Users in iinked Sign can create re-usable Templates in the UI that can be used to generate new signing Packages for workflows that are used frequently. You can get a list of the templates and use a template in the creation of a package.
Some filters are restricted based on the authentication method used or permissions of the organization member.To filter templates for other members, you must use one of the following authentication methods:
Organization API Key
User API Key with Sign Editor or Template Editor role enabled
Organization OAuth App
To filter templates for teams, the authenticated member must belong to the specified team.
This performs a full text search on template name, description, message, category, client number, matter number, as well as signer and recipient first name, last name, email, mobile number, and template role.You can use * as a wildcard character to perform suffix matching (e.g., Contract* matches any template whose name contains a word starting with “Contract”).
Concurrent: Allows multiple signers to sign the document simultaneously.
Sequential
Sequential: Requires signers to sign the document in a specific order.
Counterpart
Group Send: Enables group signing, where all signers receive the document at the same time.
video_closing_room
Video Signing Room: A virtual room for signing documents via video conference.
Live Session
In Person: An in-person signing session with all parties present.
Even though the signing workflow names have evolved, the constants used to identify them have remained the same.
The package type constants are case-sensitive. Ensure that you use the exact casing as shown in the table above when specifying package types in your API requests.
Concurrent: Allows multiple signers to sign the document simultaneously.
Sequential
Sequential: Requires signers to sign the document in a specific order.
Counterpart
Group Send: Enables group signing, where all signers receive the document at the same time.
video_closing_room
Video Signing Room: A virtual room for signing documents via video conference.
Live Session
In Person: An in-person signing session with all parties present.
Even though the signing workflow names have evolved, the constants used to identify them have remained the same.
The package type constants are case-sensitive. Ensure that you use the exact casing as shown in the table above when specifying package types in your API requests.
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order.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{style:{textAlign:`left`},children:`Counterpart`}),_jsxs(_components.td,{style:{textAlign:`left`},children:[_jsx(_components.strong,{children:`Group Send`}),`: Enables group signing, where all signers receive the document at the same time.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{style:{textAlign:`left`},children:`video_closing_room`}),_jsxs(_components.td,{style:{textAlign:`left`},children:[_jsx(_components.strong,{children:`Video Signing Room`}),`: A virtual room for signing documents via video conference.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{style:{textAlign:`left`},children:`Live Session`}),_jsxs(_components.td,{style:{textAlign:`left`},children:[_jsx(_components.strong,{children:`In Person`}),`: An in-person signing session with all parties present.`]})]})]})]}),_jsx(Note,{children:_jsx(_components.p,{children:`Even though the signing workflow names have evolved, the 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Ensure that you use the exact casing as shown in the table above when specifying package types in your API requests.`})})]})]}),`\n`,_jsxs(ParamField,{body:`types`,type:`string[]`,default:[`template`],id:`param-types`,children:[_jsx(_components.p,{children:`Filter templates by template type.`}),_jsx(Expandable,{title:`values`,children:_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Value`}),_jsx(_components.th,{children:`Description`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`template`}),_jsx(_components.td,{children:`Standard template.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`auto_template`}),_jsx(_components.td,{children:`Auto template.`})]})]})]})})]}),`\n`,_jsx(ParamField,{body:`take`,type:`number`,default:50,max:100,id:`param-take`,children:_jsx(_components.p,{children:`Number of templates to return.`})}),`\n`,_jsx(ParamField,{body:`skip`,type:`number`,id:`param-skip`,children:_jsx(_components.p,{children:`Number of templates to skip.