@ -523,6 +523,15 @@ var response = client.Execute(request);
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"message": {
"type": "object",
"properties": {
@ -598,14 +607,45 @@ var response = client.Execute(request);
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -1025,10 +1065,6 @@ var response = client.Execute(request);
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
@ -1038,6 +1074,15 @@ var response = client.Execute(request);
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"message": {
"type": "object",
"properties": {
@ -1105,14 +1150,45 @@ var response = client.Execute(request);
"type": "boolean",
"description": "Set `true` to make the field required."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -1775,6 +1851,46 @@ var response = client.Execute(request);
"Option B"
]
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
@ -2253,7 +2369,7 @@ var response = client.Execute(request);
### Create a submission from PDF
The API endpoint provides the functionality to create one-off submission request from a PDF or DOCX file. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
The API endpoint provides the functionality to create one-off submission request from a PDF. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
```csharp
@ -2531,6 +2647,15 @@ var response = client.Execute(request);
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
@ -2593,14 +2718,45 @@ var response = client.Execute(request);
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -2946,6 +3102,15 @@ var response = client.Execute(request);
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
@ -3008,14 +3173,45 @@ var response = client.Execute(request);
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -3323,6 +3519,46 @@ var response = client.Execute(request);
"Option B"
]
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
@ -3439,3 +3675,433 @@ var response = client.Execute(request);
}
```
### Create a submission from DOCX
The API endpoint provides functionality to create a one-off submission request from a DOCX file with dynamic content variables. Use <code>[[variable_name]]</code> text tags to define dynamic content variables in the document. See <ahref="https://www.docuseal.com/examples/demo_template.docx"target="_blank"class="link font-bold">https://www.docuseal.com/examples/demo_template.docx</a> for the specific text variable syntax, including dynamic content tables and list. You can also use the <code>{{signature}}</code> fillable field syntax to define fillable fields, as in a PDF.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
```csharp
var client = new RestClient("https://api.docuseal.com/submissions/docx");
"description": "Pass 'random' to send signature request emails to all parties right away. The order is 'preserved' by default so the second party will receive a signature request email only after the document is signed by the first party.",
"default": "preserved",
"enum": [
"preserved",
"random"
]
},
"completed_redirect_url": {
"type": "string",
"description": "Specify URL to redirect to after the submission completion."
},
"bcc_completed": {
"type": "string",
"description": "Specify BCC address to send signed documents to after the completion."
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"expire_at": {
"type": "string",
"description": "Specify the expiration date and time after which the submission becomes unavailable for signature.",
"example": "2024-09-01 12:00:00 UTC"
},
"template_ids": {
"type": "array",
"description": "An optional array of template IDs to use in the submission along with the provided documents. This can be used to create multi-document submissions when some of the required documents exist within templates.",
"items": {
"type": "integer",
"description": "The ID of the template to use for the submission."
}
},
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"file"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document."
},
"file": {
"example": "base64",
"type": "string",
"format": "base64",
"description": "Base64-encoded content of the PDF or DOCX file or downloadable file URL."
},
"position": {
"type": "integer",
"description": "Document position in the submission. If not specified, the document will be added in the order it appears in the documents array."
}
}
}
},
"submitters": {
"type": "array",
"description": "The list of submitters for the submission.",
"items": {
"type": "object",
"required": [
"email"
],
"properties": {
"name": {
"type": "string",
"description": "The name of the submitter."
},
"role": {
"type": "string",
"description": "The role name or title of the submitter.",
"example": "First Party"
},
"email": {
"type": "string",
"description": "The email address of the submitter.",
"format": "email",
"example": "john.doe@example.com"
},
"phone": {
"type": "string",
"description": "The phone number of the submitter, formatted according to the E.164 standard.",
"example": "+1234567890"
},
"values": {
"type": "object",
"description": "An object with pre-filled values for the submission. Use field names for keys of the object. For more configurations see `fields` param."
},
"external_id": {
"type": "string",
"description": "Your application-specific unique string key to identify this submitter within your app."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
},
"metadata": {
"type": "object",
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending only for this submitter.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"default": false
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails for this submitter."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Document field name.",
"example": "First Name"
},
"default_value": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
}
}
],
"description": "Default value of the field. Use base64 encoded file or a public URL to the image file to set default signature or image fields.",
"example": "Acme"
},
"readonly": {
"type": "boolean",
"description": "Set `true` to make it impossible for the submitter to edit predefined field value.",
"default": false
},
"required": {
"type": "boolean",
"description": "Set `true` to make the field required."
},
"title": {
"type": "string",
"description": "Field title displayed to the user instead of the name, shown on the signing form. Supports Markdown."
},
"description": {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
"font_size": {
"type": "integer",
"description": "Font size of the field value in pixels.",
"example": 12
},
"font_type": {
"type": "string",
"description": "Font type of the field value.",
"enum": [
"bold",
"italic",
"bold_italic"
]
},
"font": {
"type": "string",
"description": "Font family of the field value.",
"enum": [
"Times",
"Helvetica",
"Courier"
]
},
"color": {
"type": "string",
"description": "Font color of the field value.",
"enum": [
"black",
"white",
"blue"
],
"default": "black"
},
"align": {
"type": "string",
"description": "Horizontal alignment of the field text value.",
"enum": [
"left",
"center",
"right"
],
"default": "left"
},
"valign": {
"type": "string",
"description": "Vertical alignment of the field text value.",
"enum": [
"top",
"center",
"bottom"
],
"default": "center"
},
"format": {
"type": "string",
"description": "The data format for different field types.<br>- Date field: accepts formats such as DD/MM/YYYY (default: MM/DD/YYYY).<br>- Signature field: accepts drawn, typed, drawn_or_typed (default), or upload.<br>- Number field: accepts currency formats such as usd, eur, gbp.",
"example": "DD/MM/YYYY"
},
"price": {
"type": "number",
"description": "Price value of the payment field. Only for payment fields.",
"example": 99.99
},
"currency": {
"type": "string",
"description": "Currency value of the payment field. Only for payment fields.",
"enum": [
"USD",
"EUR",
"GBP",
"CAD",
"AUD"
],
"default": "USD"
},
"mask": {
"description": "Set `true` to make sensitive data masked on the document.",
"oneOf": [
{
"type": "integer"
},
{
"type": "boolean"
}
],
"default": false
}
}
}
}
}
},
"roles": {
"type": "array",
"description": "A list of roles for the submitter. Use this param to merge multiple roles into one submitter.",
"description": "Custom signature request email body. Can include the following variables: {{submission.name}}, {{submitter.link}}, {{account.name}}."
}
}
},
"merge_documents": {
"type": "boolean",
"description": "Set `true` to merge the documents into a single PDF file.",
"default": false
},
"remove_tags": {
"type": "boolean",
"description": "Pass `false` to disable the removal of {{text}} tags from the PDF. This can be used along with transparent text tags for faster and more robust PDF processing.",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"message": {
"type": "object",
"properties": {
@ -728,14 +737,45 @@ func main() {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -1285,10 +1325,6 @@ func main() {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
@ -1298,6 +1334,15 @@ func main() {
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"message": {
"type": "object",
"properties": {
@ -1365,14 +1410,45 @@ func main() {
"type": "boolean",
"description": "Set `true` to make the field required."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -2148,6 +2224,46 @@ func main() {
"Option B"
]
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
@ -2672,7 +2788,7 @@ func main() {
### Create a submission from PDF
The API endpoint provides the functionality to create one-off submission request from a PDF or DOCX file. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
The API endpoint provides the functionality to create one-off submission request from a PDF. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
```go
@ -2973,6 +3089,15 @@ func main() {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
@ -3035,14 +3160,45 @@ func main() {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -3411,6 +3567,15 @@ func main() {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
@ -3473,14 +3638,45 @@ func main() {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -3811,6 +4007,46 @@ func main() {
"Option B"
]
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
@ -3927,3 +4163,456 @@ func main() {
}
```
### Create a submission from DOCX
The API endpoint provides functionality to create a one-off submission request from a DOCX file with dynamic content variables. Use <code>[[variable_name]]</code> text tags to define dynamic content variables in the document. See <ahref="https://www.docuseal.com/examples/demo_template.docx"target="_blank"class="link font-bold">https://www.docuseal.com/examples/demo_template.docx</a> for the specific text variable syntax, including dynamic content tables and list. You can also use the <code>{{signature}}</code> fillable field syntax to define fillable fields, as in a PDF.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Pass 'random' to send signature request emails to all parties right away. The order is 'preserved' by default so the second party will receive a signature request email only after the document is signed by the first party.",
"default": "preserved",
"enum": [
"preserved",
"random"
]
},
"completed_redirect_url": {
"type": "string",
"description": "Specify URL to redirect to after the submission completion."
