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API reference: Templates

Reusable role and tab definitions; attach documents; instantiate a template into an envelope.

Method	Path	What it does
`GET`	`/v1/accounts/{accountId}/templates`	List templates
`POST`	`/v1/accounts/{accountId}/templates`	Create a template
`GET`	`/v1/accounts/{accountId}/templates/{templateId}`	Get a template with its documents
`PUT`	`/v1/accounts/{accountId}/templates/{templateId}`	Replace a template (bumps version)
`DELETE`	`/v1/accounts/{accountId}/templates/{templateId}`	Soft-delete a template
`POST`	`/v1/accounts/{accountId}/templates/{templateId}/documents`	Attach a staged upload as a template document
`DELETE`	`/v1/accounts/{accountId}/templates/{templateId}/documents/{documentId}`	Remove a template document
`POST`	`/v1/accounts/{accountId}/templates/{templateId}/envelopes`	Instantiate an envelope from this template (draft or sent)

Conventions

Base URL: https://api.docuflex.net; tenant routes are /v1/accounts/{accountId}/....
Auth: x-api-key: dfx_live_..., or Authorization: Bearer <OAuth2 access token>.
Errors: always {"error":{"code","message","details","requestId"}}; the requestId is also in the x-request-id header.
Pagination: offset (?page=&pageSize=, max 100) or cursor (?cursor=&limit=, follow nextCursor until hasMore is false).
Idempotency: any POST or PUT accepts Idempotency-Key; same key + different body is 409 IDEMPOTENCY_KEY_REUSED.
Rate limits: X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset on every response; 429 RATE_LIMITED with Retry-After.
Tabs: coordinates are fractions of the page (origin top-left); documentIndex and recipientIndex refer to positions in the same request.
Spec: /openapi.json (OpenAPI 3). TypeScript client @docuflex/sdk; Postman and Bruno collections ship with the repo.