Templates

Templates allow you to streamline the sending process for documents that are used frequently, such as NDAs, HR forms, or Sales Contracts.

How Templates Work

Instead of defining the documents, fields, and workflow every time you send an envelope, you define them once in a Template.

A Template contains:

• Documents: The standard files.
• Placeholder Recipients: Instead of specific people (like "john@doe.com"), you define Roles (e.g., "Employee", "Manager").
• Fields: Pre-placed fields assigned to those Roles.

Sending from a Template

When you are ready to send, you simply create an envelope that references the templateId and maps real people to the Roles.

POST /api/v1/envelopes
{
  "templateId": "tmpl_8675309",
  "roles": [
    {
      "roleName": "Employee",
      "name": "Jane Smith",
      "email": "jane@example.com"
    },
    {
      "roleName": "Manager",
      "name": "Bob Boss",
      "email": "bob@example.com"
    }
  ]
}

This significantly reduces code duplication and ensures consistency across your agreements.