`})}),`\n`,_jsx(Heading,{level:`2`,id:`response`,children:`Response`}),`\n`,_jsx(_components.p,{children:`The response will contain a list of templates that match the provided filter criteria.`}),`\n`,_jsxs(ResponseField,{name:`items`,type:`object[]`,id:`param-items`,children:[_jsx(_components.p,{children:`Array of templates returned.`}),_jsxs(Expandable,{title:`properties`,children:[_jsx(ResponseField,{name:`organizationId`,type:`string`,id:`param-organization-id`,children:_jsx(_components.p,{children:`Unique identifier of the organization that owns the template.`})}),_jsx(ResponseField,{name:`templateId`,type:`string`,id:`param-template-id`,children:_jsx(_components.p,{children:`Unique identifier of the template.`})}),_jsx(ResponseField,{name:`templateCode`,type:`string`,post:[`nullable`],id:`param-template-code`,children:_jsx(_components.p,{children:`Template code used to reference the template.`})}),_jsx(ResponseField,{name:`memberId`,type:`string`,id:`param-member-id-1`,children:_jsx(_components.p,{children:`Unique identifier of the member that created the template.`})}),_jsx(ResponseField,{name:`teamId`,type:`string`,post:[`nullable`],id:`param-team-id-1`,children:_jsx(_components.p,{children:`Unique identifier of the team the template belongs to, if any.`})}),_jsx(ResponseField,{name:`folderId`,type:`string`,post:[`nullable`],id:`param-folder-id-1`,children:_jsx(_components.p,{children:`Unique identifier of the folder that contains the template, if any.`})}),_jsx(ResponseField,{name:`shared`,type:`boolean`,id:`param-shared-1`,children:_jsx(_components.p,{children:`Indicates whether the template is shared across the organization.`})}),_jsx(ResponseField,{name:`timeCreated`,type:`string`,id:`param-time-created`,children:_jsx(_components.p,{children:`Timestamp when the template was created (ISO 8601 format).`})}),_jsx(ResponseField,{name:`timeUpdated`,type:`string`,post:[`nullable`],id:`param-time-updated`,children:_jsx(_components.p,{children:`Timestamp when the template was last updated (ISO 8601 format).`})}),_jsx(ResponseField,{name:`timeLastUsed`,type:`string`,post:[`nullable`],id:`param-time-last-used`,children:_jsx(_components.p,{children:`Timestamp when the template was last used (ISO 8601 format).`})}),_jsx(ResponseField,{name:`name`,type:`string`,id:`param-name`,children:_jsx(_components.p,{children:`Display name of the template.`})}),_jsx(ResponseField,{name:`description`,type:`string`,post:[`nullable`],id:`param-description`,children:_jsx(_components.p,{children:`Description of the template. (optional)`})}),_jsxs(ResponseField,{name:`packageType`,type:`string`,id:`param-package-type`,children:[_jsx(_components.p,{children:`Package type the template is configured for.`}),_jsxs(Expandable,{title:`values`,children:[_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{style:{textAlign:`left`},children:`Value`}),_jsx(_components.th,{style:{textAlign:`left`},children:`Description`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{style:{textAlign:`left`},children:`concurrent`}),_jsxs(_components.td,{style:{textAlign:`left`},children:[_jsx(_components.strong,{children:`Concurrent`}),`: Allows multiple signers to sign the document simultaneously.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{style:{textAlign:`left`},children:`Sequential`}),_jsxs(_components.td,{style:{textAlign:`left`},children:[_jsx(_components.strong,{children:`Sequential`}),`: Requires signers to sign the document in a specific order.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{style:{textAlign:`left`},children:`Counterpart`}),_jsxs(_components.td,{style:{textAlign:`left`},children:[_jsx(_components.strong,{children:`Group Send`}),`: Enables group signing, where all signers receive the document at the same time.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{style:{textAlign:`left`},children:`video_closing_room`}),_jsxs(_components.td,{style:{textAlign:`left`},children:[_jsx(_components.strong,{children:`Video Signing Room`}),`: A virtual room for signing documents via video conference.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{style:{textAlign:`left`},children:`Live Session`}),_jsxs(_components.td,{style:{textAlign:`left`},children:[_jsx(_components.strong,{children:`In Person`}),`: An in-person signing session with all parties present.`]})]})]})]}),_jsx(Note,{children:_jsx(_components.p,{children:`Even though the signing workflow names have evolved, the constants used to identify them have remained the same.`})}),_jsx(Tip,{children:_jsx(_components.p,{children:`The package type constants are case-sensitive. 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