{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Embed API","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"embed-api","__idx":0},"children":["Embed API"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"overview","__idx":1},"children":["Overview"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The Embed API enables you to seamlessly integrate Docue's document-building interface into your own platform, offering your users a smooth document creation experience - entirely within your branded environment."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Please note that this is a separate product from Docue.com platform."]}," If you are a user of Docue.com and are interested in integrating it into your system, please visit our ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://developers.docue.com/platform-api"},"children":["Platform API Documentation"]},". The Embed API is primarily designed for system providers or resellers looking to integrate Docue's document-building features into their existing products."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"example-implementation","__idx":2},"children":["Example implementation"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Example implementation can be found at ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://example-embeddable-builder.vercel.app","target":"_blank"},"children":["https://example-embeddable-builder.vercel.app"]},". It demonstrates example flows from the end user's perspective on how the Embed API works."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"prerequisites","__idx":3},"children":["Prerequisites"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To use this API, you need an ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["API key"]},". You can generate ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["sandbox"]}," and ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["production"]}," API keys in the customer portal at"," ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://api.builder.docue.com/customer","target":"_blank"},"children":["https://api.builder.docue.com/customer"]},"."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Sandbox and production API keys operate within the same API. All created resources are automatically isolated into separate environments. You cannot access production data using a sandbox API key or vice versa. Using a sandbox API key does not count toward your account limits and does not incur any costs."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If you do not have access to the customer portal yet, please contact our customer support at ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"mailto:support@docue.com"},"children":["support@docue.com"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"guide","__idx":4},"children":["Guide"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The core of the Embed API is the Builder. The Builder is a hosted UI to which you redirect your end-users. To start using the Builder, you need a template. 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fill=\"#EDF2AE\" stroke=\"#666\" width=\"10\" height=\"222\" class=\"activation0\"></rect></g><text x=\"209\" y=\"80\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">POST /api/builder/sessions</text><line x1=\"76\" y1=\"119\" x2=\"341\" y2=\"119\" class=\"messageLine0\" data-et=\"message\" data-id=\"i0\" data-from=\"Integrator\" data-to=\"Docue API\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-5de42e5e09e7a894125d239ba4f7ff8e009edd78ec24ab72298f7210fdadaeb8-arrowhead)\" style=\"fill: none;\"></line><text x=\"212\" y=\"134\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">Redirect url and session id</text><line x1=\"344\" y1=\"173\" 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metadata</text><line x1=\"76\" y1=\"503\" x2=\"341\" y2=\"503\" class=\"messageLine0\" data-et=\"message\" data-id=\"i8\" data-from=\"Integrator\" data-to=\"Docue API\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-5de42e5e09e7a894125d239ba4f7ff8e009edd78ec24ab72298f7210fdadaeb8-arrowhead)\" style=\"fill: none;\"></line><text x=\"212\" y=\"518\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">PDF + metadata</text><line x1=\"344\" y1=\"557\" x2=\"79\" y2=\"557\" class=\"messageLine0\" data-et=\"message\" data-id=\"i9\" data-from=\"Docue API\" data-to=\"Integrator\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-5de42e5e09e7a894125d239ba4f7ff8e009edd78ec24ab72298f7210fdadaeb8-arrowhead)\" style=\"fill: