- BREAKING CHANGE: This version calls DocSpring API v2 (
/api/v2). The 3.x versions call API v1, which keeps working. Every change is in the migration guide: https://docspring.com/docs/api-guide/migrating-to-api-v2/ - BREAKING CHANGE: If you set the API's full base URL yourself, change
/api/v1in it to/api/v2. The client only picks the version in the URLs it builds from a region or host. - BREAKING CHANGE: Operations are named after the resource they act on. generate_pdf is create_submission,
batch_generate_pdfs is create_submission_batch, combine_pdfs is create_combined_pdf, create_html_template and
create_pdf_template_from_upload are create_template (with a
template_type), create_pdf_template (which uploads a PDF file) is upload_template, get_full_template is get_template (which returns the template, without its fields for now), update_template_document (which uploads a PDF file) is upload_template_document, update_template_document_from_upload is update_template_document, generate_preview is generate_submission_preview, get_combined_submission is get_combined_pdf, list_combined_submissions is list_combined_pdfs, expire_combined_submission is expire_combined_pdf, move_template_to_folder is move_template and move_folder_to_folder is move_folder. New: get_folder, list_custom_files, get_custom_file and delete_custom_file. A template's fields, and adding fields to a template, aren't in API v2 yet. - BREAKING CHANGE: Data requests are called signature requests.
get_data_request,update_data_request,create_data_request_tokenandcreate_data_request_eventareget_signature_request,update_signature_request,create_signature_request_tokenandcreate_signature_request_event(at/signature_requests), and their models areSignatureRequest,SignatureRequestTokenandSignatureRequestEvent. A submission'sdata_requestsissignature_requests(also when you create one),data_request_idissignature_request_id, a token'sdata_request_urlissignature_request_url, thewaiting_for_data_requestsstate iswaiting_for_signature_requests, and a template'sadd_data_request_submission_id_footersisadd_signature_request_submission_id_footers. New ones get IDs that start withsrq_instead ofdrq_. - BREAKING CHANGE: A response is the resource itself, with no
statusor wrapper key. Lists returndataandnext_cursor: passnext_cursorascursorto get the next page, andlimit(1 to 100, default 50) for its size.pageandper_pageare gone. Every create returns 201. - BREAKING CHANGE: Every error has one shape,
{"error": {"code", "message", "details", "request_id"}}, with acodeto check (validation_failed,not_found,insufficient_credits,rate_limited, ...), and each detail has apointerto the body value it's about, or aparameterwith the query parameter's name. - BREAKING CHANGE: Requests are validated strictly: an unknown property or query parameter, or a value of the wrong
type, is a 422 instead of being ignored. Request bodies must be JSON (
Content-Type: application/json, or it's a 415), except the PDF uploads. Request bodies are flat, with notemplate,folderorwebhookkey around them. - BREAKING CHANGE: Submission data is checked more strictly. An empty
datais validated like any other, date fields takeYYYY-MM-DD(or the template's date format whenparse_dates_using_template_date_formatis on), and a signature request'sfieldsmust be fields on the template (setignore_unknown_fieldsto leave out the others). A submission that fails because of the template is still saved asinvalid_data, and the 422 includes itssubmission_id. - BREAKING CHANGE: A submission's or combined PDF's files are in
files, by format.files.pdfhasstate,error_message,download_url,permanent_url,filename,content_type,sizeandsha256, and replacesdownload_url,permanent_download_urlandpdf_hash. A submission'sfiles.audit_trailandfiles.preview, with the same properties, replaceaudit_trail_download_urlandpreview_download_url. A file made after its submission was processed is listed while it's being made, so check itsstatebefore using its links. Combined submissions are combined PDFs (CombinedPdf), a template'sdocument_urlisdocument.download_url, and a custom file'surlisdownload_url. - BREAKING CHANGE: A template's
embed_domainsis a list of domains, not a comma-separated string, and each entry is checked. Copying a template withparent_folder_idnull puts the copy at the root (leave it out to keep the template's folder). A template's schema and model code describe the version that submissions use by default (the latest published version), not the draft: passversionfor another one. - BREAKING CHANGE: Every property name is snake_case, including template
defaults(font_size, wasfontSize),html_engine_options(margin_top), a field dependency condition'srange_max, and the field settings in a submission'sfield_overrides. field_overridestakes aFieldOverrideper field name, with every setting an override can change (required,font_size,color, ...), so a misspelt setting or a value of the wrong type is caught before the request is sent.- A combined PDF's
source_pdfsand a rule'sconditionstake a model per kind, with only the properties that kind uses (another kind's property is a 422not_allowed).CombinedPdfSourceInputis aSubmissionSourcePdf,CombinedPdfSourcePdf,TemplateSourcePdf,CustomFileSourcePdforUrlSourcePdf, picked by itstype.TemplateFieldDependencyConditionInputis aFieldPresenceCondition(present,blank),FieldEqualsCondition(equals,not_equals),FieldInCondition(in, with a list),FieldComparisonCondition(gt,gte,lt,lte, on a number field) orFieldRangeCondition(range), picked by itsoperator. Pass plain objects:{ type: 'url', url }. A template returns its conditions with only the properties their operators use, in the shape an update takes. - BREAKING CHANGE: Templates:
