GuidesAPIMCP

Templates

Save a field layout once. Send the same contract to new signers without re-detecting fields.

Save a template

  1. Upload a contract (dashboard or chat) and wait for detection.
  2. Fix fields and parties on the review page.
  3. Click Save as template and name it.
  4. Complete the signature ceremony at /templates/{id}/sign if your org requires it.

Templates live under Dashboard → Templates.

Send from dashboard

  1. Open Templates and pick a saved layout.
  2. Enter signer emails, names, and any prefill values.
  3. Send. Atlas clones the pinned fields.

Send from chat

Ask your agent to list templates and send one. Use plain language, not API paths.

List my Atlas templates. Send the NDA template to newhire@company.com with name New Hire.

Share the review link if it is a draft. Tell me if it already sent.

With prefill:

Send my Atlas "Offer Letter" template to candidate@example.com.

Prefill start date as March 1, 2026 and salary as $120,000. Share the review link.

Rules

  • Do not pass template_id on POST /api/envelope. That returns 400. Use template send instead.
  • Role names on send must match the template signer roles.
  • Bulk send (up to 50 rows) is available from Templates when enabled.

Developers

  • GET /api/templates/{id} for roles and prefill keys
  • POST /api/templates/{id}/send with matching role_name values
  • See OpenAPI for bulk send

Related