---
title: Create Template for Customer
slug: investor-onboarding-io/create-template-for-customer
description: Learn how to use an API to create or update customer templates for generating investor contracts. This comprehensive document explains how to make a successful POST request to the API's endpoint, including the necessary headers and data in the request bod
docTags: 
createdAt: 2023-06-07T07:51:29.000Z
---

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

```json
{
    "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

```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.

:::hint{type="info"}
### 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](#).
:::