},
"bcc_completed": {
"type": "string",
"description": "Specify BCC address to send signed documents to after the completion."
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"expire_at": {
"type": "string",
"description": "Specify the expiration date and time after which the submission becomes unavailable for signature.",
"example": "2024-09-01 12:00:00 UTC"
},
"template_ids": {
"type": "array",
"description": "An optional array of template IDs to use in the submission along with the provided documents. This can be used to create multi-document submissions when some of the required documents exist within templates.",
"items": {
"type": "integer",
"description": "The ID of the template to use for the submission."
}
},
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"file"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document."
},
"file": {
"example": "base64",
"type": "string",
"format": "base64",
"description": "Base64-encoded content of the PDF or DOCX file or downloadable file URL."
},
"position": {
"type": "integer",
"description": "Document position in the submission. If not specified, the document will be added in the order it appears in the documents array."
}
}
}
},
"submitters": {
"type": "array",
"description": "The list of submitters for the submission.",
"items": {
"type": "object",
"required": [
"email"
],
"properties": {
"name": {
"type": "string",
"description": "The name of the submitter."
},
"role": {
"type": "string",
"description": "The role name or title of the submitter.",
"example": "First Party"
},
"email": {
"type": "string",
"description": "The email address of the submitter.",
"format": "email",
"example": "john.doe@example.com"
},
"phone": {
"type": "string",
"description": "The phone number of the submitter, formatted according to the E.164 standard.",
"example": "+1234567890"
},
"values": {
"type": "object",
"description": "An object with pre-filled values for the submission. Use field names for keys of the object. For more configurations see `fields` param."
},
"external_id": {
"type": "string",
"description": "Your application-specific unique string key to identify this submitter within your app."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
},
"metadata": {
"type": "object",
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending only for this submitter.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"default": false
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails for this submitter."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Document field name.",
"example": "First Name"
},
"default_value": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
}
}
],
"description": "Default value of the field. Use base64 encoded file or a public URL to the image file to set default signature or image fields.",
"example": "Acme"
},
"readonly": {
"type": "boolean",
"description": "Set `true` to make it impossible for the submitter to edit predefined field value.",
"default": false
},
"required": {
"type": "boolean",
"description": "Set `true` to make the field required."
},
"title": {
"type": "string",
"description": "Field title displayed to the user instead of the name, shown on the signing form. Supports Markdown."
},
"description": {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
"font_size": {
"type": "integer",
"description": "Font size of the field value in pixels.",
"example": 12
},
"font_type": {
"type": "string",
"description": "Font type of the field value.",
"enum": [
"bold",
"italic",
"bold_italic"
]
},
"font": {
"type": "string",
"description": "Font family of the field value.",
"enum": [
"Times",
"Helvetica",
"Courier"
]
},
"color": {
"type": "string",
"description": "Font color of the field value.",
"enum": [
"black",
"white",
"blue"
],
"default": "black"
},
"align": {
"type": "string",
"description": "Horizontal alignment of the field text value.",
"enum": [
"left",
"center",
"right"
],
"default": "left"
},
"valign": {
"type": "string",
"description": "Vertical alignment of the field text value.",
"enum": [
"top",
"center",
"bottom"
],
"default": "center"
},
"format": {
"type": "string",
"description": "The data format for different field types.<br>- Date field: accepts formats such as DD/MM/YYYY (default: MM/DD/YYYY).<br>- Signature field: accepts drawn, typed, drawn_or_typed (default), or upload.<br>- Number field: accepts currency formats such as usd, eur, gbp.",
"example": "DD/MM/YYYY"
},
"price": {
"type": "number",
"description": "Price value of the payment field. Only for payment fields.",
"example": 99.99
},
"currency": {
"type": "string",
"description": "Currency value of the payment field. Only for payment fields.",
"enum": [
"USD",
"EUR",
"GBP",
"CAD",
"AUD"
],
"default": "USD"
},
"mask": {
"description": "Set `true` to make sensitive data masked on the document.",
"oneOf": [
{
"type": "integer"
},
{
"type": "boolean"
}
],
"default": false
}
}
}
}
}
},
"roles": {
"type": "array",
"description": "A list of roles for the submitter. Use this param to merge multiple roles into one submitter.",
"description": "Custom signature request email body. Can include the following variables: {{submission.name}}, {{submitter.link}}, {{account.name}}."
}
}
},
"merge_documents": {
"type": "boolean",
"description": "Set `true` to merge the documents into a single PDF file.",
"default": false
},
"remove_tags": {
"type": "boolean",
"description": "Pass `false` to disable the removal of {{text}} tags from the PDF. This can be used along with transparent text tags for faster and more robust PDF processing.",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
The API endpoint provides the functionality to create one-off submission request from a PDF or DOCX file. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
The API endpoint provides the functionality to create one-off submission request from a PDF. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
The API endpoint provides functionality to create a one-off submission request from a DOCX file with dynamic content variables. Use <code>[[variable_name]]</code> text tags to define dynamic content variables in the document. See <ahref="https://www.docuseal.com/examples/demo_template.docx"target="_blank"class="link font-bold">https://www.docuseal.com/examples/demo_template.docx</a> for the specific text variable syntax, including dynamic content tables and list. You can also use the <code>{{signature}}</code> fillable field syntax to define fillable fields, as in a PDF.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Pass 'random' to send signature request emails to all parties right away. The order is 'preserved' by default so the second party will receive a signature request email only after the document is signed by the first party.",
"default": "preserved",
"enum": [
"preserved",
"random"
]
},
"completed_redirect_url": {
"type": "string",
"description": "Specify URL to redirect to after the submission completion."
},
"bcc_completed": {
"type": "string",
"description": "Specify BCC address to send signed documents to after the completion."
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"expire_at": {
"type": "string",
"description": "Specify the expiration date and time after which the submission becomes unavailable for signature.",
"example": "2024-09-01 12:00:00 UTC"
},
"template_ids": {
"type": "array",
"description": "An optional array of template IDs to use in the submission along with the provided documents. This can be used to create multi-document submissions when some of the required documents exist within templates.",
"items": {
"type": "integer",
"description": "The ID of the template to use for the submission."
}
},
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"file"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document."
},
"file": {
"example": "base64",
"type": "string",
"format": "base64",
"description": "Base64-encoded content of the PDF or DOCX file or downloadable file URL."
},
"position": {
"type": "integer",
"description": "Document position in the submission. If not specified, the document will be added in the order it appears in the documents array."
}
}
}
},
"submitters": {
"type": "array",
"description": "The list of submitters for the submission.",
"items": {
"type": "object",
"required": [
"email"
],
"properties": {
"name": {
"type": "string",
"description": "The name of the submitter."
},
"role": {
"type": "string",
"description": "The role name or title of the submitter.",
"example": "First Party"
},
"email": {
"type": "string",
"description": "The email address of the submitter.",
"format": "email",
"example": "john.doe@example.com"
},
"phone": {
"type": "string",
"description": "The phone number of the submitter, formatted according to the E.164 standard.",
"example": "+1234567890"
},
"values": {
"type": "object",
"description": "An object with pre-filled values for the submission. Use field names for keys of the object. For more configurations see `fields` param."
},
"external_id": {
"type": "string",
"description": "Your application-specific unique string key to identify this submitter within your app."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
},
"metadata": {
"type": "object",
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending only for this submitter.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"default": false
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails for this submitter."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Document field name.",
"example": "First Name"
},
"default_value": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
}
}
],
"description": "Default value of the field. Use base64 encoded file or a public URL to the image file to set default signature or image fields.",
"example": "Acme"
},
"readonly": {
"type": "boolean",
"description": "Set `true` to make it impossible for the submitter to edit predefined field value.",
"default": false
},
"required": {
"type": "boolean",
"description": "Set `true` to make the field required."
},
"title": {
"type": "string",
"description": "Field title displayed to the user instead of the name, shown on the signing form. Supports Markdown."
