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.defaultsPermissions
accounting:read
Who can call it
admin, finance
Retries
Safe to retry: it only reads
MCP
accounting_signing_envelopes_defaultsFields
templateIdstring (ID)The ID of the related record.
subjectTypeenumThe kind of record this is about, such as entry, invoice or mail.
contractorpartyinvoicesubjectIdstringThe 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"{
"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.