This case guides you through the structure of a configuration. Generally the following steps are necessary to test the configuration:
- Upload a file
- Create configuration
- Send an envelope
Please also see the next figure for an overview of the envelope structure:
For a basic guide of REST and the different API calls please also have a look at our Postman tutorial.
Upload a file
You can upload a file with the following URL:
https://demo.esignanywhere.net/Api/v6/file/upload
The result of the API call is the FileId which will be needed for the sending call.
Configuration
Please note that with api v6 the general policies are set as default:
{
AllowAdhocFreeHandAnnotations = false,
AllowAdhocPdfAttachments = false,
AllowAdhocPdfPageAppending = false,
AllowAdhocPictureAnnotations = false,
AllowAdhocSignatures = false,
AllowAdhocStampings = false,
AllowAdhocTypewriterAnnotations = false,
AllowEmailDocument = true,
AllowPrintDocument = true,
AllowRejectWorkstep = true,
AllowSaveAuditTrail = true,
AllowSaveDocument = true,
AllowUndoLastAction = false,
AllowRotatingPages = false,
AllowAppendFileToWorkstep = false,
AllowAppendTasksToWorkstep = false,
AllowColorizePdfForms = false,
AllowReloadOfFinishedWorkstep = true,
AllowDownloadOfSignedP7MFiles = true
};
}
Via UI it is possible to change the following policies (settings can be found in organization settings → Policy for the document viewer for recipients):
<GeneralPolicies> <AllowSaveDocument>1</AllowSaveDocument> <AllowSaveAuditTrail>1</AllowSaveAuditTrail> <AllowUndoLastAction>1</AllowUndoLastAction> <AllowAdhocPdfAttachments>0</AllowAdhocPdfAttachments> </GeneralPolicies>
The configuration is the core of the envelope. Within the configuration you can define following settings:
- Envelope configuration
- Name
- Meta data
- Document time stamp etc.
- Unassigned elements
- Textboxes
- Radio buttons
- signatures etc.
- Activities
- Action
- Sign
- Recipient configuration
- Authentication configuration
- Recipient configuration
- View
- Recipient configuration
- Authentication configuration
- Recipient configuration
- Sign automatic etc.
- SignAsP7M
- Sign
- Visibility options
- Action
- Email configuration
- Reminder configuration
- Expiration configuration
- Callback configuration
- Agreement configuration
Starting configuration
Lets start with a nearly empty configuration first. Then fill it step by step with the settings above. In the next collapse you can find the sample configuration which includes one action (ClickToSign):
{
"Documents": [{
"FileId": "c5a229ae-1234-1234-b6e8-d4eb9fd7bcf5",
"DocumentNumber": 1
}
],
"Name": "Test",
"Activities": [{
"Action": {
"Sign": {
"RecipientConfiguration": {
"ContactInformation": {
"Email": "janedoe@sample.com",
"GivenName": "Jane",
"Surname": "Doe",
"LanguageCode": "EN"
}
},
"Elements": {
"Signatures": [{
"TaskConfiguration": {
"OrderDefinition": {
"OrderIndex": 0
}
},
"ElementId": "sample sig clicktosign",
"Required": true,
"DocumentNumber": 1,
"DisplayName": "Sign here",
"AllowedSignatureTypes": {
"ClickToSign": {
}
},
"FieldDefinition": {
"Position": {
"PageNumber": 1,
"X": 100,
"Y": 200
},
"Size": {
"Width": 100,
"Height": 70
}
}
}
]
},
"SigningGroup": "firstSigner"
}
}
}
]
}
The next screenshot shows the document after sending the configuration:
With this configuration we can now add the settings which are mentioned above. First, lets start with the envelope configuration.
Envelope configuration
You can place the general policies directly below the following row:
"Name": "string", "MetaData": "string", "AddDocumentTimestamp": true, "ShareWithTeam": true, "LockFormFieldsOnFinish": true,
Unassigned elements
This section contains all elements which were not assigned to a specific recipient. This results for example from adding so called sig-string to the document. For example, the SIGNificant Server Platform, analyzes PDF documents and searches for so-called 'sig-strings'. When found, a signature field is inserted exactly on this position of the document.
