A DocEndorse template should be created from the documents that will be edited. This can be done in a simple 4-step process from within DocEndorse at the create/edit template page. see our user guide on how to create templates.

In creating a template you will be required to use boxes to demarcate areas of the document that will be edited. A data label must be assigned to all relevant boxes where available. This data label will be used in API calls to identify the boxes that will be edited. The details of the template, including the label of the boxes, template id, and source document id can be found by viewing the respective template in the templates page.