readyand adocumentobject (with itsstate,page_countandpage_dimensions) replacedocument_processed,document_state,document_parse_errorand thepage_*fields.list_templatesreturns template summaries. Templates have nowebhook_urlorwebhook_options: create a webhook withtemplate_idsinstead. - BREAKING CHANGE: Secrets are write-only. A submission's or combined PDF's
passwordand a template'sencrypt_pdfs_passwordandslack_webhook_urlaren't returned;has_password,has_encrypt_pdfs_passwordandhas_slack_webhook_urlsay whether one is set. - BREAKING CHANGE: Webhooks created with this version send payload version 4,
{"id", "event_type", "created_at", "data"}, wheredatais the resource as API v2 returns it. Their events have API v2's names (combined_pdf.processed,signature_request.completed). Webhooks created with 3.x or in the dashboard keep their payload version. - BREAKING CHANGE: Models are named after the API's resources (
Submission,CombinedPdf,Template,TemplateSummary,SignatureRequest), request bodies after their operation (CreateSubmissionRequest), and enums are their own types (SubmissionState,WebhookEventType). - Enum types have static constants (
SubmissionState.processed): they were instance fields, so onlynew SubmissionState().processedhad the value. Values are plain strings, so a value added to the API after this release comes back as it came. - The client checks each request against the API's request schemas before sending it, so an invalid request fails
without a round trip, with the details the API's 422 response would have. A request the API would reject fails with a
ValidationError(exported by the package), whosedetailsare objects withcode,messageand apointerinto the body (or aparameter). Turn the check off withclient.apiClient.validateRequests = false. - A waited request to
sync.api.docspring.comthat times out returns a 504polling_timeouterror with the resource's ID, so you can get it later. Without an ID, the request got no answer in time: check whether the resource was created before you send it again. - BREAKING CHANGE: Every operation returns a promise that you can
await, instead of taking a callback. - BREAKING CHANGE: A rejected call's
response, like theresponsea...WithHttpInfomethod returns, is an object with the response'sstatus,statusText,headers,bodyandtext. It was superagent's response, which also held the request and itsAuthorizationheader, so logging the error (console.log,JSON.stringify) printed your API token. The superagent error inerrorno longer has the response either. - BREAKING CHANGE: A client created with credentials, a host or a region has its own
ApiClient, so two clients with different credentials or hosts no longer change each other's, and settings made onApiClient.instancedon't apply to it.new DocSpring.Client()with no options still usesApiClient.instance. PassapiClientto share one. - An empty API token ID or secret counts as not set, so the client reads
DOCSPRING_TOKEN_IDorDOCSPRING_TOKEN_SECRETinstead. It was sent as an empty string. - Templates: new
default_form_modesetting (web,visualordual), when you create or update a template. It's the hosted form that/templates/<id>/formopens when the link has nomodeparameter: the web form, the visual form (filled in on the PDF), or both in tabs. HTML templates have no visual form, so they only acceptweb. - Templates:
defaultscan setrequired_field_background_color, the background colour that visual forms and signature requests give required fields. PDFs don't draw it. - Templates: new
allow_skipping_optional_fieldssetting (boolean), when you create or update a template. Visual forms and signature requests then show the Continue button as soon as the required fields are filled in, without visiting each optional field. TheallowSkippingOptionalFieldsembed option overrides it. - Templates: when you replace a template's PDF,
reimport_fields(boolean) replaces the template's fields with the fillable fields in the new PDF (or in its current PDF when you don't upload one). A PDF with no fillable fields keeps the template's fields. - Fields:
shape_typecan betriangleorpolygon, withshape_sides(3 to 12) for a polygon. Text fields can setkeep_leading_spacesto keep the spaces at the start of each line in the PDF. - Templates: create_template and upload_template take
detect_fields(boolean, default false). DocSpring then sets up the PDF's fields as the "Automatically detect fields" upload option does: it imports or detects them, names them with AI and sets up conditional logic.field_source(auto,pdf_detectionorpdf_form_fields),field_naming(aiorpreserve) andfield_logic(aiornone) choose how, like the Set Up Fields choices in the template editor. Withpdf_form_fields,preserveandnone, the PDF's form fields are imported with their own names and no AI. Each account gets free AI pages every month, and further pages are paid from credits. See https://docspring.com/docs/template-editor/automatic-field-detection/. - Templates: new
ai_field_naming_languagesetting (auto,englishorform_language) for PDF templates, when you create or update one: the language AI uses for field names. It's null for HTML templates. - Templates: a template's
documentincludeshas_fillable_fields,page_processing_statuses(how processing is going on each page: its image, its fields and AI naming) andfield_logic_status(the AI logic step that runs once every page's fields are done, and can still rename fields and add rules). Field setup is finished whendocument.stateisprocessedandfield_logic_statusisn'tpendingorprocessing.