Such elements could be:
- PDF form fields
- Textboxes, Checkboxes, Comoboxes, Radio buttons, Listboxes
- Signatures
- Predefined field elements
Attachments
Attachments
"Attachments": [
{
"ElementId": "string",
"DocumentNumber": 0,
"Required": true,
"FileName": "string",
"DisplayIconType": "Paperclip",
"FieldDefinition": {
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
},
"TaskConfiguration": {
"OrderDefinition": {
"OrderIndex": 0
}
}
}
],
Link configuration
Link configuration
"LinkConfiguration": {
"HyperLinks": [
{
"ElementId": "string",
"Uri": "string",
"DocumentNumber": 0,
"FieldDefinition": {
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
}
}
],
"DocumentLinks": [
{
"ElementId": "string",
"DocumentNumber": 0,
"LinkAnchor": {
"ElementId": "string",
"DocumentNumber": 0,
"LinkDefinition": {
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
}
},
"FieldDefinition": {
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
}
}
]
},
Reading confirmation
With the reading task a recipient must confirm reading the document to have the evidence that he/she was reading it.
Generally there are 3 basic ways concerning the range of the reading task:
- Reading task for an area
- Reading task for one page
- Reading task for the document
Area read confirmation
Area read confirmation
"AreaReadConfirmations": [
{
"ElementId": "string",
"Required": true,
"DocumentNumber": 0,
"DisplayName": "string",
"Definition": {
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
},
"TaskConfiguration": {
"OrderDefinition": {
"OrderIndex": 0
}
}
}
],
Page read confirmation
Page read confirmation
"PageReadConfirmations": [
{
"ElementId": "string",
"Required": true,
"DocumentNumber": 0,
"DisplayName": "string",
"PageNumber": 0,
"TaskConfiguration": {
"OrderDefinition": {
"OrderIndex": 0
}
}
}
],
Document read confirmation
Document read confirmation
"DocumentConfirmationReadConfirmation": {
"ElementId": "string",
"Required": true,
"DisplayName": "string",
"TaskConfiguration": {
"OrderDefinition": {
"OrderIndex": 0
}
}
}
Activities
This is the main part of the envelope configuration. The section activities can include one to many actions.
Action
Please note that additionally to the elements below you can add a visibility option to either show all documents to the recipient or just selected once:
Visibility option
"VisibilityOptions": [
{
"DocumentNumber": 0,
"IsHidden": true
}
]
Those actions include the recipients of the envelope as well as the tasks for those recipients (signing, viewing etc.)
One action can either include one of the following tasks:
- Automatic signing
- Document viewing
- P7M signing
- Signing
Automatic signing
Please see the following sample for an automatic signing action:
{
"Documents": [
{
"FileId": "1234ddc4-1234-1234-1234-3af31c131234",
"DocumentNumber": 1
}
],
"Name": "Test.pdf",
"AddDocumentTimestamp": false,
"ShareWithTeam": true,
"LockFormFieldsOnFinish": false,
"Activities": [
{
"Action": {
"SignAutomatic": {
"ProfileId": "12347562-1234-1234-1234-5a43184d1234",
"RenderingLanguageCode": "EN",
