Upload Static Form

curl --request POST \
  --url https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "fileName": "certificate-of-insurance.pdf",
  "fileBase64": "JVBERi0xLjQK...",
  "category": "quote-bind-flow"
}
'

import requests

url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static"

payload = {
    "fileName": "certificate-of-insurance.pdf",
    "fileBase64": "JVBERi0xLjQK...",
    "category": "quote-bind-flow"
}
headers = {
    "Authorization": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    fileName: 'certificate-of-insurance.pdf',
    fileBase64: 'JVBERi0xLjQK...',
    category: 'quote-bind-flow'
  })
};

fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'fileName' => 'certificate-of-insurance.pdf',
    'fileBase64' => 'JVBERi0xLjQK...',
    'category' => 'quote-bind-flow'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static"

	payload := strings.NewReader("{\n  \"fileName\": \"certificate-of-insurance.pdf\",\n  \"fileBase64\": \"JVBERi0xLjQK...\",\n  \"category\": \"quote-bind-flow\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static")
  .header("Authorization", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"fileName\": \"certificate-of-insurance.pdf\",\n  \"fileBase64\": \"JVBERi0xLjQK...\",\n  \"category\": \"quote-bind-flow\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"fileName\": \"certificate-of-insurance.pdf\",\n  \"fileBase64\": \"JVBERi0xLjQK...\",\n  \"category\": \"quote-bind-flow\"\n}"

response = http.request(request)
puts response.read_body

{
  "templateKey": "550e8400-e29b-41d4-a716-446655440040",
  "checkpointId": "550e8400-e29b-41d4-a716-446655440041",
  "companyId": "550e8400-e29b-41d4-a716-446655440000",
  "name": "certificate-of-insurance",
  "number": "FM-0011",
  "category": "quote-bind-flow",
  "storagePath": "acme/550e8400-.../formTemplates/550e8400-.../V-001/550e8400-....pdf",
  "createdAt": "2026-07-01T09:15:00.000Z",
  "createdBy": "550e8400-e29b-41d4-a716-446655440099",
  "updatedAt": "2026-07-01T09:15:00.000Z",
  "updatedBy": "550e8400-e29b-41d4-a716-446655440099"
}

Static Forms

Upload Static Form

Upload a static form (a .pdf) into a company instance under a chosen category.

A static form is a finished document — a certificate, handout, or any PDF used as-is. PDFs cannot carry smart tags, so — unlike Upload Form Template (DOCX + smart-tag validation) — there is nothing to validate: the file is committed directly and forms generated from it are the PDF as-is.

PDF only. Uploads of any other type are rejected. DOCX templates (which carry smart tags) belong on the form-template endpoint instead. The file rides the request as base64.

Category is required and must be a smart-tag-scoped category:

event — Claim/Incident forms
quote-flow — Quote forms
quote-bind-flow — Policy forms

It does not scope any tags here (a PDF has none) but classifies the form so downstream generation resolves it against the right entity.

Required permission: forms:create

POST

api

companies

{companyId}

forms

static

Upload Static Form

curl --request POST \
  --url https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "fileName": "certificate-of-insurance.pdf",
  "fileBase64": "JVBERi0xLjQK...",
  "category": "quote-bind-flow"
}
'

import requests

url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static"

payload = {
    "fileName": "certificate-of-insurance.pdf",
    "fileBase64": "JVBERi0xLjQK...",
    "category": "quote-bind-flow"
}
headers = {
    "Authorization": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    fileName: 'certificate-of-insurance.pdf',
    fileBase64: 'JVBERi0xLjQK...',
    category: 'quote-bind-flow'
  })
};

fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'fileName' => 'certificate-of-insurance.pdf',
    'fileBase64' => 'JVBERi0xLjQK...',
    'category' => 'quote-bind-flow'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static"

	payload := strings.NewReader("{\n  \"fileName\": \"certificate-of-insurance.pdf\",\n  \"fileBase64\": \"JVBERi0xLjQK...\",\n  \"category\": \"quote-bind-flow\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static")
  .header("Authorization", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"fileName\": \"certificate-of-insurance.pdf\",\n  \"fileBase64\": \"JVBERi0xLjQK...\",\n  \"category\": \"quote-bind-flow\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/forms/static")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"fileName\": \"certificate-of-insurance.pdf\",\n  \"fileBase64\": \"JVBERi0xLjQK...\",\n  \"category\": \"quote-bind-flow\"\n}"

response = http.request(request)
puts response.read_body

{
  "templateKey": "550e8400-e29b-41d4-a716-446655440040",
  "checkpointId": "550e8400-e29b-41d4-a716-446655440041",
  "companyId": "550e8400-e29b-41d4-a716-446655440000",
  "name": "certificate-of-insurance",
  "number": "FM-0011",
  "category": "quote-bind-flow",
  "storagePath": "acme/550e8400-.../formTemplates/550e8400-.../V-001/550e8400-....pdf",
  "createdAt": "2026-07-01T09:15:00.000Z",
  "createdBy": "550e8400-e29b-41d4-a716-446655440099",
  "updatedAt": "2026-07-01T09:15:00.000Z",
  "updatedBy": "550e8400-e29b-41d4-a716-446655440099"
}

Authorizations

Authorization

string

header

required

API key authentication. Send your raw API key as the Authorization header value with NO scheme prefix — Authorization: YOUR-API-KEY. Do NOT prefix it with Bearer or ApiKey, and do not use an X-API-Key header; those are not accepted.

Path Parameters

companyId

string<uuid>

required

Company identifier

Body

application/json

fileName

string

required

Original file name, including the .pdf extension. Used as the form's display name. Must be non-empty.

fileBase64

string

required

The raw .pdf bytes, base64-encoded.

Response

Static form created

A single form-template checkpoint.

templateKey

string<uuid>

required

Stable identifier of the template across its versions.

checkpointId

string<uuid>

required

Identifier of this specific checkpoint (version) of the template.

companyId

string<uuid>

required

name

string

required

Display name (derived from the uploaded file name).

number

string

required

Human-facing form number (e.g. FM-0010).

Getting Started

User

Entities

Event Lifecycle

Policy Transactions

Financials

Rating

Notes

Tasks

Configuration Management

Company Files

Forms

Document Generation

Submission Parsing

Reference

Upload Static Form

Authorizations

Path Parameters

Body

Response