There are two ways to send an envelope using the Signable API, depending on the type of workflow you're building:
- Upload a document directly
- Use a Template
Each approach gives you flexibility in how documents, fields, and signers are handled.
💡 If you're new to the API
Before continuing, make sure you're authenticated. See the Authentication guide for instructions on using your API key.
Only one document input method can be used per request.
For example, you cannot upload a document and also provide a template fingerprint.
| Method | Best for | Flexible fields? |
|---|---|---|
| Uploaded Document | One-off or ad-hoc documents | Yes (via tags) |
| Template | Reusable forms you send often | Yes (prefill via merge fields) |
Each guide includes step-by-step instructions, example payloads, and recommendations for best results.