POST /public/v1/documents/{id}/fields

Creates fields for a particular document. For CFR11-compliant workspaces (21 CFR Part 11), signature fields must have a minimum size of 108×33.

Servers

Path parameters

Name Type Required Description
id String Yes

Document UUID.

Request headers

Name Type Required Description
Content-Type String Yes The media type of the request body.

Default value: "application/json"

Request body fields

Name Type Required Description
fields[] Array No

An array of fields to place on a document.

fields[].assigned_to String No

Optional uuid of a recipient.

fields[].merge_field String No

Use this to dynamically populate this field with data from your CRM or API. Supported field types:

  • text
  • checkbox
  • date
  • dropdown
  • radio_buttons
fields[].field_id String No

Optional unique identifier.

fields[].layout Object Yes
fields[].layout.page Integer Yes
fields[].layout.position Object Yes
fields[].layout.position.anchor_point String Yes

Valid values:

  • "bottomleft"
  • "bottomright"
  • "topright"
  • "topleft"
fields[].layout.position.offset_x Number Yes
fields[].layout.position.offset_y Number Yes
fields[].layout.style Object Yes
fields[].layout.style.height Integer Yes
fields[].layout.style.width Integer Yes
fields[].type String Yes

Valid values:

  • "stamp"
  • "date"
  • "checkbox"
  • "text"
  • "dropdown"
  • "payment_details"
  • "radio_buttons"
  • "initials"
  • "signature"
  • "collect_file"
fields[].settings Object No

Field configuration. The available properties depend on the field type.

fields[].settings.placeholder String No

Placeholder text shown in the field. Applies to text, date, dropdown, payment, and collected file fields.

fields[].settings.required Boolean No

Whether the recipient must complete the field.

Default value: true

fields[].settings.options[] Array No

Selectable options. Applies to radio_buttons and dropdown fields. For radio_buttons, include a position for each option to place it on the page.

fields[].settings.options[].text String Yes

Option label.

fields[].settings.options[].position Object No

Option position relative to the field. Used by radio_buttons fields.

fields[].settings.options[].position.offset_x Number No
fields[].settings.options[].position.offset_y Number No
fields[].settings.show_values Boolean No

Show the option values next to the radio buttons. Applies to radio_buttons fields. Set to false to hide the values.

Default value: true

fields[].settings.multiline Boolean No

Allow the value to span multiple lines. Applies to text fields.

fields[].settings.masked Boolean No

Hide the entered value behind a mask. Applies to text and date fields.

How to start integrating

  1. Add HTTP Task to your workflow definition.
  2. Search for the API you want to integrate with and click on the name.
    • This loads the API reference documentation and prepares the Http request settings.
  3. Click Test request to test run your request to the API and see the API's response.