PDF templates / Form

Intake Form Template

A write-in stack: each field is a label over a rule, filled from templateData, amber on the issued date.

FormLetterintake-formformintakefields

Clone this layout in the dashboard to get an account-owned draft you can edit and publish. After publish, send your slug or UUID as templateId with JSON templateData.

Sample templateData

JSON
{
  "title": "Client Intake",
  "organization": "Northline Atelier",
  "issuedOn": "2026-08-21",
  "fields": [
    {
      "label": "Client name",
      "value": "Westmere Gallery"
    },
    {
      "label": "Primary contact",
      "value": "Nora Ellison"
    },
    {
      "label": "Project type",
      "value": "Wayfinding refresh"
    },
    {
      "label": "Timeline",
      "value": "Q4 2026 launch"
    }
  ]
}

Clone from the gallery

POST /v1/templates
curl https://api.relaypdf.com/v1/templates \
  -H "Authorization: Bearer pdf_live_..." \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Intake Form Template",
    "galleryId": "intake-form"
  }'