Create template via Esignature API

Easily add a signer to a document and define what fields they need to sign and complete using the signNow API. Save time by getting your documents signed faster when you send them right from your website or app.

Free to test
Fast to deploy
Powerful & secure

Organize the signing process by adding multiple signers and setting the signing order

Add as many signers as you need to your signature request using the signNow API

Node.js

C#

Java

Python

cURL

Copy code

'use strict';
 
const signnow = require('@signnow/api-client')({
  credentials: 'BASE64_ENCODED_CLIENT_CREDENTIALS',
  production: true, // if false then uses eval server
});
const sendInvite = signnow.template.invite;
 
const id = 'TEMPLATE_ID_GOES_HERE';
const token = 'YOUR_ACCESS_TOKEN';
 
/**
 * @typedef {Object} SignerSettings
 * @property {string} email - signer's email
 * @property {string} role - ole name
 * @property {number} order - role signing order
 * @property {string} reassign - allow reassign signer
 * @property {string} decline_by_signature - signer can decline invite
 * @property {number} reminder - remind via email in days
 * @property {number} expiration_days - expiration of invite in days
 * @property {string} [subject] - specify subject of email
 * @property {string} [message] - specify body of email
 */
 
/**
 * @type {Object}
 * @property {string} document_id
 * @property {SignerSettings[]} to - array of signers
 * @property {string} from - email of sender
 * @property {string[]} [cc] - array with emails
 * @property {string} [subject] - specify subject of email
 * @property {string} [message] - specify body of email
 * @property {string} [on_complete] - on signing complete action
 */
const fieldInvite = {
  document_id: 'TEMPLATE_ID_GOES_HERE',
  to: [
    {
      email: 'EMAIL_OF_SIGNER_1',
      role: 'Signer 1',
      order: 1,
      reassign: '0',
      decline_by_signature: '0',
      reminder: 4,
      expiration_days: 27,
      subject: 'Field invite Signer1',
      message: 'Message1',
    },
    {
      email: 'EMAIL_OF_SIGNER_2',
      role: 'Signer 2',
      order: 1,
      reassign: '0',
      decline_by_signature: '0',
      reminder: 4,
      expiration_days: 27,
      subject: 'Field invite Signer2',
      message: 'Message2',
    },
  ],
  from: 'EMAIL_OF_SENDER',
};
 
/**
 * @param {Object} res
 * @param {string} res.status - e.g. 'success'
 */
const handleResponse = res => {
  console.log(res);
};
 
const handleError = err => {
  console.error(err);
};
 
sendInvite({
  data: {
    ...fieldInvite,
  },
  id,
  token,
}, (err, res) => {
  if (err) {
    handleError(err);
  } else {
    handleResponse(res);
  }
});

public class SendInviteModel
    {
        public IEnumerable<To> to { get; set; }
        public string from { get; set; }
        public object[] cc { get; set; }
        public string subject { get; set; }
        public string message { get; set; }
    }
 
    public class To
    {
        public string email { get; set; }
        public string role_id { get; set; }
        public string role { get; set; }
        public int order { get; set; }
        public string authentication_type { get; set; }
        public string password { get; set; }
        public int expiration_days { get; set; }
        public int reminder { get; set; }
        public string method { get; set; }
        public string phone { get; set; }
    }
public partial class RestSharpSamples
    {
        public static void SignatureInviteFromTemplate(string accessToken, string apiUrl, string templateId, SendInviteModel dataObj, string documentName = "", bool disableEmail = false)
        {
            var client = new RestClient { BaseUrl = new Uri(apiUrl) };
 
            var createDocumentrequest = new RestRequest("/template/" + templateId + "/copy", Method.POST)
                .AddHeader("Accept", "application/json")
                .AddHeader("Authorization", "Bearer " + accessToken);
 
            if (!string.IsNullOrEmpty(documentName))
            {
                createDocumentrequest.RequestFormat = DataFormat.Json;
                createDocumentrequest.AddBody(new { document_name = documentName });
            }
 
            var createDocumentResponse = client.Execute(createDocumentrequest);
 
            if (createDocumentResponse.StatusCode != HttpStatusCode.OK)
            {
                throw new Exception($"Can't create document from template. {createDocumentResponse.Content}");
            }
 
            var document = JsonConvert.DeserializeObject<CreateResponseModel>(createDocumentResponse.Content);
 
            var disable = (disableEmail) ? "?email=disable" : "";
            var request = new RestRequest("/document/" + document.id + "/invite" + disable, Method.POST)
                .AddHeader("Accept", "application/json")
                .AddHeader("Authorization", "Bearer " + accessToken);
 
            request.RequestFormat = DataFormat.Json;
            request.AddBody(dataObj);
 
            var response = client.Execute(request);
            if (response.StatusCode != HttpStatusCode.OK)
            {
                throw new Exception($"Cannot send invite. {response.Content}");
            }
        }
    }

try {
    //Create signature field in document
    Document.Field sign = new Document.Field();
    sign.x = 10;
    sign.y = 10;
    sign.height = 30;
    sign.width = 150;
    sign.type = Document.FieldType.SIGNATURE;
    sign.required = true;
    sign.pageNumber = 0;
    sign.role = "Signer role";
    sign.label = "Your signature here";
 
