Templates

Set it up once. Reuse it everywhere.

Save which document you expect, which rules it must meet and how long anything is kept. Use it in the API, in verification links and in the widget.

Start free Talk to sales

Templates

Fewer mistakes

Your whole team and your code use the same rules.

Changes without code

Adjust a rule in your dashboard and it applies from the next document.

Ready to start

Start from a sample template or build your own in a minute.

What a template saves

Which document you expect
One or more types: driver license, passport, W-9, pay stub…
Which rules it must meet
Not expired, issued in the last 60 days, in this person's name, 21 or older…
What is kept
Nothing, a few hours or until you delete it. And which data is saved.
Who reviews
Whether valid documents are approved automatically and which cases go to the review queue.

Template ideas to start from

Unexpired ID, 21 or olderFor age-restricted sales, rentals and events.
Form I-9 documentsList A, B and C documents, unexpired on the start date.
Signed Form W-9Name, TIN format and signature before the first payout.
Recent pay stubIssued in the last 30 days, in the applicant's name, with the math checked.
Certificate of insurance (ACORD 25)Policies in force on your date and the additional insured box marked.

Create templates through the API

And use them in any request with their identifier.

POST /v1/templates

curl https://api.constaia.com/v1/templates \
  -H "Authorization: Bearer $CONSTAIA_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Certificado médico deportivo < 6 meses",
    "expect": "medical_certificate_sport",
    "checks": { "max_age_days": 180, "fit_for_sport": true },
    "storage": "none",
    "review": { "require_human_for": ["review"] }
  }'

# Úsala en cualquier análisis, enlace o widget:
# { "template": "tpl_…" }  (las opciones de la petición mandan sobre la plantilla)

Frequently asked questions

What if a request comes with different options from the template?

The request's options win. The template sets the defaults.

How many templates can I have?

As many as you need, on every plan.

And for the record…

Create your free account and validate your first document in five minutes. No credit card required.