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This sample guides you through the configuration of the workstep. Generally the following steps are necessary to test the workstep configuration.

Upload a file
Create a workstep configuration
Send an envelope

Table of Contents

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Upload a file

First, you will need a PDF document which you want to upload.

For REST you need the following URL: https://demo.esignanywhere.net/Api/v4.0/sspfile/uploadtemporary

For SOAP you need the API call UploadTemporarySspFile_v1

For this call you need an authentication. For authentication, you’ll need an api token. You can find this information in Settings / Api Tokens and Apps. Note that all API methods require authentication. For more information about the authorization please have a look the API Reference Guide for SOAP or the Postman Guide for REST

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title	Alternative: SOAP implementation (deprecated)

After the authorization you need to BASE64 the PDF which you want to upload. If the call was successful you get a file Id which we will need for sending an envelope.

Workstep configuration

The workstep configuration is the core of the envelope. Within the workstep configuration you can define following settings:

AdditionalClientWorkstepInformation
Viewer preferences
Policy
Sender and receiver information
Workstep tasks
Signature template
Authentication
PdfForms

Empty workstep

Lets start with an empty workstep first and then fill it step by step with the settings above. In the next collapse you can find an empty workstep (change ##EMAIL## to the email-address and ”NAME## to the name of the recipient you want to send the envelope):

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{
  "SspFileIds": [
    "##FileId##"
  ],
"SendEnvelopeDescription": {
  "Name": "test",
  "EmailSubject": "Please sign the enclosed envelope",
  "EmailBody": "Dear #RecipientFirstName# #RecipientLastName#\n\n#PersonalMessage#\n\nPlease sign the envelope #EnvelopeName#\n\nEnvelope will expire at #ExpirationDate#",
  "DisplayedEmailSender": "",
  "EnableReminders": true,
  "FirstReminderDayAmount": 5,
  "RecurrentReminderDayAmount": 3,
  "BeforeExpirationDayAmount": 3,
  "DaysUntilExpire": 28,
  "CallbackUrl": "",
  "StatusUpdateCallbackUrl": "",
  "Steps": [
    {
      "OrderIndex": 1,
      "Recipients": [
        {
          "Email": "##EMAIL##",
          "FirstName": "##NAME##",
          "LastName": "##NAME##",
          "LanguageCode": "en",
          "EmailBodyExtra": "",
          "DisableEmail": false,
          "AddAndroidAppLink": false,
          "AddIosAppLink": false,
          "AddWindowsAppLink": false,
          "AllowDelegation": true,
          "SkipExternalDataValidation": false,
          "AuthenticationMethods": []
        }
      ],
      "EmailBodyExtra": "",
      "RecipientType": "Signer",
      "WorkstepConfiguration": {
        "WorkstepLabel": "test",
        "SmallTextZoomFactorPercent": 100,
        "FinishAction": {
          "ServerActions": [],
          "ClientActions": []
        },
        
          "TransactionCodePushPluginData": [],
        
       
        "TransactionCodeConfigurations": [
          {
          }
        ],
        "SignatureConfigurations": [],
        "ViewerPreferences": {
          "FinishWorkstepOnOpen": false,
          "VisibleAreaOptions": {
            "AllowedDomain": "*",
            "Enabled": false
          }
        },
        "Policy": {
          
          "WorkstepTasks": {
            "PictureAnnotationMinResolution": 0,
            "PictureAnnotationMaxResolution": 0,
            "PictureAnnotationColorDepth": "Color16M",
            "SequenceMode": "NoSequenceEnforced",
            "PositionUnits": "PdfUnits",
            "ReferenceCorner": "Lower_Left",
            "Tasks": []
          }
        }
      },
      "DocumentOptions": [
        {
          "DocumentReference": "1",
          "IsHidden": false
        }
      ],
      "UseDefaultAgreements": true
    },
    {
      "OrderIndex": 2,
      "Recipients": [
        {
          "Email": "##EMAIL##",
          "FirstName": "##NAME##",
          "LastName": "##NAME##",
          "LanguageCode": "en",
          "EmailBodyExtra": "",
          "DisableEmail": false,
          "AddAndroidAppLink": false,
          "AddIosAppLink": false,
          "AddWindowsAppLink": false,
          "AllowDelegation": false,
          "SkipExternalDataValidation": false,
          "AuthenticationMethods": []
        }
      ],
      "EmailBodyExtra": "",
      "RecipientType": "Cc",
      "DocumentOptions": [],
      "UseDefaultAgreements": false
    }
  ],
  "AddFormFields": {
    "Forms": {}
  },
  "OverrideFormFieldValues": {
    "Forms": {}
  },
  "AttachSignedDocumentsToEnvelopeLog": false
}
}