    Document.Field sign2 = new Document.Field();
    sign2.x = 10;
    sign2.y = 60;
    sign2.height = 30;
    sign2.width = 150;
    sign2.type = Document.FieldType.SIGNATURE;
    sign2.required = true;
    sign2.pageNumber = 0;
    sign2.role = "Another signer role";
    sign2.label = "Your signature here";
     
    //update document with signature field
    cli.documentsService().updateDocumentFields(documentId, Arrays.asList(sign, sign2));
     
    //create signers to roles mapping
    Document.InviteRole role1 = new Document.InviteRole("signer@client.biz", "Another signer role");
    role1.password = "password";
    Document.InviteRole role2 = new Document.InviteRole("signer2@client.biz", "Signer role");
    role2.password = "other_password";
 
    //execute request for invite
    Document.SigningInviteWithRolesRequest request = new Document.SigningInviteWithRolesRequest(
        "author@yourcompany.com",
        Arrays.asList(role1, role2)
    );
    request2.subject = "Document to sign";
    request2.message = "test FFI sign from cli";
    cli.documentsService().sendDocumentSignInvite(documentId, request);
} catch (SNException e) {
    e.printStackTrace();
}

import signnow_python_sdk

if __name__ == '__main__':
    signnow_python_sdk.Config(client_id="CLIENT_ID",
                              client_secret="CLIENT_SECRET",
                              environment="production")

# Enter your own credentials
    username = "USER_NAME"
    password = "USER_PASSWORD"
    template_id = "TEMPLATE_ID"

# Create access_token for the user
    access_token = signnow_python_sdk.OAuth2.request_token(username, password, '*')

to = [{
        "email": "testemail@signnow.com",
        "role_id": "",
        "role": "Signer 1",
        "order": 1
    },
    {
        "email": "testemail1@signnow.com",
        "role_id": "",
        "role": "Signer 2",
        "order": 2

}]

invite_payload = {
        "to": to,
        "from": username
    }

# Create a document from the template
    doc_id = signnow_python_sdk.Template.copy(access_token['access_token'], template_id, "New Doc From Template")

# Get document data
    document_data = signnow_python_sdk.Document.get(access_token['access_token'], doc_id['id'])

# Send signature invite
    invite_response = signnow_python_sdk.Document.invite(access_token['access_token'], doc_id['id'], invite_payload)

We provide developers with complete SDKs for all popular languages, allowing them to integrate eSignature workflows without writing a single line of code.
With our detailed documentation, integrating the signNow API is a breeze.
The signNow API not only provides you with eSignatures: use it to create fillable forms, request payments, and download & archive documents using simple API calls.

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Get started with uninterrupted eSignature API: create template via Esignature API

Consolidate and streamline your eSignature workflows and establish seamless processes. Try the signNow API, implement eSignature workflows into your custom apps and websites in minutes, and seamlessly create template via Esignature API.

Create template via Esignature API the signNow API for uninterrupted eSignature API

Click API on the signNow main page and create your API Sandbox account.
Open your email to confirm the registration and specify a password for accessing your Developer Sandbox environment.
Find the list of your apps at the top of the page. By default, you can also find a Test App for testing the API.
Click its name to access the Client ID and Basic Authorization Token.
Launch the API using the information from the previous step.
Use the code samples from the signNow library.
When you're ready to go live, go to your signNow account and choose a subscription plan.
If you can't find a subscription that suits your needs, contact the Sales team.
Change the test URL in your requests to the production environment URL.
Delight your customers and partners with a streamlined eSignature experience.

The signNow API is straightforward to embed, test, and operate (no vendor engaged). Gain the opportunity to create template via Esignature API easily. Choose signNow for more streamlined eSignature workflows.

How it works

Create an account and get the required tokens

Use code samples to create template via Esignature API

Enjoy the power of eSignature in your workflows

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signNow offers a free testing environment to explore the eSignature.

Trusted eSignature solution — what our customers are saying

Explore how the signNow eSignature platform helps businesses succeed. Hear from real users and what they like most about electronic signing.

Everything has been great, really easy to incorporate...

5

Liam R

Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

Read full review

I couldn't conduct my business without contracts and...

5

Dani P

I couldn't conduct my business without contracts and this makes the hassle of downloading, printing, scanning, and reuploading docs virtually seamless. I don't have to worry about whether or not my clients have printers or scanners and I don't have to pay the ridiculous drop box fees. Sign now is amazing!!

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5

Jennifer

My overall experience with this software has been a tremendous help with important documents and even simple task so that I don't have leave the house and waste time and gas to have to go sign the documents in person. I think it is a great software and very convenient.

signNow has been a awesome software for electric signatures. This has been a useful tool and has been great and definitely helps time management for important documents. I've used this software for important documents for my college courses for billing documents and even to sign for credit cards or other simple task such as documents for my daughters schooling.

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