Create a new document in DRAFT status. You can optionally include signers, metadata, and responsible user during creation.
Document Types:
SIGNABLE (default) - Standard signing documentACCEPTABLE - Document that requires acceptance rather than signatureARCHIVE_IMPORTED - Imported from external archiveTemplate Support: Use templateId to create a document from a template. Template fields and template parties are automatically copied unless signers are explicitly provided in the request.
Responsible User: Use responsibleUserId to assign a specific team member as responsible for the document. Defaults to the creating user if not specified.
Adding Signers: Two approaches are supported:
contactId to reference existing contacts - automatically inherits all contact detailsname and email to manually specify signer detailsSigner Examples:
{
"signers": [
{
"contactId": "contact-123",
"role": "SIGNER",
"signingOrder": 1,
"deliveryMethod": "EMAIL",
"requiredSignature": "BANKID"
},
{
"name": "John Doe",
"email": "john@example.com",
"role": "SIGNER",
"signingOrder": 2,
"deliveryMethod": "SMS",
"requiredSignature": "DRAWING"
}
]
}
Per-Signer Settings:
deliveryMethod - How to notify: EMAIL (default), SMS, or NONErequiredSignature - Signature type: DRAWING, BANKID, or CLICK_TO_SIGNtwoStepVerification - 2FA: NONE (default) or SMS_BEFORE_SIGNINGComplete Workflow with Templates:
deliveryMethod and requiredSignature settingsPATCH /api/v1/documents/{docId}/fields/key:namePOST /api/v1/documents/{docId}/signersPOST /api/v1/documents/{docId}/sendNote: Each signer can have their own deliveryMethod (EMAIL, SMS, NONE) and requiredSignature (DRAWING, BANKID, CLICK_TO_SIGN) configured when adding them.
Example workflow:
# Step 1: Create document from template with signers
POST /api/v1/documents
{
"name": "Employment Contract",
"templateId": "template-id-with-form-fields",
"signers": [
{
"type": "contact",
"contactId": "contact-456",
"role": "SIGNER",
"deliveryMethod": "EMAIL",
"requiredSignature": "BANKID"
}
]
}
# Step 2: Fill form fields using keys
PATCH /api/v1/documents/{docId}/fields/key:name
{
"fieldMeta": {"type": "input", "value": "Andreas"}
}
PATCH /api/v1/documents/{docId}/fields/key:phone
{
"fieldMeta": {"type": "input", "value": "0767767712"}
}
# Step 3: Send for signing
POST /api/v1/documents/{docId}/send
{}
Response: Returns the created document ID, signer IDs, tokens, and signing URLs for all added signers.
Bearer token for API authentication
Body
Document name/title
1Array of signers to add to the document during creation. Provide either contactId to reference existing contacts, or name and email to manually specify signer details.
Your external reference ID for tracking this document
Expiration date for the document
Document type: SIGNABLE (default), ACCEPTABLE, or ARCHIVE_IMPORTED
SIGNABLE, ACCEPTABLE, ARCHIVE_IMPORTED Template ID to create document from. Template fields and template parties are copied by default.
User ID of the person responsible for this document. Must be a member of your organization. Defaults to the creating user.
Document metadata including subject, message, signing order, etc.
Document styling configuration including orientation, padding, background, and layout
Custom field values for the document
200