# signing.envelopes.defaults

Suggested merge values and recipients for a new document from the company profile, the requesting member, and an optional linked contractor or customer. For a contractor it also says what their agreement in effect sets (title, job role and rate) and whether an update to it is waiting (contractor).

`GET | POST /api/v1/accounting/signing.envelopes.defaults`

Permissions: `accounting:read` · Roles: admin, finance

MCP tool: `accounting_signing_envelopes_defaults`

## Fields

| Field | Type | Required | Notes |
| --- | --- | --- | --- |
| `templateId` | string (ID) |  | The ID of the related record. |
| `subjectType` | enum |  | The kind of record this is about, such as entry, invoice or mail. One of: `contractor`, `party`, `invoice`. |
| `subjectId` | string |  | The ID of the record this is about. 1–200 characters. |

## Example request

```bash
curl https://app.getoatmilk.com/api/v1/accounting/signing.envelopes.defaults \
  -H "Authorization: Bearer $OATMILK_API_KEY"
```

Reference page: https://app.getoatmilk.com/docs/api/signing.envelopes.defaults