none;\"></line></svg>"},"children":["sequenceDiagram\n    Integrator ->> Docue API: POST /api/builder/sessions\n    Docue API ->> Integrator: Redirect url and session id\n    Integrator ->> Docue UI: Redirect user to builder\n    activate Docue UI\n    Docue UI ->> Docue UI: User updates the document\n    Docue UI ->> Docue UI: User finalizes the document\n    Docue UI ->> Integrator: Redirect to return url\n    deactivate Docue UI\n    Integrator ->> Docue API: Request PDF + metadata\n    Docue API ->> Integrator: PDF + metadata\n"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Once the drafting UI redirects back to your service you can manage the document lifecycle via the Builder endpoints:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["PATCH /api/builder/sessions/{session_id}"]}," to update builder session settings (for example, trial mode configuration)."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["GET /api/builder/sessions/{session_id}/contract"]}," to fetch the latest contract state."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /api/builder/sessions/{session_id}/contract/finalize"]}," to lock the document when it is ready."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /api/builder/sessions/{session_id}/contract/unfinalize"]}," to revert a finalized document back to an editable state."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["GET /api/builder/sessions/{session_id}/html"]}," or ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["GET /api/builder/sessions/{session_id}/pdf"]}," to retrieve the 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",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["GET /api/builder/sessions/{session_id}/export"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["You store the ZIP archive in your own storage."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["When the end-user clicks \"Duplicate\", your backend imports the archive with ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /api/builder/sessions/import"]}," and creates a new builder session."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["You redirect the end-user to the new session URL and they adjust only the values that differ."]}]},{"$$mdtype":"Tag","name":"Diagram","attributes":{"data-language":"mermaid","diagramType":"mermaid","diagramSource":"sequenceDiagram\n    participant User as End-user\n    participant App as Integrator backend\n    participant API as Docue API\n    participant Storage as Integrator storage\n\n    Note over User,App: Original document has 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dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">GET /api/builder/sessions/{session_id}/export (X-Participant)</text><line x1=\"378\" y1=\"171\" x2=\"891\" y2=\"171\" class=\"messageLine0\" data-et=\"message\" data-id=\"i1\" data-from=\"App\" data-to=\"API\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-3bc0cb8410ff213d3e70342c81b90900be688472edf9b038748c8997fbc91577-arrowhead)\" style=\"fill: none;\"></line><text x=\"638\" y=\"186\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">ZIP archive</text><line x1=\"894\" y1=\"225\" x2=\"381\" y2=\"225\" class=\"messageLine1\" data-et=\"message\" data-id=\"i2\" data-from=\"API\" data-to=\"App\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-3bc0cb8410ff213d3e70342c81b90900be688472edf9b038748c8997fbc91577-arrowhead)\" style=\"stroke-dasharray: 3, 3; fill: none;\"></line><text x=\"736\" y=\"240\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">Save ZIP archive</text><line x1=\"378\" y1=\"279\" x2=\"1093.5\" y2=\"279\" class=\"messageLine0\" data-et=\"message\" data-id=\"i3\" data-from=\"App\" data-to=\"Storage\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-3bc0cb8410ff213d3e70342c81b90900be688472edf9b038748c8997fbc91577-arrowhead)\" style=\"fill: none;\"></line><text x=\"225\" y=\"346\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">Duplicate document</text><line x1=\"76\" y1=\"385\" x2=\"373\" y2=\"385\" class=\"messageLine0\" data-et=\"message\" data-id=\"i5\" data-from=\"User\" data-to=\"App\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-3bc0cb8410ff213d3e70342c81b90900be688472edf9b038748c8997fbc91577-arrowhead)\" style=\"fill: none;\"></line><text x=\"736\" y=\"400\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">Load ZIP archive</text><line