Upload a template

Upload a document to Signeasy and set it up as a template. A template is how you can send out multiple signature requests based on a single document using the create or send an envelope endpoint. You can also automate and pre-fill data onto the document at the time of signature request using merge fields.

Once you upload a template successfully using this endpoint, you can programmatically create roles, merge fields, and place fields using the update template endpoint.

Body Params
file
required

The file object of the source document. The maximum file size per document is 25 MB. For larger documents, the file can be gzip compressed to make the upload faster. In such cases Content-Encoding header value must be gzip for the server to recognise the compression. Any request without the Content-Encoding header is treated as an uncompressed file upload which may lead to a server error.

string
required
Defaults to your-file-name.pdf

The name with the correct extension of the source document. As a security measure the /, :, *, \, <, >, | characters are not allowed in the name property in the API request.

boolean
required
Defaults to true

If this is set to true and a request is made, if a document with the same name exists already, the current file in the request will be renamed.

Responses

Language
Credentials
OAuth2
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Response
Choose an example:
application/json