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Merge from docusealco/wip

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pull/381/merge 2.1.5
Alex Turchyn 2 months ago committed by GitHub
parent c1123fef63 0361fabb66
commit a6981185b2
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46 changed files with 8690 additions and 471 deletions
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3
app/controllers/api/submissions_controller.rb
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@ -43,7 +43,7 @@ module Api
end end
if @submission.audit_trail_attachment.blank? && submitters.all?(&:completed_at?) if @submission.audit_trail_attachment.blank? && submitters.all?(&:completed_at?)
@submission.audit_trail_attachment = Submissions::GenerateAuditTrail.call(@submission) @submission.audit_trail_attachment = Submissions::EnsureAuditGenerated.call(@submission)
end end
render json: Submissions::SerializeForApi.call(@submission, submitters, params) render json: Submissions::SerializeForApi.call(@submission, submitters, params)
@ -184,6 +184,7 @@ module Api
:send_email, :send_sms, :bcc_completed, :completed_redirect_url, :reply_to, :go_to_last, :send_email, :send_sms, :bcc_completed, :completed_redirect_url, :reply_to, :go_to_last,
:require_phone_2fa, :expire_at, :name, :require_phone_2fa, :expire_at, :name,
{ {
variables: {},
message: %i[subject body], message: %i[subject body],
submitters: [[:send_email, :send_sms, :completed_redirect_url, :uuid, :name, :email, :role, submitters: [[:send_email, :send_sms, :completed_redirect_url, :uuid, :name, :email, :role,
:completed, :phone, :application_key, :external_id, :reply_to, :go_to_last, :completed, :phone, :application_key, :external_id, :reply_to, :go_to_last,

2
app/controllers/submissions_download_controller.rb
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@ -70,7 +70,7 @@ class SubmissionsDownloadController < ApplicationController
return if submitter.submission.submitters.order(:completed_at).last != submitter return if submitter.submission.submitters.order(:completed_at).last != submitter
attachment = submitter.submission.combined_document_attachment attachment = submitter.submission.combined_document_attachment
attachment ||= Submissions::GenerateCombinedAttachment.call(submitter) attachment ||= Submissions::EnsureCombinedGenerated.call(submitter)
filename_format = AccountConfig.find_or_initialize_by(account_id: submitter.account_id, filename_format = AccountConfig.find_or_initialize_by(account_id: submitter.account_id,
key: AccountConfig::DOCUMENT_FILENAME_FORMAT_KEY)&.value key: AccountConfig::DOCUMENT_FILENAME_FORMAT_KEY)&.value

4
app/jobs/process_submitter_completion_job.rb
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@ -14,10 +14,10 @@ class ProcessSubmitterCompletionJob
if is_all_completed && submitter.completed_at == submitter.submission.submitters.maximum(:completed_at) if is_all_completed && submitter.completed_at == submitter.submission.submitters.maximum(:completed_at)
if submitter.submission.account.account_configs.exists?(key: AccountConfig::COMBINE_PDF_RESULT_KEY, value: true) if submitter.submission.account.account_configs.exists?(key: AccountConfig::COMBINE_PDF_RESULT_KEY, value: true)
Submissions::GenerateCombinedAttachment.call(submitter) Submissions::EnsureCombinedGenerated.call(submitter)
end end
Submissions::GenerateAuditTrail.call(submitter.submission) Submissions::EnsureAuditGenerated.call(submitter.submission)
enqueue_completed_emails(submitter) enqueue_completed_emails(submitter)
end end

1
app/models/account_config.rb
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@ -42,6 +42,7 @@ class AccountConfig < ApplicationRecord
FORCE_SSO_AUTH_KEY = 'force_sso_auth' FORCE_SSO_AUTH_KEY = 'force_sso_auth'
FLATTEN_RESULT_PDF_KEY = 'flatten_result_pdf' FLATTEN_RESULT_PDF_KEY = 'flatten_result_pdf'
WITH_SIGNATURE_ID = 'with_signature_id' WITH_SIGNATURE_ID = 'with_signature_id'
WITH_FILE_LINKS_KEY = 'with_file_links'
WITH_SIGNATURE_ID_REASON_KEY = 'with_signature_id_reason' WITH_SIGNATURE_ID_REASON_KEY = 'with_signature_id_reason'
WITH_AUDIT_VALUES_KEY = 'with_audit_values' WITH_AUDIT_VALUES_KEY = 'with_audit_values'
WITH_SUBMITTER_TIMEZONE_KEY = 'with_submitter_timezone' WITH_SUBMITTER_TIMEZONE_KEY = 'with_submitter_timezone'

25
app/models/lock_event.rb
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@ -0,0 +1,25 @@
# frozen_string_literal: true
# == Schema Information
#
# Table name: lock_events
#
# id :bigint not null, primary key
# event_name :string not null
# key :string not null
# created_at :datetime not null
# updated_at :datetime not null
#
# Indexes
#
# index_lock_events_on_event_name_and_key (event_name,key) UNIQUE WHERE ((event_name)::text = ANY ((ARRAY['start'::character varying, 'complete'::character varying])::text[]))
# index_lock_events_on_key (key)
#
class LockEvent < ApplicationRecord
enum :event_name, {
complete: 'complete',
fail: 'fail',
start: 'start',
retry: 'retry'
}, scope: false
end

4
app/models/submission.rb
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@ -15,6 +15,8 @@
# template_fields :text # template_fields :text
# template_schema :text # template_schema :text
# template_submitters :text # template_submitters :text
# variables :text
# variables_schema :text
# created_at :datetime not null # created_at :datetime not null
# updated_at :datetime not null # updated_at :datetime not null
# account_id :bigint not null # account_id :bigint not null
@ -50,6 +52,8 @@ class Submission < ApplicationRecord
serialize :template_fields, coder: JSON serialize :template_fields, coder: JSON
serialize :template_schema, coder: JSON serialize :template_schema, coder: JSON
serialize :template_submitters, coder: JSON serialize :template_submitters, coder: JSON
serialize :variables_schema, coder: JSON
serialize :variables, coder: JSON
serialize :preferences, coder: JSON serialize :preferences, coder: JSON
attribute :source, :string, default: 'link' attribute :source, :string, default: 'link'

2
app/models/template.rb
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@ -14,6 +14,7 @@
# slug :string not null # slug :string not null
# source :text not null # source :text not null
# submitters :text not null # submitters :text not null
# variables_schema :text
# created_at :datetime not null # created_at :datetime not null
# updated_at :datetime not null # updated_at :datetime not null
# account_id :bigint not null # account_id :bigint not null
@ -57,6 +58,7 @@ class Template < ApplicationRecord
serialize :preferences, coder: JSON serialize :preferences, coder: JSON
serialize :fields, coder: JSON serialize :fields, coder: JSON
serialize :variables_schema, coder: JSON
serialize :schema, coder: JSON serialize :schema, coder: JSON
serialize :submitters, coder: JSON serialize :submitters, coder: JSON

7
app/views/devise/sessions/otp.html.erb
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@ -2,6 +2,12 @@
<h1 class="text-4xl font-bold text-center mt-8"> <h1 class="text-4xl font-bold text-center mt-8">
<%= t('sign_in') %> <%= t('sign_in') %>
</h1> </h1>
<% if local_assigns[:access_error].present? %>
<div class="alert mt-6">
<%= svg_icon('x_circle', class: 'w-6 h-6 text-red-500') %>
<span><%= local_assigns[:access_error] %></span>
</div>
<% else %>
<%= form_for(resource, as: resource_name, html: { class: 'space-y-6' }, data: { turbo: params[:redir].blank? }, url: session_path(resource_name)) do |f| %> <%= form_for(resource, as: resource_name, html: { class: 'space-y-6' }, data: { turbo: params[:redir].blank? }, url: session_path(resource_name)) do |f| %>
<%= f.hidden_field :email %> <%= f.hidden_field :email %>
<%= f.hidden_field :password %> <%= f.hidden_field :password %>
@ -13,4 +19,5 @@
<%= f.button button_title(title: t('sign_in'), disabled_with: t('signing_in')), class: 'base-button' %> <%= f.button button_title(title: t('sign_in'), disabled_with: t('signing_in')), class: 'base-button' %>
</div> </div>
<% end %> <% end %>
<% end %>
</div> </div>

1
app/views/start_form/email_verification.html.erb
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@ -25,6 +25,7 @@
</div> </div>
<%= form_for '', url: start_form_path(@template.slug), method: :put, html: { class: 'space-y-4', id: 'code_form' } do |f| %> <%= form_for '', url: start_form_path(@template.slug), method: :put, html: { class: 'space-y-4', id: 'code_form' } do |f| %>
<div dir="auto" class="form-control !mt-0"> <div dir="auto" class="form-control !mt-0">
<%= f.hidden_field 'resubmit', value: params[:resubmit] %>
<%= f.hidden_field 'submitter[name]', value: params[:name] || @submitter&.name %> <%= f.hidden_field 'submitter[name]', value: params[:name] || @submitter&.name %>
<%= f.hidden_field 'submitter[email]', value: params[:email] || @submitter&.email %> <%= f.hidden_field 'submitter[email]', value: params[:email] || @submitter&.email %>
<%= f.hidden_field 'submitter[phone]', value: params[:phone] || @submitter&.phone %> <%= f.hidden_field 'submitter[phone]', value: params[:phone] || @submitter&.phone %>

2
app/views/webhook_settings/show.html.erb
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@ -84,7 +84,7 @@
<h2 id="log" class="text-3xl font-bold"><%= t('events_log') %></h2> <h2 id="log" class="text-3xl font-bold"><%= t('events_log') %></h2>
<div class="tabs border-b mt-4"> <div class="tabs border-b mt-4">
<%= link_to t('all'), url_for(params.to_unsafe_h.except(:status)), style: 'margin-bottom: -1px', class: "tab h-10 text-base #{params[:status].blank? ? 'tab-active tab-bordered' : 'pb-[3px]'}" %> <%= link_to t('all'), url_for(params.to_unsafe_h.except(:status)), style: 'margin-bottom: -1px', class: "tab h-10 text-base #{params[:status].blank? ? 'tab-active tab-bordered' : 'pb-[3px]'}" %>
<%= link_to t('successed'), url_for(params.to_unsafe_h.merge(status: 'success')), style: 'margin-bottom: -1px', class: "tab h-10 text-base #{params[:status] == 'success' ? 'tab-active tab-bordered' : 'pb-[3px]'}" %> <%= link_to t('succeeded'), url_for(params.to_unsafe_h.merge(status: 'success')), style: 'margin-bottom: -1px', class: "tab h-10 text-base #{params[:status] == 'success' ? 'tab-active tab-bordered' : 'pb-[3px]'}" %>
<%= link_to t('failed'), url_for(params.to_unsafe_h.merge(status: 'error')), style: 'margin-bottom: -1px', class: "tab h-10 text-base #{params[:status] == 'error' ? 'tab-active tab-bordered' : 'pb-[3px]'}" %> <%= link_to t('failed'), url_for(params.to_unsafe_h.merge(status: 'error')), style: 'margin-bottom: -1px', class: "tab h-10 text-base #{params[:status] == 'error' ? 'tab-active tab-bordered' : 'pb-[3px]'}" %>
</div> </div>
<% if @webhook_events.present? %> <% if @webhook_events.present? %>