x1=\"378\" y1=\"439\" x2=\"1093.5\" y2=\"439\" class=\"messageLine0\" data-et=\"message\" data-id=\"i6\" data-from=\"App\" data-to=\"Storage\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-3bc0cb8410ff213d3e70342c81b90900be688472edf9b038748c8997fbc91577-arrowhead)\" style=\"fill: none;\"></line><text x=\"635\" y=\"454\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">POST /api/builder/sessions/import (ZIP + handlers)</text><line x1=\"378\" y1=\"493\" x2=\"891\" y2=\"493\" class=\"messageLine0\" data-et=\"message\" data-id=\"i7\" data-from=\"App\" data-to=\"API\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-3bc0cb8410ff213d3e70342c81b90900be688472edf9b038748c8997fbc91577-arrowhead)\" style=\"fill: none;\"></line><text x=\"638\" y=\"508\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">New session id + redirect url</text><line x1=\"894\" y1=\"547\" x2=\"381\" y2=\"547\" class=\"messageLine1\" data-et=\"message\" data-id=\"i8\" data-from=\"API\" data-to=\"App\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-3bc0cb8410ff213d3e70342c81b90900be688472edf9b038748c8997fbc91577-arrowhead)\" style=\"stroke-dasharray: 3, 3; fill: none;\"></line><text x=\"228\" y=\"562\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">Redirect to new builder session</text><line x1=\"376\" y1=\"601\" x2=\"79\" y2=\"601\" class=\"messageLine1\" data-et=\"message\" data-id=\"i9\" data-from=\"App\" data-to=\"User\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-3bc0cb8410ff213d3e70342c81b90900be688472edf9b038748c8997fbc91577-arrowhead)\" style=\"stroke-dasharray: 3, 3; fill: none;\"></line></svg>","diagramHtmlDark":"<svg id=\"diagram-a2135b4ec924e42b990a6698d541b1867a9c466c29bb0b9aa21d4fef8ae8f2c6\" width=\"100%\" xmlns=\"http://www.w3.org/2000/svg\" style=\"max-width: 1275px;\" viewBox=\"-50 -10 1275 707\" role=\"graphics-document document\" aria-roledescription=\"sequence\"><g><rect x=\"1020\" y=\"621\" fill=\"#eaeaea\" stroke=\"#666\" width=\"155\" height=\"65\" name=\"Storage\" rx=\"3\" ry=\"3\" class=\"actor actor-bottom\"></rect><text x=\"1097.5\" y=\"653.5\" dominant-baseline=\"central\" alignment-baseline=\"central\" class=\"actor actor-box\" style=\"text-anchor: middle; font-size: 16px; font-weight: 400; font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif;\"><tspan x=\"1097.5\" dy=\"0\">Integrator storage</tspan></text></g><g><rect x=\"820\" y=\"621\" fill=\"#eaeaea\" stroke=\"#666\" width=\"150\" height=\"65\" name=\"API\" rx=\"3\" ry=\"3\" class=\"actor actor-bottom\"></rect><text x=\"895\" y=\"653.5\" dominant-baseline=\"central\" alignment-baseline=\"central\" class=\"actor actor-box\" style=\"text-anchor: middle; font-size: 16px; font-weight: 400; font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif;\"><tspan x=\"895\" dy=\"0\">Docue API</tspan></text></g><g><rect 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x=\"50\" y=\"75\" fill=\"#EDF2AE\" stroke=\"#666\" width=\"352\" height=\"42\" class=\"note\"></rect><text x=\"226\" y=\"80\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"noteText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\"><tspan x=\"226\">Original document has been finalized</tspan></text></g><g data-et=\"note\" data-id=\"i4\"><rect x=\"50\" y=\"289\" fill=\"#EDF2AE\" stroke=\"#666\" width=\"352\" height=\"42\" class=\"note\"></rect><text x=\"226\" y=\"294\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"noteText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\"><tspan x=\"226\">Later, end-user wants to duplicate</tspan></text></g><text x=\"635\" y=\"132\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">GET /api/builder/sessions/{session_id}/export (X-Participant)</text><line x1=\"378\" y1=\"171\" x2=\"891\" y2=\"171\" class=\"messageLine0\" data-et=\"message\" data-id=\"i1\" data-from=\"App\" data-to=\"API\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-a2135b4ec924e42b990a6698d541b1867a9c466c29bb0b9aa21d4fef8ae8f2c6-arrowhead)\" style=\"fill: none;\"></line><text x=\"638\" y=\"186\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">ZIP archive</text><line x1=\"894\" y1=\"225\" x2=\"381\" y2=\"225\" class=\"messageLine1\" data-et=\"message\" data-id=\"i2\" data-from=\"API\" data-to=\"App\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-a2135b4ec924e42b990a6698d541b1867a9c466c29bb0b9aa21d4fef8ae8f2c6-arrowhead)\" style=\"stroke-dasharray: 3, 3; fill: none;\"></line><text x=\"736\" y=\"240\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">Save ZIP archive</text><line