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POST /v1/templates/:id/use

{
  "id": "7e8f68e4c6df9395cd7ff48d69d7e2c1",
  "name": "Non disclosure agreement",
  "message": "Lorem ipsum dolor sit amet.",
  "status": "sent",
  "shared": false,
  "created": "2019-12-17T05:30:00Z",
  "sent": "2019-12-17T05:30:00Z",
  "voided": null,
  "declined": null,
  "completed": null,
  "account_id": "c64ce66b70b21c03bfd5dfa0ab14b730",
  "group_id": "a5a885caee6286a54ad7bbd4ab5400e9",
  "recipients": [{
    "id": "255e591c2c9fe1bc99be1ec03075b402",
    "name": "Ted Annature",
    "email": "ted@annature.com.au",
    "mobile": "+61422000000",
    "type": "signer",
    "status": "sent",
    "message": "Lorem ipsum dolor sit amet.",
    "password": false,
    "muted": false,
    "order": 1,
    "declined_reason": null,
    "created": "2019-12-17T05:30:00Z",
    "sent": "2019-12-17T05:30:00Z",
    "declined": null,
    "completed": null,
    "redirects": {
      "session_completed": "https://..",
      "session_declined": "https://.."
    }
  }]
}
Creates a new envelope using a predefined template. This endpoint allows you to generate an envelope by inheriting roles, fields, and documents from a template — eliminating the need to define recipients and layout manually. Each role in the template must be matched with a corresponding recipient in the request, and the number of recipients must match the number of roles exactly. Fields assigned to each role will automatically carry over to the matched recipient. Template documents are automatically used unless you explicitly replace them. When replacing a document, the new document must contain the same number of pages as the one it’s replacing, and page dimensions must be similar to preserve field positioning. You may also choose to create the envelope in a draft state for manual preparation via the Annature dashboard.

​
Parameters

​
id
required
The unique identifier of the template being used to create the envelope.
​
name
conditionally required
The name of the envelope, shown in the subject line of emails and in the Annature dashboard.Required only if the template does not define a default envelope_name.
​
message
optional
Custom message displayed in recipient emails and the Annature UI.If not provided, the template’s envelope_message value will be used if available.
​
share
optional
Whether the envelope should be shared with the sender’s group.Defaults to the template’s envelope_shared setting if not explicitly provided.
​
draft
optional
Set to true to create the envelope as a draft.Drafts can be opened and edited in the Annature dashboard via:
https://dashboard.annature.com.au/create-envelope?envelopeId={{envelope_id}}
​
account_id
required
The unique identifier of the sender creating the envelope.
​
group_id
optional
Overrides the default group inheritance from the sender.If not supplied, the envelope inherits the sender’s group automatically.
​
documents
optional
A list of documents to replace those defined in the template.Each replacement must reference the id of the template document being replaced, and have the same number of pages with similar dimensions.
​
recipients
required
A list of recipients to be assigned to roles from the template.The number of recipients must match the number of template roles.
POST /v1/templates/:id/use

{
  "id": "7e8f68e4c6df9395cd7ff48d69d7e2c1",
  "name": "Non disclosure agreement",
  "message": "Lorem ipsum dolor sit amet.",
  "status": "sent",
  "shared": false,
  "created": "2019-12-17T05:30:00Z",
  "sent": "2019-12-17T05:30:00Z",
  "voided": null,
  "declined": null,
  "completed": null,
  "account_id": "c64ce66b70b21c03bfd5dfa0ab14b730",
  "group_id": "a5a885caee6286a54ad7bbd4ab5400e9",
  "recipients": [{
    "id": "255e591c2c9fe1bc99be1ec03075b402",
    "name": "Ted Annature",
    "email": "ted@annature.com.au",
    "mobile": "+61422000000",
    "type": "signer",
    "status": "sent",
    "message": "Lorem ipsum dolor sit amet.",
    "password": false,
    "muted": false,
    "order": 1,
    "declined_reason": null,
    "created": "2019-12-17T05:30:00Z",
    "sent": "2019-12-17T05:30:00Z",
    "declined": null,
    "completed": null,
    "redirects": {
      "session_completed": "https://..",
      "session_declined": "https://.."
    }
  }]
}