"VisibleSignatures": [
{
"DocumentNumber": 1,
"UseExternalTimestampServer": false,
"FieldDefinition": {
"Position": {
"PageNumber": 1,
"X": 68.0,
"Y": 631.8
},
"Size": {
"Width": 190.0,
"Height": 80.0
}
}
}
]
}
},
"VisibilityOptions": [
{
"DocumentNumber": 1,
"IsHidden": false
}
]
}
],
"EmailConfiguration": {
"Subject": "Please sign the enclosed envelope",
"Message": "Dear #RecipientFirstName# #RecipientLastName#
#PersonalMessage#
Please sign the envelope #EnvelopeName#
Envelope will expire at #ExpirationDate#"
},
"ReminderConfiguration": {
"Enabled": true,
"FirstReminderInDays": 5,
"ReminderResendIntervalInDays": 3,
"BeforeExpirationInDays": 3
},
"ExpirationConfiguration": {
"ExpirationInSecondsAfterSending": 2419200
}
}
Document viewing
Please see the following sample for a document viewing action:
{
"Documents": [
{
"FileId": "264addc4-1234-1234-1234-3af31c13b3c2",
"DocumentNumber": 1
}
],
"Name": "Test.pdf",
"AddDocumentTimestamp": false,
"ShareWithTeam": true,
"LockFormFieldsOnFinish": false,
"Activities": [
{
"Action": {
"View": {
"RecipientConfiguration": {
"ContactInformation": {
"Email": "john.doe@sample.com",
"GivenName": "John",
"Surname": "Doe",
"LanguageCode": "EN"
},
"SendEmails": true,
"AllowAccessAfterFinish": true
},
"ViewingGroup": "1"
}
},
"VisibilityOptions": [
{
"DocumentNumber": 1,
"IsHidden": false
}
]
},
{
"Action": {
"SendCopy": {
"RecipientConfiguration": {
"ContactInformation": {
"Email": "jane.doe@sample.com",
"GivenName": "Jane",
"Surname": "Doe",
"LanguageCode": "EN"
}
},
"CopyingGroup": "2"
}
},
"VisibilityOptions": [
{
"DocumentNumber": 1,
"IsHidden": false
}
]
}
],
"EmailConfiguration": {
"Subject": "Please sign the enclosed envelope",
"Message": "Dear #RecipientFirstName# #RecipientLastName#
#PersonalMessage#
Please sign the envelope #EnvelopeName#
Envelope will expire at #ExpirationDate#"
},
"ReminderConfiguration": {
"Enabled": true,
"FirstReminderInDays": 5,
"ReminderResendIntervalInDays": 3,
"BeforeExpirationInDays": 3
},
"ExpirationConfiguration": {
"ExpirationInSecondsAfterSending": 2419200
}
}
P7M signing
Please see the following sample for a P7M signing action (for more information please also see Using P7M (PKCS7) signature type):
{
"Documents": [
{
"FileId": "a33f6f7d-1234-1234-1234-42cfbc3cad08",
"DocumentNumber": 1
}
],
"Name": "test",
"Activities": [
{
"Action": {
"SignAsP7M": {
"RecipientConfiguration": {
"ContactInformation": {
"Email": "john.doe@sample.com",
"GivenName": "John",
"Surname": "Doe",
"LanguageCode": "EN"
},
"SendEmails": true
},
"SignatureMethods": {
"LocalCertificate": false,
"DisposableCertificate": {
"DocumentIssuingCountry": "AT",
"IdentificationIssuingCountry": "AT",
"IdentificationType": "DrivingLicense",
"PhoneNumber": "+##PhoneNumber##",
"DocumentType": "DriverLicense",
"DocumentIssuedBy": "##Issuer##",
"DocumentIssuedOn": "2023-02-15",
"DocumentExpiryDate": "2023-02-28",
"SerialNumber": "##SerialNumber##",
"DocumentNumber": "123"
}
},
"SignAsP7MGroup": "1"
}
}
}
]
}
Signing
Lets have a detailed look into the signing task.
