":"",
"role":"",
"email":""
}
]
}
Note: To update signatories, find them by role in the signatory array.
To update data_fields, you can find them by custom_id.
Step 3:
The document status will be updated to "awaiting_signatures" and signature request will be sent.
{
"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
}
}
curl -X PUT -H "Content-Type: application/json" -H "Cache-Control: no-cache" -d '{
"can_use_drawn_signature": true,
"post_signing_url": "",
"date_updated": 1444165417464.71,
"can_use_uploaded_signature": true,
"account_key": "ahFzfnRoZW1hc3NpdmUtbGl2ZXIUCxIHQWNjb3VudBiAgICAmZmNCgyiAQdzYW5kYm94",
"sequential_signing": true,
"message": "",
"serve_pdf_url": "https://sandboxapi.quicklysign.com/v0/documents/ahFzfnRoZW1hc3NpdmUtbGl2ZXIVCxIIRG9jdW1lbnQYgICAgJmDnAoMogEHc2FuZGJveA/serve_pdf?access_token=APxXJqbp8RhG4GJQWyE0caADdx7kikithroUgGf0UGp",
"subject": null,
"team_key": "ahFzfnRoZW1hc3NpdmUtbGl2ZXIUCxIHQWNjb3VudBiAgICAmZmNCgyiAQdzYW5kYm94",
"final_blob": null,
"image_blobs": [
"AMIfv97uvbimdOxAuxa9oUS-l_AMfppTKSpAgLqjO0T_cgmAODZSodtyv_axPF-jr4t3BypRe8cf4-O2OnGCOVNLHeXNRGaJqIZk8zeIyi1qCfqb7bMBxwelJlrZdTrm7jK8wOlO3qEtYPUpeXevP2PcLsrbTr7PB5-JegePP-xObApdljWmsc_M-_luDDDVO0GJ3D8itkRX7PQY2tzYcsRsreRFi1gTJieQhFC2wJ4PS_rk4fFWRCxsPW58gCQ0kKFMdaE0Ie9Ifglmp0DfE3KvEeBchIWTvj_tLkloTUbiHSMhxng-lpa_TYVkpqhZyuFqKRoErnV-"
],
"created_by": "ahFzfnRoZW1hc3NpdmUtbGl2ZXIRCxIEVXNlchiAgICAgOSRCgyiAQdzYW5kYm94",
"filename": "Exampledocument.pdf",
"use_fallback_pdf_conversion": false,
"document_name": "Example document",
"exclude_created_by_from_final_mail": false,
"status": "setup",
"use_signing_wizard": true,
"obfuscate_contact_info": false,
"key": "ahFzfnRoZW1hc3NpdmUtbGl2ZXIVCxIIRG9jdW1lbnQYgICAgJmDnAoMogEHc2FuZGJveA",
"created_by_email": "[email protected]",
"document_type": "document",
"image_blob_serving_urls": [
"https://lh3.googleusercontent.com/J49U0N33Quo_OgQg-TloO1s5PO_h00jJpdcU6LggeZ7xZJfyFCik9jQrbp7IG7oQmGiTzL0wRI-ilWNS4VjI2iFWFzH5"
],
"viewers": [
"ahFzfnRoZW1hc3NpdmUtbGl2ZXI2CxIHQWNjb3VudBiAgICAmZmNCgwLEgRVc2VyGICAgICA5JEKDAsSC1VzZXJBY2NvdW50GAEMogEHc2FuZGJveA",
"ahFzfnRoZW1hc3NpdmUtbGl2ZXIRCxIEVXNlchiAgICAgOSRCgyiAQdzYW5kYm94"
],
"cc_recipients": [],
"signatories": [
{
"status": "setup",
"uuid": "9c378cf5-3f46-ecca-7f0e-0e5d7d6cb9b8",
"date_updated": null,
"user_key": null,
"role": "Applicant",
"email_send_count": 0,
"mobile_number": null,
"email": "[email protected]",
"name": "Rob"
}
],
"account_branding_theme_key": null,
"can_use_typed_signature": true,
"original_blob_type": "application/pdf",