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 <envelope>
   <name>eSignAnyWhere Tutorial</name>
   <eMailSubject>Document of eSignAnyWhere Tutorial</eMailSubject>
   <eMailBody>Dear #RecipientFirstName#! Please sign this tutorial document.</eMailBody>
   <enableReminders>True</enableReminders>
   <firstReminderDayAmount>1</firstReminderDayAmount>
   <recurrentReminderDayAmount>1</recurrentReminderDayAmount>
   <beforeExpirationReminderDayAmount>1</beforeExpirationReminderDayAmount>
   <daysUntilExpire>2</daysUntilExpire>
   <!-- callback to your backend system on a completed envelope 
   <callbackUrl>http://172.16.17.78:57550/default.aspx?EnvelopeId=##EnvelopeId##&myParamForMe=1234</callbackUrl> 
   -->
   <callbackUrl />
   <steps>
      <step>
         <emailBodyExtra />
         <orderIndex>1</orderIndex>
         <recipientType>Signer</recipientType>
         <recipients>
            <recipient>
               <languageCode>en</languageCode>
               <eMail>##EMAIL##</eMail>
               <firstName>##NAME##</firstName>
               <lastName>##NAME##</lastName>
            </recipient>
         </recipients>
        <workstepConfiguration>
   <WorkstepLabel />
   <SmallTextZoomFactorPercent>100</SmallTextZoomFactorPercent>
   <WorkstepTimeToLiveInMinutes>11520</WorkstepTimeToLiveInMinutes>
   <FinishAction />
 <ViewerPreferences>
   </ViewerPreferences>
   <signatureTemplate>
   </signatureTemplate>
   <Policy version="1.1.0.0">
      <GeneralPolicies>  
      </GeneralPolicies>
      <WorkstepTasks SequenceMode="SequenceOnlyRequiredTasks" originalSequenceMode="SequenceOnlyRequiredTasks">  
      </WorkstepTasks>
   </Policy>
   <TransactionCodeConfigurations>
      <TransactionCodeConfiguration trConfId="">    
      </TransactionCodeConfiguration>
   </TransactionCodeConfigurations>
</workstepConfiguration>   
      </step>
   </steps>
</envelope>

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title	Alternative: SOAP implementation (deprecated)

The highlighted text in the SOAP tab is the workstep configuration. Everything around the text is the envelope description. This description is used to define for example the recipients who should get the envelope. In this case the envelope description contains one recipient.

If the recipient opens the envelope it should look like the following screenshot:

With this empty workstep configuration we can now add the settings which are mentioned above. First, let us start with the viewer preferences.

Prepare envelope

With the api call: basicURL/envelope/prepare in REST and PrepareSendEnvelopeSteps_v1 in SOAP you can also create a workstep configuration. For this api call you need the FileId and a prepare configuration. You can find a sample configuration in the next section:

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{
  "SspFileIds": [
    "##FileId##"
  ],
  "AdHocWorkstepConfiguration": {
    "WorkstepLabel": "string",
    "SmallTextZoomFactorPercent": 0,
    "WorkstepTimeToLiveInMinutes": 0,
    "FinishAction": {
      "ClientActions": [
        {
          "RemoveDocumentFromRecentDocumentList": true,
          "CallClientActionOnlyAfterSuccessfulSync": true,
          "ClientName": "string",
          "CloseApp": true,
          "Action": "string"
        }
      ]
    },
    "NoSequenceEnforced": true,
    "SigTemplate": {
      "Size": {
        "Height": 0,
        "Width": 0
      },
      "AllowedSignatureTypes": [
       