},
"description": {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
"font_size": {
"type": "integer",
"description": "Font size of the field value in pixels.",
"example": 12
},
"font_type": {
"type": "string",
"description": "Font type of the field value.",
"enum": [
"bold",
"italic",
"bold_italic"
]
},
"font": {
"type": "string",
"description": "Font family of the field value.",
"enum": [
"Times",
"Helvetica",
"Courier"
]
},
"color": {
"type": "string",
"description": "Font color of the field value.",
"enum": [
"black",
"white",
"blue"
],
"default": "black"
},
"align": {
"type": "string",
"description": "Horizontal alignment of the field text value.",
"enum": [
"left",
"center",
"right"
],
"default": "left"
},
"valign": {
"type": "string",
"description": "Vertical alignment of the field text value.",
"enum": [
"top",
"center",
"bottom"
],
"default": "center"
},
"format": {
"type": "string",
"description": "The data format for different field types.<br>- Date field: accepts formats such as DD/MM/YYYY (default: MM/DD/YYYY).<br>- Signature field: accepts drawn, typed, drawn_or_typed (default), or upload.<br>- Number field: accepts currency formats such as usd, eur, gbp.",
"example": "DD/MM/YYYY"
},
"price": {
"type": "number",
"description": "Price value of the payment field. Only for payment fields.",
"example": 99.99
},
"currency": {
"type": "string",
"description": "Currency value of the payment field. Only for payment fields.",
"enum": [
"USD",
"EUR",
"GBP",
"CAD",
"AUD"
],
"default": "USD"
},
"mask": {
"description": "Set `true` to make sensitive data masked on the document.",
"oneOf": [
{
"type": "integer"
},
{
"type": "boolean"
}
],
"default": false
}
}
}
}
}
},
"roles": {
"type": "array",
"description": "A list of roles for the submitter. Use this param to merge multiple roles into one submitter.",
"description": "Custom signature request email body. Can include the following variables: {{submission.name}}, {{submitter.link}}, {{account.name}}."
}
}
},
"merge_documents": {
"type": "boolean",
"description": "Set `true` to merge the documents into a single PDF file.",
"default": false
},
"remove_tags": {
"type": "boolean",
"description": "Pass `false` to disable the removal of {{text}} tags from the PDF. This can be used along with transparent text tags for faster and more robust PDF processing.",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
The API endpoint provides the functionality to create one-off submission request from a PDF or DOCX file. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
The API endpoint provides the functionality to create one-off submission request from a PDF. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -3071,6 +3227,15 @@ and typesetting industry</p>
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
@ -3133,14 +3298,45 @@ and typesetting industry</p>
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
The API endpoint provides functionality to create a one-off submission request from a DOCX file with dynamic content variables. Use <code>[[variable_name]]</code> text tags to define dynamic content variables in the document. See <ahref="https://www.docuseal.com/examples/demo_template.docx"target="_blank"class="link font-bold">https://www.docuseal.com/examples/demo_template.docx</a> for the specific text variable syntax, including dynamic content tables and list. You can also use the <code>{{signature}}</code> fillable field syntax to define fillable fields, as in a PDF.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Pass 'random' to send signature request emails to all parties right away. The order is 'preserved' by default so the second party will receive a signature request email only after the document is signed by the first party.",
"default": "preserved",
"enum": [
"preserved",
"random"
]
},
"completed_redirect_url": {
"type": "string",
"description": "Specify URL to redirect to after the submission completion."
},
"bcc_completed": {
"type": "string",
"description": "Specify BCC address to send signed documents to after the completion."
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"expire_at": {
"type": "string",
"description": "Specify the expiration date and time after which the submission becomes unavailable for signature.",
"example": "2024-09-01 12:00:00 UTC"
},
"template_ids": {
"type": "array",
"description": "An optional array of template IDs to use in the submission along with the provided documents. This can be used to create multi-document submissions when some of the required documents exist within templates.",
"items": {
"type": "integer",
"description": "The ID of the template to use for the submission."
}
},
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"file"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document."
},
"file": {
"example": "base64",
"type": "string",
"format": "base64",
"description": "Base64-encoded content of the PDF or DOCX file or downloadable file URL."
},
"position": {
"type": "integer",
"description": "Document position in the submission. If not specified, the document will be added in the order it appears in the documents array."
}
}
}
},
"submitters": {
"type": "array",
"description": "The list of submitters for the submission.",
"items": {
"type": "object",
"required": [
"email"
],
"properties": {
"name": {
"type": "string",
"description": "The name of the submitter."
},
"role": {
"type": "string",
"description": "The role name or title of the submitter.",
"example": "First Party"
},
"email": {
"type": "string",
"description": "The email address of the submitter.",
"format": "email",
"example": "john.doe@example.com"
},
"phone": {
"type": "string",
"description": "The phone number of the submitter, formatted according to the E.164 standard.",
"example": "+1234567890"
},
"values": {
"type": "object",
"description": "An object with pre-filled values for the submission. Use field names for keys of the object. For more configurations see `fields` param."
},
"external_id": {
"type": "string",
"description": "Your application-specific unique string key to identify this submitter within your app."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
},
"metadata": {
"type": "object",
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending only for this submitter.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"default": false
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails for this submitter."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Document field name.",
"example": "First Name"
},
"default_value": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
}
}
],
"description": "Default value of the field. Use base64 encoded file or a public URL to the image file to set default signature or image fields.",
"example": "Acme"
},
"readonly": {
"type": "boolean",
"description": "Set `true` to make it impossible for the submitter to edit predefined field value.",
"default": false
},
"required": {
"type": "boolean",
"description": "Set `true` to make the field required."
},
"title": {
"type": "string",
"description": "Field title displayed to the user instead of the name, shown on the signing form. Supports Markdown."
},
"description": {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
"font_size": {
"type": "integer",
"description": "Font size of the field value in pixels.",
"example": 12
},
"font_type": {
"type": "string",
"description": "Font type of the field value.",
"enum": [
"bold",
"italic",
"bold_italic"
]
},
"font": {
"type": "string",
"description": "Font family of the field value.",
"enum": [
"Times",
"Helvetica",
"Courier"
]
},
"color": {
"type": "string",
"description": "Font color of the field value.",
"enum": [
"black",
"white",
"blue"
],
"default": "black"
},
"align": {
"type": "string",
"description": "Horizontal alignment of the field text value.",
"enum": [
"left",
"center",
"right"
],
"default": "left"
},
"valign": {
"type": "string",
"description": "Vertical alignment of the field text value.",
"enum": [
"top",
"center",
"bottom"
],
"default": "center"
},
"format": {
"type": "string",
"description": "The data format for different field types.<br>- Date field: accepts formats such as DD/MM/YYYY (default: MM/DD/YYYY).<br>- Signature field: accepts drawn, typed, drawn_or_typed (default), or upload.<br>- Number field: accepts currency formats such as usd, eur, gbp.",
"example": "DD/MM/YYYY"
},
"price": {
"type": "number",
"description": "Price value of the payment field. Only for payment fields.",
"example": 99.99
},
"currency": {
"type": "string",
"description": "Currency value of the payment field. Only for payment fields.",
"enum": [
"USD",
"EUR",
"GBP",
"CAD",
"AUD"
],
"default": "USD"
},
"mask": {
"description": "Set `true` to make sensitive data masked on the document.",
"oneOf": [
{
"type": "integer"
},
{
"type": "boolean"
}
],
"default": false
}
}
}
}
}
},
"roles": {
"type": "array",
"description": "A list of roles for the submitter. Use this param to merge multiple roles into one submitter.",
"description": "Custom signature request email body. Can include the following variables: {{submission.name}}, {{submitter.link}}, {{account.name}}."
}
}
},
"merge_documents": {
"type": "boolean",
"description": "Set `true` to merge the documents into a single PDF file.",
"default": false
},
"remove_tags": {
"type": "boolean",
"description": "Pass `false` to disable the removal of {{text}} tags from the PDF. This can be used along with transparent text tags for faster and more robust PDF processing.",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
The API endpoint provides the functionality to create one-off submission request from a PDF or DOCX file. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
The API endpoint provides the functionality to create one-off submission request from a PDF. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
The API endpoint provides functionality to create a one-off submission request from a DOCX file with dynamic content variables. Use <code>[[variable_name]]</code> text tags to define dynamic content variables in the document. See <ahref="https://www.docuseal.com/examples/demo_template.docx"target="_blank"class="link font-bold">https://www.docuseal.com/examples/demo_template.docx</a> for the specific text variable syntax, including dynamic content tables and list. You can also use the <code>{{signature}}</code> fillable field syntax to define fillable fields, as in a PDF.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Pass 'random' to send signature request emails to all parties right away. The order is 'preserved' by default so the second party will receive a signature request email only after the document is signed by the first party.",
"default": "preserved",
"enum": [
"preserved",
"random"
]
},
"completed_redirect_url": {
"type": "string",
"description": "Specify URL to redirect to after the submission completion."
