> For the complete documentation index, see [llms.txt](https://2sign-co-il.gitbook.io/2sign.co.il-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://2sign-co-il.gitbook.io/2sign.co.il-docs/tasks/create-a-single-task.md). # Create a single Task A task is a document sent to one or more recipients for signing. Before creating a task, decide on two things: **where the document comes from**, and **who receives it**. For defining fields and signature positions on the document, see [Defining Signature Fields](/2sign.co.il-docs/tasks/defining-signature-fields.md). *** #### Choose Your Approach | \* | From Template | From File Upload | | ----------------------- | ---------------------------------------------------------------------- | -------------------------------------------------------------- | | **Use when** | You have a fixed document set up in the 2Sign system | You have a different document each time | | **Requires upload?** | No | Yes - upload first, then create | | **signature positions** | You can use template signature positions or define them in the request | You must define them in the request if its not view only task. | | **Key parameter** | `TemplateId` | `TaskGuid` + `PdfGuid` | *** #### Option A - From Template ``` POST /api/V2/TasksNew/CreateTask ``` json ```json { "ClientId": "235183", "TemplateId": "4522", "TaskSubject": "document to sign", "EmailText": null, "IsSendOnCreation": "false", "IsSendEmailOnCreation": "true", "IsSendSmsOnCreation": "false" } ``` {% hint style="info" %} To find your `TemplateId`, use [Get Template by Token or Get Template by ID.](/2sign.co.il-docs/templates/get-tamplates-info.md) {% endhint %} #### TemplateIdsList (Merge Multiple Templates) Use `TemplateIdsList` when you want to create a single signing task from multiple templates. Pass a comma-separated string containing the Template IDs you would like to combine. The system will retrieve all templates in the specified order, merge them into a single PDF document, and create one signature task containing the combined document. This is useful when a signer needs to review and sign several documents as part of the same workflow, while receiving only one task. **Example** ```json { "ClientId": "235183", "TemplateIdsList": "4522,4523,4524", "TaskSubject": "Documents to Sign", "IsSendOnCreation": true } ``` In this example, templates `4522`, `4523`, and `4524` are merged into a single document and sent as one signing task. *** #### Option B - From File Upload Upload the file first, then use the `taskGuid` and `pdfGuid` from the response to create the task. **Step 1 — Upload the file** ``` POST /api/V2/BaseTasks/UploadFileForTask ``` For more info you can find it [here](/2sign.co.il-docs/tasks/upload-file.md). Save `taskGuid` and `pdfGuid` from the response. **Step 2 - Create the task** ``` POST /api/V2/TasksNew/CreateTask ``` json ```json { "ClientId": "235183", "TaskSubject": "document to sign", "IsSendOnCreation": "true", "TaskGuid": "", "PdfGuid": "" } ``` {% hint style="info" %} `TaskGuid` and `PdfGuid` must come from the **Upload File** response. {% endhint %} > 💡 **Tip** - `TaskGuid` and `PdfGuid` must both come from the same upload response. Don't reuse GUIDs from previous uploads. *** #### Specifying the Recipient All three options below can be used with either Option A or Option B above. **Existing client - by `ClientId`** json ```json { "ClientId": "235183" } ``` Use when the recipient already exists in your account. To look up a client's ID, see [Get clients and groups info](/2sign.co.il-docs/clients-and-groups/get-clients-info.md). *** **New or one-time recipient - by phone or email** json ```json { "ClientPhones": "0501234567", "ClientEmails": "client@example.com" } ``` No need to create a client record first. At least one of phone or email is required. *** **Group - by `GroupId`** json ```json { "GroupId": "23440" } ``` Use when sending to a predefined group of recipients. To set up a group, see [Create a Group](/2sign.co.il-docs/clients-and-groups/create-clients-and-groups.md). *** #### Request Parameters | Parameter | Type | Description | | ------------------------ | ------ | -------------------------------------------------- | | `TaskSubject` | string | Document subject line shown to the recipient | | `EmailText` | string | Custom message body in the email | | `Language` | int | `1` = Hebrew | | `IsSendOnCreation` | bool | Send immediately when task is created | | `IsSendEmailOnCreation` | bool | Send via email | | `IsSendSmsOnCreation` | bool | Send via SMS | | `ForceIdUpload` | bool | Require ID photo from signer | | `ForceIdIssueDateUpload` | bool | Require ID issue date from signer | | `ForceVideoUpload` | bool | Require video verification | | `ForceSecretCode` | bool | Require secret code | | `SecretCode` | string | The secret code value if `ForceSecretCode` is true | | `ApplyStamp` | bool | Apply account stamp to document | | `FreeTextInput` | string | Free text attached to the task | ## POST /api/Tasks/CreateTask > CreateTask ```json {"openapi":"3.1.1","info":{"title":"Customer API","version":"1.0.0"},"servers":[{"url":"/"}],"paths":{"/api/Tasks/CreateTask":{"post":{"tags":["Tasks"],"summary":"CreateTask","operationId":"CreateTask_POST","responses":{"200":{"description":"Success (No content returned)"},"400":{"description":"Bad Request"},"500":{"description":"Internal Server Error"}},"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/TaskDetailsRequestModel"}}},"required":true}}}},"components":{"schemas":{"TaskDetailsRequestModel":{"type":"object","properties":{"Token":{"type":"string"},"Email":{"type":"string"},"ClientsForRoutine":{"type":"string"},"ClientId":{"type":"integer"},"TemplateId":{"type":"integer"},"TemplateIdsList":{"type":"string"},"ClientName":{"type":"string"},"ClientPhones":{"type":"string"},"ClientEmails":{"type":"string"},"TaskSubject":{"type":"string"},"EmailText":{"type":"string"},"EmailSubject":{"type":"string"},"Language":{"type":"integer"},"LanguageMarked":{"type":"string"},"IsSendOnCreation":{"type":"boolean"},"IsSendSmsOnCreation":{"type":"boolean"},"IsSendEmailOnCreation":{"type":"boolean"},"IsSendWhatsAppOnCreation":{"type":"boolean"},"ApplyStamp":{"type":"boolean"},"IsTaxAuthorityProcTask":{"type":"boolean"},"SecretCode":{"type":"string"},"ForceSecretCode":{"type":"boolean"},"ForceVideoUpload":{"type":"boolean"},"VideoUploadText":{"type":"string"},"ForceIdIssueDateUpload":{"type":"boolean"},"ForceIdUpload":{"type":"boolean"},"TaskStatus":{"type":"boolean"},"TaskStatusNumeric":{"type":"integer"},"DeclineReason":{"type":"string"},"DeclineOn":{"type":"string"},"TaskGuid":{"type":"string"},"PdfGuid":{"type":"string"},"ImageGuid":{"type":"string"},"RoutinePrimaryTaskGuid":{"type":"string"},"IsPreviousSignedTaskGuid":{"type":"boolean"},"FreeTextInput":{"type":"string"},"SendConfirmEmailAfterSign":{"type":"boolean"},"IsSigned":{"type":"boolean"},"CreatedOn":{"type":"string"},"ViewedOn":{"type":"string"},"SignedOn":{"type":"string"},"IpSender":{"type":"string"},"IpSigner":{"type":"string"},"TaskStatusPriority":{"type":"integer"},"RoutineLastTaskGuidSigned":{"type":"string"},"RoutineStatus":{"type":"integer"},"DeleteSucceeded":{"type":"boolean"},"SignaturePositions":{"type":"string