The signing task includes the following information:
- Recipient configuration
- Contact information
- Personal message (optional)
- Authentication
- Access code
- SMS OTP
- Swedish bankId
- OAuth
- SAML
- Elements
- same elements available as documented in the section "unassigned elements"
- Signature data configuration
- Batch configuration
Recipient configuration
Recipient configuration
"RecipientConfiguration": {
"ContactInformation": {
"Email": "string",
"GivenName": "string",
"Surname": "string",
"PhoneNumber": "string",
"LanguageCode": "AF"
},
Personal message
Personal message
"PersonalMessage": "string",
Authentication
Authentication
"AuthenticationConfiguration": {
Within this section you can place the different authentication methods:
Access code
Access code
"AccessCode": {
"Code": "string"
},
SMS-OTP
SMS-OTP
"SmsOneTimePassword": {
"PhoneNumber": "string"
},
Swedish Bank Id
Swedish Bank Id
"SwedishBankId": {
"PersonalNumber": "string",
"AllowAnyPersonalNumber": true
},
OAuth2
OAuth2
"OAuthAuthentications": [
{
"ProviderName": "string",
"Validations": [
{
"FieldReferenceId": "string",
"ExpectedValue": "string"
}
]
}
],
SAML
SAML
"SamlAuthentications": [
{
"ProviderName": "string",
"Validations": [
{
"FieldReferenceId": "string",
"ExpectedValue": "string"
}
]
}
]
Additionally to the those configuration referring the recipient also following settings are available. This setting include to disable the email and allowing the recipient to access the envelope again after it has been completed and closed. Furthermore, it is possible to include app links in the email and allowing delegation:
Additional recipient configuration
"DisableEmail": true,
"AllowAccessAfterFinish": true,
"IncludedEmailAppLinks": {
"Android": true,
"iOS": true,
"Windows": true
},
"AllowDelegation": true
Elements
In this section you can add elements for the recipient which (if they are set required) must be finished in order to finish the envelope.
PDF Forms
Textbox
Textbox
"TextBoxes": [
{
"ElementId": "string",
"Required": true,
"Value": "string",
"DocumentNumber": 0,
"Validation": {
"Type": "None",
"DateValidationConfiguration": {
"Format": "string",
"Range": {
"From": "string",
"To": "string"
}
},
"NumberValidationConfiguration": {
"DecimalDigits": 0,
"Symbol": "string",
"SymbolLocation": "Start",
"GroupSeparator": "Comma",
"DecimalSeparator": "Comma",
"Range": {
"From": "string",
"To": "string"
}
},
"PhoneValidationConfiguration": {
"Type": "International"
},
"TimeValidationConfiguration": {
"Format": "string",
"Range": {
"From": "string",
"To": "string"
}
}
},
"FieldDefinition": {
"ReadOnly": true,
"MaxLength": 0,
"IsMultiline": true,
"IsPassword": true,
"IsFileSelect": true,
"IsScrollAllowed": true,
"IsCombined": true,
"TextFormat": {
"TextColor": "string",
"FontSizeInPt": 0,
"FontName": "string",
"Bold": true,
"Italic": true,
"TextAlign": "Left"
},
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
},
"TaskConfiguration": {
"GroupedOrderDefinition": {
"GroupId": "string",
"OrderIndex": 0
}
}
}
],
Checkbox
Checkbox
"CheckBoxes": [
{
"ElementId": "string",
"RequiredEvalPolicy": "None",
"DocumentNumber": 0,
"Required": true,
"IsChecked": true,
"FieldDefinition": {
"ExportValue": "string",
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
},
"ReadOnly": true
},
"TaskConfiguration": {
"GroupedOrderDefinition": {
"GroupId": "string",
"OrderIndex": 0
}
}
}
],
Combobox
Combobox
"ComboBoxes": [
{
"ElementId": "string",
"DocumentNumber": 0,
"Required": true,
"Value": "string",
"FieldDefinition": {
"TextFormat": {
"TextColor": "string",
"FontSizeInPt": 0,
"FontName": "string",
"Bold": true,
"Italic": true,
"TextAlign": "Left"
},
"Items": [
{
"ExportValue": "string",
"DisplayValue": "string"
}
],
"IsEditable": true,
"ReadOnly": true,
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
