Templates

Templates are reusable document blueprints with pre-configured fields and signer slots. Create a template once in the inSigner dashboard, then use the API to generate documents from it.

List templates

GET /api/v1/templates

Query parameters

Parameter	Type	Default	Description
`cursor`	`string`	—	Pagination cursor
`limit`	`integer`	`25`	Items per page (1–100)
`category`	`string`	—	Filter by category
`search`	`string`	—	Search by name (case-insensitive)

Required scope: templates.read

curl -X GET "https://app.insigner.co/api/v1/templates?search=NDA" \
  -H "Authorization: Bearer isk_YOUR_API_KEY"

const res = await fetch(
  'https://app.insigner.co/api/v1/templates?search=NDA',
  { headers: { 'Authorization': 'Bearer isk_YOUR_API_KEY' } }
);
const { data, meta } = await res.json();

res = requests.get(
    "https://app.insigner.co/api/v1/templates",
    headers={"Authorization": "Bearer isk_YOUR_API_KEY"},
    params={"search": "NDA"}
)

Response

{
  "data": [
    {
      "id": "tpl_abc123",
      "name": "Standard NDA",
      "description": "Mutual non-disclosure agreement",
      "category": "Legal",
      "fileSize": 185000,
      "usageCount": 47,
      "isPublic": false,
      "createdAt": "2026-03-15T10:00:00.000Z",
      "updatedAt": "2026-05-20T14:30:00.000Z",
      "_count": { "fields": 8, "signers": 2 }
    }
  ],
  "meta": {
    "count": 1,
    "hasMore": false,
    "nextCursor": null
  }
}

Get template details

GET /api/v1/templates/{id}

Returns template details including all fields and signer slots.

Required scope: templates.read

curl -X GET https://app.insigner.co/api/v1/templates/tpl_abc123 \
  -H "Authorization: Bearer isk_YOUR_API_KEY"

const res = await fetch(
  'https://app.insigner.co/api/v1/templates/tpl_abc123',
  { headers: { 'Authorization': 'Bearer isk_YOUR_API_KEY' } }
);
const { data } = await res.json();

res = requests.get(
    "https://app.insigner.co/api/v1/templates/tpl_abc123",
    headers={"Authorization": "Bearer isk_YOUR_API_KEY"}
)

Response

{
  "data": {
    "id": "tpl_abc123",
    "name": "Standard NDA",
    "description": "Mutual non-disclosure agreement",
    "category": "Legal",
    "fileSize": 185000,
    "usageCount": 47,
    "isPublic": false,
    "createdAt": "2026-03-15T10:00:00.000Z",
    "updatedAt": "2026-05-20T14:30:00.000Z",
    "fields": [
      {
        "id": "tf_abc123",
        "type": "signature",
        "label": "Party A Signature",
        "page": 3,
        "x": 100,
        "y": 600,
        "width": 200,
        "height": 60,
        "required": true,
        "readOnly": false,
        "assignedTo": 0,
        "placeholder": null,
        "defaultValue": null,
        "options": null
      }
    ],
    "signers": [
      {
        "id": "ts_abc123",
        "role": "signer",
        "label": "Party A",
        "sortOrder": 0
      },
      {
        "id": "ts_def456",
        "role": "signer",
        "label": "Party B",
        "sortOrder": 1
      }
    ]
  }
}

Use a template

POST /api/v1/templates/{id}/use

Creates a new document from a template. Copies all fields and optionally pre-fills signer details. The document is created in draft status.

Required scope: documents.create

Request body

Field	Type	Required	Description
`name`	`string`	—	Custom document name (defaults to template name)
`signers`	`array`	—	Array of signer objects to pre-fill
`signers[].email`	`string`	✅	Signer email
`signers[].name`	`string`	✅	Signer name
`signers[].phone`	`string`	—	Phone number

curl -X POST https://app.insigner.co/api/v1/templates/tpl_abc123/use \
  -H "Authorization: Bearer isk_YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "NDA - Acme Corp & WidgetCo",
    "signers": [
      { "email": "[email protected]", "name": "Alice Johnson" },
      { "email": "[email protected]", "name": "Bob Williams" }
    ]
  }'

const res = await fetch(
  'https://app.insigner.co/api/v1/templates/tpl_abc123/use',
  {
    method: 'POST',
    headers: {
      'Authorization': 'Bearer isk_YOUR_API_KEY',
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({
      name: 'NDA - Acme Corp & WidgetCo',
      signers: [
        { email: '[email protected]', name: 'Alice Johnson' },
        { email: '[email protected]', name: 'Bob Williams' }
      ]
    })
  }
);
const { data } = await res.json();

res = requests.post(
    "https://app.insigner.co/api/v1/templates/tpl_abc123/use",
    headers={"Authorization": "Bearer isk_YOUR_API_KEY"},
    json={
        "name": "NDA - Acme Corp & WidgetCo",
        "signers": [
            {"email": "[email protected]", "name": "Alice Johnson"},
            {"email": "[email protected]", "name": "Bob Williams"}
        ]
    }
)

Response 201 Created

{
  "data": {
    "id": "cm5x9ghi789",
    "name": "NDA - Acme Corp & WidgetCo",
    "status": "draft",
    "templateId": "tpl_abc123",
    "createdAt": "2026-05-28T12:00:00.000Z",
    "_count": { "signers": 2, "fields": 8 }
  }
}