x1=\"378\" y1=\"279\" x2=\"1093.5\" y2=\"279\" class=\"messageLine0\" data-et=\"message\" data-id=\"i3\" data-from=\"App\" data-to=\"Storage\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-a2135b4ec924e42b990a6698d541b1867a9c466c29bb0b9aa21d4fef8ae8f2c6-arrowhead)\" style=\"fill: none;\"></line><text x=\"225\" y=\"346\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">Duplicate document</text><line x1=\"76\" y1=\"385\" x2=\"373\" y2=\"385\" class=\"messageLine0\" data-et=\"message\" data-id=\"i5\" data-from=\"User\" data-to=\"App\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-a2135b4ec924e42b990a6698d541b1867a9c466c29bb0b9aa21d4fef8ae8f2c6-arrowhead)\" style=\"fill: none;\"></line><text x=\"736\" y=\"400\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">Load ZIP archive</text><line x1=\"378\" y1=\"439\" x2=\"1093.5\" y2=\"439\" class=\"messageLine0\" data-et=\"message\" data-id=\"i6\" data-from=\"App\" data-to=\"Storage\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-a2135b4ec924e42b990a6698d541b1867a9c466c29bb0b9aa21d4fef8ae8f2c6-arrowhead)\" style=\"fill: none;\"></line><text x=\"635\" y=\"454\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">POST /api/builder/sessions/import (ZIP + handlers)</text><line x1=\"378\" y1=\"493\" x2=\"891\" y2=\"493\" class=\"messageLine0\" data-et=\"message\" data-id=\"i7\" data-from=\"App\" data-to=\"API\" stroke-width=\"2\" stroke=\"none\" marker-end=\"url(#diagram-a2135b4ec924e42b990a6698d541b1867a9c466c29bb0b9aa21d4fef8ae8f2c6-arrowhead)\" style=\"fill: none;\"></line><text x=\"638\" y=\"508\" text-anchor=\"middle\" dominant-baseline=\"middle\" alignment-baseline=\"middle\" class=\"messageText\" dy=\"1em\" style=\"font-family: &quot;Redocly Mermaid Sans&quot;, sans-serif; font-size: 16px; font-weight: 400;\">New session id + redirect url</text><line x1=\"894\" y1=\"547\" x2=\"381\" y2=\"547\" class=\"messageLine1\" data-et=\"message\" data-id=\"i8\" data-from=\"API\" data-to=\"App\" stroke-width=\"2\" stroke=\"none\" 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For details, please contact us at ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"mailto:support@docue.com"},"children":["support@docue.com"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"architectural-notes","__idx":12},"children":["Architectural notes"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Documents are stored on our servers only for the necessary duration. All Builder sessions and their related data will be completely removed from our servers once the session is deleted or completed. We do not offer long-term storage for created documents or their attachments."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["We do not recognize your end users in any way. The only exception is that for collaboration features, we may require the display name or email of the end user for user experience reasons. Therefore, it is your responsibility to manage permissions for templates and documents among your end users. 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Please get used to ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/embed-api/openapi/builder/getbuildersessioncontract"},"children":["Get contract state endpoint"]}," ","before continuing."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Key Features"]},":"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Batch Updates"]},": You can perform multiple operations in a single request."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Sequential Execution"]},": Operations are applied ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["in the order they are defined"]}," (top to bottom)."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Appearance Updates"]},": Easily customize fonts, logos, and footers."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Document Value Updates"]},": Modify contract content, such as document name and any field value."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Realtime updates"]},": If the end user has the builder UI open, all changes will be reflected in their view in real time."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":4,"id":"examples","__idx":15},"children":["Examples"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":5,"id":"update-document-name","__idx":16},"children":["Update document name"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Document name functions as a file name. 