56
config/locales/i18n.yml
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@ -772,7 +772,7 @@ en: &en
at_least_one_field_must_be_displayed_in_the_form: At least one field must be displayed in the form. at_least_one_field_must_be_displayed_in_the_form: At least one field must be displayed in the form.
this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: This template has multiple parties, which prevents the use of a shared link as it's unclear which party is responsible for specific fields. To resolve this, define the default party details. this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: This template has multiple parties, which prevents the use of a shared link as it's unclear which party is responsible for specific fields. To resolve this, define the default party details.
events_log: Events Log events_log: Events Log
successed: Successed succeeded: Succeeded
failed: Failed failed: Failed
there_are_no_events: There are no events there_are_no_events: There are no events
resend: Resend resend: Resend
@ -805,6 +805,11 @@ en: &en
current_password: Current password current_password: Current password
dont_remember_your_current_password_click_here_to_reset_it_html: 'Don''t remember your current password? <label class="link" for="resend_password_button">Click here</label> to reset it.' dont_remember_your_current_password_click_here_to_reset_it_html: 'Don''t remember your current password? <label class="link" for="resend_password_button">Click here</label> to reset it.'
an_email_with_password_reset_instructions_has_been_sent: An email with password reset instructions has been sent. an_email_with_password_reset_instructions_has_been_sent: An email with password reset instructions has been sent.
api_key_access_code: API key access code
use_otp_code_to_access_the_api_key_html: Use <b>%{code}</b> code to access the API key.
please_reply_to_this_email_if_you_dont_recognize_this_request: Please reply to this email if you don't recognize this request.
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: Your user account has been archived. Contact your administrator to restore access to your account.
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: Your email could not be reached. This may happen if there was a typo in your address or if your mailbox is not available. Please contact support@docuseal.com to log in.
submission_sources: submission_sources:
api: API api: API
bulk: Bulk Send bulk: Bulk Send
@ -1662,7 +1667,7 @@ es: &es
at_least_one_field_must_be_displayed_in_the_form: Al menos un campo debe mostrarse en el formulario. at_least_one_field_must_be_displayed_in_the_form: Al menos un campo debe mostrarse en el formulario.
this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Esta plantilla tiene varias partes, lo que impide el uso de un enlace compartido porque no está claro qué parte es responsable de campos específicos. Para resolverlo, define los detalles predeterminados de la parte. this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Esta plantilla tiene varias partes, lo que impide el uso de un enlace compartido porque no está claro qué parte es responsable de campos específicos. Para resolverlo, define los detalles predeterminados de la parte.
events_log: Registro de eventos events_log: Registro de eventos
successed: Exitoso succeeded: Exitoso
failed: Fallido failed: Fallido
there_are_no_events: No hay eventos there_are_no_events: No hay eventos
resend: Reenviar resend: Reenviar
@ -1695,6 +1700,11 @@ es: &es
current_password: Contraseña actual current_password: Contraseña actual
dont_remember_your_current_password_click_here_to_reset_it_html: '¿No recuerdas tu contraseña actual? <label class="link" for="resend_password_button">Haz clic aquí</label> para restablecerla.' dont_remember_your_current_password_click_here_to_reset_it_html: '¿No recuerdas tu contraseña actual? <label class="link" for="resend_password_button">Haz clic aquí</label> para restablecerla.'
an_email_with_password_reset_instructions_has_been_sent: Se enviará un correo electrónico con las instrucciones para restablecer tu contraseña en unos minutos. an_email_with_password_reset_instructions_has_been_sent: Se enviará un correo electrónico con las instrucciones para restablecer tu contraseña en unos minutos.
api_key_access_code: Código de acceso de la clave API
use_otp_code_to_access_the_api_key_html: Usa el código <b>%{code}</b> para acceder a la clave API.
please_reply_to_this_email_if_you_dont_recognize_this_request: Responde a este correo si no reconoces esta solicitud.
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: Tu cuenta de usuario ha sido archivada. Contacta a tu administrador para restaurar el acceso a tu cuenta.
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: No se pudo acceder a tu correo electrónico. Esto puede ocurrir si hubo un error tipográfico en tu dirección o si tu buzón no está disponible. Por favor, contacta a support@docuseal.com para iniciar sesión.
submission_sources: submission_sources:
api: API api: API
bulk: Envío masivo bulk: Envío masivo
@ -2552,7 +2562,7 @@ it: &it
at_least_one_field_must_be_displayed_in_the_form: Almeno un campo deve essere visualizzato nel modulo. at_least_one_field_must_be_displayed_in_the_form: Almeno un campo deve essere visualizzato nel modulo.
this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Questo modello ha più parti, il che impedisce l’uso di un link di condivisione perché non è chiaro quale parte sia responsabile di campi specifici. Per risolvere, definisci i dettagli predefiniti della parte. this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Questo modello ha più parti, il che impedisce l’uso di un link di condivisione perché non è chiaro quale parte sia responsabile di campi specifici. Per risolvere, definisci i dettagli predefiniti della parte.
events_log: Registro eventi events_log: Registro eventi
successed: Riuscito succeeded: Riuscito
failed: Fallito failed: Fallito
there_are_no_events: Nessun evento there_are_no_events: Nessun evento
resend: Invia di nuovo resend: Invia di nuovo
@ -2586,6 +2596,11 @@ it: &it
current_password: Password attuale current_password: Password attuale
dont_remember_your_current_password_click_here_to_reset_it_html: 'Non ricordi la tua password attuale? <label class="link" for="resend_password_button">Clicca qui</label> per reimpostarla.' dont_remember_your_current_password_click_here_to_reset_it_html: 'Non ricordi la tua password attuale? <label class="link" for="resend_password_button">Clicca qui</label> per reimpostarla.'
an_email_with_password_reset_instructions_has_been_sent: Un'email con le istruzioni per reimpostare la password ti è stata inviata e arriverà entro pochi minuti. an_email_with_password_reset_instructions_has_been_sent: Un'email con le istruzioni per reimpostare la password ti è stata inviata e arriverà entro pochi minuti.
api_key_access_code: Codice di accesso della chiave API
use_otp_code_to_access_the_api_key_html: Usa il codice <b>%{code}</b> per accedere alla chiave API.
please_reply_to_this_email_if_you_dont_recognize_this_request: Rispondi a questa email se non riconosci questa richiesta.
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: Il tuo account utente è stato archiviato. Contatta il tuo amministratore per ripristinare l'accesso al tuo account.
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: Non è stato possibile raggiungere la tua email. Questo può accadere se c'è stato un errore di digitazione nell'indirizzo o se la tua casella di posta non è disponibile. Contatta support@docuseal.com per accedere.
submission_sources: submission_sources:
api: API api: API
bulk: Invio massivo bulk: Invio massivo
@ -3446,7 +3461,7 @@ fr: &fr
at_least_one_field_must_be_displayed_in_the_form: Au moins un champ doit être affiché dans le formulaire. at_least_one_field_must_be_displayed_in_the_form: Au moins un champ doit être affiché dans le formulaire.
this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Ce modèle contient plusieurs parties, ce qui empêche l’utilisation d’un lien de partage car il n’est pas clair quelle partie est responsable de certains champs. Pour résoudre cela, définissez les détails de la partie par défaut. this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Ce modèle contient plusieurs parties, ce qui empêche l’utilisation d’un lien de partage car il n’est pas clair quelle partie est responsable de certains champs. Pour résoudre cela, définissez les détails de la partie par défaut.
events_log: Journal des événements events_log: Journal des événements
successed: Réussi succeeded: Réussi
failed: Échoué failed: Échoué
there_are_no_events: Aucun événement there_are_no_events: Aucun événement
resend: Renvoyer resend: Renvoyer
@ -3480,6 +3495,11 @@ fr: &fr
current_password: Mot de passe actuel current_password: Mot de passe actuel
dont_remember_your_current_password_click_here_to_reset_it_html: 'Vous ne vous souvenez plus de votre mot de passe actuel ? <label class="link" for="resend_password_button">Cliquez ici</label> pour le réinitialiser.' dont_remember_your_current_password_click_here_to_reset_it_html: 'Vous ne vous souvenez plus de votre mot de passe actuel ? <label class="link" for="resend_password_button">Cliquez ici</label> pour le réinitialiser.'
an_email_with_password_reset_instructions_has_been_sent: Un e-mail contenant les instructions pour réinitialiser votre mot de passe vous sera envoyé dans quelques minutes. an_email_with_password_reset_instructions_has_been_sent: Un e-mail contenant les instructions pour réinitialiser votre mot de passe vous sera envoyé dans quelques minutes.
api_key_access_code: Code d'accès de la clé API
use_otp_code_to_access_the_api_key_html: Utilisez le code <b>%{code}</b> pour accéder à la clé API.
please_reply_to_this_email_if_you_dont_recognize_this_request: Veuillez répondre à cet e-mail si vous ne reconnaissez pas cette demande.
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: Votre compte utilisateur a été archivé. Contactez votre administrateur pour rétablir l'accès à votre compte.
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: Votre e-mail n'a pas pu être atteint. Cela peut arriver s'il y a eu une faute de frappe dans votre adresse ou si votre boîte aux lettres n'est pas disponible. Veuillez contacter support@docuseal.com pour vous connecter.
submission_sources: submission_sources:
api: API api: API
bulk: Envoi en masse bulk: Envoi en masse
@ -4339,7 +4359,7 @@ pt: &pt
at_least_one_field_must_be_displayed_in_the_form: Pelo menos um campo deve ser exibido no formulário. at_least_one_field_must_be_displayed_in_the_form: Pelo menos um campo deve ser exibido no formulário.
this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Este modelo tem várias partes, o que impede o uso de um link de compartilhamento, pois não está claro qual parte é responsável por campos específicos. Para resolver isso, defina os detalhes padrão da parte. this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Este modelo tem várias partes, o que impede o uso de um link de compartilhamento, pois não está claro qual parte é responsável por campos específicos. Para resolver isso, defina os detalhes padrão da parte.
events_log: Registro de eventos events_log: Registro de eventos
successed: Sucesso succeeded: Sucesso
failed: Falhou failed: Falhou
there_are_no_events: Nenhum evento there_are_no_events: Nenhum evento
