Duplicate a collection template

posthttps://api.expiryedge.com/v1/duplicateCollectionTemplate
editor or admin60/minAny method
Request
curl -X POST 'https://api.expiryedge.com/v1/duplicateCollectionTemplate?id=tpl_W9onboard' \
  -H "Authorization: Bearer $EXPIRYEDGE_API_KEY"
Response
{
  "message": "Template duplicated",
  "template": {
    "id": "tpl_Y3copy",
    "organization_id": "org_northwind",
    "name": "New client onboarding - Northwind Dental (Copy)",
    "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"
  }
}

Creates "<name> (Copy)" in the same organization. Field reference files are not copied. Counts against the collection_templates plan limit. The handler does not check the HTTP method.

Query parameters

  • idstring
    Source template id (or id in the body).

Returns

201
Template duplicated.
  • 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.
429
Too many requests for this endpoint from your IP. Wait Retry-After seconds.