},
"bcc_completed": {
"type": "string",
"description": "Specify BCC address to send signed documents to after the completion."
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"expire_at": {
"type": "string",
"description": "Specify the expiration date and time after which the submission becomes unavailable for signature.",
"example": "2024-09-01 12:00:00 UTC"
},
"template_ids": {
"type": "array",
"description": "An optional array of template IDs to use in the submission along with the provided documents. This can be used to create multi-document submissions when some of the required documents exist within templates.",
"items": {
"type": "integer",
"description": "The ID of the template to use for the submission."
}
},
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"file"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document."
},
"file": {
"example": "base64",
"type": "string",
"format": "base64",
"description": "Base64-encoded content of the PDF or DOCX file or downloadable file URL."
},
"position": {
"type": "integer",
"description": "Document position in the submission. If not specified, the document will be added in the order it appears in the documents array."
}
}
}
},
"submitters": {
"type": "array",
"description": "The list of submitters for the submission.",
"items": {
"type": "object",
"required": [
"email"
],
"properties": {
"name": {
"type": "string",
"description": "The name of the submitter."
},
"role": {
"type": "string",
"description": "The role name or title of the submitter.",
"example": "First Party"
},
"email": {
"type": "string",
"description": "The email address of the submitter.",
"format": "email",
"example": "john.doe@example.com"
},
"phone": {
"type": "string",
"description": "The phone number of the submitter, formatted according to the E.164 standard.",
"example": "+1234567890"
},
"values": {
"type": "object",
"description": "An object with pre-filled values for the submission. Use field names for keys of the object. For more configurations see `fields` param."
},
"external_id": {
"type": "string",
"description": "Your application-specific unique string key to identify this submitter within your app."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
},
"metadata": {
"type": "object",
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending only for this submitter.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"default": false
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails for this submitter."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Document field name.",
"example": "First Name"
},
"default_value": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
}
}
],
"description": "Default value of the field. Use base64 encoded file or a public URL to the image file to set default signature or image fields.",
"example": "Acme"
},
"readonly": {
"type": "boolean",
"description": "Set `true` to make it impossible for the submitter to edit predefined field value.",
"default": false
},
"required": {
"type": "boolean",
"description": "Set `true` to make the field required."
},
"title": {
"type": "string",
"description": "Field title displayed to the user instead of the name, shown on the signing form. Supports Markdown."
},
"description": {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
"font_size": {
"type": "integer",
"description": "Font size of the field value in pixels.",
"example": 12
},
"font_type": {
"type": "string",
"description": "Font type of the field value.",
"enum": [
"bold",
"italic",
"bold_italic"
]
},
"font": {
"type": "string",
"description": "Font family of the field value.",
"enum": [
"Times",
"Helvetica",
"Courier"
]
},
"color": {
"type": "string",
"description": "Font color of the field value.",
"enum": [
"black",
"white",
"blue"
],
"default": "black"
},
"align": {
"type": "string",
"description": "Horizontal alignment of the field text value.",
"enum": [
"left",
"center",
"right"
],
"default": "left"
},
"valign": {
"type": "string",
"description": "Vertical alignment of the field text value.",
"enum": [
"top",
"center",
"bottom"
],
"default": "center"
},
"format": {
"type": "string",
"description": "The data format for different field types.<br>- Date field: accepts formats such as DD/MM/YYYY (default: MM/DD/YYYY).<br>- Signature field: accepts drawn, typed, drawn_or_typed (default), or upload.<br>- Number field: accepts currency formats such as usd, eur, gbp.",
"example": "DD/MM/YYYY"
},
"price": {
"type": "number",
"description": "Price value of the payment field. Only for payment fields.",
"example": 99.99
},
"currency": {
"type": "string",
"description": "Currency value of the payment field. Only for payment fields.",
"enum": [
"USD",
"EUR",
"GBP",
"CAD",
"AUD"
],
"default": "USD"
},
"mask": {
"description": "Set `true` to make sensitive data masked on the document.",
"oneOf": [
{
"type": "integer"
},
{
"type": "boolean"
}
],
"default": false
}
}
}
}
}
},
"roles": {
"type": "array",
"description": "A list of roles for the submitter. Use this param to merge multiple roles into one submitter.",
"description": "Custom signature request email body. Can include the following variables: {{submission.name}}, {{submitter.link}}, {{account.name}}."
}
}
},
"merge_documents": {
"type": "boolean",
"description": "Set `true` to merge the documents into a single PDF file.",
"default": false
},
"remove_tags": {
"type": "boolean",
"description": "Pass `false` to disable the removal of {{text}} tags from the PDF. This can be used along with transparent text tags for faster and more robust PDF processing.",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
@ -2292,7 +2408,7 @@ $docuseal->mergeTemplates([
### Create a submission from PDF
The API endpoint provides the functionality to create one-off submission request from a PDF or DOCX file. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
The API endpoint provides the functionality to create one-off submission request from a PDF. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -3029,6 +3185,15 @@ and typesetting industry</p>
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
@ -3091,14 +3256,45 @@ and typesetting industry</p>
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
The API endpoint provides functionality to create a one-off submission request from a DOCX file with dynamic content variables. Use <code>[[variable_name]]</code> text tags to define dynamic content variables in the document. See <ahref="https://www.docuseal.com/examples/demo_template.docx"target="_blank"class="link font-bold">https://www.docuseal.com/examples/demo_template.docx</a> for the specific text variable syntax, including dynamic content tables and list. You can also use the <code>{{signature}}</code> fillable field syntax to define fillable fields, as in a PDF.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
```php
$docuseal = new \Docuseal\Api('API_KEY', 'https://api.docuseal.com');
$docuseal->createSubmissionFromDocx([
'name' => 'Test Submission Document',
'variables' => [
'variable_name' => 'value'
],
'documents' => [
[
'name' => 'string',
'file' => 'base64'
]
],
'submitters' => [
[
'role' => 'First Party',
'email' => 'john.doe@example.com'
]
]
]);
```
```json
{
"security": [
{
"AuthToken": []
}
],
"tags": [
"Submissions"
],
"summary": "Create a submission from DOCX",
"operationId": "createSubmissionFromDocx",
"parameters": [],
"requestBody": {
"required": true,
"content": {
"application/json": {
"schema": {
"type": "object",
"required": [
"documents",
"submitters"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document submission.",
"example": "Test Submission Document"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"description": "Pass 'random' to send signature request emails to all parties right away. The order is 'preserved' by default so the second party will receive a signature request email only after the document is signed by the first party.",
"default": "preserved",
"enum": [
"preserved",
"random"
]
},
"completed_redirect_url": {
"type": "string",
"description": "Specify URL to redirect to after the submission completion."
},
"bcc_completed": {
"type": "string",
"description": "Specify BCC address to send signed documents to after the completion."
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"expire_at": {
"type": "string",
"description": "Specify the expiration date and time after which the submission becomes unavailable for signature.",
"example": "2024-09-01 12:00:00 UTC"
},
"template_ids": {
"type": "array",
"description": "An optional array of template IDs to use in the submission along with the provided documents. This can be used to create multi-document submissions when some of the required documents exist within templates.",
"items": {
"type": "integer",
"description": "The ID of the template to use for the submission."
}
},
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"file"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document."
},
"file": {
"example": "base64",
"type": "string",
"format": "base64",
"description": "Base64-encoded content of the PDF or DOCX file or downloadable file URL."
},
"position": {
"type": "integer",
"description": "Document position in the submission. If not specified, the document will be added in the order it appears in the documents array."
}
}
}
},
"submitters": {
"type": "array",
"description": "The list of submitters for the submission.",
"items": {
"type": "object",
"required": [
"email"
],
"properties": {
"name": {
"type": "string",
"description": "The name of the submitter."
},
"role": {
"type": "string",
"description": "The role name or title of the submitter.",
"example": "First Party"
},
"email": {
"type": "string",
"description": "The email address of the submitter.",
"format": "email",
"example": "john.doe@example.com"
},
"phone": {
"type": "string",
"description": "The phone number of the submitter, formatted according to the E.164 standard.",
"example": "+1234567890"
},
"values": {
"type": "object",
"description": "An object with pre-filled values for the submission. Use field names for keys of the object. For more configurations see `fields` param."
