Template

A Template serves as the prototype for a Task, encompassing almost all the settings that can be applied to a task. This includes field configurations, signer permissions, identity verification methods, etc. The actual email addresses of the signers are replaced with roles in the template, as the specific signers have not yet been determined.

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API Usages

In the DottedSign web user interface, users can conveniently create tasks by selecting a template. DottedSign automatically applies the template's settings into the display, streamlining the task creation process.

With DottedSign API, developers can use the Get a Template API to extract parameters from a template and adjust them as needed. These adjusted parameters can then be used in the Create a Task API.

Furthermore, DottedSign API offers a Quick Create Task API. This API uses all the template's settings by default, allowing developers to skip parameter mapping. Developers can directly apply all settings from the template or provide only the necessary updates.