Create template with Zoho Sign API

Create template

This will help you to create a new template

ARGUMENTS

Param	Datatype	Description
template_name *	String	Name of the template
request_type_id	String	Document Category Id
notes	String	Message to be sent to all recipients in common
expiration_days	Int	No of days after which the document will expire.
is_sequential *	Boolean	Sequential signing / Parallel Signing[true/false]
email_reminders	Boolean	Send automatic reminders
reminder_period	Int	Send automatic reminders once in [n] days
folder_id	String	Folder
actions	JSON array

Actions

Param	Datatype	Description
role *	String	Role of the recipient
recipient_name *	String	Recipient name
recipient_email *	String	Recipient email
in_person_name *	String	Inperson recipient name
in_person_email	String	Inperson recipient email
action_type *	String	Recipient Action [SIGN \| VIEW \| INPERSONSIGN]
private_notes	String	Private notes for each recipient
signing_order	Int	Order in which recipient actions needs to be performed
verify_recipient *	Boolean	Authentication needs to be done or not
verification_type	String	Verification Mode [EMAIL/OFFLINE]

API Root Endpoint

POST https://sign.zoho.com/api/v1/templates

Request example

$ curl https://sign.zoho.com/api/v1/templates \
    -H "Authorization: Zoho-oauthtoken <Oauth Token>"\
    -F 'file=@Path to file' \
    -F 'data={
  "templates": {
    "template_name": "Template 1",
    "request_type_id": "2000000000135",
    "expiration_days": 1,
    "is_sequential": true,
    "reminder_period": 8,
    "email_reminders": false,
    "actions": [
      {
        "action_type": "SIGN",
        "signing_order": 0,
        "recipient_name": "",
        "role": "1",
        "recipient_email": "",
        "recipient_phonenumber": "",
        "recipient_countrycode": "",
        "private_notes": "Please get back to us for further queries",
        "verify_recipient": true,
        "verification_type": "EMAIL",
        "verification_code": ""
      }
    ]
  }
}'

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Response example

HTTP/1.1 200 OK
Content-Type:application/json;charset=UTF-8
{
  "code": 0,
  "templates": {
    "owner_email": "v****@***.com",
    "created_time": 1522746328987,
    "email_reminders": false,
    "document_ids": [
      {
        "image_string": "<BASE 64 Image String>",
        "pages": [
          {
            "image_string": "<BASE 64 Image String>",
            "page": 0,
            "is_thumbnail": true
          }
        ],
        "document_size": 174307,
        "document_order": "0",
        "total_pages": 4,
        "document_id": "2000000493029"
      }
    ],
    "notes": "",
    "reminder_period": 8,
    "owner_id": "2000000002002",
    "document_fields": [
      {
        "document_id": "2000000493029",
        "fields": []
      }
    ],
    "description": "",
    "template_name": "Template 1",
    "modified_time": 1522746328987,
    "is_deleted": false,
    "expiration_days": 1,
    "is_sequential": true,
    "template_id": "2000000493035",
    "request_type_name": "Others",
    "owner_first_name": "V*******",
    "request_type_id": "2000000000135",
    "owner_last_name": "",
    "actions": [
      {
        "verify_recipient": true,
        "role": "1",
        "action_id": "2000000493038",
        "action_type": "SIGN",
        "private_notes": "Please get back to us for further queries",
        "recipient_email": "",
        "signing_order": 0,
        "verification_type": "EMAIL",
        "fields": [],
        "recipient_name": "",
        "recipient_phonenumber": "",
        "recipient_countrycode": ""
      }
    ]
  },
  "message": "Template has been added ",
  "status": "success"
}

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