},
"external_id": {
"type": "string",
"description": "Your application-specific unique string key to identify this submitter within your app."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
},
"metadata": {
"type": "object",
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending only for this submitter.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"default": false
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails for this submitter."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Document field name.",
"example": "First Name"
},
"default_value": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
}
}
],
"description": "Default value of the field. Use base64 encoded file or a public URL to the image file to set default signature or image fields.",
"example": "Acme"
},
"readonly": {
"type": "boolean",
"description": "Set `true` to make it impossible for the submitter to edit predefined field value.",
"default": false
},
"required": {
"type": "boolean",
"description": "Set `true` to make the field required."
},
"title": {
"type": "string",
"description": "Field title displayed to the user instead of the name, shown on the signing form. Supports Markdown."
},
"description": {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
"font_size": {
"type": "integer",
"description": "Font size of the field value in pixels.",
"example": 12
},
"font_type": {
"type": "string",
"description": "Font type of the field value.",
"enum": [
"bold",
"italic",
"bold_italic"
]
},
"font": {
"type": "string",
"description": "Font family of the field value.",
"enum": [
"Times",
"Helvetica",
"Courier"
]
},
"color": {
"type": "string",
"description": "Font color of the field value.",
"enum": [
"black",
"white",
"blue"
],
"default": "black"
},
"align": {
"type": "string",
"description": "Horizontal alignment of the field text value.",
"enum": [
"left",
"center",
"right"
],
"default": "left"
},
"valign": {
"type": "string",
"description": "Vertical alignment of the field text value.",
"enum": [
"top",
"center",
"bottom"
],
"default": "center"
},
"format": {
"type": "string",
"description": "The data format for different field types.<br>- Date field: accepts formats such as DD/MM/YYYY (default: MM/DD/YYYY).<br>- Signature field: accepts drawn, typed, drawn_or_typed (default), or upload.<br>- Number field: accepts currency formats such as usd, eur, gbp.",
"example": "DD/MM/YYYY"
},
"price": {
"type": "number",
"description": "Price value of the payment field. Only for payment fields.",
"example": 99.99
},
"currency": {
"type": "string",
"description": "Currency value of the payment field. Only for payment fields.",
"enum": [
"USD",
"EUR",
"GBP",
"CAD",
"AUD"
],
"default": "USD"
},
"mask": {
"description": "Set `true` to make sensitive data masked on the document.",
"oneOf": [
{
"type": "integer"
},
{
"type": "boolean"
}
],
"default": false
}
}
}
}
}
},
"roles": {
"type": "array",
"description": "A list of roles for the submitter. Use this param to merge multiple roles into one submitter.",
"description": "Custom signature request email body. Can include the following variables: {{submission.name}}, {{submitter.link}}, {{account.name}}."
}
}
},
"merge_documents": {
"type": "boolean",
"description": "Set `true` to merge the documents into a single PDF file.",
"default": false
},
"remove_tags": {
"type": "boolean",
"description": "Pass `false` to disable the removal of {{text}} tags from the PDF. This can be used along with transparent text tags for faster and more robust PDF processing.",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"message": {
"type": "object",
"properties": {
@ -618,14 +627,45 @@ docuseal.create_submission({
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
@ -2349,7 +2465,7 @@ docuseal.merge_templates({
### Create a submission from PDF
The API endpoint provides the functionality to create one-off submission request from a PDF or DOCX file. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
The API endpoint provides the functionality to create one-off submission request from a PDF. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -3092,6 +3248,15 @@ and typesetting industry</p>
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
@ -3154,14 +3319,45 @@ and typesetting industry</p>
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
The API endpoint provides functionality to create a one-off submission request from a DOCX file with dynamic content variables. Use <code>[[variable_name]]</code> text tags to define dynamic content variables in the document. See <ahref="https://www.docuseal.com/examples/demo_template.docx"target="_blank"class="link font-bold">https://www.docuseal.com/examples/demo_template.docx</a> for the specific text variable syntax, including dynamic content tables and list. You can also use the <code>{{signature}}</code> fillable field syntax to define fillable fields, as in a PDF.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
```python
from docuseal import docuseal
docuseal.key = "API_KEY"
docuseal.url = "https://api.docuseal.com"
docuseal.create_submission_from_docx({
"name": "Test Submission Document",
"variables": {
"variable_name": "value"
},
"documents": [
{
"name": "string",
"file": "base64"
}
],
"submitters": [
{
"role": "First Party",
"email": "john.doe@example.com"
}
]
})
```
```json
{
"security": [
{
"AuthToken": []
}
],
"tags": [
"Submissions"
],
"summary": "Create a submission from DOCX",
"operationId": "createSubmissionFromDocx",
"parameters": [],
"requestBody": {
"required": true,
"content": {
"application/json": {
"schema": {
"type": "object",
"required": [
"documents",
"submitters"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document submission.",
"example": "Test Submission Document"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"description": "Pass 'random' to send signature request emails to all parties right away. The order is 'preserved' by default so the second party will receive a signature request email only after the document is signed by the first party.",
"default": "preserved",
"enum": [
"preserved",
"random"
]
},
"completed_redirect_url": {
"type": "string",
"description": "Specify URL to redirect to after the submission completion."
},
"bcc_completed": {
"type": "string",
"description": "Specify BCC address to send signed documents to after the completion."
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"expire_at": {
"type": "string",
"description": "Specify the expiration date and time after which the submission becomes unavailable for signature.",
"example": "2024-09-01 12:00:00 UTC"
},
"template_ids": {
"type": "array",
"description": "An optional array of template IDs to use in the submission along with the provided documents. This can be used to create multi-document submissions when some of the required documents exist within templates.",
"items": {
"type": "integer",
"description": "The ID of the template to use for the submission."
}
},
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"file"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document."
},
"file": {
"example": "base64",
"type": "string",
"format": "base64",
"description": "Base64-encoded content of the PDF or DOCX file or downloadable file URL."
},
"position": {
"type": "integer",
"description": "Document position in the submission. If not specified, the document will be added in the order it appears in the documents array."
}
}
}
},
"submitters": {
"type": "array",
"description": "The list of submitters for the submission.",
"items": {
"type": "object",
"required": [
"email"
],
"properties": {
"name": {
"type": "string",
"description": "The name of the submitter."
},
"role": {
"type": "string",
"description": "The role name or title of the submitter.",
"example": "First Party"
},
"email": {
"type": "string",
"description": "The email address of the submitter.",
"format": "email",
"example": "john.doe@example.com"
},
"phone": {
"type": "string",
"description": "The phone number of the submitter, formatted according to the E.164 standard.",
"example": "+1234567890"
},
"values": {
"type": "object",
"description": "An object with pre-filled values for the submission. Use field names for keys of the object. For more configurations see `fields` param."
},
"external_id": {
"type": "string",
"description": "Your application-specific unique string key to identify this submitter within your app."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
},
"metadata": {
"type": "object",
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending only for this submitter.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"default": false
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails for this submitter."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Document field name.",
"example": "First Name"
},
"default_value": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
}
}
],
"description": "Default value of the field. Use base64 encoded file or a public URL to the image file to set default signature or image fields.",
"example": "Acme"
},
"readonly": {
"type": "boolean",
"description": "Set `true` to make it impossible for the submitter to edit predefined field value.",
"default": false
},
"required": {
"type": "boolean",
"description": "Set `true` to make the field required."
},
"title": {
"type": "string",
"description": "Field title displayed to the user instead of the name, shown on the signing form. Supports Markdown."
