type_id is required when creating a document, and you cannot invent it: it comes
from your tenant’s type catalog. Types are grouped into categories and define which
template a document is generated from and who it is about.
Reading the catalog is covered by the documents:read scope.
Listing types
Filtering by category
GET /document_type_categories returns the categories:
sort_order mirrors the order shown in the app — use it when you present the catalog
to a user.
Choosing a type
1
Find the category
Export
GET /document_type_categories once and store it. The list rarely changes.2
Find the type inside it
GET /document_types?category_id=…. Match on title and keep the id.3
Take the type's template
Pass the type’s
template_id to GET /document_templates/{template_id} and read
variable_schema — see Templates.4
Create the document
Send
type_id, template_id, template_version, and template_values to
POST /documents. Then continue with Signing.limit
defaults to 100, caps at 1000, and continues through page_token.