Guide

Templates

Make a document once, then send it to new people with one call.

Make a template in the app

Templates are made in the app: upload the document, add roles such as Client, and place each role’s fields. List them with GET /templates; each template shows its roles.

Send from a template

Pass template_id and fill each role with a person. Fields come from the template, so you don’t place any.

bash

curl -X POST "https://api.esorasign.com/v1/documents" \
  -H "Authorization: Bearer $ESORA_API_KEY" \
  -H "Idempotency-Key: $(uuidgen)" \
  -H "Content-Type: application/json" \
  -d '{
    "template_id": "tpl_2zg4mZaouqKLiMcVbpT4r5",
    "recipients": [
      { "template_role": "Client", "name": "Maya Chen", "email": "maya.chen@example.com" },
      { "template_role": "Account manager", "name": "John Smith", "email": "john.smith@example.com" }
    ],
    "send": true
  }'

Every role must be filled before the document can be sent (422 not_ready otherwise). To send one template to many people from a spreadsheet, use bulk send in the app.