},
"description": {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
"font_size": {
"type": "integer",
"description": "Font size of the field value in pixels.",
"example": 12
},
"font_type": {
"type": "string",
"description": "Font type of the field value.",
"enum": [
"bold",
"italic",
"bold_italic"
]
},
"font": {
"type": "string",
"description": "Font family of the field value.",
"enum": [
"Times",
"Helvetica",
"Courier"
]
},
"color": {
"type": "string",
"description": "Font color of the field value.",
"enum": [
"black",
"white",
"blue"
],
"default": "black"
},
"align": {
"type": "string",
"description": "Horizontal alignment of the field text value.",
"enum": [
"left",
"center",
"right"
],
"default": "left"
},
"valign": {
"type": "string",
"description": "Vertical alignment of the field text value.",
"enum": [
"top",
"center",
"bottom"
],
"default": "center"
},
"format": {
"type": "string",
"description": "The data format for different field types.<br>- Date field: accepts formats such as DD/MM/YYYY (default: MM/DD/YYYY).<br>- Signature field: accepts drawn, typed, drawn_or_typed (default), or upload.<br>- Number field: accepts currency formats such as usd, eur, gbp.",
"example": "DD/MM/YYYY"
},
"price": {
"type": "number",
"description": "Price value of the payment field. Only for payment fields.",
"example": 99.99
},
"currency": {
"type": "string",
"description": "Currency value of the payment field. Only for payment fields.",
"enum": [
"USD",
"EUR",
"GBP",
"CAD",
"AUD"
],
"default": "USD"
},
"mask": {
"description": "Set `true` to make sensitive data masked on the document.",
"oneOf": [
{
"type": "integer"
},
{
"type": "boolean"
}
],
"default": false
}
}
}
}
}
},
"roles": {
"type": "array",
"description": "A list of roles for the submitter. Use this param to merge multiple roles into one submitter.",
"description": "Custom signature request email body. Can include the following variables: {{submission.name}}, {{submitter.link}}, {{account.name}}."
}
}
},
"merge_documents": {
"type": "boolean",
"description": "Set `true` to merge the documents into a single PDF file.",
"default": false
},
"remove_tags": {
"type": "boolean",
"description": "Pass `false` to disable the removal of {{text}} tags from the PDF. This can be used along with transparent text tags for faster and more robust PDF processing.",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"message": {
"type": "object",
"properties": {
@ -618,14 +627,45 @@ Docuseal.create_submission({
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
@ -2349,7 +2465,7 @@ Docuseal.merge_templates({
### Create a submission from PDF
The API endpoint provides the functionality to create one-off submission request from a PDF or DOCX file. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
The API endpoint provides the functionality to create one-off submission request from a PDF. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -3092,6 +3248,15 @@ and typesetting industry</p>
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
@ -3154,14 +3319,45 @@ and typesetting industry</p>
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
The API endpoint provides functionality to create a one-off submission request from a DOCX file with dynamic content variables. Use <code>[[variable_name]]</code> text tags to define dynamic content variables in the document. See <ahref="https://www.docuseal.com/examples/demo_template.docx"target="_blank"class="link font-bold">https://www.docuseal.com/examples/demo_template.docx</a> for the specific text variable syntax, including dynamic content tables and list. You can also use the <code>{{signature}}</code> fillable field syntax to define fillable fields, as in a PDF.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
```ruby
require "docuseal"
Docuseal.key = ENV["DOCUSEAL_API_KEY"]
Docuseal.url = "https://api.docuseal.com"
Docuseal.create_submission_from_docx({
name: "Test Submission Document",
variables: {
variable_name: "value"
},
documents: [
{
name: "string",
file: "base64"
}
],
submitters: [
{
role: "First Party",
email: "john.doe@example.com"
}
]
})
```
```json
{
"security": [
{
"AuthToken": []
}
],
"tags": [
"Submissions"
],
"summary": "Create a submission from DOCX",
"operationId": "createSubmissionFromDocx",
"parameters": [],
"requestBody": {
"required": true,
"content": {
"application/json": {
"schema": {
"type": "object",
"required": [
"documents",
"submitters"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document submission.",
"example": "Test Submission Document"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"description": "Pass 'random' to send signature request emails to all parties right away. The order is 'preserved' by default so the second party will receive a signature request email only after the document is signed by the first party.",
"default": "preserved",
"enum": [
"preserved",
"random"
]
},
"completed_redirect_url": {
"type": "string",
"description": "Specify URL to redirect to after the submission completion."
},
"bcc_completed": {
"type": "string",
"description": "Specify BCC address to send signed documents to after the completion."
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"expire_at": {
"type": "string",
"description": "Specify the expiration date and time after which the submission becomes unavailable for signature.",
"example": "2024-09-01 12:00:00 UTC"
},
"template_ids": {
"type": "array",
"description": "An optional array of template IDs to use in the submission along with the provided documents. This can be used to create multi-document submissions when some of the required documents exist within templates.",
"items": {
"type": "integer",
"description": "The ID of the template to use for the submission."
}
},
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"file"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document."
},
"file": {
"example": "base64",
"type": "string",
"format": "base64",
"description": "Base64-encoded content of the PDF or DOCX file or downloadable file URL."
},
"position": {
"type": "integer",
"description": "Document position in the submission. If not specified, the document will be added in the order it appears in the documents array."
}
}
}
},
"submitters": {
"type": "array",
"description": "The list of submitters for the submission.",
"items": {
"type": "object",
"required": [
"email"
],
"properties": {
"name": {
"type": "string",
"description": "The name of the submitter."
},
"role": {
"type": "string",
"description": "The role name or title of the submitter.",
"example": "First Party"
},
"email": {
"type": "string",
"description": "The email address of the submitter.",
"format": "email",
"example": "john.doe@example.com"
},
"phone": {
"type": "string",
"description": "The phone number of the submitter, formatted according to the E.164 standard.",
"example": "+1234567890"
},
"values": {
"type": "object",
"description": "An object with pre-filled values for the submission. Use field names for keys of the object. For more configurations see `fields` param."
},
"external_id": {
"type": "string",
"description": "Your application-specific unique string key to identify this submitter within your app."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
},
"metadata": {
"type": "object",
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending only for this submitter.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"default": false
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails for this submitter."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Document field name.",
"example": "First Name"
},
"default_value": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
}
}
],
"description": "Default value of the field. Use base64 encoded file or a public URL to the image file to set default signature or image fields.",
"example": "Acme"
},
"readonly": {
"type": "boolean",
"description": "Set `true` to make it impossible for the submitter to edit predefined field value.",
"default": false
},
"required": {
"type": "boolean",
"description": "Set `true` to make the field required."
},
"title": {
"type": "string",
"description": "Field title displayed to the user instead of the name, shown on the signing form. Supports Markdown."
},
"description": {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
"font_size": {
"type": "integer",
"description": "Font size of the field value in pixels.",
"example": 12
},
"font_type": {
"type": "string",
"description": "Font type of the field value.",
"enum": [
"bold",
"italic",
"bold_italic"
]
},
"font": {
"type": "string",
"description": "Font family of the field value.",
"enum": [
"Times",
"Helvetica",
"Courier"
]
},
"color": {
"type": "string",
"description": "Font color of the field value.",
"enum": [
"black",
"white",
"blue"
],
"default": "black"
},
"align": {
"type": "string",
"description": "Horizontal alignment of the field text value.",
"enum": [
"left",
"center",
"right"
],
"default": "left"
},
"valign": {
"type": "string",
"description": "Vertical alignment of the field text value.",
"enum": [
"top",
"center",
"bottom"
],
"default": "center"
},
"format": {
"type": "string",
"description": "The data format for different field types.<br>- Date field: accepts formats such as DD/MM/YYYY (default: MM/DD/YYYY).<br>- Signature field: accepts drawn, typed, drawn_or_typed (default), or upload.<br>- Number field: accepts currency formats such as usd, eur, gbp.",
"example": "DD/MM/YYYY"
},
"price": {
"type": "number",
"description": "Price value of the payment field. Only for payment fields.",
"example": 99.99
},
"currency": {
"type": "string",
"description": "Currency value of the payment field. Only for payment fields.",
"enum": [
"USD",
"EUR",
"GBP",
"CAD",
"AUD"
],
"default": "USD"
},
"mask": {
"description": "Set `true` to make sensitive data masked on the document.",
"oneOf": [
{
"type": "integer"
},
{
"type": "boolean"
}
],
"default": false
}
}
}
}
}
},
"roles": {
"type": "array",
"description": "A list of roles for the submitter. Use this param to merge multiple roles into one submitter.",
"description": "Custom signature request email body. Can include the following variables: {{submission.name}}, {{submitter.link}}, {{account.name}}."