- Submissions and combined submissions can be in the new
insufficient_creditsstate: a live PDF that your credit balance can't cover is saved and processed once you add credits. See https://docspring.com/docs/api-guide/credits-and-rate-limits/. - generate_pdf, batch_generate_pdfs and combine_pdfs document the 402 response for insufficient credits. Their
responses can include a
code, which isinsufficient_creditson a 402. - generate_pdf, batch_generate_pdfs, create_pdf_template, create_pdf_template_from_upload, create_html_template and
copy_template document a 403 response with a
codeofupgrade_required(the plan doesn't include it) oraccount_suspended.
- Response models keep fields this version doesn't know as properties of the model object.
- Templates: new
parse_dates_using_template_date_formatsetting, when you create or update a template. When it's true, date values sent as NN/NN/YYYY (with slashes, dashes or dots) are read in the order of the template's default date format: month first for%m/%d/%Y, day first for%d/%m/%Y. When it's false, they're read day first. - A new README: installing, a quick start, every API method, errors, and how API changes are handled. The repository also has an AGENTS.md for coding agents.
- Submissions and data requests can now be in the
declinedstate, when a signer declines to sign. Data requests have a newdeclined_attimestamp. - New API methods for webhooks: create_webhook, list_webhooks, get_webhook, update_webhook and delete_webhook.
- New API method: get_template_model_code, which generates typed model code for a template's submission data, so your app can catch mistakes before it calls the API.
- Templates:
- Field dependencies:
field_dependencieswhen you create or update a template, anddependencieson the fields you add with add_fields_to_template. - add_fields_to_template accepts the
initialsfield type and aneditablesetting for each field. - Embedded template editor settings:
embed_edit_allow_document_replacement,embed_edit_allow_settings,embed_edit_allow_versioningandembed_edit_token. - New
template_schema_versionattribute. - A template's
pathis never null. - Individual template
defaultscan be null (for examplefontSizeafter it's cleared in the template editor). last_changed_by_typecan beexternal_user(a change made in the embedded template editor), withlast_changed_by_external_id,last_changed_by_external_nameandlast_changed_by_external_email.- Template versions say who published them with
published_by_type,published_by_user_id,published_by_name,published_by_emailandpublished_by_external_id. These replacepublished_by_id, which the API no longer returns. - The JSON schema from get_template_schema includes
$id,allOfanddependencies.
- Field dependencies:
- copy_template accepts a template
version, andparent_folder_idis now optional. move_template_to_folder also accepts aversion. - Pass a null
parent_folder_idto move_template_to_folder or move_folder_to_folder to move it to the root folder. - Submissions and submission actions include an
error_messagewhen processing fails. - combine_pdfs:
delete_custom_filesnow deletes the custom files once the merged PDF is processed (it used to be ignored).testhas no effect and is deprecated. - The package metadata declares the MIT license, like the LICENSE file (it said Unlicense).
- The
hostoption andDOCSPRING_HOSTcan end with/api/v1/or have spaces around them (a trailing slash after/api/v1sent requests to paths with//).
- All our API clients are now 100% end-to-end tested against our real server.
- Added support for Template Versioning parameters:
- Optional version parameter in submission requests (e.g., 1.2.3, draft, latest)
- New API methods: publish_template_version, restore_template_version
- Updated copy_template and delete_template methods to accept template version strings
- BREAKING CHANGE: Updated default host to our new synchronous API subdomain: sync.api.docspring.com. (EU customers should use sync.api-eu.docspring.com). Removed all custom polling code from library since this logic is now handled by the API service running on our sync subdomain
- Fixed User-Agent header: docspring-javascript-x.x.x
- Added Delete Template API endpoint
- Renamed "Template1" model to "FullTemplate" since it includes all properties
- Added 'password' parameter to Generate PDF and Combine PDF API endpoints. You can now encrypt each generated PDF with a unique password.
- Added "sort_order" property for Submission Data Requests
- Updated OpenAPI Generator to v3.3.0
- Fixed the "include_data=true" option for the "Get Submission" API endpoint. Added the "data" property to the Submission model so that this is parsed and returned correctly when requested
- Renamed some internal models for template creation API endpoints. (CreateTemplateData / CreateTemplateData1 renamed to CreateHtmlTemplateData and CreateTemplateFromUploadData)
- BREAKING CHANGE: Renamed createTemplate operation to createPDFTemplate
- Added createHTMLTemplate operation. (This uses the same API endpoint as createPDFTemplate, but the example shows how to set html, scss, etc. fields)
- Added updateTemplate operation, to update a PDF or HTML template
- Renamed FormAPI to DocSpring. (View the CHANGELOG in the original FormAPI API client for prior releases.)