Create a task

For this action, you can create a task either from a base64 encoded file, a template, or uploading multiple files after the action.

When creating a task from a template, only the files will be inherited. All other parameters must be provided in the request body.

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Reminder

This action represents a complete task creation process, including all available configurations, which is highly complex. For a simpler and faster way to create a task, please refer Quick create a task.

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Read-Only Template

Please be aware that when using a read-only template, some attributes cannot be overridden, which include:

• cc_infos, message, completed_message, references, and completed_references in task_setting
• the signer count and sequence in stages
• attachment_settings in stages
• field_settings in stages (only the default option can be overridden)
• review_settings in stages

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Uploading Multiple Files

To create a task from multiple PDF files, please note the following points:

• Create a file mission first to merge multiple PDF files into one PDF file and get the file_mission_id.
• Use the file_mission_id to create a task with the merged PDF file.
• If you choose to start the task after creation, the task will automatically start once the merged PDF file is ready.

scope: sign_tasks.general.write
available user plans: all (template and certain verify_type and field_type restrictions apply)