}
}
},
"merge_documents": {
"type": "boolean",
"description": "Set `true` to merge the documents into a single PDF file.",
"default": false
},
"remove_tags": {
"type": "boolean",
"description": "Pass `false` to disable the removal of {{text}} tags from the PDF. This can be used along with transparent text tags for faster and more robust PDF processing.",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"message": {
"type": "object",
"properties": {
@ -592,14 +601,45 @@ curl --request POST \
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -1013,10 +1053,6 @@ curl --request PUT \
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
@ -1026,6 +1062,15 @@ curl --request PUT \
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"message": {
"type": "object",
"properties": {
@ -1093,14 +1138,45 @@ curl --request PUT \
"type": "boolean",
"description": "Set `true` to make the field required."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -1758,6 +1834,46 @@ curl --request POST \
"Option B"
]
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
@ -2234,7 +2350,7 @@ curl --request POST \
### Create a submission from PDF
The API endpoint provides the functionality to create one-off submission request from a PDF or DOCX file. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
The API endpoint provides the functionality to create one-off submission request from a PDF. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
```shell
@ -2511,6 +2627,15 @@ curl --request POST \
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
@ -2573,14 +2698,45 @@ curl --request POST \
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -2925,6 +3081,15 @@ curl --request POST \
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
@ -2987,14 +3152,45 @@ curl --request POST \
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -3301,6 +3497,46 @@ curl --request POST \
"Option B"
]
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
@ -3417,3 +3653,432 @@ curl --request POST \
}
```
### Create a submission from DOCX
The API endpoint provides functionality to create a one-off submission request from a DOCX file with dynamic content variables. Use <code>[[variable_name]]</code> text tags to define dynamic content variables in the document. See <ahref="https://www.docuseal.com/examples/demo_template.docx"target="_blank"class="link font-bold">https://www.docuseal.com/examples/demo_template.docx</a> for the specific text variable syntax, including dynamic content tables and list. You can also use the <code>{{signature}}</code> fillable field syntax to define fillable fields, as in a PDF.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Pass 'random' to send signature request emails to all parties right away. The order is 'preserved' by default so the second party will receive a signature request email only after the document is signed by the first party.",
"default": "preserved",
"enum": [
"preserved",
"random"
]
},
"completed_redirect_url": {
"type": "string",
"description": "Specify URL to redirect to after the submission completion."
},
"bcc_completed": {
"type": "string",
"description": "Specify BCC address to send signed documents to after the completion."
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"expire_at": {
"type": "string",
"description": "Specify the expiration date and time after which the submission becomes unavailable for signature.",
"example": "2024-09-01 12:00:00 UTC"
},
"template_ids": {
"type": "array",
"description": "An optional array of template IDs to use in the submission along with the provided documents. This can be used to create multi-document submissions when some of the required documents exist within templates.",
"items": {
"type": "integer",
"description": "The ID of the template to use for the submission."
}
},
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"file"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document."
},
"file": {
"example": "base64",
"type": "string",
"format": "base64",
"description": "Base64-encoded content of the PDF or DOCX file or downloadable file URL."
},
"position": {
"type": "integer",
"description": "Document position in the submission. If not specified, the document will be added in the order it appears in the documents array."
}
}
}
},
"submitters": {
"type": "array",
"description": "The list of submitters for the submission.",
"items": {
"type": "object",
"required": [
"email"
],
"properties": {
"name": {
"type": "string",
"description": "The name of the submitter."
},
"role": {
"type": "string",
"description": "The role name or title of the submitter.",
"example": "First Party"
},
"email": {
"type": "string",
"description": "The email address of the submitter.",
"format": "email",
"example": "john.doe@example.com"
},
"phone": {
"type": "string",
"description": "The phone number of the submitter, formatted according to the E.164 standard.",
"example": "+1234567890"
},
"values": {
"type": "object",
"description": "An object with pre-filled values for the submission. Use field names for keys of the object. For more configurations see `fields` param."
},
"external_id": {
"type": "string",
"description": "Your application-specific unique string key to identify this submitter within your app."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
},
"metadata": {
"type": "object",
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending only for this submitter.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"default": false
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails for this submitter."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Document field name.",
"example": "First Name"
},
"default_value": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
}
}
],
"description": "Default value of the field. Use base64 encoded file or a public URL to the image file to set default signature or image fields.",
"example": "Acme"
},
"readonly": {
"type": "boolean",
"description": "Set `true` to make it impossible for the submitter to edit predefined field value.",
"default": false
},
"required": {
"type": "boolean",
"description": "Set `true` to make the field required."
},
"title": {
"type": "string",
"description": "Field title displayed to the user instead of the name, shown on the signing form. Supports Markdown."
},
"description": {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
"font_size": {
"type": "integer",
"description": "Font size of the field value in pixels.",
"example": 12
},
"font_type": {
"type": "string",
"description": "Font type of the field value.",
"enum": [
"bold",
"italic",
"bold_italic"
]
},
"font": {
"type": "string",
"description": "Font family of the field value.",
"enum": [
"Times",
"Helvetica",
"Courier"
]
},
"color": {
"type": "string",
"description": "Font color of the field value.",
"enum": [
"black",
"white",
"blue"
],
"default": "black"
},
"align": {
"type": "string",
"description": "Horizontal alignment of the field text value.",
"enum": [
"left",
"center",
"right"
],
"default": "left"
},
"valign": {
"type": "string",
"description": "Vertical alignment of the field text value.",
"enum": [
"top",
"center",
"bottom"
],
"default": "center"
},
"format": {
"type": "string",
"description": "The data format for different field types.<br>- Date field: accepts formats such as DD/MM/YYYY (default: MM/DD/YYYY).<br>- Signature field: accepts drawn, typed, drawn_or_typed (default), or upload.<br>- Number field: accepts currency formats such as usd, eur, gbp.",
"example": "DD/MM/YYYY"
},
"price": {
"type": "number",
"description": "Price value of the payment field. Only for payment fields.",
"example": 99.99
},
"currency": {
"type": "string",
"description": "Currency value of the payment field. Only for payment fields.",
"enum": [
"USD",
"EUR",
"GBP",
"CAD",
"AUD"
],
"default": "USD"
},
"mask": {
"description": "Set `true` to make sensitive data masked on the document.",
"oneOf": [
{
"type": "integer"
},
{
"type": "boolean"
}
],
"default": false
}
}
}
}
}
},
"roles": {
"type": "array",
"description": "A list of roles for the submitter. Use this param to merge multiple roles into one submitter.",
"description": "Custom signature request email body. Can include the following variables: {{submission.name}}, {{submitter.link}}, {{account.name}}."
}
}
},
"merge_documents": {
"type": "boolean",
"description": "Set `true` to merge the documents into a single PDF file.",
"default": false
},
"remove_tags": {
"type": "boolean",
"description": "Pass `false` to disable the removal of {{text}} tags from the PDF. This can be used along with transparent text tags for faster and more robust PDF processing.",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
The API endpoint provides the functionality to create one-off submission request from a PDF or DOCX file. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
The API endpoint provides the functionality to create one-off submission request from a PDF. Use <code>{{Field Name;role=Signer1;type=date}}</code> text tags to define fillable fields in the document. See <ahref="https://www.docuseal.com/examples/fieldtags.pdf"target="_blank"class="link font-bold">https://www.docuseal.com/examples/fieldtags.pdf</a> for more text tag formats. Or specify the exact pixel coordinates of the document fields using `fields` param.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
@ -3071,6 +3227,15 @@ and typesetting industry</p>
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
@ -3133,14 +3298,45 @@ and typesetting industry</p>
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation_pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"invalid_message": {
"type": "string",
"description": "A custom message to display on pattern validation failure."
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
The API endpoint provides functionality to create a one-off submission request from a DOCX file with dynamic content variables. Use <code>[[variable_name]]</code> text tags to define dynamic content variables in the document. See <ahref="https://www.docuseal.com/examples/demo_template.docx"target="_blank"class="link font-bold">https://www.docuseal.com/examples/demo_template.docx</a> for the specific text variable syntax, including dynamic content tables and list. You can also use the <code>{{signature}}</code> fillable field syntax to define fillable fields, as in a PDF.<br><b>Related Guides</b><br><ahref="https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form"class="link">Use embedded text field tags to create a fillable form</a>
"description": "Pass 'random' to send signature request emails to all parties right away. The order is 'preserved' by default so the second party will receive a signature request email only after the document is signed by the first party.",
"default": "preserved",
"enum": [
"preserved",
"random"
]
},
"completed_redirect_url": {
"type": "string",
"description": "Specify URL to redirect to after the submission completion."
},
"bcc_completed": {
"type": "string",
"description": "Specify BCC address to send signed documents to after the completion."
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails."