      ]
    },
    "ParseFormFields": {
      "MapRequiredFieldsToRequiredTask": true,
      "FormsGrouping": "PerPage",
      "ReturnSimplifiedConfig": true,
      "AddKeepExistingValueFlag": true,
      "ParseFormField": true
    },
    "AdhocPolicies": {
      "AllowModificationsAfterSignature": true
    },
    "ViewerPreferences": {
      "ShowPageNavigationBar": true,
      "ShowThumbnails": true,
      "SkipFinishConfirmDialog": true,
      "SkipDocumentDialog": true,
      "ShowImagesInFullWidth": true,
      "DisableGeolocation": true,
      "ShowDocumentDownloadDialogAfterAutomaticFinish": true,
      "AttachmentsMaxFileSize": 0,
      "SkipPreviewImageOnDisposableCertificate": true,
      "LoadCustomJs": true,
      "AllowCustomButtons": true,
      "GuidingBehavior": "GuideOnlyRequiredTasks",
      "FormFieldsGuidingBehavior": "AllowSubmitAlways",
      "ShowVersionNumber": true,
      "EnableWarningPopupOnLeave": true,
      "WarningPopupDisplayAfter": "FillOrSignField",
      "FinishWorkstepOnOpen": true,
      "AutoFinishAfterRequiredTasksDone": true,
      "GuidingBehaviorOnFinishedTask": "NoMove",
      "SkipThankYouDialog": true,
      "NativeAppsUrlScheme": "string",
      "DocumentViewingMode": "EndlessPaperAllDocuments",
      "ThumbnailMode": "ShowAllPages",
      "ShowTopBar": true,
      "DisplayRejectButtonInTopBar": true,
      "MultipleSignatureTypesAndBatchSigningSettings": {
        "IsUseBatchSigningCheckedByDefault": true,
        "IsRememberSignatureTypeCheckedByDefault": true,
        "IsRememberBatchSigningDecisionCheckedByDefault": true,
        "SkipMultipleSignatureTypesAndBatchSigningDialogIfBatchSigningPossible": true
      },
      "VisibleAreaOptions": {
        "AllowedDomain": "string",
        "Enabled": true
      },
      "ShowStartGuidingHint": true,
      "ShowStatusBar": true,
      "ShowZoomButtons": true,
      "ShowNoGeolocationWarning": true,
      "AutoStartGuiding": true,
      "ShowPageGap": true,
      "ShowPageNavigationButtons": true,
      "ShowFinishPossibleHint": true,
      "SkipRejectConfirmDialog": true
    },
    "SignatureConfigurations": [
      {
        "SpcId": "string",
        "PdfSignatureProperties": {
          "PdfAConformant": true,
          "PAdESPart4Compliant": true,
          "IncludeSigningCertificateChain": true,
          "SigningCertificateRevocationInformationIncludeMode": "DoNotInclude",
          "SignatureTimestampData": {
            "Uri": "string",
            "Username": "string",
            "Password": "string",
            "SignatureHashAlgorithm": "Sha1",
            "AuthenticationCertifiateDescriptor": {
              "Identifier": "string",
              "Type": "string"
            }
          }
        },
        "PdfSignatureCryptographicData": {
          "SignatureHashAlgorithm": "Sha1",
          "SigningCertificateDescriptor": {
            "Identifier": "string",
            "Type": "Sha1Thumbprint",
            "Csp": "Default"
          }
        },
        "CertificateFilter": {
          "KeyUsages": [
            "string"
          ],
          "ThumbPrints": [
            "string"
          ],
          "RootThumbPrints": [
            "string"
          ]
        }
      }
    ],
    "SigStringParsingConfiguration": {
      "SigStringsForParsings": [
        {
          "StartPattern": "string",
          "EndPattern": "string",
          "ClearSigString": true,
          "SearchEntireWordOnly": true
        }
      ]
    },
    "GeneralPolicies": {
      "AllowSaveDocument": true,
      "AllowSaveAuditTrail": true,
      "AllowRotatingPages": true,
      "AllowAppendFileToWorkstep": true,
      "AllowAppendTaskToWorkstep": true,
      "AllowEmailDocument": true,
      "AllowPrintDocument": true,
      "AllowFinishWorkstep": true,
      "AllowRejectWorkstep": true,
      "AllowRejectWorkstepDelegation": true,
      "AllowUndoLastAction": true,
      "AllowColorizePdfForms": true,
      "AllowAdhocPdfAttachments": true,
      "AllowAdhocSignatures": true,
      "AllowAdhocStampings": true,
      "AllowAdhocFreeHandAnnotations": true,
      "AllowAdhocTypewriterAnnotations": true,
      "AllowAdhocPictureAnnotations": true,
      "AllowAdhocPdfPageAppending": true,
      "AllowReloadOfFinishedWorkstep": true
    },
    "FinalizeActions": {
      "FinalizeActionList": [
        