resend: Reenviar resend: Reenviar
@ -4372,6 +4392,11 @@ pt: &pt
current_password: Senha atual current_password: Senha atual
dont_remember_your_current_password_click_here_to_reset_it_html: 'Não se lembra da sua senha atual? <label class="link" for="resend_password_button">Clique aqui</label> para redefini-la.' dont_remember_your_current_password_click_here_to_reset_it_html: 'Não se lembra da sua senha atual? <label class="link" for="resend_password_button">Clique aqui</label> para redefini-la.'
an_email_with_password_reset_instructions_has_been_sent: Um e-mail com instruções para redefinir sua senha será enviado em alguns minutos. an_email_with_password_reset_instructions_has_been_sent: Um e-mail com instruções para redefinir sua senha será enviado em alguns minutos.
api_key_access_code: Código de acesso da chave API
use_otp_code_to_access_the_api_key_html: Use o código <b>%{code}</b> para acessar a chave API.
please_reply_to_this_email_if_you_dont_recognize_this_request: Responda a este e-mail se você não reconhecer esta solicitação.
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: Sua conta de usuário foi arquivada. Entre em contato com o administrador para restaurar o acesso à sua conta.
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: Seu e-mail não pôde ser acessado. Isso pode acontecer se houve um erro de digitação no endereço ou se sua caixa de correio não estiver disponível. Entre em contato com support@docuseal.com para fazer login.
submission_sources: submission_sources:
api: API api: API
bulk: Envio em massa bulk: Envio em massa
@ -5231,7 +5256,7 @@ de: &de
at_least_one_field_must_be_displayed_in_the_form: Mindestens ein Feld muss im Formular angezeigt werden. at_least_one_field_must_be_displayed_in_the_form: Mindestens ein Feld muss im Formular angezeigt werden.
this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Diese Vorlage enthält mehrere Parteien, was die Verwendung eines Freigabelinks verhindert, da unklar ist, welche Partei für bestimmte Felder verantwortlich ist. Um dies zu beheben, definieren Sie die Standardparteidetails. this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Diese Vorlage enthält mehrere Parteien, was die Verwendung eines Freigabelinks verhindert, da unklar ist, welche Partei für bestimmte Felder verantwortlich ist. Um dies zu beheben, definieren Sie die Standardparteidetails.
events_log: Ereignisprotokoll events_log: Ereignisprotokoll
successed: Erfolgreich succeeded: Erfolgreich
failed: Fehlgeschlagen failed: Fehlgeschlagen
there_are_no_events: Keine Ereignisse vorhanden there_are_no_events: Keine Ereignisse vorhanden
resend: Erneut senden resend: Erneut senden
@ -5264,6 +5289,9 @@ de: &de
current_password: Aktuelles Passwort current_password: Aktuelles Passwort
dont_remember_your_current_password_click_here_to_reset_it_html: 'Sie erinnern sich nicht an Ihr aktuelles Passwort? <label class="link" for="resend_password_button">Klicken Sie hier</label>, um es zurückzusetzen.' dont_remember_your_current_password_click_here_to_reset_it_html: 'Sie erinnern sich nicht an Ihr aktuelles Passwort? <label class="link" for="resend_password_button">Klicken Sie hier</label>, um es zurückzusetzen.'
an_email_with_password_reset_instructions_has_been_sent: Eine E-Mail mit Anweisungen zum Zurücksetzen Ihres Passworts wurde Ihnen in wenigen Minuten zugesendet. an_email_with_password_reset_instructions_has_been_sent: Eine E-Mail mit Anweisungen zum Zurücksetzen Ihres Passworts wurde Ihnen in wenigen Minuten zugesendet.
api_key_access_code: API-Schlüssel-Zugangscode
use_otp_code_to_access_the_api_key_html: Verwenden Sie den Code <b>%{code}</b>, um auf den API-Schlüssel zuzugreifen.
please_reply_to_this_email_if_you_dont_recognize_this_request: Bitte antworten Sie auf diese E-Mail, wenn Sie diese Anfrage nicht erkennen.
submission_sources: submission_sources:
api: API api: API
bulk: Massenversand bulk: Massenversand
@ -5457,6 +5485,8 @@ pl:
email_verification: Weryfikacja e-mail email_verification: Weryfikacja e-mail
your_verification_code_to_access_the_name: 'Twój kod weryfikacyjny do uzyskania dostępu do "%{name}":' your_verification_code_to_access_the_name: 'Twój kod weryfikacyjny do uzyskania dostępu do "%{name}":'
please_reply_to_this_email_if_you_didnt_request_this: Odpowiedz na ten e-mail, jeśli nie prosiłeś o to. please_reply_to_this_email_if_you_didnt_request_this: Odpowiedz na ten e-mail, jeśli nie prosiłeś o to.
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: Twoje konto użytkownika zostało zarchiwizowane. Skontaktuj się z administratorem, aby przywrócić dostęp do konta.
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: Nie udało się uzyskać dostępu do Twojego adresu e-mail. Może to być spowodowane literówką w adresie lub niedostępnością skrzynki. Skontaktuj się z support@docuseal.com, aby się zalogować.
uk: uk:
require_phone_2fa_to_open: Вимагати двофакторну автентифікацію через телефон для відкриття require_phone_2fa_to_open: Вимагати двофакторну автентифікацію через телефон для відкриття
@ -5546,6 +5576,8 @@ uk:
email_verification: Підтвердження електронної пошти email_verification: Підтвердження електронної пошти
your_verification_code_to_access_the_name: 'Ваш код доступу до "%{name}":' your_verification_code_to_access_the_name: 'Ваш код доступу до "%{name}":'
please_reply_to_this_email_if_you_didnt_request_this: Відповідайте на цей лист, якщо ви цього не запитували. please_reply_to_this_email_if_you_didnt_request_this: Відповідайте на цей лист, якщо ви цього не запитували.
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: Ваш обліковий запис було архівовано. Зверніться до адміністратора, щоб відновити доступ.
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: Не вдалося отримати доступ до вашої електронної пошти. Це може статися, якщо була допущена помилка в адресі або ваша скринька недоступна. Зверніться до support@docuseal.com, щоб увійти.
cs: cs:
require_phone_2fa_to_open: Vyžadovat otevření pomocí telefonního 2FA require_phone_2fa_to_open: Vyžadovat otevření pomocí telefonního 2FA
@ -5635,6 +5667,8 @@ cs:
email_verification: Ověření e-mailu email_verification: Ověření e-mailu
your_verification_code_to_access_the_name: 'Váš ověřovací kód pro přístup k "%{name}":' your_verification_code_to_access_the_name: 'Váš ověřovací kód pro přístup k "%{name}":'
please_reply_to_this_email_if_you_didnt_request_this: Odpovězte na tento e-mail, pokud jste o to nežádali. please_reply_to_this_email_if_you_didnt_request_this: Odpovězte na tento e-mail, pokud jste o to nežádali.
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: Váš uživatelský účet byl archivován. Kontaktujte svého administrátora pro obnovení přístupu.
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: Nepodařilo se dosáhnout na váš e-mail. To se může stát, pokud je v adrese překlep nebo vaše schránka není dostupná. Kontaktujte support@docuseal.com pro přihlášení.
he: he:
require_phone_2fa_to_open: דרוש אימות דו-שלבי באמצעות טלפון לפתיחה require_phone_2fa_to_open: דרוש אימות דו-שלבי באמצעות טלפון לפתיחה
@ -5724,6 +5758,8 @@ he:
email_verification: 'אימות דוא"ל' email_verification: 'אימות דוא"ל'
your_verification_code_to_access_the_name: 'קוד האימות שלך לגישה ל-%{name}:' your_verification_code_to_access_the_name: 'קוד האימות שלך לגישה ל-%{name}:'
please_reply_to_this_email_if_you_didnt_request_this: 'השב למייל זה אם לא ביקשת זאת.' please_reply_to_this_email_if_you_didnt_request_this: 'השב למייל זה אם לא ביקשת זאת.'
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: החשבון שלך הועבר לארכיון. פנה למנהל המערכת כדי לשחזר את הגישה.
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: לא ניתן היה לגשת לדוא"ל שלך. ייתכן שזה קרה עקב שגיאת כתיב בכתובת או אם תיבת הדואר אינה זמינה. אנא פנה ל־support@docuseal.com כדי להתחבר.
nl: nl:
require_phone_2fa_to_open: Vereis telefoon 2FA om te openen require_phone_2fa_to_open: Vereis telefoon 2FA om te openen
@ -5813,6 +5849,8 @@ nl:
email_verification: E-mailverificatie email_verification: E-mailverificatie
your_verification_code_to_access_the_name: 'Je verificatiecode voor toegang tot "%{name}":' your_verification_code_to_access_the_name: 'Je verificatiecode voor toegang tot "%{name}":'
please_reply_to_this_email_if_you_didnt_request_this: Reageer op deze e-mail als je dit niet hebt aangevraagd. please_reply_to_this_email_if_you_didnt_request_this: Reageer op deze e-mail als je dit niet hebt aangevraagd.
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: Je gebruikersaccount is gearchiveerd. Neem contact op met je beheerder om de toegang te herstellen.
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: Je e-mailadres kon niet worden bereikt. Dit kan gebeuren door een typefout in je adres of als je mailbox niet beschikbaar is. Neem contact op met support@docuseal.com om in te loggen.
ar: ar:
require_phone_2fa_to_open: "تطلب فتح عبر تحقق الهاتف ذو العاملين" require_phone_2fa_to_open: "تطلب فتح عبر تحقق الهاتف ذو العاملين"
@ -5902,6 +5940,8 @@ ar:
email_verification: 'التحقق من البريد الإلكتروني' email_verification: 'التحقق من البريد الإلكتروني'
your_verification_code_to_access_the_name: 'رمز التحقق الخاص بك للوصول إلى "%{name}":' your_verification_code_to_access_the_name: 'رمز التحقق الخاص بك للوصول إلى "%{name}":'
please_reply_to_this_email_if_you_didnt_request_this: 'يرجى الرد على هذا البريد إذا لم تطلب ذلك.' please_reply_to_this_email_if_you_didnt_request_this: 'يرجى الرد على هذا البريد إذا لم تطلب ذلك.'
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: تم أرشفة حسابك. يرجى التواصل مع المسؤول لاستعادة الوصول إلى حسابك.
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: تعذّر الوصول إلى بريدك الإلكتروني. قد يحدث هذا في حال وجود خطأ في العنوان أو إذا كانت صندوق البريد غير متاح. يرجى التواصل مع support@docuseal.com لتسجيل الدخول.
ko: ko:
require_phone_2fa_to_open: 휴대폰 2FA를 열 때 요구함 require_phone_2fa_to_open: 휴대폰 2FA를 열 때 요구함
@ -5991,6 +6031,8 @@ ko:
email_verification: 이메일 인증 email_verification: 이메일 인증
your_verification_code_to_access_the_name: '"%{name}"에 액세스하기 위한 인증 코드:' your_verification_code_to_access_the_name: '"%{name}"에 액세스하기 위한 인증 코드:'
please_reply_to_this_email_if_you_didnt_request_this: 요청하지 않았다면 이 이메일에 회신하세요. please_reply_to_this_email_if_you_didnt_request_this: 요청하지 않았다면 이 이메일에 회신하세요.
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: 사용자 계정이 보관되었습니다. 계정 접근을 복원하려면 관리자에게 문의하세요.
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: 이메일에 접근할 수 없습니다. 주소에 오타가 있거나 메일박스가 사용 불가능한 경우 발생할 수 있습니다. 로그인하려면 support@docuseal.com에 문의하세요.
ja: ja:
require_phone_2fa_to_open: 電話による2段階認証が必要です require_phone_2fa_to_open: 電話による2段階認証が必要です
@ -6080,6 +6122,8 @@ ja:
email_verification: メール認証 email_verification: メール認証
your_verification_code_to_access_the_name: '"%{name}"へのアクセスコード：' your_verification_code_to_access_the_name: '"%{name}"へのアクセスコード：'
please_reply_to_this_email_if_you_didnt_request_this: このリクエストを行っていない場合は、このメールに返信してください。 please_reply_to_this_email_if_you_didnt_request_this: このリクエストを行っていない場合は、このメールに返信してください。
your_user_account_has_been_archived_contact_your_administrator_to_restore_access_to_your_account: あなたのユーザーアカウントはアーカイブされました。アクセスを復元するには管理者に連絡してください。
your_email_could_not_be_reached_this_may_happen_if_there_was_a_typo_in_your_address_or_if_your_mailbox_is_not_available_please_contact_support_email_to_log_in: メールにアクセスできませんでした。アドレスの入力ミスやメールボックスが利用できない場合に発生することがあります。ログインするには support@docuseal.com に連絡してください。
en-US: en-US:
<<: *en <<: *en