"date_created": 1444165417464.55,
"original_blob": "AMIfv978ojEEM2CFgZHHd0e_wJWCTZ4eqmjXjzwiCS5SEE-2KrKs5Pt-SWZzigonYInjUef0hKoKgRByNNf5RQLNTSR5Qf9bn6CHg8LNm0o3okXjXVlfuE8VdZ6w5gfJSXvMi-dFaCV59MYyifgJAaeNMgsRZhOTXuEvsGbxs3DX2oC4CFk38ng",
"data_fields": [
{
"custom_id": null,
"uuid": "22b43b61-312b-1bde-ec06-6f8d1c1a208d",
"date_updated": 1444164548622.06,
"type": "signature",
"required": true,
"filename": null,
"height": 40,
"width": 150,
"blob": null,
"signatory_uuid": "9c378cf5-3f46-ecca-7f0e-0e5d7d6cb9b8",
"x": 241.5,
"z": null,
"data": "",
"y": 440,
"description": null
},
{
"custom_id": null,
"uuid": "875d15ea-c10b-fcd6-19f7-2022e73edc92",
"date_updated": 1444164548622.09,
"type": "text",
"required": false,
"filename": null,
"height": 22,
"width": 150,
"blob": null,
"signatory_uuid": "9c378cf5-3f46-ecca-7f0e-0e5d7d6cb9b8",
"x": 98.5,
"z": null,
"data": "Predefined text",
"y": 243,
"description": null
}
]
}' 'https://sandboxapi.quicklysign.com/v0/documents/ahFzfnRoZW1hc3NpdmUtbGl2ZXIVCxIIRG9jdW1lbnQYgICAgJmDnAoMogEHc2FuZGJveA/request_signatures?access_token=<access_token>'
{
"status": {
"status_code": 200
},
"data": {
"document": {
"can_use_drawn_signature": true,
"post_signing_url": "",
"date_updated": 1444165750701.4502,
"can_use_uploaded_signature": true,
"account_key": "ahFzfnRoZW1hc3NpdmUtbGl2ZXIUCxIHQWNjb3VudBiAgICAmZmNCgyiAQdzYW5kYm94",
"sequential_signing": true,
"message": "",
"serve_pdf_url": "https://sandboxapi.quicklysign.com/v0/documents/ahFzfnRoZW1hc3NpdmUtbGl2ZXIVCxIIRG9jdW1lbnQYgICAgJmDnAoMogEHc2FuZGJveA/serve_pdf?access_token=APxXJqbp8RhG4GJQWyE0caADdx7kikithroUgGf0UGp",
"subject": null,
"team_key": "ahFzfnRoZW1hc3NpdmUtbGl2ZXIUCxIHQWNjb3VudBiAgICAmZmNCgyiAQdzYW5kYm94",
"final_blob": null,
"image_blobs": [
"AMIfv97uvbimdOxAuxa9oUS-l_AMfppTKSpAgLqjO0T_cgmAODZSodtyv_axPF-jr4t3BypRe8cf4-O2OnGCOVNLHeXNRGaJqIZk8zeIyi1qCfqb7bMBxwelJlrZdTrm7jK8wOlO3qEtYPUpeXevP2PcLsrbTr7PB5-JegePP-xObApdljWmsc_M-_luDDDVO0GJ3D8itkRX7PQY2tzYcsRsreRFi1gTJieQhFC2wJ4PS_rk4fFWRCxsPW58gCQ0kKFMdaE0Ie9Ifglmp0DfE3KvEeBchIWTvj_tLkloTUbiHSMhxng-lpa_TYVkpqhZyuFqKRoErnV-"
],
"created_by": "ahFzfnRoZW1hc3NpdmUtbGl2ZXIRCxIEVXNlchiAgICAgOSRCgyiAQdzYW5kYm94",
"filename": "Exampledocument.pdf",
"use_fallback_pdf_conversion": false,
"document_name": "Example document",
"exclude_created_by_from_final_mail": false,
"status": "awaiting_signatures",
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"created_by_email": "[email protected]",
"document_type": "document",
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}
}
Updated about 2 years ago