Skip to main content

​
Create Policy from Template

Creates a new policy in a dock using a pre-built platform template as the starting point. The template’s recipe is copied into the new policy, which can then be customized. 
POST /v1/docks/:dockId/policies/from-template

​
Path Parameters

ParameterTypeDescription
dockIdstringThe dock ID

​
Request Body

ParameterTypeRequiredDescription
templateIdstringRequiredThe ID of the platform template to use
namestringOptionalCustom name for the policy (defaults to the template name)

​
Example Request

curl -X POST https://api.docyard.io/v1/docks/dock_01HQ3K.../policies/from-template \
  -H "Authorization: Bearer dk_live_a1b2c3d4..." \
  -H "Content-Type: application/json" \
  -d '{
    "templateId": "tpl_standard_mortgagee",
    "name": "Mortgagee Access - Custom"
  }'

​
Response

{
  "id": "pol_01HQ3Q...",
  "dockId": "dock_01HQ3K...",
  "name": "Mortgagee Access - Custom",
  "recipe": {
    "access": "read",
    "artifactTypes": ["declaration-page", "coi"],
    "requireFactors": ["email_verified"],
    "expiresInDays": 90
  },
  "status": "DRAFT",
  "currentVersion": 1,
  "createdAt": "2025-01-15T11:05:00.000Z"
}

​
Error Handling

StatusCondition
400templateId is missing or invalid
401Missing or invalid API key
404Dock or template not found
Use List Templates to browse available platform templates before creating a policy from one.