Creating a Signing Template

Templates are reusable document structures. Your integration instantiates a template each time it sends a document, filling in recipients and field values via the API.

Important

Templates are user-scoped. The API can only access templates created by the integrator account. Log in as the integrator to create templates.

1. Go to Templates

Open Templates from the sidebar.

2. Click Upload Template

Click Upload Template.

3. Add a Signing Field

Add a signing field to the template.

4. Save

Save the template.

5. Copy Payload for Integration

Click the Copy Payload for Integration button on the template.

Naming Your Fields

Give each field a clear, stable, developer-friendly label:

Good names	Bad names
`customer_name`	`Text 1`
`contract_start_date`	`Field 2`
`salary_amount`	`Input`

Field labels are matched exactly (case-sensitive) — your API payload must use the same casing. Recipient placeholder labels, by contrast, are matched case-insensitively (e.g. signer 1 matches Signer 1). Either way, don't rename labels after go-live, as that breaks existing integrations.

Finding Your Template ID

After saving, note the template ID — visible in:

The URL bar when viewing the template
The API response from GET /api/templates in the integration sample app

Before Going Live

Every signer has at least one required signature field
All API-filled fields have clear, stable names
Recipient placeholder labels are final (changing them breaks API calls)
You've tested the template manually in the UI at least once
The template was created by the integrator account

⚠️

Renaming placeholders or field labels after going live breaks existing integrations. Clone the template before making changes.

Integration Setup Tutorial