      ]
    },
    "TransactionCodeConfigurations": [
      {
        "Id": "string",
        "HashAlgoritmIdentifier": "Sha1",
        "Texts": [
          {
            "Language": "string",
            "Value": "string"
          }
        ]
      }
    ]
  },
  "PrepareSendEnvelopeStepsDescriptor": {
    "ClearFieldMarkupString": true
  }
}

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title	Alternative: SOAP implementation (deprecated)

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 <AdhocWorkstepConfiguration>
 <WorkstepLabel />			                   <SmallTextZoomFactorPercent>100</SmallTextZoomFactorPercent>			<WorkstepTimeToLiveInMinutes>10</WorkstepTimeToLiveInMinutes>
<FinishAction />
<NoSequenceEnforced>0</NoSequenceEnforced>
<SigTemplate>
<width>50.5</width>
<height>100.5</height>
</SigTemplate>
<ParseFormFields mapRequiredFieldsToRequiredTask="1" formsGrouping="PerPage" returnSimplifiedConfig="0" addKeepExistingValueFlag="0">1</ParseFormFields>
<AdhocPolicies>				
<AllowModificationsAfterSignature>1</AllowModificationsAfterSignature>
</AdhocPolicies>
<PictureAnnotationConfigurationDefaults>
<MinResolution>100</MinResolution>
<MaxResolution>300</MaxResolution>
<ColorDepth>Color16M</ColorDepth>
</PictureAnnotationConfigurationDefaults>
<signaturePluginConfiguration>
<PdfSignatureProperties_V1>
<PdfAConformant>0</PdfAConformant>					<PAdESPart4Compliant>0</PAdESPart4Compliant>					<IncludeSigningCertificateChain>0</IncludeSigningCertificateChain>		<SigningCertificateRevocationInformationIncludeMode>DoNotInclude</SigningCertificateRevocationInformationIncludeMode>
</PdfSignatureProperties_V1>
<PdfSignatureCryptographicData_V1>					<SignatureHashAlgorithm>Sha1</SignatureHashAlgorithm>
<SigningCertificateDescriptor>						<Identifier>DDED02DC192573B722E8C027F0E47E63152EB822</Identifier>
<Type>Sha1Thumbprint</Type>
<Csp>Default</Csp>
</SigningCertificateDescriptor>
</PdfSignatureCryptographicData_V1>
</signaturePluginConfiguration>
<SigStringParsingConfiguration>
<SigStringsForParsing>
<StartPattern>`sig</StartPattern>
<EndPattern>`</EndPattern>
<ClearSigString>1</ClearSigString>	
<SearchEntireWordOnly>1</SearchEntireWordOnly>
</SigStringsForParsing>
</SigStringParsingConfiguration>
<GeneralPolicies>			
<AllowSaveDocument>1</AllowSaveDocument>			<AllowSaveAuditTrail>0</AllowSaveAuditTrail>			<AllowRotatingPages>1</AllowRotatingPages>				<AllowAppendFileToWorkstep>0</AllowAppendFileToWorkstep>			<AllowAppendTasksToWorkstep>0</AllowAppendTasksToWorkstep>			<AllowEmailDocument>0</AllowEmailDocument>				<AllowPrintDocument>0</AllowPrintDocument>				<AllowFinishWorkstep>1</AllowFinishWorkstep>			<AllowRejectWorkstep>1</AllowRejectWorkstep>				<AllowRejectWorkstepDelegation>0</AllowRejectWorkstepDelegation>		<AllowUndoLastAction>1</AllowUndoLastAction>				<AllowColorizePdfForms>0</AllowColorizePdfForms>				<AllowAdhocPdfAttachments>1</AllowAdhocPdfAttachments>				<AllowAdhocSignatures>1</AllowAdhocSignatures>				<AllowAdhocStampings>1</AllowAdhocStampings>				<AllowAdhocFreeHandAnnotations>1</AllowAdhocFreeHandAnnotations>			<AllowAdhocTypewriterAnnotations>1</AllowAdhocTypewriterAnnotations>		<AllowAdhocPictureAnnotations>0</AllowAdhocPictureAnnotations>		<AllowAdhocPdfPageAppending>1</AllowAdhocPdfPageAppending>
</GeneralPolicies>
</AdhocWorkstepConfiguration>

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For the api call in SOAP you also need the following configuration:

