Documents and signing

signing.envelopes.defaults

Suggested merge values and recipients for a new document from the company profile, the requesting member, and an optional linked contractor or customer. For a contractor it also says what their agreement in effect sets (title, job role and rate) and whether an update to it is waiting (contractor).

GETPOST/api/v1/accounting/signing.envelopes.defaults

Permissions

accounting:read

Who can call it

admin, finance

Retries

Safe to retry: it only reads

MCP

accounting_signing_envelopes_defaults

Fields

  • templateIdstring (ID)

    The ID of the related record.

  • subjectTypeenum

    The kind of record this is about, such as entry, invoice or mail.

    contractorpartyinvoice
  • subjectIdstring

    The ID of the record this is about.

    1–200 characters

Example

curl https://app.getoatmilk.com/api/v1/accounting/signing.envelopes.defaults \
  -H "Authorization: Bearer $OATMILK_API_KEY"
Response
{
  "data": { … }
}

Try it

Try it

Checks your input with this action’s real schema and answers like the API, with synthetic data. No key needed, and nothing changes.

GET/api/v1/accounting/signing.envelopes.defaults
curl https://app.getoatmilk.com/api/v1/accounting/signing.envelopes.defaults \
  -H "Authorization: Bearer $OATMILK_API_KEY"

More in Documents and signing.