Template Documents

Template documents are the PDF files pre-configured on a template. When an envelope is jumpstarted from the template, these documents are automatically copied into the envelope.

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Properties

Property	Type	Description
id	string	Unique identifier for the document. Required when placing fields on the template.
name	string	Display name shown to recipients during signing.
order	number	Display order when multiple documents are present. Zero-based.
pages	array	One entry per PDF page. The array length gives the total page count.
context	object	Arbitrary metadata attached to this document.

info

Template documents do not have a status field — status tracking applies only to documents within active envelopes.

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Adding documents to a template

Documents are uploaded individually via a multipart/form-data request.

POST /api/v1/key/templates/{templateId}/documents
Content-Type: multipart/form-data

Field	Type	Required	Constraints
document	file	✅	PDF only. Maximum size: 48 MB.
name	string	—	Max 140 characters. Defaults to the uploaded filename.
order	number	—	Display position. Starts at 0.
context	object	—	Arbitrary metadata.

Response

{
  "success": true,
  "payload": {
    "document": {
      "id": "doc_07pq...",
      "name": "NDA Template.pdf",
      "order": 0,
      "pages": [{}, {}, {}],
      "context": {}
    }
  }
}

Save the document.id — you will need it when placing fields on the template.

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Differences from envelope documents

	Template document	Envelope document
Endpoint	POST /templates/{id}/documents	POST /envelopes/{id}/documents
Status field	❌ Not present	✅ voided, declined, completed
Modifiable after send	N/A — templates are static	❌ Locked after envelope is sent
Copied to envelope	✅ On jumpstart	—