Create eSign transaction from templates

Creates an eSignature transaction using pre-configured templates. Participants are assigned to template roles, and documents are generated from the template with optional free-text field values. Requires the apiTemplatingEsign feature. Maximum 4 participants per transaction.

Request Body — REQUIRED
templates object[] — REQUIRED List of templates to use for creating the eSign session id uuid — REQUIRED The template ID fields object[] Free-text field values for document generation id uuid — REQUIRED The free-text field ID from the template text string — REQUIRED The text value to embed in the document
participants object[] — REQUIRED List of participants (max 4). Each must be assigned a role from the template. email email — REQUIRED Participant's email address (must be unique) firstName string — REQUIRED Participant's first name lastName string — REQUIRED Participant's last name middleName string Participant's middle name phone string Phone number (required for SMS two-factor) roleId uuid — REQUIRED The role ID from the template (must be unique per participant) primary boolean Exactly one participant must be primary order integer Signing order (0-based, sequential) authenticationType string Possible values: [none, personal-password, two-factor-authentication] Authentication type twoFactorContact string Possible values: [email, sms] Two-factor contact method personalPasswordQuestion string Security question for personal-password auth personalPassword string Security answer for personal-password auth
notificationRecipientEmailAddresses email[] V2-12792 — CC recipients who receive a copy of the completed document and lifecycle notifications (sent for signature, cancelled, completed). They are not signers and receive no signing request. Each entry must be a valid, unique email address; addresses matching a signer are de-duplicated server-side.

Responses
201 eSign transaction created from template successfully Schema — OPTIONAL esignId uuid The eSign session ID transactionId uuid The transaction ID
400 Validation error Schema — OPTIONAL detail string — OPTIONAL error string — OPTIONAL message string — OPTIONAL help string — OPTIONAL
401 Unauthorized — apiTemplatingEsign feature not enabled Schema — OPTIONAL detail string — OPTIONAL error string — OPTIONAL message string — OPTIONAL help string — OPTIONAL
404 Template not found Schema — OPTIONAL detail string — OPTIONAL error string — OPTIONAL message string — OPTIONAL help string — OPTIONAL