Fax cover sheet template

A fax cover sheet with recipient and sender fax and phone numbers, page count, subject, check boxes such as Urgent, Please confirm and Please reply, and a message area.

  • A4 portrait
  • 21 merge fields
  • Issued as PDF
  • 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 fax cover sheet template (first page of a PDF issued with DocRelay)

Use cases

  • First page when faxing order forms or quotations
  • Creating PDFs for fax transmission from ordering systems
  • Sending urgent documents that need a reply

Merge fields

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

FieldDescription
sent_atDate sent (YYYY-MM-DD)
to.companyRecipient company
to.departmentRecipient department
to.nameRecipient name
to.faxRecipient fax number
to.telRecipient phone number
from.companySender company
from.departmentSender department
from.nameSender name
from.faxSender fax number
from.telSender phone number
from.postal_codeSender postal code
from.addressSender address
subjectSubject
pagesNumber of pages including this sheet
check.urgentUrgent (true or false)
check.confirmPlease confirm (true or false)
check.replyPlease reply (true or false)
check.circulatePlease circulate (true or false)
check.referenceFor your reference (true or false)
messageMessage

How to use it

  1. In the dashboard, choose Create template, select "Start from a template" and pick "Fax cover sheet". The layout and sample data are copied into your project.
  2. Edit the company name, logo and field positions in the template editor to match your own format.
  3. 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 (fax-cover) 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": "Fax cover sheet", "from": "fax-cover" }'
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 @fax-cover.json \
  -o fax-cover.pdf
fax-cover.json (sample data; arrays show the first item and long text is shortened)
{
  "template": "Fax cover sheet",
  "format": "pdf",
  "data": {
    "sent_at": "2026-10-27",
    "to": {
      "company": "サンプル商事株式会社",
      "department": "営業部",
      "name": "佐藤 一郎",
      "fax": "03-0000-0001",
      "tel": "03-0000-0000"
    },
    "from": {
      "company": "株式会社見本製作所",
      "department": "資材部",
      "name": "鈴木 花子",
      "fax": "06-0000-0001",
      "tel": "06-0000-0000",
      "postal_code": "530-0000",
      "address": "大阪府大阪市北区例示町4-5-6 見本ビル3F"
    },
    "subject": "注文書(注文番号 OR-2026-0587)送付の件",
    "pages": 3,
    "check": {
      "urgent": true,
      "confirm": true,
      "reply": true,
      "circulate": false,
      "reference": false
    },
    "message": "いつも大変お世話になっております。…"
  }
}

API reference

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