Changelog

Version history and release notes for the Formify API

1.2.0 2026-05-06

Drafts

  • New endpoints for managing draft documents — save document configuration without sending invitations to signees.
  • POST /docs/drafts — create a new draft.
  • PUT /docs/drafts/{draftId} — update an existing draft.
  • GET /docs/drafts — list drafts with pagination.
  • GET /docs/drafts/{draftId} — get full draft details.
  • GET /docs/drafts/{draftId}/file — get a preview PDF of the draft with signature fields placed.
  • GET /docs/drafts/{draftId}/file-url — get a short-lived, one-time download URL for the draft PDF (no auth header required to follow the URL).
  • GET /docs/drafts/{draftId}/file-download/{token} — anonymous endpoint that streams the draft PDF using a one-time token from /file-url.
  • POST /docs/drafts/{draftId}/send — convert a draft into a live document and send invitations.
  • DELETE /docs/drafts/{draftId} — permanently delete a draft.
  • Signee details, contact methods, and signature coordinates are all optional during the draft phase — full validation occurs only when the draft is sent.
1.1.0 2026-04-21

OAuth for AI & Third-Party Clients

  • Added support for OAuth Client ID Metadata Documents, allowing public clients (such as MCP servers and AI connectors) to authenticate using an HTTPS URL as their client_id — no pre-registration or client_secret needed.
  • New endpoint POST /oauth/register for Dynamic Client Registration. Programmatic OAuth client registration for platforms that cannot host a metadata document.
  • All public clients use PKCE (S256) for security. New code_verifier parameter on POST /oauth/token.
  • Updated POST /oauth/revoke to support token revocation for public clients.
  • Updated OAuth Authorization Server Metadata with registration_endpoint.
  • New guide: MCP Server.
  • New guide: OAuth for AI & Third-Party Clients (covers both metadata documents and DCR).
1.0.0 2026-03-27

Account Capabilities

  • New endpoint GET /account/capabilities for discovering which features and add-ons are enabled for the account.
  • Use this endpoint before using optional features to avoid unexpected 403 Forbidden responses.

AI Assistant

  • Possibility to enable AI assistant for new documents. Requires the aiAssistant capability.

Signature Methods

  • Additional signature methods available for new documents: bankid_identification, digital_ink_id_scan, and face_liveness. Check GET /account/capabilities for which methods are enabled on the account.

Webhook Signature Verification

  • Support for securing webhooks with HMAC-SHA256 signature verification.
  • New signingSecret returned on webhook creation and retrieval.
  • New endpoint POST /webhooks/{webhookId}/rotate-secret to rotate signing secrets.

OAuth

  • Fixed parameter name from scopes to scope to follow OAuth 2.0 standard (RFC 6749). The old name scopes is still accepted as a fallback.
0.8.0 2026-02-04

Signing Order

  • Possibility to provide a signing order for signature requests in documents.
0.7.1 2025-06-05

Personal Message

  • Possibility to provide a personal message for document signature request invitations (email, SMS, or WhatsApp).

Phone Delivery Methods

  • Option to use WhatsApp as text message delivery method when a phone number is used.
0.7.0 2025-04-03

Templates

  • Added support for templates, allowing documents to be created based on pre-configured templates via POST /docs using the new templateId parameter.
  • Introduced endpoints for listing and getting template details (GET /templates, GET /templates/{templateId}). Note: creating templates is still only possible through the Formify web app.

Fields and Field Values

  • Updated POST /docs to support pre-filling form fields using the fields property.
  • Added endpoints for getting fields (GET /docs/{documentId}/fields, GET /files/{fileId}/fields, GET /templates/{templateId}/fields).
  • Added endpoint for setting editable field values in open documents (POST /docs/{documentId}/field-values).
  • Added endpoint for getting field values for completed documents (GET /docs/{documentId}/field-values).

Fields Read-Only Mode

  • Added fieldsReadonlyMode setting for controlling read-only mode for form fields within documents.
0.6.0 2025-02-20

Signature Fields

  • Possibility to edit contact details for signature fields not yet signed in documents sent for signing.
0.5.0 2024-12-20
  • Initial release.