`signing.envelopes.updateDraft`

Edit a draft envelope with expectedRevision, including uploaded-document field positions, and its job (jobRoleId with jobRoleVersion, or both null) and engagement (the structured pay and dates, or null). Changing document content, the job or the pay clears the prepared PDF and its field positions; field placement alone keeps the PDF.

POST/api/v1/accounting/signing.envelopes.updateDraft

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required, with expectedRevision

MCP

accounting_signing_envelopes_update_draft

Fields

idstring (ID)Required
The record's ID.
expectedRevisionintegerRequired
The record's current revision, from the last time you read it. If someone changed the record since, the request is refused with a conflict so you can reload and check before trying again.
at most 9007199254740991 · greater than 0
titlestring
A short title.
1–200 characters
messagestring
at most 4000 characters
templateIdstring (ID) or null
fileIdstring (ID)
The ID of the related record.
subjectTypeenum or null
The kind of record this is about, such as entry, invoice or mail.
contractorpartyinvoice
subjectIdstring or null
The ID of the record this is about.
mergeValuesmap
signingOrderenum
sequentialparallel
recipientsarray of objects
at most 20 items
fieldsarray of objects
at most 500 items
expiresAtstring (date-time)
When this stops working, as an ISO 8601 date and time.
expiresInDaysinteger
1 to 365
reminderIntervalDaysinteger
0 to 30
allowChangesboolean
jobRoleIdstring (ID) or null
jobRoleVersioninteger or null
engagementobject or null
idempotencyKeystringRequired
Any unique text you generate once per intended change, so a retried request only happens once. Send it as the Idempotency-Key header instead if you prefer; if you send both they must match.
8–200 characters

curl https://app.getoatmilk.com/api/v1/accounting/signing.envelopes.updateDraft \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "expectedRevision": 3
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/signing.envelopes.updateDraft", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
    "expectedRevision": 3
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/signing.envelopes.updateDraft",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
        "expectedRevision": 3,
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Response

{
  "data": { … }
}

Try it

Checks your input with this action’s real schema and answers like the API, with synthetic data. No key needed, and nothing changes.

Input

POST/api/v1/accounting/signing.envelopes.updateDraft

curl https://app.getoatmilk.com/api/v1/accounting/signing.envelopes.updateDraft \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "expectedRevision": 3
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/signing.envelopes.updateDraft", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
    "expectedRevision": 3
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/signing.envelopes.updateDraft",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
        "expectedRevision": 3,
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Fields inside recipients

Fields inside fields

Fields inside engagement

Example

Try it