},
"TaskConfiguration": {
"GroupedOrderDefinition": {
"GroupId": "string",
"OrderIndex": 0
}
}
}
],
Radio button
Radio button
"RadioButtons": [
{
"GroupName": "string",
"DocumentNumber": 0,
"IsSelectUnison": true,
"Required": true,
"SelectedItem": "string",
"FieldDefinitions": [
{
"ExportValue": "string",
"IsChecked": true,
"CheckBoxAppearance": true,
"ReadOnly": true,
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
}
],
"GroupTaskConfiguration": {
"GroupedOrderDefinition": {
"GroupId": "string",
"OrderIndex": 0
}
}
}
],
Listbox
Listbox
"ListBoxes": [
{
"ElementId": "string",
"DocumentNumber": 0,
"Required": true,
"PreSelectedItems": [
"string"
],
"FieldDefinition": {
"TextFormat": {
"TextColor": "string",
"FontSizeInPt": 0,
"FontName": "string",
"Bold": true,
"Italic": true,
"TextAlign": "Left"
},
"Items": [
{
"ExportValue": "string",
"DisplayValue": "string"
}
],
"IsMultiSelect": true,
"ReadOnly": true,
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
},
"TaskConfiguration": {
"GroupedOrderDefinition": {
"GroupId": "string",
"OrderIndex": 0
}
}
}
],
Signatures
Signature information
"Signatures": [
{
"ElementId": "string",
"Required": true,
"DocumentNumber": 0,
"DisplayName": "string",
"FieldDescription": "string",
"AllowedSignatureTypes": {
Before you add the signatures please add the following in the section "Signatures" . [ in order to set the order of the recipients (required) and to set the timestamp (optional):
TaskConfiguration
"TaskConfiguration": {
"StampImprintDateConfiguration": {
"UseLocalTimezone": true,
"DateTimeFormat": "string"
},
"UseExternalTimestampServer": true,
"BatchId": "string",
"OrderDefinition": {
"OrderIndex": 0
}
}
In the "AllowedSignatureTypes" you can place the following available signature types:
Please note: The following configurations for the signature types do not include the field definition. Please add the following code to the choosen signature type in order to place the signature field on the document.
Field definition
"FieldDefinition": {
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
},
ClickToSign
ClickToSign
"ClickToSign": {
"UseExternalSignatureImage": "Optional",
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
},
DrawToSign
DrawToSign
"DrawToSign": {
"UseExternalSignatureImage": "Optional",
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
},
TypeToSign
TypeToSign
"TypeToSign": {
"UseExternalSignatureImage": "Optional",
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
},
LocalCertificate
LocalCertificate
"LocalCertificate": {
"EnforcePreferredHashAlgorithm": true,
"PreferredHashAlgorithm": "Sha256",
"UseExternalSignatureImage": "Optional",
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
},
DisposableCertificate
DisposableCertificate
"DisposableCertificate": {
"IsLongLived": false,
"ValidityInSeconds": 0,
"UseExternalSignatureImage": "Optional",
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
},
DisposableCertificate (Long-Lived)
Beside the disposable certificate, the solution can use a specific procedure called "Long-Lived Disposable" for scenarios where the signature becomes a valid qualified signature after signing. This can be useful where the identification is confirmed/approved after signing of the document.
Please note the following: It is not allowed to download the document or the audit trail for a long-lived disposable. Therefore, the policies must be set correctly (<AllowSaveDocument>0</AllowSaveDocument> and <AllowSaveAuditTrail>0</AllowSaveAuditTrail>)
General description
The Long-Lived Disposable Certificate (LLD) is a special variant of a Disposable certificate.
The main difference to the disposable certificate is, that it is not being activated immediately, but after the signatures have been applied. LLD are always active, no need to activate them.
