Key concepts
- Template — a reusable document layout with placeholder fields (e.g., name, date, amount) that can be filled programmatically.
- Sign Template (
sign_prefix), created from the Lumin Sign site, designed for eSignature workflows. Use with Send Signature Request from Template to create signature requests. - AgreementGen Template (
ag_prefix), created from the Lumin AgreementGen site, designed for automated document generation via the Agreements API or embedding in signature requests. Use with Send Signature Request from Template to create signature requests. - PDF Template (
pdf_prefix), created from the Lumin site, designed for generating standalone PDF documents via Generate Document from Template or the Documents API.
Typical workflow
- List available templates in your Workspace to find the template you need.
- Get details for a specific template to retrieve its fields, roles, and collections.
- Generate a document or signature request by filling in the template fields with your data.
Available endpoints
List Templates
Returns a paginated list of templates in a Lumin Workspace.
Get Template Details
Returns essential template details for a specific template.
Generate Document from Template
Creates a downloadable PDF document from an existing Lumin template.