Let's create a document for embedded requesting on our website. You can use any document as long as it has draft set to true.
Templates work with embedded requesting regardless of template status. Just retrieve the
embedded_edit_urlfor the template (the same way you would for a document).The
embedded_edit_urlis returned from these endpoints:
The example below is using the Create Document endpoint.
curl --location --request POST 'https://www.signwell.com/api/v1/documents/' \
--header 'X-Api-Key: [your api key]' \
--header 'Content-Type: application/json' \
--data-raw '{
"test_mode" : true,
"draft": true,
"files": [
{
"name": "Some Agreement.docx",
"file_url": "[url to your document]"
}
]
"recipients": [
{
"id": "1",
"name": "Jeremy Neeson",
"email": "[email protected]"
}
]
}'
document_response = HTTParty.post(
"https://www.signwell.com/api/v1/documents/",
headers: {
"Content-Type": "application/json",
"X-Api-Key": "[your api key]"
},
body: {
"name": "Some Agreement",
"test_mode": true, #test mode is true for testing
"draft": true,
"files": [
{
"name": "Some Agreement.docx",
"file_url": "[url to your document]"
}
],
"recipients": [
{
"id": "1",
"placeholder_name": "Contractor",
"name": "Jeremy Neeson",
"email": "[email protected]"
}
]
}.to_json
)
@embedded_edit_url = document_response['embedded_edit_url']
If you did everything right, you'll get a 200 response with your document details, including the embedded_edit_url.
{
"id": "c4e4dbd4-4594-43b3-87b0-0b62b10b656b",
"apply_signing_order": false,
"archived": false,
"embedded_edit_url": "https://www.signwell.com/app/edit/document/e600d68a2b/"
...
"recipients" : [
{
"id": "1",
"email": "[email protected]",
"name": "Preston Olson"
}
]
}