Please see the following sample configuration for LLD:
DisposableCertificate (Long-Lived)
"DisposableCertificate": {
"IsLongLived": true,
"ValidityInSeconds": 0,
"UseExternalSignatureImage": "Optional",
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
},
SwissComOnDemand
SwissComOnDemand
"SwissComOnDemand": {
"ValidityInSeconds": 0,
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
},
ATrustCertificate
ATrustCertificate
"ATrustCertificate": {
"TemplateId": "string",
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
},
Biometric
Please note the following available values for the "SignaturePositioning":
| Value | Description |
|---|---|
| intersects with field | The signing must intersect with the field but the signer is allowed to leave the boundaries of the signature field |
| within field | The signature must be completely within the boundaries of the signature field |
| on page | The signature can start anywhere on the page, even without intersecting with the signature field |
Biometric
"Biometric": {
"BiometricVerification": true,
"AllowBiometricStoringOnly": true,
"StoreSignedResponseWithoutBioData": true,
"AllowSkipBiometricVerification": true,
"BiometricServerUserId": "string",
"SignaturePositioning": "WithinField",
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
},
RemoteCertificate
RemoteCertificate
"RemoteCertificate": {
"ValidityInSeconds": 0,
"UseExternalSignatureImage": "Optional",
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
},
OneTimePassword
OneTimePassword
"OneTimePassword": {
"ValidityInSeconds": 0,
"UseExternalSignatureImage": "Optional",
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
},
SwedishBankId
SwedishBankId
"SwedishBankId": {
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
},
SignaturePlugins
SignaturePlugins
"SignaturePlugins": [
{
"PluginId": "string",
"Preferred": true,
"StampImprintConfiguration": {
"DisplayExtraInformation": true,
"DisplayEmail": true,
"DisplayTransactionId": true,
"DisplayTransactionToken": true,
"DisplayPhoneNumber": true,
"UseCustomStampImprint": true,
"DisplayIp": true,
"DisplayName": true,
"DisplaySignatureDate": true,
"FontName": "string",
"FontSizeInPt": 0
}
}
]
Predefined Field Elements
You can also add predefined elements to the document. Please see the following configurations:
Textfields
Textfields
"TextFields": [
{
"ElementId": "string",
"DocumentNumber": 0,
"Value": "string",
"FieldDefinition": {
"TextFormat": {
"TextColor": "string",
"FontSizeInPt": 0,
"FontName": "string",
"Bold": true,
"Italic": true,
"TextAlign": "Left"
},
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
}
}
],
EmailFields
EmailFields
"EmailFields": [
{
"ElementId": "string",
"DocumentNumber": 0,
"FieldDefinition": {
"TextFormat": {
"TextColor": "string",
"FontSizeInPt": 0,
"FontName": "string",
"Bold": true,
"Italic": true,
"TextAlign": "Left"
},
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
}
}
],
InitialsFields
InitialsFields
"InitialsFields": [
{
"ElementId": "string",
"DocumentNumber": 0,
"IncludeMiddleNameInitials": true,
"FieldDefinition": {
"TextFormat": {
"TextColor": "string",
"FontSizeInPt": 0,
"FontName": "string",
"Bold": true,
"Italic": true,
"TextAlign": "Left"
},
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
}
}
],
GivenNameFields
GivenNameFields
"GivenNameFields": [
{
"ElementId": "string",
"DocumentNumber": 0,
"FieldDefinition": {
"TextFormat": {
"TextColor": "string",
"FontSizeInPt": 0,
"FontName": "string",
"Bold": true,
"Italic": true,
"TextAlign": "Left"
},
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
}
}
],
SurnameFields
SurnameFields
"SurnameFields": [
{
"ElementId": "string",
"DocumentNumber": 0,
"FieldDefinition": {
"TextFormat": {
"TextColor": "string",
"FontSizeInPt": 0,
"FontName": "string",
"Bold": true,
"Italic": true,
"TextAlign": "Left"
},
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
}
}
],
FullNameFields
FullNameFields
"FullNameFields": [
{
"ElementId": "string",
"DocumentNumber": 0,
"FieldDefinition": {
"TextFormat": {
"TextColor": "string",
"FontSizeInPt": 0,
"FontName": "string",
"Bold": true,
"Italic": true,
"TextAlign": "Left"
},
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
}
}
],
DataFields
DataFields
"DateFields": [
{
"ElementId": "string",
"DocumentNumber": 0,
"DateFormat": "string",
"FieldDefinition": {