},
"expire_at": {
"type": "string",
"description": "Specify the expiration date and time after which the submission becomes unavailable for signature.",
"example": "2024-09-01 12:00:00 UTC"
},
"template_ids": {
"type": "array",
"description": "An optional array of template IDs to use in the submission along with the provided documents. This can be used to create multi-document submissions when some of the required documents exist within templates.",
"items": {
"type": "integer",
"description": "The ID of the template to use for the submission."
}
},
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"file"
],
"properties": {
"name": {
"type": "string",
"description": "Name of the document."
},
"file": {
"example": "base64",
"type": "string",
"format": "base64",
"description": "Base64-encoded content of the PDF or DOCX file or downloadable file URL."
},
"position": {
"type": "integer",
"description": "Document position in the submission. If not specified, the document will be added in the order it appears in the documents array."
}
}
}
},
"submitters": {
"type": "array",
"description": "The list of submitters for the submission.",
"items": {
"type": "object",
"required": [
"email"
],
"properties": {
"name": {
"type": "string",
"description": "The name of the submitter."
},
"role": {
"type": "string",
"description": "The role name or title of the submitter.",
"example": "First Party"
},
"email": {
"type": "string",
"description": "The email address of the submitter.",
"format": "email",
"example": "john.doe@example.com"
},
"phone": {
"type": "string",
"description": "The phone number of the submitter, formatted according to the E.164 standard.",
"example": "+1234567890"
},
"values": {
"type": "object",
"description": "An object with pre-filled values for the submission. Use field names for keys of the object. For more configurations see `fields` param."
},
"external_id": {
"type": "string",
"description": "Your application-specific unique string key to identify this submitter within your app."
},
"completed": {
"type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API."
},
"metadata": {
"type": "object",
"description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }"
},
"send_email": {
"type": "boolean",
"description": "Set `false` to disable signature request emails sending only for this submitter.",
"default": true
},
"send_sms": {
"type": "boolean",
"description": "Set `true` to send signature request via phone number and SMS.",
"default": false
},
"reply_to": {
"type": "string",
"description": "Specify Reply-To address to use in the notification emails for this submitter."
},
"completed_redirect_url": {
"type": "string",
"description": "Submitter specific URL to redirect to after the submission completion."
},
"order": {
"type": "integer",
"description": "The order of the submitter in the workflow (e.g., 0 for the first signer, 1 for the second, etc.). Use the same order number to create order groups. By default, submitters are ordered as in the submitters array."
},
"require_phone_2fa": {
"type": "boolean",
"description": "Set to `true` to require phone 2FA verification via a one-time code sent to the phone number in order to access the documents.",
"default": false
},
"fields": {
"type": "array",
"description": "A list of configurations for document form fields.",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Document field name.",
"example": "First Name"
},
"default_value": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "array",
"items": {
"oneOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
}
}
],
"description": "Default value of the field. Use base64 encoded file or a public URL to the image file to set default signature or image fields.",
"example": "Acme"
},
"readonly": {
"type": "boolean",
"description": "Set `true` to make it impossible for the submitter to edit predefined field value.",
"default": false
},
"required": {
"type": "boolean",
"description": "Set `true` to make the field required."
},
"title": {
"type": "string",
"description": "Field title displayed to the user instead of the name, shown on the signing form. Supports Markdown."
},
"description": {
"type": "string",
"description": "Field description displayed on the signing form. Supports Markdown."
},
"validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}"
},
"message": {
"type": "string",
"description": "A custom error message to display on validation failure."
},
"min": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Minimum allowed number value or date depending on field type."
},
"max": {
"oneOf": [
{
"type": "number"
},
{
"type": "string"
}
],
"description": "Maximum allowed number value or date depending on field type."
},
"step": {
"type": "number",
"description": "Increment step for number field. Pass 1 to accept only integers, or 0.01 to accept decimal currency."
}
}
},
"preferences": {
"type": "object",
"properties": {
"font_size": {
"type": "integer",
"description": "Font size of the field value in pixels.",
"example": 12
},
"font_type": {
"type": "string",
"description": "Font type of the field value.",
"enum": [
"bold",
"italic",
"bold_italic"
]
},
"font": {
"type": "string",
"description": "Font family of the field value.",
"enum": [
"Times",
"Helvetica",
"Courier"
]
},
"color": {
"type": "string",
"description": "Font color of the field value.",
"enum": [
"black",
"white",
"blue"
],
"default": "black"
},
"align": {
"type": "string",
"description": "Horizontal alignment of the field text value.",
"enum": [
"left",
"center",
"right"
],
"default": "left"
},
"valign": {
"type": "string",
"description": "Vertical alignment of the field text value.",
"enum": [
"top",
"center",
"bottom"
],
"default": "center"
},
"format": {
"type": "string",
"description": "The data format for different field types.<br>- Date field: accepts formats such as DD/MM/YYYY (default: MM/DD/YYYY).<br>- Signature field: accepts drawn, typed, drawn_or_typed (default), or upload.<br>- Number field: accepts currency formats such as usd, eur, gbp.",
"example": "DD/MM/YYYY"
},
"price": {
"type": "number",
"description": "Price value of the payment field. Only for payment fields.",
"example": 99.99
},
"currency": {
"type": "string",
"description": "Currency value of the payment field. Only for payment fields.",
"enum": [
"USD",
"EUR",
"GBP",
"CAD",
"AUD"
],
"default": "USD"
},
"mask": {
"description": "Set `true` to make sensitive data masked on the document.",
"oneOf": [
{
"type": "integer"
},
{
"type": "boolean"
}
],
"default": false
}
}
}
}
}
},
"roles": {
"type": "array",
"description": "A list of roles for the submitter. Use this param to merge multiple roles into one submitter.",
"description": "Custom signature request email body. Can include the following variables: {{submission.name}}, {{submitter.link}}, {{account.name}}."
}
}
},
"merge_documents": {
"type": "boolean",
"description": "Set `true` to merge the documents into a single PDF file.",
"default": false
},
"remove_tags": {
"type": "boolean",
"description": "Pass `false` to disable the removal of {{text}} tags from the PDF. This can be used along with transparent text tags for faster and more robust PDF processing.",
"description": "Set `true` to display field name placeholders instead of the field type icons."
},
"withSignatureId": {
"type": "boolean",
"required": false,
"description": "Set to `true` to enable Signature ID by default for newly added fields. If set to `false`, the Signature ID toggle will be displayed under field settings, with the Signature ID turned off by default."
},
"onlyDefinedFields": {
"type": "boolean",
"required": false,
@ -462,6 +467,12 @@ const token = jwt.sign({
"default": false,
"description": "Show template in preview mode without ability to edit it."
},
"inputMode": {
"type": "boolean",
"required": false,
"default": false,
"description": "Open template in data input mode to prefill fields with default values."
"description": "Set `true` to display field name placeholders instead of the field type icons."
},
"data-with-signature-id": {
"type": "boolean",
"required": false,
"description": "Set to `true` to enable Signature ID by default for newly added fields. If set to `false`, the Signature ID toggle will be displayed under field settings, with the Signature ID turned off by default."
},
"data-preview": {
"type": "boolean",
"required": false,
"default": false,
"description": "Show template in preview mode without ability to edit it."
},
"data-input-mode": {
"type": "boolean",
"required": false,
"default": false,
"description": "Open template in data input mode to prefill fields with default values."
"description": "Set `true` to display field name placeholders instead of the field type icons."
},
"withSignatureId": {
"type": "boolean",
"required": false,
"description": "Set to `true` to enable Signature ID by default for newly added fields. If set to `false`, the Signature ID toggle will be displayed under field settings, with the Signature ID turned off by default."
},
"onlyDefinedFields": {
"type": "boolean",
"required": false,
@ -453,6 +458,12 @@ const token = jwt.sign({
"default": false,
"description": "Show template in preview mode without ability to edit it."
},
"inputMode": {
"type": "boolean",
"required": false,
"default": false,
"description": "Open template in data input mode to prefill fields with default values."
"description": "Set `true` to display field name placeholders instead of the field type icons."
},
"with-signature-id": {
"type": "boolean",
"required": false,
"description": "Set to `true` to enable Signature ID by default for newly added fields. If set to `false`, the Signature ID toggle will be displayed under field settings, with the Signature ID turned off by default."
},
"autosave": {
"type": "boolean",
"required": false,
@ -468,6 +473,12 @@ const token = jwt.sign({
"default": false,
"description": "Show template in preview mode without ability to edit it."
},
"input-mode": {
"type": "boolean",
"required": false,
"default": false,
"description": "Open template in data input mode to prefill fields with default values."