`signing.templates.update`

Edit a custom template with expectedRevision. Starter templates are read-only; duplicate them to customize. Documents already sent keep the exact version they were sent with.

POST/api/v1/accounting/signing.templates.update

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required, with expectedRevision

MCP

accounting_signing_templates_update

Fields

idstring (ID)Required
The record's ID.
expectedRevisionintegerRequired
The record's current revision, from the last time you read it. If someone changed the record since, the request is refused with a conflict so you can reload and check before trying again.
at most 9007199254740991 · greater than 0
titlestring
A short title.
1–200 characters
descriptionstring
A short description.
at most 1000 characters
kindenum
Which kind of record or job this is.
ndacontractor_agreementsignature_requestletterheadcustom
bodystring
1–200000 characters
editorJsonmap or null
fieldsarray of objects
at most 100 items
signerRolesarray of objects
at most 10 items
letterheadboolean
footerstring or null
logoAssetIdstring (ID) or null
idempotencyKeystringRequired
Any unique text you generate once per intended change, so a retried request only happens once. Send it as the Idempotency-Key header instead if you prefer; if you send both they must match.
8–200 characters

curl https://app.getoatmilk.com/api/v1/accounting/signing.templates.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "expectedRevision": 3
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/signing.templates.update", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
    "expectedRevision": 3
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/signing.templates.update",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
        "expectedRevision": 3,
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Response

{
  "data": { … }
}

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.

Input

POST/api/v1/accounting/signing.templates.update

curl https://app.getoatmilk.com/api/v1/accounting/signing.templates.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "expectedRevision": 3
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/signing.templates.update", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
    "expectedRevision": 3
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/signing.templates.update",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
        "expectedRevision": 3,
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Fields inside fields

Fields inside signerRoles

Example

Try it