Create a collection template

posthttps://api.expiryedge.com/v1/createCollectionTemplate

editor or admin60/minIdempotency-KeyAny method

Request

curl -X POST 'https://api.expiryedge.com/v1/createCollectionTemplate' \
  -H "Authorization: Bearer $EXPIRYEDGE_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "tpl_W9onboard",
  "name": "New client onboarding - Northwind Dental",
  "description": "Documents we need before the first engagement.",
  "pages": [
    {
      "id": "p_company",
      "title": "Company details",
      "description_html": "<p>Tell us about your practice.</p>",
      "sections": [
        {
          "id": "s_basics",
          "title": "Basics",
          "fields": [
            {
              "id": "fld_company_name",
              "type": "short_text",
              "label": "Legal company name",
              "required": true
            },
            {
              "id": "fld_insurance",
              "type": "file_upload",
              "label": "Liability insurance certificate",
              "required": true,
              "allowed_types": [
                "pdf",
                "jpg",
                "png"
              ],
              "max_size_bytes": 26214400
            }
          ]
        }
      ]
    }
  ],
  "intro_email": {
    "body_html": "<p>Hi, please upload the documents below by Friday.</p>"
  }
}'

Response

{
  "message": "Template created",
  "template": {
    "id": "tpl_W9onboard",
    "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": "active",
    "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"
  }
}

Counts against the collection_templates plan limit. Limits: 20 pages, 20 sections per page, 50 fields in total, 20KB of HTML per rich-text block. Pass an optional client-generated id to upload field reference files before the first save. The handler does not check the HTTP method.

Headers

Idempotency-Keystring
Optional client-generated key (1-255 characters of letters, digits, - _ : .).
pattern: ^[A-Za-z0-9_\-:.]{1,255}$

Body parameters

application/json

namestringrequired
max length: 200
pagesarray of objectsrequired
Max 50 fields across all pages.
min items: 1 · max items: 20
idstring
Optional client-chosen id for the new template (create only; 409 if it exists).
pattern: ^[a-zA-Z0-9_-]+$
descriptionstring
max length: 1000
intro_emailobject | null
Custom introduction for the request email; null uses the default text.

Returns

201

Template created.

messagestringrequired
templateobjectrequired
A Document Collection template (form definition).

Errors

`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, the record belongs to another organization (`Access denied`), or the plan limit is reached (body adds `current`, `limit`, `remaining`).
`404`	The record does not exist or is not in your organization.
`409`	A template with the given `id` already exists.; or a request with the same Idempotency-Key is still being processed (code IDEMPOTENCY_IN_PROGRESS).
`422`	The Idempotency-Key was already used with a different request body.
`429`	Too many requests for this endpoint from your IP. Wait `Retry-After` seconds.