EaserixDocs
DevelopersAPI referenceSignTemplates

Render customized content into a ready draft

Template Studio's create step: takes the template's content (or the caller's edited version), substitutes {{placeholder}} values (unfilled ones render as visible blanks), renders a fresh PDF, and creates a draft with the file attached, recipients from the template's slots (optionally addressed), and signature/date fields placed from the rendered layout and bound per slot. Public templates render with the SAMPLE banner.

View as Markdown
POST
/v1/templates/{id}/instantiate

Authorization

bearer
AuthorizationBearer <token>

In: header

Path Parameters

id*string

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

application/json

application/json

application/json

application/json

application/json

curl -X POST "https://example.com/v1/templates/string/instantiate" \  -H "Content-Type: application/json" \  -d '{}'
{  "document": {    "id": "string",    "name": "string",    "url": "string",    "status": "string",    "created": "2019-08-24T14:15:22Z",    "modified": "2019-08-24T14:15:22Z",    "size": 0,    "pages": 0,    "templateId": "string",    "hasFile": true,    "hasFinalFile": true,    "files": [      {        "id": "string",        "name": "string",        "position": 0,        "size": 0,        "pages": 0,        "created": "2019-08-24T14:15:22Z",        "status": "ready",        "conversionError": "string"      }    ],    "signingMode": "string",    "message": "string",    "sentAt": "2019-08-24T14:15:22Z",    "completedAt": "2019-08-24T14:15:22Z",    "voidedAt": "2019-08-24T14:15:22Z",    "voidReason": "string",    "declinedAt": "2019-08-24T14:15:22Z",    "expiresAt": "2019-08-24T14:15:22Z",    "autoRemindDays": 0,    "lastRemindedAt": "2019-08-24T14:15:22Z",    "legalHold": true,    "scheduledPurgeAt": "2019-08-24T14:15:22Z",    "visibility": "string",    "ownerId": "string",    "requiresNotarization": true,    "notaryState": "string",    "recipients": [      {        "id": "string",        "name": "string",        "email": "string",        "role": "string",        "status": "string",        "orderIndex": 0,        "signedAt": "2019-08-24T14:15:22Z",        "viewedAt": "2019-08-24T14:15:22Z",        "declinedAt": "2019-08-24T14:15:22Z",        "declineReason": "string",        "hasAccessCode": true,        "verificationMethod": "none",        "signature": "string",        "isGroup": true,        "groupLabel": "string",        "signedByName": "string",        "signedByEmail": "string",        "members": [          {            "id": "string",            "name": "string",            "email": "string",            "viewedAt": "2019-08-24T14:15:22Z",            "declinedAt": "2019-08-24T14:15:22Z"          }        ],        "reassignedFromName": "string",        "reassignedFromEmail": "string",        "reassignReason": "string",        "reassignedAt": "2019-08-24T14:15:22Z"      }    ],    "fields": [      {        "id": "string",        "type": "signature",        "x": 0,        "y": 0,        "width": 0,        "height": 0,        "page": 0,        "required": true,        "label": "string",        "value": "string",        "recipientId": "string",        "fileId": "string",        "config": {}      }    ]  }}

Completion statistics as CSV

The same from/to-filtered document rows as GET /v1/documents/completion-stats, streamed as CSV instead of paginated JSON (capped, with a trailing "truncated" row if the cap is hit — the same convention the links service's exports use). Recorded in the platform audit log before streaming.

Preview state notes before instantiating

What choosing a state does for this template: the resolved jurisdiction, the topics the template touches, and the exact notes that will be appended as the "State notes" section.