Ruby

require "formable"

formable = Formable.new(api_key: ENV.fetch("FORMABLE_API_KEY"))

result = formable.templates.create(
  file: "nda.docx",
  signer_roles: [
    { name: "Client", order: 0 },
    { name: "Witness", order: 1 }
  ]
)

template_id = result["templateId"]

# Mint a fresh edit URL later (expires after 1 day)
edit = formable.templates.create_edit_url(template_id)

# Formable emails each signer a signing link
request = formable.signature_requests.create(
  template_id: template_id,
  signers: [
    { email: "jane@example.com", name: "Jane Doe", role: "Client" },
    { email: "bob@example.com", name: "Bob Smith", role: "Witness" }
  ]
)

# Embedded flow: mint signing URLs to embed in an iframe yourself
embedded = formable.signature_requests.create_embedded(
  template_id: template_id,
  signers: [{ email: "jane@example.com", name: "Jane Doe", role: "Client" }],
  test_mode: true
)

signer = embedded["signers"].first
signing = formable.signature_requests.create_signing_url(
  signer["recipientSignatureId"]
)

# Track progress
current = formable.signature_requests.get(embedded["signatureRequestId"])
all_requests = formable.signature_requests.list(
  updated_since: Time.utc(2026, 1, 1)
)
events = formable.signature_requests.get_events(embedded["signatureRequestId"])

# Download the signed document once completed
envelope = formable.signature_requests.get_signed_envelope(
  embedded["signatureRequestId"]
)

created = formable.redline_requests.create(
  template_id: template_id,
  members: [
    { email: "us@example.com", display_name: "John Doe", role: "DisclosingParty" },
    { email: "them@example.com", display_name: "Jane Smith", role: "ReceivingParty" }
  ],
  metadata: { subject: "Mutual NDA" }
)

redline_request_id = created["redlineRequestId"]

# Mint a redline URL for a member (embed in an iframe)
url = formable.redline_requests.create_url(redline_request_id, "them@example.com")

# Manage members and track progress
formable.redline_requests.update_members(
  redline_request_id,
  [{ email: "counsel@example.com", display_name: "Counsel", role: "ReceivingCounsel" }]
)
redline = formable.redline_requests.get(redline_request_id)
events = formable.redline_requests.get_events(redline_request_id)

billing = formable.billing
health = formable.health

begin
  formable.signature_requests.get("missing-id")
rescue Formable::Error => error
  warn "#{error.status} #{error.message}"
end

require "faraday"

formable = Formable.new(
  api_key: ENV.fetch("FORMABLE_API_KEY"),
  base_url: "https://api.formabledocs.com/v1",
  timeout: 60,
  connection: Faraday.new { |conn| conn.adapter Faraday.default_adapter }
)