Get document out of template via Esignature API

Get documents signed and filled from multiple recipients even when you only have their email addresses using the signNow API. Add as many signers as you need and organize them according to your required signing hierarchy.

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'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)

View full API reference

Make the process of signing smooth and simple by establishing a signing order

Get all signatures you need in one go, save time by getting your documents signed faster than ever before.

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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API Documentation

Learn how to get started with the signNow REST API, check out common API use cases, signNow SDKs and code samples.

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REST Endpoints API

Quickly embed eSignatures into your website or app using signNow REST API calls.

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Three-Legged Oauth

Make your signature requests secure and easy to sign using the three-legged OAuth process.

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SOAP Services

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Common Use Cases

We’ve prepared some ready-made scenarios for your document workflows.

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Start using the signNow API with any of our SDKs

Get started with uninterrupted eSignature API: get document out of 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 get document out of template via Esignature API.

Get document out of 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 get document out of template via Esignature API easily. Choose signNow for more effective eSignature workflows.

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API

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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.

This service is really great! It has helped...

anonymous

This service is really great! It has helped us enormously by ensuring we are fully covered in our agreements. We are on a 100% for collecting on our jobs, from a previous 60-70%. I recommend this to everyone.

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I've been using SignNow for years (since it...

Susan S

I've been using SignNow for years (since it was CudaSign). I started using SignNow for real estate as it was easier for my clients to use. I now use it in my business for employement and onboarding docs.

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

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.

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FAQs

Here is a list of the most common questions.

How do I produce an electronic signature?

Draw your signature using your finger or a stylus. If you have access to a touchscreen, you can use your finger to create an electronic signature directly in your document. ... Upload an image of your signature. ... Use your cursor to draw your signature. ... Use your keyboard to type in your signature.
How do you create a document that can be filled in electronically?

Suggested clip How to Create Fillable Forms in Microsoft Word 2010 - YouTubeYouTubeStart of suggested clipEnd of suggested clip How to Create Fillable Forms in Microsoft Word 2010 - YouTube
How do I create an electronic form in Word?

Go to File > New. In Search online templates, type Forms or the type of form you want and press ENTER. Choose a form template, and then select Create or Download.
How do you create a digital document?

Open the existing document and choose File\u2192Save As and name the copy of the document. ... Choose File\u2192Document Setup. ... Click OK to close the Document Setup window and then choose File\u2192Save to save these changes. Scroll through the document and make adjustments to the layout based upon the available page size.
How do I edit an already signed PDF?

Can I edit a PDF that I signed? If you're the only one signer, you can remove the signature and then work on the document or edit the source document. To remove your signature, right-click the signature and then choose Clear Signature.
How do I create a free electronic signature in Word?

Click the File tab. Click Info. Click Protect Document, Protect Workbook or Protect Presentation. Click Add a Digital Signature. Read the Word, Excel, or PowerPoint message, and then click OK.
How do you sign a document online?

All you have to do is open your document, click "Tools," then click "Fill & Sign." Click the "Sign" button in the toolbar and you'll be prompted to type, draw or use an image of your signature.

Need support? Our solutions engineers are ready to help!

api@signnow.com

Get document out of template via Esignature API

Make your first API call in a few easy steps

Start using the signNow API with any of our SDKs

Get started with uninterrupted eSignature API: get document out of template via Esignature API

Get document out of template via Esignature 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

FAQs

How do I produce an electronic signature?

How do you create a document that can be filled in electronically?

How do I create an electronic form in Word?

How do you create a digital document?

How do I edit an already signed PDF?

How do I create a free electronic signature in Word?

How do you sign a document online?

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