Template Update

This service allows you to update custom templates that can later be used to fill out documents for signature.

PUT/templateprivate keyprk_

---

Authentication

Include your private key in the Authorization header.

Authorization: prk_xxx...

---

Update Parameters

Property	Type	Required	Description
id	string	Required	Template identifier
name	string	Optional	Name of the automation
description	string	Optional	Text describing the template, up to 500 characters
config	array	Optional	Array of questions for the user
signatureProfile	array	Optional	Definition of signers and approvers
sign	array	Optional	Names of required questions
preBuild	boolean	Optional	If true, includes automatic pre-fill

description is kept if you do not send it

Leaving description out of the PUT does not erase the description the template already has: the previous one stays. To change it, send the new text — up to 500 characters, or the API responds 400.

A saved description cannot be erased

Today there is no way to leave a template without a description once it has one: the validation rejects both the empty string ("") and null, and omitting the field keeps the previous value. If you need the text to stop showing, replace it with the right one.

Update Examples

curl

curl -X PUT https://api.auco.ai/v1.5/ext/template \
  -H "Content-Type: application/json" \
  -H "Authorization: your_private_key" \
  -d '{
    "id": "your_template_id",
    "name": "Test document variable modification",
    "description": "Service agreement with a single signer, for the sales team",
    "config": [
      {
        "name": "new_question",
        "type": "name",
        "description": "Example of new question"
      },
      {
        "name": "client_name",
        "type": "name",
        "description": "Enter the client name"
      },
      {
        "description": "Select the document type for the client",
        "name": "client_document_type",
        "type": "clausula",
        "value": "id_card",
        "options": [
          {
            "name": "National ID Card",
            "value": "id_card"
          },
          {
            "name": "Foreign ID Card",
            "value": "foreign_id"
          }
        ]
      },
      {
        "description": "Enter the national ID card number for the client",
        "name": "client_id_card",
        "type": "number",
        "prereq": [
          {
            "k": "client_document_type",
            "v": "id_card"
          }
        ]
      },
      {
        "description": "Enter the foreign ID number for the client",
        "name": "client_foreign_id",
        "type": "number",
        "prereq": [
          {
            "k": "client_document_type",
            "v": "foreign_id"
          }
        ]
      },
      {
        "name": "client_email",
        "type": "email",
        "description": "Enter the client email"
      },
      {
        "name": "client_phone",
        "type": "phone",
        "description": "Enter the client phone"
      }
    ],
    "sign": [
      "client_name",
      "client_id_card",
      "client_foreign_id",
      "client_email",
      "client_phone",
      "new_question"
    ]
  }'

Python

import requests
import json

template_data = {
    "id": "your_template_id",
    "name": "Test document variable modification",
    "description": "Service agreement with a single signer, for the sales team",
    "config": [
        {
            "name": "new_question",
            "type": "name",
            "description": "Example of new question"
        },
        {
            "name": "client_name",
            "type": "name",
            "description": "Enter the client name"
        },
        {
            "description": "Select the document type for the client",
            "name": "client_document_type",
            "type": "clausula",
            "value": "id_card",
            "options": [
                {
                    "name": "National ID Card",
                    "value": "id_card"
                },
                {
                    "name": "Foreign ID Card",
                    "value": "foreign_id"
                }
            ]
        },
        {
            "description": "Enter the national ID card number for the client",
            "name": "client_id_card",
            "type": "number",
            "prereq": [
                {
                    "k": "client_document_type",
                    "v": "id_card"
                }
            ]
        },
        {
            "description": "Enter the foreign ID number for the client",
            "name": "client_foreign_id",
            "type": "number",
            "prereq": [
                {
                    "k": "client_document_type",
                    "v": "foreign_id"
                }
            ]
        },
        {
            "name": "client_email",
            "type": "email",
            "description": "Enter the client email"
        },
        {
            "name": "client_phone",
            "type": "phone",
            "description": "Enter the client phone"
        }
    ],
    "sign": [
        "client_name",
        "client_id_card",
        "client_foreign_id",
        "client_email",
        "client_phone",
        "new_question"
    ]
}

def update_template():
    url = "https://api.auco.ai/v1.5/ext/template"
    headers = {
        "Content-Type": "application/json",
        "Authorization": "your_private_key"
    }

    try:
        response = requests.put(
            url,
            json=template_data,
            headers=headers
        )
        response.raise_for_status()

        result = response.json()
        print("Template updated successfully!")
        print(f"Template ID: {result['id']}")
        print(f"Mask URL: {result['urls']['mask']}")
        print(f"Complete URL: {result['urls']['complete']}")

        return result

    except requests.exceptions.RequestException as error:
        print(f"Error updating template: {error.response.json() if hasattr(error, 'response') else error}")

if __name__ == "__main__":
    update_template()