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In its simplest form, it appears as follows:"]},{"$$mdtype":"Tag","name":"CodeBlock","attributes":{"data-language":"json","header":{"controls":{"copy":{}}},"source":"{\n  \"basic\": {\n    \"_type\": \"value\",\n    \"_id\": \"01983d68-40a7-8dd9-b97e-15ffe908ad2a\",\n    \"title\": \"Share Purchase Agreement\"\n  },\n  \"parties\": [\n    {\n      \"_type\": \"value\",\n      \"_id\": \"01983d68-40a7-8dd9-b97e-15ffe908ad1b\",\n      \"type\": \"company\",\n      \"company_name\": \"Docue\",\n      \"company_id\": \"1212\",\n      \"first_name\": \"Doe\",\n      \"last_name\": \"John\",\n      \"job_title\": \"CEO\"\n    }\n  ],\n  \"fieldset_x\": {\n    \"_type\": \"value\",\n    \"_id\": \"01983d68-40a7-8dd9-b97e-15ffe908ad3c\",\n    \"nested_fieldset_y\": {\n      \"_type\": \"value\",\n      \"_id\": \"01983d68-40a7-8dd9-b97e-15ffe908ad3d\",\n      \"field_z\": 1212\n    }\n  }\n}\n","lang":"json"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The schema of the ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["value"]}," depends on the template used, and each template has a different schema."," ","The template defines the schema and cannot be ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["altered at this stage"]},"."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The value consists of ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["fieldsets"]}," and ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["fields"]},". 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A field can define validation rules, such as whether the value is"," ","required and the length of certain text."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Fieldsets can also include nested fieldsets, but only three levels of nesting are supported"," ","(two fieldsets and one field)."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["With patch operations, you can replace entire fieldset values, add new fieldset instances, remove existing fieldset instances, and modify any field value."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Tip"]},": If you want to add a new item at the end of the fieldset value, use the path ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["/value/parties/-"]},"."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Note"]},": Currently, it is not possible to replace attachments via the API. Please contact us if you need this feature."]},{"$$mdtype":"Tag","name":"CodeBlock","attributes":{"data-language":"http","header":{"controls":{"copy":{}}},"source":"PATCH /api/builder/sessions/{session_id}/contract\n\n{\n  \"operations\": [\n    // Add new party\n    {\n      \"op\": \"add\",\n      \"path\": \"/value/parties/-\",\n      \"value\": {\n          \"_type\": \"value\",\n          \"_id\": \"01983d68-40a7-8dd9-b97e-15ffe908ad1f\", // Generate UUIDv7 for new values\n          \"first_name\": \"Doe\",\n          \"last_name\": \"John\"\n      }\n    },\n    // Remove first party\n    {\n      \"op\": \"remove\",\n      \"path\": \"/value/parties/0\"\n    }\n    // Update name of the first party\n    {\n      \"op\": \"replace\",\n      \"path\": \"/value/parties/0/first_name\",\n      \"value\": \"Johnny\"\n    }\n  ]\n}\n","lang":"http"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":5,"id":"update-document-appearance","__idx":18},"children":["Update document appearance"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Document appearance, such as typography styles, logo and footer can also be updated via API. Pass the whole appearance object at once."]},{"$$mdtype":"Tag","name":"CodeBlock","attributes":{"data-language":"http","header":{"controls":{"copy":{}}},"source":"PATCH /api/builder/sessions/{session_id}/contract\n\n{\n  \"operations\": [\n    {\n      \"op\": \"replace\",\n      \"path\": \"/appearance\",\n      \"value\": {\n        \"logo\": {\n          \"enabled\": true,\n          // data URI with base64 encoding, jpg, png or svg\n          \"content\": \"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4//8/w38GIAXDIBKE0DHxgljNBAAO9TXL0Y4OHwAAAABJRU5ErkJggg==\",\n          \"scale\": 50 // logo size, scale from 20-100\n        },\n        \"footer\": {\n          \"enabled\": true,\n          \"content\": \"Hooli Inc.