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"
}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 formsquote-flow— Quote formsquote-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: form-template.upload
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
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
Company identifier
Body
Original file name, including the .pdf extension. Used as the
form's display name. Must be non-empty.
The raw .pdf bytes, base64-encoded.
The form category — classifies the static form the same way a template is classified.
event, quote-flow, quote-bind-flow Response
Static form created
A single form-template checkpoint.
Stable identifier of the template across its versions.
Identifier of this specific checkpoint (version) of the template.
Display name (derived from the uploaded file name).
Human-facing form number (e.g. FM-0010).
The form category assigned to the template.
event, quote-flow, quote-bind-flow, unknown Internal storage key of the checkpoint's document.