2
config/storage.yml
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@ -1,7 +1,7 @@
disk: disk:
service: Disk service: Disk
root: <%= ENV['WORKDIR'] || '.' %>/attachments root: <%= ENV['WORKDIR'] || '.' %>/attachments
public: true public: <%= ENV['ACTIVE_STORAGE_PUBLIC'] == 'true' %>
aws_s3: aws_s3:
service: S3 service: S3

9
db/migrate/20250912090605_add_template_variables.rb
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@ -0,0 +1,9 @@
# frozen_string_literal: true
class AddTemplateVariables < ActiveRecord::Migration[8.0]
def change
add_column :templates, :variables_schema, :text
add_column :submissions, :variables_schema, :text
add_column :submissions, :variables, :text
end
end

14
db/migrate/20250915060548_create_lock_events.rb
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@ -0,0 +1,14 @@
# frozen_string_literal: true
class CreateLockEvents < ActiveRecord::Migration[8.0]
def change
create_table :lock_events do |t|
t.string :key, index: true, null: false
t.string :event_name, null: false
t.index %i[event_name key], unique: true, where: "event_name IN ('start', 'complete')"
t.timestamps
end
end
end

14
db/schema.rb
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@ -10,7 +10,7 @@
# #
# It's strongly recommended that you check this file into your version control system. # It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[8.0].define(version: 2025_09_01_110606) do ActiveRecord::Schema[8.0].define(version: 2025_09_15_060548) do
# These are extensions that must be enabled in order to support this database # These are extensions that must be enabled in order to support this database
enable_extension "btree_gin" enable_extension "btree_gin"
enable_extension "plpgsql" enable_extension "plpgsql"
@ -217,6 +217,15 @@ ActiveRecord::Schema[8.0].define(version: 2025_09_01_110606) do
t.index ["user_id"], name: "index_encrypted_user_configs_on_user_id" t.index ["user_id"], name: "index_encrypted_user_configs_on_user_id"
end end
create_table "lock_events", force: :cascade do |t|
t.string "key", null: false
t.string "event_name", null: false
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["event_name", "key"], name: "index_lock_events_on_event_name_and_key", unique: true, where: "((event_name)::text = ANY ((ARRAY['start'::character varying, 'complete'::character varying])::text[]))"
t.index ["key"], name: "index_lock_events_on_key"
end
create_table "oauth_access_grants", force: :cascade do |t| create_table "oauth_access_grants", force: :cascade do |t|
t.bigint "resource_owner_id", null: false t.bigint "resource_owner_id", null: false
t.bigint "application_id", null: false t.bigint "application_id", null: false
@ -305,6 +314,8 @@ ActiveRecord::Schema[8.0].define(version: 2025_09_01_110606) do
t.bigint "account_id", null: false t.bigint "account_id", null: false
t.datetime "expire_at" t.datetime "expire_at"
t.text "name" t.text "name"
t.text "variables_schema"
t.text "variables"
t.index ["account_id", "id"], name: "index_submissions_on_account_id_and_id" t.index ["account_id", "id"], name: "index_submissions_on_account_id_and_id"
t.index ["account_id", "template_id", "id"], name: "index_submissions_on_account_id_and_template_id_and_id", where: "(archived_at IS NULL)" t.index ["account_id", "template_id", "id"], name: "index_submissions_on_account_id_and_template_id_and_id", where: "(archived_at IS NULL)"
t.index ["account_id", "template_id", "id"], name: "index_submissions_on_account_id_and_template_id_and_id_archived", where: "(archived_at IS NOT NULL)" t.index ["account_id", "template_id", "id"], name: "index_submissions_on_account_id_and_template_id_and_id_archived", where: "(archived_at IS NOT NULL)"
@ -389,6 +400,7 @@ ActiveRecord::Schema[8.0].define(version: 2025_09_01_110606) do
t.string "external_id" t.string "external_id"
t.text "preferences", null: false t.text "preferences", null: false
t.boolean "shared_link", default: false, null: false t.boolean "shared_link", default: false, null: false
t.text "variables_schema"
t.index ["account_id", "folder_id", "id"], name: "index_templates_on_account_id_and_folder_id_and_id", where: "(archived_at IS NULL)" t.index ["account_id", "folder_id", "id"], name: "index_templates_on_account_id_and_folder_id_and_id", where: "(archived_at IS NULL)"
t.index ["account_id", "id"], name: "index_templates_on_account_id_and_id_archived", where: "(archived_at IS NOT NULL)" t.index ["account_id", "id"], name: "index_templates_on_account_id_and_id_archived", where: "(archived_at IS NOT NULL)"
t.index ["account_id"], name: "index_templates_on_account_id" t.index ["account_id"], name: "index_templates_on_account_id"

700
docs/api/csharp.md
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@ -523,6 +523,15 @@ var response = client.Execute(request);
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -598,14 +607,45 @@ var response = client.Execute(request);
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1025,10 +1065,6 @@ var response = client.Execute(request);
"type": "string", "type": "string",
"description": "Specify Reply-To address to use in the notification emails." "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": { "completed": {
"type": "boolean", "type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API." "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.", "description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }" "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -1105,14 +1150,45 @@ var response = client.Execute(request);
"type": "boolean", "type": "boolean",
"description": "Set `true` to make the field required." "description": "Set `true` to make the field required."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1775,6 +1851,46 @@ var response = client.Execute(request);
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -2253,7 +2369,7 @@ var response = client.Execute(request);
### Create a submission from PDF ### 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 <a href="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><a href="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 <a href="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><a href="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 ```csharp
@ -2531,6 +2647,15 @@ var response = client.Execute(request);
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -2593,14 +2718,45 @@ var response = client.Execute(request);
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -2946,6 +3102,15 @@ var response = client.Execute(request);
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -3008,14 +3173,45 @@ var response = client.Execute(request);
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3323,6 +3519,46 @@ var response = client.Execute(request);
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "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 <a href="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><a href="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");
var request = new RestRequest("", Method.Post);
request.AddHeader("X-Auth-Token", "API_KEY");
request.AddHeader("content-type", "application/json");
request.AddParameter("application/json", "{\"name\":\"Test Submission Document\",\"variables\":{\"variable_name\":\"value\"},\"documents\":[{\"name\":\"string\",\"file\":\"base64\"}],\"submitters\":[{\"role\":\"First Party\",\"email\":\"john.doe@example.com\"}]}", ParameterType.RequestBody);
var response = client.Execute(request);
```
```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.",
"default": false
},
"variables": {
"type": "object",
"description": "Dynamic content variables object",
"example": {
"variable_name": "value"
}
},
"order": {
"type": "string",
"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.",
"items": {
"type": "string"
}
}
}
}
},
"message": {
"type": "object",
"properties": {
"subject": {
"type": "string",
"description": "Custom signature request email subject."
},
"body": {
"type": "string",
"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.",
"default": true
}
}
}
}
}
}
}
```

723
docs/api/go.md
Unescape View File

@ -653,6 +653,15 @@ func main() {
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -728,14 +737,45 @@ func main() {
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1285,10 +1325,6 @@ func main() {
"type": "string", "type": "string",
"description": "Specify Reply-To address to use in the notification emails." "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": { "completed": {
"type": "boolean", "type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API." "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.", "description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }" "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -1365,14 +1410,45 @@ func main() {
"type": "boolean", "type": "boolean",
"description": "Set `true` to make the field required." "description": "Set `true` to make the field required."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -2148,6 +2224,46 @@ func main() {
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -2672,7 +2788,7 @@ func main() {
### Create a submission from PDF ### 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 <a href="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><a href="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 <a href="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><a href="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 ```go
@ -2973,6 +3089,15 @@ func main() {
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -3035,14 +3160,45 @@ func main() {
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3411,6 +3567,15 @@ func main() {
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -3473,14 +3638,45 @@ func main() {
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3811,6 +4007,46 @@ func main() {
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "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 <a href="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><a href="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
package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.docuseal.com/submissions/docx"
payload := strings.NewReader("{\"name\":\"Test Submission Document\",\"variables\":{\"variable_name\":\"value\"},\"documents\":[{\"name\":\"string\",\"file\":\"base64\"}],\"submitters\":[{\"role\":\"First Party\",\"email\":\"john.doe@example.com\"}]}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("X-Auth-Token", "API_KEY")
req.Header.Add("content-type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(res)
fmt.Println(string(body))
}
```
```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.",
"default": false
},
"variables": {
"type": "object",
"description": "Dynamic content variables object",
"example": {
"variable_name": "value"
}
},
"order": {
"type": "string",
"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.",
"items": {
"type": "string"
}
}
}
}
},
"message": {
"type": "object",
"properties": {
"subject": {
"type": "string",
"description": "Custom signature request email subject."
},
"body": {
"type": "string",
"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.",
"default": true
}
}
}
}
}
}
}
```