Node.js

const axios = require('axios');

const templateData = {
  id: 'your_template_id',
  name: 'Test document variable modification',
  description: 'Service agreement with a single signer, for the sales team',
  config: [
    {
      name: 'new_question',
      type: 'name',
      description: 'Example of new question',
    },
    {
      name: 'client_name',
      type: 'name',
      description: 'Enter the client name',
    },
    {
      description: 'Select the document type for the client',
      name: 'client_document_type',
      type: 'clausula',
      value: 'id_card',
      options: [
        {
          name: 'National ID Card',
          value: 'id_card',
        },
        {
          name: 'Foreign ID Card',
          value: 'foreign_id',
        },
      ],
    },
    {
      description: 'Enter the national ID card number for the client',
      name: 'client_id_card',
      type: 'number',
      prereq: [
        {
          k: 'client_document_type',
          v: 'id_card',
        },
      ],
    },
    {
      description: 'Enter the foreign ID number for the client',
      name: 'client_foreign_id',
      type: 'number',
      prereq: [
        {
          k: 'client_document_type',
          v: 'foreign_id',
        },
      ],
    },
    {
      name: 'client_email',
      type: 'email',
      description: 'Enter the client email',
    },
    {
      name: 'client_phone',
      type: 'phone',
      description: 'Enter the client phone',
    },
  ],
  sign: [
    'client_name',
    'client_id_card',
    'client_foreign_id',
    'client_email',
    'client_phone',
    'new_question',
  ],
};

async function updateTemplate() {
  try {
    const response = await axios.put('https://api.auco.ai/v1.5/ext/template', templateData, {
      headers: {
        'Content-Type': 'application/json',
        Authorization: 'your_private_key',
      },
    });

    console.log('Template updated successfully!');
    console.log('Template ID:', response.data.id);
    console.log('Mask URL:', response.data.urls.mask);
    console.log('Complete URL:', response.data.urls.complete);

    return response.data;
  } catch (error) {
    console.error('Error updating template:', error.response?.data || error.message);
  }
}

updateTemplate();

Response Example

{
    "id": "template_id",
    "urls": {
        "mask": "https://signed_url_mask",
        "complete": "https://signed_url_complete"
    }
}

Uploading HTML Complete and HTML Mask:

You will need to upload the HTML files again. In the update service response, you will find two response URLs. These have a lifespan of 5 minutes; after this time, they will no longer be valid. At this point, you should have the HTML Complete and HTML Mask files ready and upload the binaries of these files in PUT requests to each of these URLs.

curl

# Upload HTML Mask
curl -X PUT https://signed_url_mask \
  -H "Content-Type: text/html" \
  -d @mask.html

# Upload HTML Complete
curl -X PUT https://signed_url_complete \
  -H "Content-Type: text/html" \
  -d @complete.html

Python

import requests

def upload_html_files(mask_url, complete_url):
    """
    Uploads HTML files to the signed URLs

    Args:
        mask_url (str): Signed URL for the HTML Mask
        complete_url (str): Signed URL for the HTML Complete
    """
    try:
        # Read HTML files
        with open('mask.html', 'r', encoding='utf-8') as f:
            mask_html = f.read()

        with open('complete.html', 'r', encoding='utf-8') as f:
            complete_html = f.read()

        headers = {'Content-Type': 'text/html'}

        # Upload Mask HTML
        response_mask = requests.put(mask_url, data=mask_html, headers=headers)
        print(f"Mask HTML uploaded: {response_mask.status_code}")

        # Upload Complete HTML
        response_complete = requests.put(complete_url, data=complete_html, headers=headers)
        print(f"Complete HTML uploaded: {response_complete.status_code}")

    except requests.exceptions.RequestException as error:
        print(f"Error uploading: {error}")

# Usage from the previous response
mask_url = "https://signed_url_mask"
complete_url = "https://signed_url_complete"
upload_html_files(mask_url, complete_url)

Node.js

const fs = require('fs');
const axios = require('axios');

/**
 * Uploads HTML files to the signed URLs
 * @param {string} maskUrl - Signed URL for the HTML Mask
 * @param {string} completeUrl - Signed URL for the HTML Complete
 */
async function uploadHtmlFiles(maskUrl, completeUrl) {
  try {
    // Read HTML files
    const maskHtml = fs.readFileSync('mask.html', 'utf-8');
    const completeHtml = fs.readFileSync('complete.html', 'utf-8');

    const headers = { 'Content-Type': 'text/html' };

    // Upload Mask HTML
    await axios.put(maskUrl, maskHtml, { headers });
    console.log('Mask HTML uploaded successfully');

    // Upload Complete HTML
    await axios.put(completeUrl, completeHtml, { headers });
    console.log('Complete HTML uploaded successfully');
  } catch (error) {
    console.error('Error uploading files:', error.message);
  }
}

// Usage from the previous response
const maskUrl = 'https://signed_url_mask';
const completeUrl = 'https://signed_url_complete';
uploadHtmlFiles(maskUrl, completeUrl);

Important

Signed URLs expire in 5 minutes. You must complete the upload before this time expires. If they expire, there is no way to regenerate them — you'll need to call PUT /template again.

Skip upload if HTML didn't change

If you're only updating config, sign, or signatureProfile and the HTML is unchanged, you can ignore the returned URLs and skip the upload entirely. The server will keep the HTMLs from the previous version.