Templates

A template is a container marked reusable. Cloning a template creates a new container — optionally including its documents’ content — without repeating setup.

Endpoints

Method	Path	Description
`GET`	`/api/v1/templates`	List org templates
`POST`	`/api/v1/templates`	Mark an existing container as a template
`PATCH`	`/api/v1/templates/:id`	Update template metadata
`DELETE`	`/api/v1/templates/:id`	Unmark a container as a template
`POST`	`/api/v1/templates/:id/clone`	Clone a template into a new container

List templates GET

GET /api/v1/templates

Query parameters:

Parameter	Type	Required	Description
`category`	string	No	Filter to templates with this exact `template_category` value

Response 200:

{
  "data": [
    {
      "id": "018e1234-abcd-7000-8000-000000000001",
      "name": "Standard NDA",
      "template_description": "Mutual non-disclosure agreement",
      "template_category": "legal",
      "created_at": "2026-02-01T09:00:00.000Z",
      "_count": { "documents": 1 }
    }
  ]
}

Error cases:

Status	Code	Cause
`401`	`UNAUTHORIZED`	Missing or invalid API key

Mark a container as a template POST

POST /api/v1/templates

Marks an existing container as reusable. Does not create a new container — containerId must already exist in the organisation.

Request body:

Field	Type	Required	Constraints
`containerId`	UUID	Yes	Must not already be a template
`description`	string	No	Max 500 characters
`category`	string	No	Max 100 characters

{
  "containerId": "018e1234-abcd-7000-8000-000000000001",
  "description": "Mutual non-disclosure agreement",
  "category": "legal"
}

Response 201:

{
  "data": { "success": true }
}

Error cases:

Status	Code	Cause
`400`	`BAD_REQUEST`	`containerId` is not a valid UUID, or the container is already a template
`401`	`UNAUTHORIZED`	Missing or invalid API key
`403`	`TIER_LIMIT`	Template limit reached for the organisation’s plan
`404`	`NOT_FOUND`	Container does not exist in this organisation

Update template metadata PATCH

PATCH /api/v1/templates/:id

Request body:

Field	Type	Required	Constraints
`description`	string	No	Max 500 characters
`category`	string	No	Max 100 characters

{
  "category": "hr"
}

Response 200:

{
  "data": { "success": true }
}

Error cases:

Status	Code	Cause
`400`	`BAD_REQUEST`	`id` is not a valid UUID
`401`	`UNAUTHORIZED`	Missing or invalid API key
`404`	`NOT_FOUND`	Container is not a template in this organisation

Unmark a template DELETE

DELETE /api/v1/templates/:id

Removes the template flag. The underlying container and its documents are not deleted — this only stops it from appearing in template listings.

Response 200:

{
  "data": { "success": true }
}

Error cases:

Status	Code	Cause
`400`	`BAD_REQUEST`	`id` is not a valid UUID
`401`	`UNAUTHORIZED`	Missing or invalid API key
`404`	`NOT_FOUND`	Container is not a template in this organisation

Clone a template POST

POST /api/v1/templates/:id/clone

Creates a new container from a template’s structure.

Request body:

Field	Type	Required	Constraints
`name`	string	Yes	1–255 characters — name for the new container
`includeContent`	boolean	No	Default `true`. When `true`, clones each document’s active version content; when `false`, clones structure only

{
  "name": "Acme Corp NDA",
  "includeContent": true
}

Response 201:

{
  "data": {
    "id": "018e1234-abcd-7000-8000-000000000099",
    "name": "Acme Corp NDA"
  }
}

Error cases:

Status	Code	Cause
`400`	`BAD_REQUEST`	`id` is not a valid UUID, or `name` is empty/too long
`401`	`UNAUTHORIZED`	Missing or invalid API key
`404`	`NOT_FOUND`	Template does not exist in this organisation