699
docs/api/java.md
Unescape View File

@ -517,6 +517,15 @@ HttpResponse<String> response = Unirest.post("https://api.docuseal.com/submissio
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -592,14 +601,45 @@ HttpResponse<String> response = Unirest.post("https://api.docuseal.com/submissio
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1013,10 +1053,6 @@ HttpResponse<String> response = Unirest.put("https://api.docuseal.com/submitters
"type": "string", "type": "string",
"description": "Specify Reply-To address to use in the notification emails." "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": { "completed": {
"type": "boolean", "type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API." "description": "Pass `true` to mark submitter as completed and auto-signed via API."
@ -1026,6 +1062,15 @@ HttpResponse<String> response = Unirest.put("https://api.docuseal.com/submitters
"description": "Metadata object with additional submitter information.", "description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }" "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -1093,14 +1138,45 @@ HttpResponse<String> response = Unirest.put("https://api.docuseal.com/submitters
"type": "boolean", "type": "boolean",
"description": "Set `true` to make the field required." "description": "Set `true` to make the field required."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1758,6 +1834,46 @@ HttpResponse<String> response = Unirest.post("https://api.docuseal.com/templates
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -2234,7 +2350,7 @@ HttpResponse<String> response = Unirest.post("https://api.docuseal.com/templates
### Create a submission from PDF ### 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 <a href="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><a href="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 <a href="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><a href="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>
```java ```java
@ -2511,6 +2627,15 @@ HttpResponse<String> response = Unirest.post("https://api.docuseal.com/submissio
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -2573,14 +2698,45 @@ HttpResponse<String> response = Unirest.post("https://api.docuseal.com/submissio
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -2925,6 +3081,15 @@ HttpResponse<String> response = Unirest.post("https://api.docuseal.com/submissio
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -2987,14 +3152,45 @@ HttpResponse<String> response = Unirest.post("https://api.docuseal.com/submissio
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3301,6 +3497,46 @@ HttpResponse<String> response = Unirest.post("https://api.docuseal.com/templates
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -3417,3 +3653,432 @@ HttpResponse<String> response = Unirest.post("https://api.docuseal.com/templates
} }
``` ```
### 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 <a href="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><a href="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>
```java
HttpResponse<String> response = Unirest.post("https://api.docuseal.com/submissions/docx")
.header("X-Auth-Token", "API_KEY")
.header("content-type", "application/json")
.body("{\"name\":\"Test Submission Document\",\"variables\":{\"variable_name\":\"value\"},\"documents\":[{\"name\":\"string\",\"file\":\"base64\"}],\"submitters\":[{\"role\":\"First Party\",\"email\":\"john.doe@example.com\"}]}")
.asString();
```
```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.",
"default": false
},
"variables": {
"type": "object",
"description": "Dynamic content variables object",
"example": {
"variable_name": "value"
}
},
"order": {
"type": "string",
"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.",
"items": {
"type": "string"
}
}
}
}
},
"message": {
"type": "object",
"properties": {
"subject": {
"type": "string",
"description": "Custom signature request email subject."
},
"body": {
"type": "string",
"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.",
"default": true
}
}
}
}
}
}
}
```

716
docs/api/javascript.md
Unescape View File

@ -537,6 +537,15 @@ const submission = await docuseal.createSubmission({
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -612,14 +621,45 @@ const submission = await docuseal.createSubmission({
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1052,10 +1092,6 @@ const submitter = await docuseal.updateSubmitter(500001, {
"type": "string", "type": "string",
"description": "Specify Reply-To address to use in the notification emails." "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": { "completed": {
"type": "boolean", "type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API." "description": "Pass `true` to mark submitter as completed and auto-signed via API."
@ -1065,6 +1101,15 @@ const submitter = await docuseal.updateSubmitter(500001, {
"description": "Metadata object with additional submitter information.", "description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }" "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -1132,14 +1177,45 @@ const submitter = await docuseal.updateSubmitter(500001, {
"type": "boolean", "type": "boolean",
"description": "Set `true` to make the field required." "description": "Set `true` to make the field required."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1826,6 +1902,46 @@ const template = await docuseal.createTemplateFromDocx({
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -2330,7 +2446,7 @@ const template = await docuseal.mergeTemplates({
### Create a submission from PDF ### 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 <a href="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><a href="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 <a href="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><a href="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>
```javascript ```javascript
@ -2635,6 +2751,15 @@ const submission = await docuseal.createSubmissionFromPdf({
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -2697,14 +2822,45 @@ const submission = await docuseal.createSubmissionFromPdf({
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3071,6 +3227,15 @@ and typesetting industry</p>
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -3133,14 +3298,45 @@ and typesetting industry</p>
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3469,6 +3665,46 @@ const template = await docuseal.createTemplateFromPdf({
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -3585,3 +3821,449 @@ const template = await docuseal.createTemplateFromPdf({
} }
``` ```
### 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 <a href="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><a href="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>
```javascript
const docuseal = require("@docuseal/api");
docuseal.configure({ key: "API_KEY", url: "https://api.docuseal.com" });
const submission = await 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.",
"default": false
},
"variables": {
"type": "object",
"description": "Dynamic content variables object",
"example": {
"variable_name": "value"
}
},
"order": {
"type": "string",
"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.",
"items": {
"type": "string"
}
}
}
}
},
"message": {
"type": "object",
"properties": {
"subject": {
"type": "string",
"description": "Custom signature request email subject."
},
"body": {
"type": "string",
"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.",
"default": true
}
}
}
}
}
}
}
```

722
docs/api/nodejs.md
Unescape View File

@ -569,6 +569,15 @@ const submitters = await resp.json();
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -644,14 +653,45 @@ const submitters = await resp.json();
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1116,10 +1156,6 @@ const submitter = await resp.json();
"type": "string", "type": "string",
"description": "Specify Reply-To address to use in the notification emails." "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": { "completed": {
"type": "boolean", "type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API." "description": "Pass `true` to mark submitter as completed and auto-signed via API."
@ -1129,6 +1165,15 @@ const submitter = await resp.json();
"description": "Metadata object with additional submitter information.", "description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }" "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -1196,14 +1241,45 @@ const submitter = await resp.json();
"type": "boolean", "type": "boolean",
"description": "Set `true` to make the field required." "description": "Set `true` to make the field required."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1919,6 +1995,46 @@ const template = await resp.json();
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -2435,7 +2551,7 @@ const template = await resp.json();
### Create a submission from PDF ### 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 <a href="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><a href="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 <a href="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><a href="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>
```nodejs ```nodejs
@ -2746,6 +2862,15 @@ const submission = await resp.json();
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -2808,14 +2933,45 @@ const submission = await resp.json();
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3188,6 +3344,15 @@ const submission = await resp.json();
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -3250,14 +3415,45 @@ const submission = await resp.json();
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3592,6 +3788,46 @@ const template = await resp.json();
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -3708,3 +3944,455 @@ const template = await resp.json();
} }
``` ```
### 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 <a href="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><a href="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>
```nodejs
const fetch = require("node-fetch");
const resp = await fetch("https://api.docuseal.com/submissions/docx", {
method: "POST",
headers: {
"X-Auth-Token": "API_KEY"
},
body: JSON.stringify({
name: "Test Submission Document",
variables: {
variable_name: "value"
},
documents: [
{
name: "string",
file: "base64"
}
],
submitters: [
{
role: "First Party",
email: "john.doe@example.com"
}
]
})
});
const submitters = await resp.json();
```
```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.",
"default": false
},
"variables": {
"type": "object",
"description": "Dynamic content variables object",
"example": {
"variable_name": "value"
}
},
"order": {
"type": "string",
"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.",
"items": {
"type": "string"
}
}
}
}
},
"message": {
"type": "object",
"properties": {
"subject": {
"type": "string",
"description": "Custom signature request email subject."
},
"body": {
"type": "string",
"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.",
"default": true
}
}
}
}
}
}
}
```

714
docs/api/php.md
Unescape View File

@ -525,6 +525,15 @@ $docuseal->createSubmission([
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -600,14 +609,45 @@ $docuseal->createSubmission([
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1028,10 +1068,6 @@ $docuseal->updateSubmitter(500001, [
"type": "string", "type": "string",
"description": "Specify Reply-To address to use in the notification emails." "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": { "completed": {
"type": "boolean", "type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API." "description": "Pass `true` to mark submitter as completed and auto-signed via API."
@ -1041,6 +1077,15 @@ $docuseal->updateSubmitter(500001, [
"description": "Metadata object with additional submitter information.", "description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }" "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -1108,14 +1153,45 @@ $docuseal->updateSubmitter(500001, [
"type": "boolean", "type": "boolean",
"description": "Set `true` to make the field required." "description": "Set `true` to make the field required."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1792,6 +1868,46 @@ $docuseal->createTemplateFromDocx([
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -2292,7 +2408,7 @@ $docuseal->mergeTemplates([
### Create a submission from PDF ### 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 <a href="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><a href="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 <a href="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><a href="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 ```php
@ -2595,6 +2711,15 @@ $docuseal->createSubmissionFromPdf([
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -2657,14 +2782,45 @@ $docuseal->createSubmissionFromPdf([
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3029,6 +3185,15 @@ and typesetting industry</p>
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -3091,14 +3256,45 @@ and typesetting industry</p>
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3425,6 +3621,46 @@ $docuseal->createTemplateFromPdf([
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -3541,3 +3777,447 @@ $docuseal->createTemplateFromPdf([
} }
``` ```
### 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 <a href="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><a href="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.",
"default": false
},
"variables": {
"type": "object",
"description": "Dynamic content variables object",
"example": {
"variable_name": "value"
}
},
"order": {
"type": "string",
"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.",
"items": {
"type": "string"
}
}
}
}
},
"message": {
"type": "object",
"properties": {
"subject": {
"type": "string",
"description": "Custom signature request email subject."
},
"body": {
"type": "string",
"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.",
"default": true
}
}
}
}
}
}
}
```

717
docs/api/python.md
Unescape View File

@ -543,6 +543,15 @@ docuseal.create_submission({
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -618,14 +627,45 @@ docuseal.create_submission({
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1064,10 +1104,6 @@ docuseal.update_submitter(500001, {
"type": "string", "type": "string",
"description": "Specify Reply-To address to use in the notification emails." "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": { "completed": {
"type": "boolean", "type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API." "description": "Pass `true` to mark submitter as completed and auto-signed via API."
@ -1077,6 +1113,15 @@ docuseal.update_submitter(500001, {
"description": "Metadata object with additional submitter information.", "description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }" "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -1144,14 +1189,45 @@ docuseal.update_submitter(500001, {
"type": "boolean", "type": "boolean",
"description": "Set `true` to make the field required." "description": "Set `true` to make the field required."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1843,6 +1919,46 @@ docuseal.create_template_from_docx({
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -2349,7 +2465,7 @@ docuseal.merge_templates({
### Create a submission from PDF ### 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 <a href="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><a href="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 <a href="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><a href="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 ```python
@ -2655,6 +2771,15 @@ docuseal.create_submission_from_pdf({
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -2717,14 +2842,45 @@ docuseal.create_submission_from_pdf({
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3092,6 +3248,15 @@ and typesetting industry</p>
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -3154,14 +3319,45 @@ and typesetting industry</p>
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3491,6 +3687,46 @@ docuseal.create_template_from_pdf({
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -3607,3 +3843,450 @@ docuseal.create_template_from_pdf({
} }
``` ```
### 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 <a href="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><a href="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.",
"default": false
},
"variables": {
"type": "object",
"description": "Dynamic content variables object",
"example": {
"variable_name": "value"
}
},
"order": {
"type": "string",
"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.",
"items": {
"type": "string"
}
}
}
}
},
"message": {
"type": "object",
"properties": {
"subject": {
"type": "string",
"description": "Custom signature request email subject."
},
"body": {
"type": "string",
"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.",
"default": true
}
}
}
}
}
}
}
```

