Save a document as a template
esign_save_templateSave a PDF from the file store once, with its fields placed per signer role (page, x, y, width and height in percent of the page, as in esign_send), so contracts, NDAs and waivers go out later without placing a field again. roles names who signs, in order; every role needs a signature field. Saving a name again replaces it. $0.001. Costs $0.001 per call; nothing if it fails.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | The template's name, like service-agreement. | |
| order | No | parallel | |
| roles | Yes | Who signs, in order, e.g. ["Customer", "Hansen & Voss"]. | |
| title | Yes | What signers see, e.g. "Service agreement". | |
| fields | Yes | ||
| file_id | Yes | A PDF in the file store. | |
| message | No | The note to signers each time. | |
| expires_in_days | No |