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 <prepareSendEnvelopeStepsDescriptor>
  <clearFieldMarkupString>1</clearFieldMarkupString>
</prepareSendEnvelopeStepsDescriptor>

In REST you already have this configuration:

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 "PrepareSendEnvelopeStepsDescriptor": {
    "ClearFieldMarkupString": true
  }

AdditionalClientWorkstepInformation

This field is used to provide additional information. Note: Must be written in XML form. See the code below:

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"AdditionalClientWorkstepInformation": "<test id='test'>Information</test>"

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<AdditionalClientWorkstepInformation><test id="test">Information<test></AdditionalClientWorkstepInformation>

Viewer preferences

Following lines of code show some viewer preferences configurations:

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"ViewerPreferences": {
   "ShowPageNavigationButtons": true,
   "ShowThumbnails": true,
   "SkipFinishConfirmDialog": true,
   "SkipDocumentDialog": true,
   "ShowImagesInFullWidth": true,
   "DisableGeolocation": true,
   "ShowDocumentDownloadDialogAfterAutomaticFinish": true,
   "SkipPreviewImageOnDisposableCertificate": true,
   "LoadCustomJs": true,
   "AllowCustomButtons": true,
   "ShowVersionNumber": true,
   "EnableWarningPopupOnLeave": true,
   "FinishWorkstepOnOpen": true,
   "AutoFinishAfterRequiredTasksDone": true,
   "SkipThankYouDialog": true,
   "ShowTopBar": true,
   "DisplayRejectButtonInTopBar": true,
   "ShowStartGuidingHint": true,
   "ShowStatusBar": true,
   "ShowZoomButtons": true,
   "ShowNoGeolocationWarning": true,
   "AutoStartGuiding": true,
   "ShowPageGap": true,
   "ShowPageNavigationButtons": true,
   "ShowFinishPossibleHint": true,
   "SkipRejectConfirmDialog": true,
   "BatchSigningDisableNextButtonUntilDialogScrolledToBottom": true
}

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<ViewerPreferences>
   <ShowThumbnails>1</ShowThumbnails>
   <ShowStatusBar>1</ShowStatusBar>
   <ShowTopBar>1</ShowTopBar>
   <FinishWorkstepOnOpen>1</FinishWorkstepOnOpen>
   <BatchSigningDisableNextButtonUntilDialogScrolledToBottom>1</BatchSigningDisableNextButtonUntilDialogScrolledToBottom>
   <GuidingBehavior>GuideRequiredAndOptionalTasks</GuidingBehavior>
   <BatchSigningType>Basic</BatchSigningType>
   <FormFieldsGuidingBehavior>AllowSubmitAlways</FormFieldsGuidingBehavior>
   <GuidingBehaviorOnFinishedTask>MoveToNext</GuidingBehaviorOnFinishedTask>
   <SkipPreviewImageOnDisposableCertificate>1</SkipPreviewImageOnDisposableCertificate>
   <ShowPageNavigationButtons>1</ShowPageNavigationButtons>
   <ShowZoomButtons>1</ShowZoomButtons>
   <ShowPageGap>1</ShowPageGap>
   <SkipFinishConfirmDialog>1</SkipFinishConfirmDialog>
   <SkipRejectConfirmDialog>1</SkipRejectConfirmDialog>
   <SkipDocumentDialog>1</SkipDocumentDialog>
   <ShowImagesInFullWidth>1</ShowImagesInFullWidth>
   <DisableGeolocation>1</DisableGeolocation>
   <ShowNoGeolocationWarning>1</ShowNoGeolocationWarning>
   <ShowDocumentDownloadDialogAfterAutomaticFinish>1</ShowDocumentDownloadDialogAfterAutomaticFinish>
   <AllowCustomButtons>1</AllowCustomButtons>
   <AutoFinishAfterRequiredTasksDone>1</AutoFinishAfterRequiredTasksDone>
   <DisplayRejectButtonInTopBar>1</DisplayRejectButtonInTopBar>
   <TriggerBankIdDesktopApp>1</TriggerBankIdDesktopApp>
   <AutoStartGuiding>1</AutoStartGuiding>
   <EnableWarningPopupOnLeave>1</EnableWarningPopupOnLeave>
   <WarningPopupDisplayAfter>FillOrSignField</WarningPopupDisplayAfter>
   <DocumentViewingMode>EndlessPaperAllDocuments</DocumentViewingMode>
   <SendVisibleArea allowedDomain="*">1</SendVisibleArea>
</ViewerPreferences>

Policy

The following list shows the policy configurations:

Note: With the value “1” you enable the policy and with the value “0” you disable the policy. In the following list all policies are enabled.