717
docs/api/ruby.md
Unescape View File

@ -543,6 +543,15 @@ Docuseal.create_submission({
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -618,14 +627,45 @@ Docuseal.create_submission({
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1064,10 +1104,6 @@ Docuseal.update_submitter(500001, {
"type": "string", "type": "string",
"description": "Specify Reply-To address to use in the notification emails." "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": { "completed": {
"type": "boolean", "type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API." "description": "Pass `true` to mark submitter as completed and auto-signed via API."
@ -1077,6 +1113,15 @@ Docuseal.update_submitter(500001, {
"description": "Metadata object with additional submitter information.", "description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }" "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -1144,14 +1189,45 @@ Docuseal.update_submitter(500001, {
"type": "boolean", "type": "boolean",
"description": "Set `true` to make the field required." "description": "Set `true` to make the field required."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1843,6 +1919,46 @@ Docuseal.create_template_from_docx({
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -2349,7 +2465,7 @@ Docuseal.merge_templates({
### Create a submission from PDF ### 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 <a href="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><a href="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 <a href="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><a href="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 ```ruby
@ -2655,6 +2771,15 @@ Docuseal.create_submission_from_pdf({
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -2717,14 +2842,45 @@ Docuseal.create_submission_from_pdf({
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3092,6 +3248,15 @@ and typesetting industry</p>
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -3154,14 +3319,45 @@ and typesetting industry</p>
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3491,6 +3687,46 @@ Docuseal.create_template_from_pdf({
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -3607,3 +3843,450 @@ Docuseal.create_template_from_pdf({
} }
``` ```
### 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 <a href="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><a href="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.",
"default": false
},
"variables": {
"type": "object",
"description": "Dynamic content variables object",
"example": {
"variable_name": "value"
}
},
"order": {
"type": "string",
"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.",
"items": {
"type": "string"
}
}
}
}
},
"message": {
"type": "object",
"properties": {
"subject": {
"type": "string",
"description": "Custom signature request email subject."
},
"body": {
"type": "string",
"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.",
"default": true
}
}
}
}
}
}
}
```

699
docs/api/shell.md
Unescape View File

@ -517,6 +517,15 @@ curl --request POST \
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -592,14 +601,45 @@ curl --request POST \
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1013,10 +1053,6 @@ curl --request PUT \
"type": "string", "type": "string",
"description": "Specify Reply-To address to use in the notification emails." "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": { "completed": {
"type": "boolean", "type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API." "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.", "description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }" "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -1093,14 +1138,45 @@ curl --request PUT \
"type": "boolean", "type": "boolean",
"description": "Set `true` to make the field required." "description": "Set `true` to make the field required."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1758,6 +1834,46 @@ curl --request POST \
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -2234,7 +2350,7 @@ curl --request POST \
### Create a submission from PDF ### 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 <a href="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><a href="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 <a href="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><a href="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 ```shell
@ -2511,6 +2627,15 @@ curl --request POST \
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -2573,14 +2698,45 @@ curl --request POST \
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -2925,6 +3081,15 @@ curl --request POST \
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -2987,14 +3152,45 @@ curl --request POST \
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3301,6 +3497,46 @@ curl --request POST \
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "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 <a href="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><a href="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
curl --request POST \
--url https://api.docuseal.com/submissions/docx \
--header 'X-Auth-Token: API_KEY' \
--header 'content-type: application/json' \
--data '{"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.",
"default": false
},
"variables": {
"type": "object",
"description": "Dynamic content variables object",
"example": {
"variable_name": "value"
}
},
"order": {
"type": "string",
"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.",
"items": {
"type": "string"
}
}
}
}
},
"message": {
"type": "object",
"properties": {
"subject": {
"type": "string",
"description": "Custom signature request email subject."
},
"body": {
"type": "string",
"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.",
"default": true
}
}
}
}
}
}
}
```

716
docs/api/typescript.md
Unescape View File

@ -537,6 +537,15 @@ const submission = await docuseal.createSubmission({
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -612,14 +621,45 @@ const submission = await docuseal.createSubmission({
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1052,10 +1092,6 @@ const submitter = await docuseal.updateSubmitter(500001, {
"type": "string", "type": "string",
"description": "Specify Reply-To address to use in the notification emails." "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": { "completed": {
"type": "boolean", "type": "boolean",
"description": "Pass `true` to mark submitter as completed and auto-signed via API." "description": "Pass `true` to mark submitter as completed and auto-signed via API."
@ -1065,6 +1101,15 @@ const submitter = await docuseal.updateSubmitter(500001, {
"description": "Metadata object with additional submitter information.", "description": "Metadata object with additional submitter information.",
"example": "{ \"customField\": \"value\" }" "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": { "message": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -1132,14 +1177,45 @@ const submitter = await docuseal.updateSubmitter(500001, {
"type": "boolean", "type": "boolean",
"description": "Set `true` to make the field required." "description": "Set `true` to make the field required."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -1826,6 +1902,46 @@ const template = await docuseal.createTemplateFromDocx({
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -2330,7 +2446,7 @@ const template = await docuseal.mergeTemplates({
### Create a submission from PDF ### 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 <a href="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><a href="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 <a href="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><a href="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>
```typescript ```typescript
@ -2635,6 +2751,15 @@ const submission = await docuseal.createSubmissionFromPdf({
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -2697,14 +2822,45 @@ const submission = await docuseal.createSubmissionFromPdf({
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3071,6 +3227,15 @@ and typesetting industry</p>
"type": "string", "type": "string",
"description": "Submitter specific URL to redirect to after the submission completion." "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": { "fields": {
"type": "array", "type": "array",
"description": "A list of configurations for document form fields.", "description": "A list of configurations for document form fields.",
@ -3133,14 +3298,45 @@ and typesetting industry</p>
"type": "string", "type": "string",
"description": "Field description displayed on the signing form. Supports Markdown." "description": "Field description displayed on the signing form. Supports Markdown."
}, },
"validation_pattern": { "validation": {
"type": "object",
"properties": {
"pattern": {
"type": "string", "type": "string",
"description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.", "description": "HTML field validation pattern string based on https://developer.mozilla.org/en-US/docs/Web/HTML/Attributes/pattern specification.",
"example": "[A-Z]{4}" "example": "[A-Z]{4}"
}, },
"invalid_message": { "message": {
"type": "string", "type": "string",
"description": "A custom message to display on pattern validation failure." "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": { "preferences": {
"type": "object", "type": "object",
@ -3469,6 +3665,46 @@ const template = await docuseal.createTemplateFromPdf({
"Option B" "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": { "preferences": {
"type": "object", "type": "object",
"properties": { "properties": {
@ -3585,3 +3821,449 @@ const template = await docuseal.createTemplateFromPdf({
} }
``` ```
### 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 <a href="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><a href="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>
```typescript
import docuseal from "@docuseal/api";
docuseal.configure({ key: "API_KEY", url: "https://api.docuseal.com" });
const submission = await 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.",
"default": false
},
"variables": {
"type": "object",
"description": "Dynamic content variables object",
"example": {
"variable_name": "value"
}
},
"order": {
"type": "string",
"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.",
"items": {
"type": "string"
}
}
}
}
},
"message": {
"type": "object",
"properties": {
"subject": {
"type": "string",
"description": "Custom signature request email subject."
},
"body": {
"type": "string",
"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.",
"default": true
}
}
}
}
}
}
}
```

11
docs/embedding/form-builder-angular.md
Unescape View File

@ -450,6 +450,11 @@ const token = jwt.sign({
"default": false, "default": false,
"description": "Set `true` to display field name placeholders instead of the field type icons." "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": { "onlyDefinedFields": {
"type": "boolean", "type": "boolean",
"required": false, "required": false,
@ -462,6 +467,12 @@ const token = jwt.sign({
"default": false, "default": false,
"description": "Show template in preview mode without ability to edit it." "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."
},
"autosave": { "autosave": {
"type": "boolean", "type": "boolean",
"required": false, "required": false,

11
docs/embedding/form-builder-javascript.md
Unescape View File

@ -414,12 +414,23 @@
"default": false, "default": false,
"description": "Set `true` to display field name placeholders instead of the field type icons." "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": { "data-preview": {
"type": "boolean", "type": "boolean",
"required": false, "required": false,
"default": false, "default": false,
"description": "Show template in preview mode without ability to edit it." "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."
},
"data-only-defined-fields": { "data-only-defined-fields": {
"type": "boolean", "type": "boolean",
"required": false, "required": false,

11
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@ -441,6 +441,11 @@ const token = jwt.sign({
"default": false, "default": false,
"description": "Set `true` to display field name placeholders instead of the field type icons." "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": { "onlyDefinedFields": {
"type": "boolean", "type": "boolean",
"required": false, "required": false,
@ -453,6 +458,12 @@ const token = jwt.sign({
"default": false, "default": false,
"description": "Show template in preview mode without ability to edit it." "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."
},
"autosave": { "autosave": {
"type": "boolean", "type": "boolean",
"required": false, "required": false,

11
docs/embedding/form-builder-vue.md
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@ -456,6 +456,11 @@ const token = jwt.sign({
"default": false, "default": false,
"description": "Set `true` to display field name placeholders instead of the field type icons." "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": { "autosave": {
"type": "boolean", "type": "boolean",
"required": false, "required": false,
@ -468,6 +473,12 @@ const token = jwt.sign({
"default": false, "default": false,
"description": "Show template in preview mode without ability to edit it." "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."
},
"language": { "language": {
"type": "string", "type": "string",
"required": false, "required": false,

4
docs/embedding/signing-form-javascript.md
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@ -12,7 +12,9 @@
</docuseal-form> </docuseal-form>
<script> <script>
window.docusealForm.addEventListener('completed', (e) => e.detail) window.docusealForm.addEventListener('completed', (e) => {
console.log(e.detail)
})
</script> </script>
``` ```

1309
docs/openapi.json
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File diff suppressed because it is too large Load Diff

4
docs/webhooks/form-webhook.md
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@ -146,6 +146,10 @@ During the form filling and signing process, 3 types of events may occur and are
"type": "string", "type": "string",
"description": "The submission URL." "description": "The submission URL."
}, },
"variables": {
"type": "object",
"description": "Dynamic content variables object."
},
"created_at": { "created_at": {
"type": "string", "type": "string",
"description": "The submission creation date.", "description": "The submission creation date.",

4
docs/webhooks/submission-webhook.md
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@ -216,6 +216,10 @@ Get submission creation, completion, expiration, and archiving notifications usi
} }
} }
}, },
"variables": {
"type": "object",
"description": "Dynamic content variables object."
},
"created_by_user": { "created_by_user": {
"type": "object", "type": "object",
"properties": { "properties": {

1
lib/submissions.rb
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@ -70,6 +70,7 @@ module Submissions
def update_template_fields!(submission) def update_template_fields!(submission)
submission.template_fields = submission.template.fields submission.template_fields = submission.template.fields
submission.variables_schema = submission.template.variables_schema
submission.template_schema = submission.template.schema submission.template_schema = submission.template.schema
submission.template_submitters = submission.template.submitters if submission.template_submitters.blank? submission.template_submitters = submission.template.submitters if submission.template_submitters.blank?

