Sending from a template

Reference the template by ID when creating an envelope. Permissio creates the envelope, attaches the signers you provide to the template's named roles, and copies the field layout.

POST /v1/envelopes

curl https://api.permissio.us/v1/envelopes \
-H "Authorization: Bearer $PERMISSIO_KEY" \
-H "Content-Type: application/json" \
-d '{
  "title": "Acme NDA — 2026-05-03",
  "template_id": "tpl_01HZX9...",
  "signers": [
    { "role": "counterparty", "name": "Avery Lin", "email": "avery@example.com" }
  ]
}'

You can still send the envelope explicitly with a follow-up POST /send call, or pass "send": true to send immediately.