\"\n        },\n        \"heading1\": {\n          \"family\": \"lexend\", // See supported fonts below\n          \"color\": \"#000000\",\n          \"size\": \"20\",\n          \"weight\": \"bold\",\n          \"alignment\": \"center\",\n          \"transform\": \"uppercase\"\n        },\n        \"heading2\": {\n          \"family\": \"lexend\",\n          \"color\": \"#333333\",\n          \"size\": \"16\",\n          \"weight\": \"bold\",\n          \"alignment\": \"left\",\n          \"transform\": \"none\"\n        },\n        \"heading3\": {\n          \"family\": \"lexend\",\n          \"color\": \"#333333\",\n          \"size\": \"14\",\n          \"weight\": \"bold\",\n          \"alignment\": \"left\",\n          \"transform\": \"none\"\n        },\n        \"heading4\": {\n          \"family\": \"lexend\",\n          \"color\": \"#333333\",\n          \"size\": \"12\",\n          \"weight\": \"bold\",\n          \"alignment\": \"left\",\n          \"transform\": \"none\"\n        },\n        \"heading5\": {\n          \"family\": \"lexend\",\n          \"color\": \"#333333\",\n          \"size\": \"12\",\n          \"weight\": \"regular\",\n          \"alignment\": \"left\",\n          \"transform\": \"none\"\n        },\n        \"heading6\": {\n          \"family\": \"lexend\",\n          \"color\": \"#333333\",\n          \"size\": \"12\",\n          \"weight\": \"regular\",\n          \"alignment\": \"left\",\n          \"transform\": \"none\"\n        },\n        \"paragraph\": {\n          \"family\": \"lexend\",\n          \"color\": \"#000000\",\n          \"size\": \"11\",\n          \"weight\": \"regular\",\n          \"alignment\": \"justify\",\n          \"transform\": \"none\"\n        },\n        \"table\": {\n          \"family\": \"lexend\",\n          \"size\": \"10\",\n          \"color\": \"#000000\",\n          \"bgColor\": \"#ffffff\",\n          \"headerBgColor\": \"#f5f5f5\",\n          \"headerColor\": \"#000000\",\n          \"borderColorEnabled\": true,\n          \"borderColor\": \"#cccccc\",\n          \"alternatingRowBgColorEnabled\": true,\n          \"alternatingRowBgColor\": \"#fafafa\"\n        }\n      }\n    }\n  ]\n}\n","lang":"http"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":4,"id":"supported-fronts","__idx":19},"children":["Supported fronts"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Currently supported fonts are:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["arial"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["times-new-roman"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["georgia"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["eb-garamond"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["lexend"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["roboto"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["open-sans"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["montserrat"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["lato"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["poppins"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["raleway"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["anek"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["inter"]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["We can easily support any font available in Google Fonts. Please feel free to ask if you need a font that we are not currently offering."]}]},"headings":[{"value":"Embed API","id":"embed-api","depth":1},{"value":"Overview","id":"overview","depth":2},{"value":"Example implementation","id":"example-implementation","depth":3},{"value":"Prerequisites","id":"prerequisites","depth":3},{"value":"Guide","id":"guide","depth":2},{"value":"Template Browser","id":"template-browser","depth":3},{"value":"Builder","id":"builder","depth":3},{"value":"Trial mode","id":"trial-mode","depth":3},{"value":"Finalize confirmation dialog","id":"finalize-confirmation-dialog","depth":3},{"value":"Duplication","id":"duplication","depth":3},{"value":"White-labeling","id":"white-labeling","depth":2},{"value":"Pricing","id":"pricing","depth":2},{"value":"Architectural notes","id":"architectural-notes","depth":2},{"value":"Features coming later","id":"features-coming-later","depth":3},{"value":"Update document's state and appearance using API","id":"update-documents-state-and-appearance-using-api","depth":3},{"value":"Examples","id":"examples","depth":4},{"value":"Update document name","id":"update-document-name","depth":5},{"value":"Update document field values","id":"update-document-field-values","depth":5},{"value":"Update document appearance","id":"update-document-appearance","depth":5},{"value":"Supported fronts","id":"supported-fronts","depth":4}],"frontmatter":{"seo":{"title":"Embed API"}},"lastModified":"2026-06-04T08:43:02.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/embed-api","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}