5
lib/submissions/create_from_submitters.rb
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@ -22,6 +22,7 @@ module Submissions
account_id: user.account_id, account_id: user.account_id,
preferences: set_submission_preferences, preferences: set_submission_preferences,
name: with_template ? attrs[:name] : (attrs[:name] || template.name), name: with_template ? attrs[:name] : (attrs[:name] || template.name),
variables: attrs[:variables] || {},
expire_at:, expire_at:,
template_submitters: [], submitters_order:) template_submitters: [], submitters_order:)
@ -139,9 +140,11 @@ module Submissions
end end
if template_fields != (submission.template_fields || submission.template.fields) || if template_fields != (submission.template_fields || submission.template.fields) ||
submitters_attrs.any? { |e| e[:completed].present? } || !with_template submitters_attrs.any? { |e| e[:completed].present? } || !with_template || submission.variables.present?
submission.template_fields = template_fields submission.template_fields = template_fields
submission.template_schema = submission.template.schema if submission.template_schema.blank? submission.template_schema = submission.template.schema if submission.template_schema.blank?
submission.variables_schema = submission.template.variables_schema if submission.template_id &&
submission.variables_schema.blank?
end end
submission submission

74
lib/submissions/ensure_audit_generated.rb
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@ -0,0 +1,74 @@
# frozen_string_literal: true
module Submissions
module EnsureAuditGenerated
WAIT_FOR_RETRY = 2.seconds
CHECK_EVENT_INTERVAL = 1.second
CHECK_COMPLETE_TIMEOUT = 90.seconds
KEY_PREFIX = 'audit_trail'
WaitForCompleteTimeout = Class.new(StandardError)
NotCompletedYet = Class.new(StandardError)
module_function
def call(submission)
return nil unless submission
raise NotCompletedYet unless submission.submitters.all?(&:completed_at?)
key = [KEY_PREFIX, submission.id].join(':')
if ApplicationRecord.uncached { LockEvent.exists?(key:, event_name: :complete) }
return submission.audit_trail_attachment
end
events = ApplicationRecord.uncached { LockEvent.where(key:).order(:id).to_a }
if events.present? && events.last.event_name.in?(%w[start retry])
wait_for_complete_or_fail(submission)
else
LockEvent.create!(key:, event_name: events.present? ? :retry : :start)
result = Submissions::GenerateAuditTrail.call(submission)
LockEvent.create!(key:, event_name: :complete)
result
end
rescue ActiveRecord::RecordNotUnique
sleep WAIT_FOR_RETRY
retry
rescue StandardError => e
Rollbar.error(e) if defined?(Rollbar)
Rails.logger.error(e)
LockEvent.create!(key:, event_name: :fail)
raise
end
def wait_for_complete_or_fail(submission)
total_wait_time = 0
loop do
sleep CHECK_EVENT_INTERVAL
total_wait_time += CHECK_EVENT_INTERVAL
last_event =
ApplicationRecord.uncached do
LockEvent.where(key: [KEY_PREFIX, submission.id].join(':')).order(:id).last
end
if last_event.event_name.in?(%w[complete fail])
break ApplicationRecord.uncached do
ActiveStorage::Attachment.find_by(record: submission, name: 'audit_trail')
end
end
raise WaitForCompleteTimeout if total_wait_time > CHECK_COMPLETE_TIMEOUT
end
end
end
end

74
lib/submissions/ensure_combined_generated.rb
Unescape View File

@ -0,0 +1,74 @@
# frozen_string_literal: true
module Submissions
module EnsureCombinedGenerated
WAIT_FOR_RETRY = 2.seconds
CHECK_EVENT_INTERVAL = 1.second
CHECK_COMPLETE_TIMEOUT = 90.seconds
KEY_PREFIX = 'combined_document'
WaitForCompleteTimeout = Class.new(StandardError)
NotCompletedYet = Class.new(StandardError)
module_function
def call(submitter)
return nil unless submitter
raise NotCompletedYet unless submitter.completed_at?
key = [KEY_PREFIX, submitter.id].join(':')
if ApplicationRecord.uncached { LockEvent.exists?(key:, event_name: :complete) }
return submitter.submission.combined_document_attachment
end
events = ApplicationRecord.uncached { LockEvent.where(key:).order(:id).to_a }
if events.present? && events.last.event_name.in?(%w[start retry])
wait_for_complete_or_fail(submitter)
else
LockEvent.create!(key:, event_name: events.present? ? :retry : :start)
result = Submissions::GenerateCombinedAttachment.call(submitter)
LockEvent.create!(key:, event_name: :complete)
result
end
rescue ActiveRecord::RecordNotUnique
sleep WAIT_FOR_RETRY
retry
rescue StandardError => e
Rollbar.error(e) if defined?(Rollbar)
Rails.logger.error(e)
LockEvent.create!(key:, event_name: :fail)
raise
end
def wait_for_complete_or_fail(submitter)
total_wait_time = 0
loop do
sleep CHECK_EVENT_INTERVAL
total_wait_time += CHECK_EVENT_INTERVAL
last_event =
ApplicationRecord.uncached do
LockEvent.where(key: [KEY_PREFIX, submitter.id].join(':')).order(:id).last
end
if last_event.event_name.in?(%w[complete fail])
break ApplicationRecord.uncached do
ActiveStorage::Attachment.find_by(record: submitter.submission, name: 'combined_document')
end
end
raise WaitForCompleteTimeout if total_wait_time > CHECK_COMPLETE_TIMEOUT
end
end
end
end

17
lib/submissions/ensure_result_generated.rb
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@ -16,21 +16,20 @@ module Submissions
raise NotCompletedYet unless submitter.completed_at? raise NotCompletedYet unless submitter.completed_at?
return submitter.documents if ApplicationRecord.uncached { submitter.document_generation_events.complete.exists? } key = ['result_attachments', submitter.id].join(':')
events = return submitter.documents if ApplicationRecord.uncached { LockEvent.exists?(key:, event_name: :complete) }
ApplicationRecord.uncached do
DocumentGenerationEvent.where(submitter:).order(:created_at).to_a events = ApplicationRecord.uncached { LockEvent.where(key:).order(:id).to_a }
end
if events.present? && events.last.event_name.in?(%w[start retry]) if events.present? && events.last.event_name.in?(%w[start retry])
wait_for_complete_or_fail(submitter) wait_for_complete_or_fail(submitter)
else else
submitter.document_generation_events.create!(event_name: events.present? ? :retry : :start) LockEvent.create!(key:, event_name: events.present? ? :retry : :start)
documents = GenerateResultAttachments.call(submitter) documents = GenerateResultAttachments.call(submitter)
submitter.document_generation_events.create!(event_name: :complete) LockEvent.create!(key:, event_name: :complete)
documents documents
end end
@ -42,7 +41,7 @@ module Submissions
Rollbar.error(e) if defined?(Rollbar) Rollbar.error(e) if defined?(Rollbar)
Rails.logger.error(e) Rails.logger.error(e)
submitter.document_generation_events.create!(event_name: :fail) LockEvent.create!(key:, event_name: :fail)
raise raise
end end
@ -56,7 +55,7 @@ module Submissions
last_event = last_event =
ApplicationRecord.uncached do ApplicationRecord.uncached do
DocumentGenerationEvent.where(submitter:).order(:created_at).last LockEvent.where(key: ['result_attachments', submitter.id].join(':')).order(:id).last
end end
break submitter.documents.reload if last_event.event_name.in?(%w[complete fail]) break submitter.documents.reload if last_event.event_name.in?(%w[complete fail])

21
lib/submissions/generate_audit_trail.rb
Unescape View File

@ -113,11 +113,13 @@ module Submissions
configs = submission.account.account_configs.where(key: [AccountConfig::WITH_AUDIT_VALUES_KEY, configs = submission.account.account_configs.where(key: [AccountConfig::WITH_AUDIT_VALUES_KEY,
AccountConfig::WITH_SIGNATURE_ID, AccountConfig::WITH_SIGNATURE_ID,
AccountConfig::WITH_FILE_LINKS_KEY,
AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY]) AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY])
last_submitter = submission.submitters.select(&:completed_at).max_by(&:completed_at) last_submitter = submission.submitters.select(&:completed_at).max_by(&:completed_at)
with_signature_id = configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true with_signature_id = configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true
with_file_links = configs.find { |c| c.key == AccountConfig::WITH_FILE_LINKS_KEY }&.value == true
with_audit_values = configs.find { |c| c.key == AccountConfig::WITH_AUDIT_VALUES_KEY }&.value != false with_audit_values = configs.find { |c| c.key == AccountConfig::WITH_AUDIT_VALUES_KEY }&.value != false
with_submitter_timezone = configs.find { |c| c.key == AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY }&.value == true with_submitter_timezone = configs.find { |c| c.key == AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY }&.value == true
@ -196,7 +198,7 @@ module Submissions
composer.draw_box(divider) composer.draw_box(divider)
documents_data = Submitters.select_attachments_for_download(last_submitter).map do |document| documents_data = select_attachments(last_submitter).map do |document|
original_documents = submission.schema_documents.select do |e| original_documents = submission.schema_documents.select do |e|
e.uuid == (document.metadata['original_uuid'] || document.uuid) e.uuid == (document.metadata['original_uuid'] || document.uuid)
end.presence end.presence
@ -392,7 +394,12 @@ module Submissions
Array.wrap(value).map do |uuid| Array.wrap(value).map do |uuid|
attachment = submitter.attachments.find { |a| a.uuid == uuid } attachment = submitter.attachments.find { |a| a.uuid == uuid }
link = r.submissions_preview_url(submission.slug, **Docuseal.default_url_options) link =
if with_file_links
ActiveStorage::Blob.proxy_url(attachment.blob)
else
r.submissions_preview_url(submission.slug, **Docuseal.default_url_options)
end
{ link:, text: "#{attachment.filename}\n", style: :link } { link:, text: "#{attachment.filename}\n", style: :link }
end, end,
@ -472,6 +479,16 @@ module Submissions
'Signed with DocuSeal.com' 'Signed with DocuSeal.com'
end end
def select_attachments(submitter)
original_documents = submitter.submission.schema_documents.preload(:blob)
is_more_than_two_images = original_documents.count(&:image?) > 1
submitter.documents.preload(:blob).reject do |attachment|
is_more_than_two_images &&
original_documents.find { |a| a.uuid == (attachment.metadata['original_uuid'] || attachment.uuid) }&.image?
end
end
def maybe_add_background(_canvas, _submission, _page_size); end def maybe_add_background(_canvas, _submission, _page_size); end
def show_verify?(submission) def show_verify?(submission)

