Investor Onboarding
Advanced Features
Create Template for Customer
6 min
this api creates or updates a template for the customer this template is used while generating investor contracts for the specified customer the template urls may include pdfs and html with replaceable variables sending request for sending requests the hostname and protocol will be the same as given in the authentication docid\ eh9zz1kpurwnfb nnniud section send a post request to /api/customers/ customerid /templates with the data below headers property value content type application/json authorization authorization header as per the login request request body { "templateurls" \[" templateurls "], "databasevariables" { " databasevariablename " " databasevariablevalue " }, "standardvariables" { " standardvariablename " " standardvariablevalue " } } the below table describes all the properties available in the request body property accepted values/format description templateurls array accepted formats of template urls are only pdf and html databasevariables object key value pair of variables that will be present in the database and need to be replaced in the html file standardvariables object key value pair of static variables that need to be replaced in the html file expected response json { "templateurls" \[" templateurls "], "databasevariables" { " databasevariablename " " databasevariablevalue " }, "standardvariables" { " standardvariablename " " standardvariablevalue " }, "id" " templateid ", "customerid" " customerid " } generate investor contract using templates provided by the customer investor contract is generated using the latest contract provided by the customer the contract file may include pdfs, string replaced html, and identity/ address proof images of the investor getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at help\@signzy com