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"Policy": {
    "GeneralPolicies": {
		"AllowSaveDocument": true,
		"AllowSaveAuditTrail": true,
		"AllowRotatingPages": true,
		"AllowAppendFileToWorkstep": true,
		"AllowAppendTaskToWorkstep": true,
		"AllowEmailDocument": true,
		"AllowPrintDocument": true,
		"AllowFinishWorkstep": true,
		"AllowRejectWorkstep": true,
		"AllowRejectWorkstepDelegation": true,
		"AllowUndoLastAction": true,
		"AllowColorizePdfForms": true,
		"AllowAdhocPdfAttachments": true,
		"AllowAdhocSignatures": true,
		"AllowAdhocStampings": true,
		"AllowAdhocFreeHandAnnotations": true,
		"AllowAdhocTypewriterAnnotations": true,
		"AllowAdhocPictureAnnotations": true,
		"AllowAdhocPdfPageAppending": true,
		"AllowReloadOfFinishedWorkstep": true,
	 }
 },

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<GeneralPolicies>
	<AllowSaveDocument>1</AllowSaveDocument>
	<AllowSaveAuditTrail>1</AllowSaveAuditTrail>
	<AllowRotatingPages>1</AllowRotatingPages>
	<AllowAppendFileToWorkstep>1</AllowAppendFileToWorkstep>
	<AllowAppendTasksToWorkstep>1</AllowAppendTasksToWorkstep>
	<AllowEmailDocument>1</AllowEmailDocument>
	<AllowPrintDocument>1</AllowPrintDocument>
	<AllowFinishWorkstep>1</AllowFinishWorkstep>
	<AllowRejectWorkstep>1</AllowRejectWorkstep>
	<AllowRejectWorkstepDelegation>1</AllowRejectWorkstepDelegation>
	<AllowUndoLastAction>1</AllowUndoLastAction>
	<AllowColorizePdfForms>1</AllowColorizePdfForms>
	<AllowReloadOfFinishedWorkstep>1</AllowReloadOfFinishedWorkstep>
	<AllowAdhocPdfAttachments>1</AllowAdhocPdfAttachments>
	<AllowAdhocSignatures>1</AllowAdhocSignatures>
	<AllowAdhocStampings>1</AllowAdhocStampings>
	<AllowAdhocFreeHandAnnotations>1</AllowAdhocFreeHandAnnotations>
	<AllowAdhocTypewriterAnnotations>1</AllowAdhocTypewriterAnnotations>
	<AllowAdhocPictureAnnotations>1</AllowAdhocPictureAnnotations>
	<AllowAdhocPdfPageAppending>1</AllowAdhocPdfPageAppending>
</GeneralPolicies>

All policies disabled	All policies enabled

As you can see on the right screenshot the recipient of the envelope can now print the document as well as reject the envelope and more.

Client Actions

In this section you can define client actions. For detailed information please have a look at the configuration below.

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"ClientActions": [
            {
              "RemoveDocumentFromRecentDocumentList": false,
              "CallClientActionOnlyAfterSuccessfulSync": true,
              "ClientName": "SIGNificant SignAnywhere",
              "CloseApp": false,
              "Action": "https://www.esignanywhere.net/"
            }
          ]


 },

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<FinishAction>
          <ClientAction clientName="SIGNificant SignAnywhere" closeApp="0" RemoveDocumentFromRecentDocumentList="0" CallClientActionOnlyAfterSuccessfulSync="1">https://www.esignanywhere.net/</ClientAction>
</FinishAction>

Sender and receiver information

Sender information:

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"SenderInformation": {
       "UserInformation": {
       "FirstName": "##NAME##",
       "LastName": "##NAME##",
       "EMail": "##EMAIL##"
       }
},

 },

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  <senderInformation>
          <userInformation>
            <firstName>FIRSTNAME</firstName>
            <lastName>LASTNAME</lastName>
            <eMail>##EMAIL##</eMail>
          </userInformation>
        </senderInformation>

Receiver information:

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"ReceiverInformation": {
          "UserInformation": {
            "FirstName": "##NAME##",
            "LastName": "##NAME##",
            "EMail": "##EMAIL##"
	    }
},

