v1

latestOpenAPI 3.0.3MIT2026-07-1373217576.0 KB
Template

Create Embedded Template Draft

The first step in an embedded template workflow. Creates a draft template that can then be further set up in the template 'edit' stage.

post/template/create_embedded_draft

Request body

filesstring[]

Use files[] to indicate the uploaded file(s) to send for signature.

This endpoint requires either files or file_urls[], but not both.

file_urlsstring[]

Use file_urls[] to have Dropbox Sign download the file(s) to send for signature.

This endpoint requires either files or file_urls[], but not both.

allow_ccsboolean

This allows the requester to specify whether the user is allowed to provide email addresses to CC when creating a template.

allow_reassignboolean

Allows signers to reassign their signature requests to other signers if set to true. Defaults to false.

NOTE: Only available for Premium plan and higher.

cc_rolesstring[]

The CC roles that must be assigned when using the template to send a signature request

client_idstring required

Client id of the app you're using to create this draft. Used to apply the branding and callback url defined for the app.

force_signer_rolesboolean

Provide users the ability to review/edit the template signer roles.

force_subject_messageboolean

Provide users the ability to review/edit the template subject and message.

messagestring

The default template email message.

metadataobject

Key-value data that should be attached to the signature request. This metadata is included in all API responses and events involving the signature request. For example, use the metadata field to store a signer's order number for look up when receiving events for the signature request.

Each request can include up to 10 metadata keys (or 50 nested metadata keys), with key names up to 40 characters long and values up to 1000 characters long.

show_previewboolean

This allows the requester to enable the editor/preview experience.

  • show_preview=true: Allows requesters to enable the editor/preview experience.
  • show_preview=false: Allows requesters to disable the editor/preview experience.
show_progress_stepperboolean

When only one step remains in the signature request process and this parameter is set to false then the progress stepper will be hidden.

skip_me_nowboolean

Disables the "Me (Now)" option for the person preparing the document. Does not work with type send_document. Defaults to false.

subjectstring

The template title (alias).

test_modeboolean

Whether this is a test, the signature request created from this draft will not be legally binding if set to true. Defaults to false.

titlestring

The title you want to assign to the SignatureRequest.

use_preexisting_fieldsboolean

Enable the detection of predefined PDF fields by setting the use_preexisting_fields to true (defaults to disabled, or false).

Response

successful operation