Templates

Templates are reusable document configurations containing signer roles and signable fields. Send the same template repeatedly by referencing its template_id.

What a template is

A template is a document prepared once in Undersign with signer roles and field placements. When you create a signature request, you supply the template's template_id and the signers assigned to it, the document and its field layout are reused automatically.

Listing templates

Retrieves the templates available to your account with metadata such as title, status and number of signers.

List response fields include template_id, template_title, template_file, template_type, template_draft and is_delete. See List Templates for the complete field list.

Retrieving template details

Retrieves a single template's metadata plus its configured signers and fields.

Details add a signers_with_fields array describing each signer role and the fields assigned to it. See Get Template Details.

Template workflow

1. List templates

   Call GET /templates and choose a template_id.

2. Inspect configuration

   Use GET /templates/{template_id} to review signer roles and fields.

3. Create the request

   Send the template with signers via POST /signature-requests.

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