4
lib/submissions/generate_preview_attachments.rb
Unescape View File

@ -15,9 +15,11 @@ module Submissions
configs = submission.account.account_configs.where(key: [AccountConfig::FLATTEN_RESULT_PDF_KEY, configs = submission.account.account_configs.where(key: [AccountConfig::FLATTEN_RESULT_PDF_KEY,
AccountConfig::WITH_SIGNATURE_ID, AccountConfig::WITH_SIGNATURE_ID,
AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY, AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY,
AccountConfig::WITH_FILE_LINKS_KEY,
AccountConfig::WITH_SIGNATURE_ID_REASON_KEY]) AccountConfig::WITH_SIGNATURE_ID_REASON_KEY])
with_signature_id = configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true with_signature_id = configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true
with_file_links = configs.find { |c| c.key == AccountConfig::WITH_FILE_LINKS_KEY }&.value == true
is_flatten = configs.find { |c| c.key == AccountConfig::FLATTEN_RESULT_PDF_KEY }&.value != false is_flatten = configs.find { |c| c.key == AccountConfig::FLATTEN_RESULT_PDF_KEY }&.value != false
with_submitter_timezone = configs.find { |c| c.key == AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY }&.value == true with_submitter_timezone = configs.find { |c| c.key == AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY }&.value == true
with_signature_id_reason = with_signature_id_reason =
@ -34,7 +36,7 @@ module Submissions
submitters.preload(attachments_attachments: :blob).each_with_index do |s, index| submitters.preload(attachments_attachments: :blob).each_with_index do |s, index|
GenerateResultAttachments.fill_submitter_fields(s, submission.account, pdfs_index, GenerateResultAttachments.fill_submitter_fields(s, submission.account, pdfs_index,
with_signature_id:, is_flatten:, with_headings: index.zero?, with_signature_id:, is_flatten:, with_headings: index.zero?,
with_submitter_timezone:, with_submitter_timezone:, with_file_links:,
with_signature_id_reason:) with_signature_id_reason:)
end end

15
lib/submissions/generate_result_attachments.rb
Unescape View File

@ -139,12 +139,14 @@ module Submissions
def generate_pdfs(submitter) def generate_pdfs(submitter)
configs = submitter.account.account_configs.where(key: [AccountConfig::FLATTEN_RESULT_PDF_KEY, configs = submitter.account.account_configs.where(key: [AccountConfig::FLATTEN_RESULT_PDF_KEY,
AccountConfig::WITH_SIGNATURE_ID, AccountConfig::WITH_SIGNATURE_ID,
AccountConfig::WITH_FILE_LINKS_KEY,
AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY, AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY,
AccountConfig::WITH_SIGNATURE_ID_REASON_KEY]) AccountConfig::WITH_SIGNATURE_ID_REASON_KEY])
with_signature_id = configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true with_signature_id = configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true
is_flatten = configs.find { |c| c.key == AccountConfig::FLATTEN_RESULT_PDF_KEY }&.value != false is_flatten = configs.find { |c| c.key == AccountConfig::FLATTEN_RESULT_PDF_KEY }&.value != false
with_submitter_timezone = configs.find { |c| c.key == AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY }&.value == true with_submitter_timezone = configs.find { |c| c.key == AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY }&.value == true
with_file_links = configs.find { |c| c.key == AccountConfig::WITH_FILE_LINKS_KEY }&.value == true
with_signature_id_reason = with_signature_id_reason =
configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID_REASON_KEY }&.value != false configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID_REASON_KEY }&.value != false
@ -192,11 +194,12 @@ module Submissions
fill_submitter_fields(submitter, submitter.account, pdfs_index, with_signature_id:, is_flatten:, fill_submitter_fields(submitter, submitter.account, pdfs_index, with_signature_id:, is_flatten:,
with_submitter_timezone:, with_submitter_timezone:,
with_file_links:,
with_signature_id_reason:) with_signature_id_reason:)
end end
def fill_submitter_fields(submitter, account, pdfs_index, with_signature_id:, is_flatten:, with_headings: nil, def fill_submitter_fields(submitter, account, pdfs_index, with_signature_id:, is_flatten:, with_headings: nil,
with_submitter_timezone: false, with_signature_id_reason: true) with_submitter_timezone: false, with_signature_id_reason: true, with_file_links: nil)
cell_layouter = HexaPDF::Layout::TextLayouter.new(text_valign: :center, text_align: :center) cell_layouter = HexaPDF::Layout::TextLayouter.new(text_valign: :center, text_align: :center)
attachments_data_cache = {} attachments_data_cache = {}
@ -466,6 +469,13 @@ module Submissions
diff = ((area['h'] * height) / 2) - (lines.sum(&:height) / 2) diff = ((area['h'] * height) / 2) - (lines.sum(&:height) / 2)
url =
if with_file_links
ActiveStorage::Blob.proxy_url(attachment.blob)
else
r.submissions_preview_url(submission.slug, **Docuseal.default_url_options)
end
page[:Annots] << pdf.add( page[:Annots] << pdf.add(
{ {
Type: :Annot, Subtype: :Link, Type: :Annot, Subtype: :Link,
@ -477,8 +487,7 @@ module Submissions
height - (area['y'] * height) - lines[..next_index].sum(&:height) + height - (area['y'] * height) - lines[..next_index].sum(&:height) +
height_diff - (height_diff.zero? ? diff : 0) height_diff - (height_diff.zero? ? diff : 0)
], ],
A: { Type: :Action, S: :URI, A: { Type: :Action, S: :URI, URI: url }
URI: r.submissions_preview_url(submission.slug, **Docuseal.default_url_options) }
} }
) )

3
lib/submissions/serialize_for_api.rb
Unescape View File

@ -25,6 +25,7 @@ module Submissions
json = submission.as_json(SERIALIZE_PARAMS) json = submission.as_json(SERIALIZE_PARAMS)
json['variables'] = (submission.variables || {}).as_json
json['created_by_user'] ||= nil json['created_by_user'] ||= nil
if with_events if with_events
@ -73,7 +74,7 @@ module Submissions
if !attachment && params[:include].to_s.include?('combined_document_url') if !attachment && params[:include].to_s.include?('combined_document_url')
submitter = submitters.max_by(&:completed_at) submitter = submitters.max_by(&:completed_at)
attachment = Submissions::GenerateCombinedAttachment.call(submitter) attachment = Submissions::EnsureCombinedGenerated.call(submitter)
end end
ActiveStorage::Blob.proxy_url(attachment.blob, expires_at:) if attachment ActiveStorage::Blob.proxy_url(attachment.blob, expires_at:) if attachment

5
lib/submitters.rb
Unescape View File

@ -94,8 +94,9 @@ module Submitters
def select_attachments_for_download(submitter) def select_attachments_for_download(submitter)
if AccountConfig.exists?(account_id: submitter.submission.account_id, if AccountConfig.exists?(account_id: submitter.submission.account_id,
key: AccountConfig::COMBINE_PDF_RESULT_KEY, key: AccountConfig::COMBINE_PDF_RESULT_KEY,
value: true) && submitter.submission.combined_document_attachment value: true) &&
return [submitter.submission.combined_document_attachment] submitter.submission.submitters.all?(&:completed_at?)
return [submitter.submission.combined_document_attachment || Submissions::EnsureCombinedGenerated.call(submitter)]
end end
original_documents = submitter.submission.schema_documents.preload(:blob) original_documents = submitter.submission.schema_documents.preload(:blob)

4
lib/submitters/serialize_for_webhook.rb
Unescape View File

@ -35,8 +35,7 @@ module Submitters
'audit_log_url' => submitter.submission.audit_log_url(expires_at:), 'audit_log_url' => submitter.submission.audit_log_url(expires_at:),
'submission_url' => r.submissions_preview_url(submission.slug, **Docuseal.default_url_options), 'submission_url' => r.submissions_preview_url(submission.slug, **Docuseal.default_url_options),
'template' => submission.template.as_json( 'template' => submission.template.as_json(
only: %i[id name external_id created_at updated_at], only: %i[id name external_id created_at updated_at], methods: %i[folder_name]
methods: %i[folder_name]
), ),
'submission' => { 'submission' => {
'id' => submission.id, 'id' => submission.id,
@ -44,6 +43,7 @@ module Submitters
'combined_document_url' => submission.combined_document_url(expires_at:), 'combined_document_url' => submission.combined_document_url(expires_at:),
'status' => build_submission_status(submission), 'status' => build_submission_status(submission),
'url' => r.submissions_preview_url(submission.slug, **Docuseal.default_url_options), 'url' => r.submissions_preview_url(submission.slug, **Docuseal.default_url_options),
'variables' => (submission.variables || {}).as_json,
'created_at' => submission.created_at.as_json 'created_at' => submission.created_at.as_json
}) })
end end

12
spec/factories/email_events.rb
Unescape View File

@ -0,0 +1,12 @@
# frozen_string_literal: true
FactoryBot.define do
factory :email_event do
account
event_type { 'bounce' }
message_id { SecureRandom.uuid }
tag { 'submitter_invitation' }
email { Faker::Internet.email }
event_datetime { 1.hour.ago }
end
end

2
spec/requests/submissions_spec.rb
Unescape View File

@ -298,6 +298,7 @@ describe 'Submission API' do
completed_at: nil, completed_at: nil,
created_at: submission.created_at, created_at: submission.created_at,
updated_at: submission.updated_at, updated_at: submission.updated_at,
variables: {},
archived_at: nil, archived_at: nil,
status: 'pending', status: 'pending',
submitters:, submitters:,
@ -358,6 +359,7 @@ describe 'Submission API' do
completed_at: nil, completed_at: nil,
created_at: submission.created_at, created_at: submission.created_at,
updated_at: submission.updated_at, updated_at: submission.updated_at,
variables: {},
archived_at: nil, archived_at: nil,
submitters:, submitters:,
template: { template: {

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