Create a one-off request draft from a template
post
https://api.expiryedge.com/v1/createCollectionRequestDrafteditor or admin60/minJede Methode
Anfrage
curl -X POST 'https://api.expiryedge.com/v1/createCollectionRequestDraft' \
-H "Authorization: Bearer $EXPIRYEDGE_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"templateId": "tpl_W9onboard"
}'Antwort
{
"message": "Request draft created",
"template": {
"id": "tpl_D7draft",
"organization_id": "org_northwind",
"name": "New client onboarding - Northwind Dental",
"description": "Documents we need before the first engagement.",
"pages": [
{
"id": "p_company",
"title": "Company details",
"order": 0,
"description_html": "<p>Tell us about your practice.</p>",
"sections": [
{
"id": "s_basics",
"title": "Basics",
"order": 0,
"description_html": "",
"fields": [
{
"id": "fld_company_name",
"type": "short_text",
"label": "Legal company name",
"required": true,
"help_text": ""
},
{
"id": "fld_entity",
"type": "dropdown",
"label": "Entity type",
"required": true,
"help_text": "",
"options": [
"LLC",
"Corporation",
"Sole proprietor"
]
},
{
"id": "fld_insurance",
"type": "file_upload",
"label": "Liability insurance certificate",
"required": true,
"help_text": "PDF or image, current policy year.",
"allowed_types": [
"pdf",
"jpg",
"png"
],
"max_size_bytes": 26214400,
"reference_file": {
"storage_path": "organizations/org_northwind/collection-templates/tpl_W9onboard/fields/fld_insurance/reference-1b2c-sample.pdf",
"original_filename": "sample-certificate.pdf",
"content_type": "application/pdf",
"size_bytes": 120331
}
}
]
}
]
}
],
"intro_email": {
"body_html": "<p>Hi, please upload the documents below by Friday.</p>"
},
"schema_version": 2,
"status": "request_draft",
"created_by": "u_71bXq",
"created_by_name": "Priya Shah",
"created_at": "2026-09-27T14:05:00.000Z",
"updated_at": "2026-09-27T14:05:00.000Z"
}
}Copies a template into a request_draft template you can edit for a single send (does not count against the template limit; reference files are not copied). Sending it with createCollectionRequests marks it request_sent. The handler does not check the HTTP method.
templateIdstringerforderlich
201
Draft created.
messagestringerforderlichtemplateobjecterforderlichA Document Collection template (form definition).
400 | The request is missing required fields or contains invalid values. |
401 | Missing, expired or invalid bearer token. |
403 | Your role does not allow this, or the record belongs to another organization ( {"error": "Access denied"}). |
404 | The record does not exist or is not in your organization. |
429 | Too many requests for this endpoint from your IP. Wait Retry-After seconds. |
