Create template via signNow eSign API

Send documents for signing right from your website or app using the signNow API. Ensure all documents you and your customers sign are protected according to HIPAA compliance standards.

Free to test
Fast to deploy
Powerful & secure

The signNow HIPAA compliant API allows you to deliver secure eSignature solutions to patients and doctors while managing patient data

Use the signNow API to integrate HIPAA compliant eSignature workflows into your application, CRM or website.

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.

View full API reference

signNow regularly wins awards for ease of use and setup

Read our reviews on the trusted resources

Tech Data uses signNow to improve our internal and external customer service while increasing our speed to revenue.

Bob Dutkowsky | CEO

Select an API package for your business

Integrate eSignatures into your software and get 250 legally-binding signature invites with your API free trial.

Check API pricing

Solution engineers

We are here to help you configure eSignature API to your workflow.

Review signNow’s API documentation

The detailed API tutorial will guide you through the entire integration process and provide clear coding examples.

Video guides

Watch our video guides for instructions on how to easily build custom integrations.

Start with any of our SDKs

Get complete SDKs for Node.js, Python,
PHP, Java, C#.

Enterprise-grade security and compliance

signNow is committed to protecting your sensitive information by complying with global industry-specific security standards.

Learn more

GDPR compliance

Regulates the use and holding of personal data belonging to EU residents.

SOC 2 Type II Certified

Guarantees the security of your data & the privacy of your clients.

PCI DSS certification

Safeguards credit/debit card data for every monetary transaction a customer makes.

21 CFR Part 11

FDA-backed standards for electronic documentation and electronic signatures.

HIPAA compliance

Protects the private health information of your patients.

CCPA compliance

Enhances the protection of personal data and the privacy of California residents.

Watch the signNow API in action

Get started with uninterrupted eSignature API: create template via signNow eSign 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 signNow eSign API.

Create template via signNow eSign 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, examine, and work with (no vendor engaged). Gain the capability to create template via signNow eSign API conveniently. Select signNow for more streamlined eSignature workflows.

How it works

Create an account and get the required tokens

Use code samples to create template via signNow eSign API

Enjoy the power of eSignature in your workflows

Watch our instructions to build custom integrations with ease

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.

Very easy to use with lots of features at a reasonable price

5

Administrator in Construction

What do you like best?

SignNow has simplified the process of getting documents signed and returned to us by our vendors, subcontractors and others. We've found the app simple to use and have gotten positive feedback from those receiving our invites; along with the ease of using the app on mobile devices. I feel their website does a good job laying out the features each package offers. Where we did have questions on certain features or capabilities we found the live chat to be responsive and helpful. Also, it is nice that they held a recent webinar for users to attend. Our business is project oriented so we like that invites/documents can be archived in unique folders. Unlimited invites leave the possibilities open for other uses for us.

Read full review

Great features at a low price

5

Administrator in Information Technology and Services

What do you like best?

The fact that you have unlimited templates and a signing order made us go with SignNow. We also use the Google Drive integration, which came free of charge and works great.

Read full review

Glad I found you!

5

Chris Carrier

What do you like best?

Quick logon and easy to upload and sign.

Read full review

Ready to get started?

FAQs

Below is a list of the most common signNow API questions and answers. Just choose a question to view a detailed answer.

Need help? Contact support

How do I create a template in Signnow?
Open your mobile browser and go to signnow.com. Log in or register a new profile. Upload or open the PDF you need to edit. Put fillable fields for text, signature and date/time. Draw, type or upload your signature.
How do you create your own template?
Click File > Open. Double-click Computer or This PC. Browse to the Custom Office Templates folder that's under My Documents. Click your template, and click Open. Make the changes you want, then save and close the template.
How do I create a custom template in Word?
In Word 2010, 2013, or 2016, select File > Options > Add-Ins. ... In the Manage list, select Word Add-ins, and then click Go. Click the Templates tab. Under Global templates and add-ins, select the check box next to the template or add-in that you want to load.
How do I create a template on my phone?
On your Android device, open the Google Docs, Sheets, or Slides app. In the bottom corner, tap New . Tap Choose template. Tap the template you want to use.
How many ways are there to create a template?
There are basically two ways to create a template. Which one you choose will depend on how you come to the process of creation: You can base a template on an existing document. If you have a document that has formatting you want to reuse in another document, you can save the document as a template.

Why choose the signNow API?:

Free to test and easy to deploy
SDKs for popular languages
Customizable for any workflow
Industry-leading security & compliance

Create template via signNow eSign API

The signNow HIPAA compliant API allows you to deliver secure eSignature solutions to patients and doctors while managing patient data

signNow regularly wins awards for ease of use and setup

Read our reviews on the trusted resources

Select an API package for your business

Solution engineers

Review signNow’s API documentation

Video guides

Start with any of our SDKs

Enterprise-grade security and compliance

Watch the signNow API in action

Get started with uninterrupted eSignature API: create template via signNow eSign API

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

How it works

Watch our instructions to build custom integrations with ease

Trusted eSignature solution — what our customers are saying

Ready to get started?

FAQs

Related Content to create template via signNow eSign API

Ready to get started?

Why choose the signNow API?: