Checklist template

A checklist with inspection date, inspector and location fields, approval stamps, a table of category, check item, result (check boxes) and notes, and an overall comments box. Long lists continue onto the next page.

A4 portrait
14 merge fields
Issued as PDF

Join early access How to use it

Company names, people, addresses and amounts in the sample are fictional.
The sample layout is in Japanese. You can change any text in the template editor.

Sample of the checklist template (first page of a PDF issued with DocRelay)

Use cases

Workplace safety and 5S inspections
Inspection records generated from tablet or app input
Onboarding, offboarding or audit check items

Merge fields

The data fields you send to the API. Fields inside an array are shown as array.field.

Field	Description
`title`	Checklist title
`number`	Control number
`company`	Company or department
`inspected_at`	Inspection date (YYYY-MM-DD)
`inspector`	Inspector
`place`	Location
`kind`	Inspection type (e.g. monthly)
`items`	Check items (array)
`items.no`	Number
`items.category`	Category
`items.item`	Check item
`items.result`	Result (e.g. ■ OK □ NG)
`items.note`	Notes
`summary`	Overall comments

How to use it

In the dashboard, choose Create template, select "Start from a template" and pick "Checklist". The layout and sample data are copied into your project.
Edit the company name, logo and field positions in the template editor to match your own format.
Send the template name and data to POST /v1/renders to issue a PDF.

With a test API key (sk_test_) you can issue documents from the draft. Publish a version before issuing with a production API key. From an AI assistant, specify the same template in the from of the MCP create_template tool.

Create and issue via the API

Create a template by setting from to the template ID (checklist) in POST /v1/templates, then send the template name and data to POST /v1/renders.

1. Create a template from the ready-made one

curl https://api.docrelay.jp/v1/templates \
  -H "Authorization: Bearer $DOCRELAY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Checklist", "from": "checklist" }'

2. Send data and issue a PDF

curl https://api.docrelay.jp/v1/renders \
  -H "Authorization: Bearer $DOCRELAY_API_KEY" \
  -H "Content-Type: application/json" \
  -d @checklist.json \
  -o checklist.pdf

checklist.json (sample data; arrays show the first item and long text is shortened)

{
  "template": "Checklist",
  "format": "pdf",
  "data": {
    "title": "事務所 安全衛生点検チェックリスト",
    "number": "CL-2026-10",
    "company": "サンプル商事株式会社　総務部",
    "inspected_at": "2026-10-21",
    "inspector": "見本 太郎",
    "place": "本社 5 階 事務所（東京都千代田区見本町1-2-3）",
    "kind": "月次点検（10 月）",
    "items": [
      {
        "no": 1,
        "category": "通路・避難",
        "item": "通路・避難経路に物が置かれていない",
        "result": "■ 適　□ 否",
        "note": ""
      }
    ],
    "summary": "否の 2 件のうち、消火栓の前の段ボール箱は点検時に撤去し、保管場所を周知した。複合機の延長コードは被覆に傷があるため使…"
  }
}