"TextFormat": {
"TextColor": "string",
"FontSizeInPt": 0,
"FontName": "string",
"Bold": true,
"Italic": true,
"TextAlign": "Left"
},
"Position": {
"PageNumber": 0,
"X": 0,
"Y": 0
},
"Size": {
"Width": 0,
"Height": 0
}
}
}
]
},
FinishActionConfiguration
Finish action configuration
"FinishActionConfiguration": {
"SignAnyWhereViewer": {
"RedirectUri": "string"
},
"SignificantClientSignatureCaptureForIos": {
"RemoveDocumentFromRecentDocumentList": true,
"CallClientActionOnlyAfterSuccessfulSync": true,
"CloseApp": true,
"RedirectUri": "string"
},
"SignificantClientSignatureCaptureForAndroid": {
"RemoveDocumentFromRecentDocumentList": true,
"CallClientActionOnlyAfterSuccessfulSync": true,
"CloseApp": true,
"RedirectUri": "string"
},
"SignificantClientSignatureCaptureForWindows": {
"RemoveDocumentFromRecentDocumentList": true,
"CallClientActionOnlyAfterSuccessfulSync": true,
"CloseApp": true,
"RedirectUri": "string"
},
"KioskSdk": {
"RedirectUri": "string"
}
},
Additional envelope information
Additionally to the envelope information you can find above in the section "envelope configuration" you can configure the following:
- Email configuration
- Reminder configuration
- Expiration configuration
- Callback configuration
- Agreement configuration
Email configuration
Email configuration
"EmailConfiguration": {
"Subject": "string",
"Body": "string",
"SenderDisplayName": "string"
},
Reminder configuration
Reminder configuration
"ReminderConfiguration": {
"Enabled": true,
"FirstReminderInDays": 0,
"ReminderResendIntervalInDays": 0,
"BeforeExpirationInDays": 0
},
Expiration configuration 
Note: The following information is valid for envelopes as well as for drafts: Settings for the relative time:
- Envelope expiry as relative time, provided in seconds (or milliseconds) after sending the envelope
- Envelope expiry as relative time, in days after sending the envelope
Settings for the absolute time:
- Envelope expiry as absolute time, as timestamp in GMT (with Z in the timestamp text) or optional with defined timezone
Please note the following: Defining no option will lead to usage of the default value of 28 days. Moreover, if you configure an absolute expiry time which is already in the past at time of sending the envelope, an error message will be returned. For the draft, it is required to have both options - store absolute or relative time. For the envelopes, only an absolute timestamp is required to be set and considered while being in progress.
Expiration configuration
"ExpirationConfiguration": {
"ExpirationInSeconds": 0,
"ExpirationDate": "string"
}
Callback configuration
Callback configuration
"CallbackConfiguration": {
"CallbackUrl": "string",
"StatusUpdateCallbackUrl": "string",
"ActivityActionCallbackConfiguration": {
"Url": "string",
"ActionCallbackSelection": {
"ConfirmTransactionCode": true,
"DefaultEventType": true,
"AgreementAccepted": true,
"AgreementRejected": true,
"RequestPrepareAuthenticationInformationSuccess": true,
"PrepareAuthenticationSuccess": true,
"AuthenticationFailed": true,
"AuthenticationRejected": true,
"AuthenticationSuccess": true,
"ReAuthenticationFailed": true,
"AuditTrailRequested": true,
"AuditTrailXmlRequested": true,
"CalledPage": true,
"WhoIsInformation": true,
"DocumentDownloaded": true,
"FlattenedDocumentDownloaded": true,
"AddedAnnotation": true,
"AddedAttachment": true,
"AppendedDocument": true,
"FormsFilled": true,
"ConfirmReading": true,
"PageViewChanged": true,
"SendTransactionCode": true,
"PrepareSignWorkstepDocument": true,
"SignWorkstepDocument": true,
"UndoAction": true,
"WorkstepCreated": true,
"WorkstepFinished": true,
"WorkstepRejected": true,
"DisablePolicyAndValidityChecks": true,
"EnablePolicyAndValidityChecks": true,
"AppendFileToWorkstep": true,
"AppendTasksToWorkstep": true,
"SetOptionalDocumentState": true,
"PreparePayloadForBatch": true
}
}
},
Agreement configuration
Agreement configuration
"AgreementConfiguration": {
"UseOrganizationAgreementSettings": true,
"Translations": [
{
"LanguageCode": "AF",
"Text": "string",
"Header": "string",
"IsDefault": true
}
]
}
Sending envelope
After you have added all form fields and signatures you can send the envelope to the recipients. Therefor, add the file Id you received from the file/upload call and add the configuration. Then you can send the envelope with the envelope/send call.