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Templates are useful for when you send the same document repeatedly, such as onboarding forms, sales contracts, or compliance documents. With a template, fields and signing steps are already configured. You only need to supply signer details and any optional prefilled values.

Prerequisites

Ensure you have:

  • Completed the Authentication guide
  • A template created in the Signable web app
  • API credentials configured

Workflow overview

  1. Create your template in the Signable web app
  2. Retrieve template details using its fingerprint
  3. Submit the envelope request referencing the template

Create your template

Create and configure your template in the Signable web app:

  1. Go to Templates.
  2. Upload your document.
  3. Add fields and parties.
  4. (Optional) Mark fields as prefillable if you want to populate them through the API.

Retrieve template details

Before sending an envelope, retrieve the template identifiers you need for the API request.

List your templates

Send a GET request to retrieve all templates available to your account:

GET https://api.signable.co.uk/v1/templates/

From the response, find the template you want to use by checking the template_title. Copy its template_fingerprint for use in the next request.

For full endpoint details, see List templates.

Retrieve details for a specific template

Send a GET request with the template fingerprint to retrieve its configuration:

GET https://api.signable.co.uk/v1/templates/{template_fingerprint}

Example response:

{
  "http": 200,
  "template_id": "53690003",
  "template_parties": [
    {
      "party_id": "20459705",
      "party_name": "Party",
      "party_merge_fields": [
        {
          "field_id": "450927743",
          "field_merge": "Name of Sender",
          "field_type": "text"
        }
      ]
    }
  ]
}

Understand the response

The response contains two sets of identifiers you need for the envelope request:

Field
Description
party_idUnique identifier for each party defined in the template. Use these to attach signers to the correct party positions.
field_idIdentifier for merge fields you can prefill, such as text fields or dates.

These identifiers ensure your API request maps correctly to the template structure.

Create the envelope request

Once you have the template_fingerprint, party_id, and optional field_id values, send a POST request to create the envelope:

POST https://api.signable.co.uk/v1/envelopes

Example request body:

{
  "envelope_title": "Melbourne Road 23/06/25",
  "envelope_parties": [
    {
      "party_name": "Alex Mitchell",
      "party_email": "alex@example.co.uk",
      "party_id": "20748256",
      "party_role": "signer"
    },
    {
      "party_name": "Jordan Smith",
      "party_email": "jordan@example.co.uk",
      "party_id": "20748255",
      "party_role": "signer"
    }
  ],
  "envelope_documents": [
    {
      "document_title": "TC 2025 v2",
      "document_template_fingerprint": "28f9add86f25028df2eee9adee866aba",
      "document_merge_fields": [
        {
          "field_id": "454958773",
          "field_value": "Note that breakables are not included in rent cost"
        }
      ]
    }
  ]
}

Understand the request

This request does the following:

  • Assigns Alex Mitchell to the template party with party_id: 20748256
  • Assigns Jordan Smith to the template party with party_id: 20748255
  • Prefills the merge field with field_id: 454958773 with the specified text

The signers are mapped to their designated fields, and prefilled content is added to the template before Signable sends it to recipients.

After you send the request

A successful request returns an envelope fingerprint in the response. Signable sends each signer an email with their signing link.

To track envelope progress programmatically, subscribe to webhooks for status updates.