Create a document template

post

https://api.wingspan.app/v3/compliance/document-templates

Creates an e-signature template owned by the calling account. The returned id is what a RequirementType: Signature requirement definition passes as dataSourceId.

The template is created on the e-signature provider from fileId, then authored: the response carries an editUrl into the provider's embedded editor, where signature and merge fields are placed on the document.

Supplying an externalId already in use for this account returns 409 ResourceConflict — create is not an upsert. Recover by listing with ?filter[externalId][eq]= to retrieve the existing template.

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Body Params

title

string

required

fileId

string

required

File containing the template body.

signerRoles

array of objects

required

length ≥ 1

Parties the template asks to sign. At least one is required: the provider template is built from these roles.

signerRoles*

Allowed:

Which party a template asks to sign.

externalId

string

Caller-supplied reconciliation id, unique per account. A duplicate returns 409 ResourceConflict.

metadata

object

Free-form key-value pairs. Max 50 keys; key length at most 40 characters; value length at most 500 characters. Where a list endpoint declares metadata filtering, it uses the QueryQL namespace via filter[metadata.{key}][eq]=value or filter[metadata.{key}][in][]=value. Endpoints that do not declare the dynamic Metadata filter do not support Metadata filtering.

Headers

Idempotency-Key

string

length between 1 and 255

^[\x21-\x7e]{1,255}$

Optional idempotency token for authenticated POST and PATCH requests. Reusing the same key and body returns the cached response for 24 hours, except credential operations that explicitly document a 409 because one-time secret material is never cached; reusing it with a different body returns 409 IdempotencyKeyConflict. Use 1-255 printable ASCII characters.

X-Wingspan-Account

string

^(?:[A-Za-z0-9_.]{22}|[a-f0-9]{24})$

Select the Account for an Account-scoped operation. A direct ServiceAccount API key MUST supply this header, and the target must be within the ServiceAccount owner's or Authorization grant's Account boundary. A Person bearer may select an Account on which it has an active Stakeholder, and an Account session may select its bound Account (or a descendant only when the session explicitly includes descendants).

string

enum

Defaults to application/json

Generated from available response content types

Allowed:

Responses

Language

Credentials

Bearer

JWT

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Response

Click Try It! to start a request and see the response here! Or choose an example:

application/json

application/problem+json

201Document template created

400Malformed request syntax

401Unauthenticated

403Forbidden

409Conflict

422Validation error