"},"SignaturePositionsSlimModel":{"type":"string"},"SignaturesConstValues":{"type":"string"},"SignaturePositionsStr":{"type":"string"},"SignaturePositionsSignedDocJSON":{"type":"string"},"FileUploadBase64":{"type":"string"},"SignatureBase64":{"type":"string"},"TaskThankYouUrl":{"type":"string"},"DigitalSign":{"type":"boolean"},"ApplyExtraFilesUpload":{"type":"boolean"},"ExtraFilesUploadText":{"type":"string"},"ApplyExtraFilesUploadNumberOfFiles":{"type":"integer"},"TaxYear":{"type":"integer"},"APIResponse":{"type":"string"},"DeletionPrivateOuterKey":{"type":"string"},"DeletionUserId":{"type":"string"},"DeletionDateFrom":{"type":"string"},"DeletionDateTo":{"type":"string"},"TaskBundleGuid":{"type":"string"},"AllowStampAddByClient":{"type":"boolean"},"TaskClientVideoFile":{"type":"string"},"SearchWordForMarkingSignature":{"type":"string"},"SearchWordForMarkingFieldsJson":{"type":"string"},"NotifySecondaryMails":{"type":"boolean"},"SecondaryMails":{"type":"string"},"Invoice4uDocId":{"type":"string"},"TasksCount":{"type":"integer"},"TasksQuotaLeft":{"type":"integer"},"SmsQuotaLeft":{"type":"integer"},"SmsCount":{"type":"integer"},"SmsLogAfterSignDate":{"type":"string"},"IsAutoFlatDocument":{"type":"boolean"},"ObligateClientStampUpload":{"type":"boolean"},"SignatureRoutine":{"type":"boolean"},"GroupId":{"type":"integer"},"SignatureRoutineAsync":{"type":"boolean"},"SignatureRoutineMaxSigners":{"type":"integer"},"SelectedGroupTotalPhonesCount":{"type":"integer"},"ClientIds":{"type":"string"},"TaskClients":{"type":"string"},"OriginalTaskLinkBlob":{"type":"string"},"SignedTaskLinkBlob":{"type":"string"},"IdCardAttachmentLinkBlob":{"type":"string"},"GeneralAttachmentsLinkBlob":{"type":"string"},"ExcelAttachmentsLinkBlob":{"type":"string"},"SmsTemplate":{"type":"string"},"ViewOnlyTask":{"type":"boolean"},"FilterDateFrom":{"type":"string"},"FilterDateTo":{"type":"string"},"FilterTaskStatus":{"type":"integer"},"SignedTaskFile":{"type":"string"},"SignedTaskBase64File":{"type":"string"},"SearchWordForSignatureRoutine":{"type":"string"},"OriginalBlobFile":{"type":"string"},"OriginalBase64File":{"type":"string"},"IdCardAttachmentBlobFile":{"type":"string"},"IdCardAttachmentBase64File":{"type":"string"},"GeneralAttachmentsBlobFile":{"type":"string"},"GeneralAttachmentsBase64File":{"type":"string"},"ExcelAttachmentsBlobFile":{"type":"string"},"ExcelAttachmentsBase64File":{"type":"string"},"AdditionalUserParams":{"type":"string"},"AdditionalUserParamsObject":{"type":"string"},"FileAttachmentLocations":{"type":"string"},"FilesDataForRoutineCheck":{"type":"string"},"FilesPartialAmountForRoutineCheck":{"type":"integer"},"FilesPartialAmountLocationForRoutineCheck":{"type":"integer"},"ShowSigBeforePlacing":{"type":"boolean"},"DeletedFilesCounter":{"type":"integer"},"DeletedFileFullName":{"type":"string"},"ApplyOTP":{"type":"boolean"},"SkipFlatOrRotate":{"type":"boolean"},"TaskClientStatus":{"type":"integer"},"ClickToRedirectToSignatureButtonText":{"type":"string"},"DocumentSignedSuccessfullyText":{"type":"string"},"EmailButton":{"type":"string"},"EmailUserGuide":{"type":"string"}},"required":["TemplateId","Language","ApplyStamp","IsTaxAuthorityProcTask","TaskStatus","IsPreviousSignedTaskGuid","SendConfirmEmailAfterSign","IsSigned","DeleteSucceeded","DigitalSign","ApplyExtraFilesUpload","AllowStampAddByClient","NotifySecondaryMails","IsAutoFlatDocument","SignatureRoutine","SignatureRoutineAsync","ViewOnlyTask","FilesPartialAmountForRoutineCheck","FilesPartialAmountLocationForRoutineCheck","DeletedFilesCounter","SkipFlatOrRotate"]}}}} 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