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   <receiverInformation>
          <userInformation>
            <firstName>FIRSTNAME</firstName>
            <lastName>LASTNAME</lastName>
            <eMail>##EMAIL##</eMail>
          </userInformation>
          <showNamirialDisposableDisclaimer>0</showNamirialDisposableDisclaimer>
        </receiverInformation>

Workstep task

Every task you add to the envelope you have to add also in the section Tasks in REST and in the following section if you create the envelope with SOAP: <WorkstepTasks>##TASK##</WorkstepTasks>. Furthermore you have to define the signature in the section signature template (only in SOAP):

Signatures

Note: In the StampImprintConfiguration you can define which data should be displayed after signing. So you could set, for example, that the IP address and the name should not be displayed after signing. Please see the next sample for a configuration in which all data is displayed. This is followed by a configuration in which only the date, the transaction token and the transaction id should be displayed.

Info

This sample was carried out with an SMS-OTP signature. With such a signature type, in addition to the name, IP address etc., the transaction token and telephone number can be displayed or hidden too.

Note: If you want to hide all data just set the following variable false:
"DisplayExtraInformation”: false,

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 "AllowedSignatureTypes": [
                  {
                    "TrModType": "TransactionCodeSenderPlugin",
                    "TrValidityInSeconds": 300,
                    "Ly": "simpleTransactionCodeSms",
                    "TrConfId": "otpSignatureSmsText",
                    "IsPhoneNumberRequired": false,
                    "Id": "cee105ae-f407-42f9-993c-6b664055f5fb",
                    "DiscriminatorType": "SigTypeTransactionCode",
                    "Preferred": false,
                    "StampImprintConfiguration": {
                      "DisplayExtraInformation": true,
                      "DisplayEmail": true,
                      "OverrideLegacyStampImprint": true,
                      "DisplayTransactionId":true,
                      "DisplayTransaktionToken":true,
                      "DisplayPhoneNumber":true,
                      "DisplayIp": true,
                      "DisplayName": true,
                      "DisplaySignatureDate": true,
                      "FontFamily": "Times New Roman",
                      "FontSize": 11.0
                    }
                  }
                ],
                "UseTimestamp": false,
                "IsRequired": true,
                "Id": "1#XyzmoDuplicateIdSeperator#Signature_0d123383-e054-81ec-0b17-96c4e7b955b3",
                "DisplayName": "",
                "DocRefNumber": 1,
                "DiscriminatorType": "Signature"
              }
            ]
          }
        },

Expand

title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

  <AllowedSignatureTypes>
              <sigType id="3dd00265-9101-4b90-b2ac-330fa8f2180a" type="TransactionCode">
                <trModType>TransactionCodeSenderPlugin</trModType>
                <trConfId>otpSignatureSmsText</trConfId>
                <trValidityInSeconds>300</trValidityInSeconds>
                <ly>simpleTransactionCodeSms</ly>
                <phonenumber>##phonenumber##</phonenumber>
                <StampImprintConfiguration>
                  	<DisplayExtraInformation>1</DisplayExtraInformation>
<OverrideLegacyStampImprint>1</OverrideLegacyStampImprint>				<DisplayTransactionId>1</DisplayTransactionId>
		<DisplayTransaktionToken>1</DisplayTransaktionToken>
		<DisplayPhoneNumber>1</DisplayPhoneNumber>
                  	<DisplayEmail>1</DisplayEmail>
                  	<DisplayIp>1</DisplayIp>
                  	<DisplayName>1</DisplayName>
                  	<DisplaySignatureDate>1</DisplaySignatureDate>
                  	<FontFamily>Times New Roman</FontFamily>
                  	<FontSize>11</FontSize>
                </StampImprintConfiguration>
              </sigType>
            </AllowedSignatureTypes>

Result (All data shown):

Code Block

language	java
theme	Eclipse

  "AllowedSignatureTypes": [
                  {
                    "TrModType": "TransactionCodeSenderPlugin",
                    "TrValidityInSeconds": 300,
                    "Ly": "simpleTransactionCodeSms",
                    "TrConfId": "otpSignatureSmsText",
                    "IsPhoneNumberRequired": false,
                    "Id": "cee105ae-f407-42f9-993c-6b664055f5fb",
                    "DiscriminatorType": "SigTypeTransactionCode",
                    "Preferred": false,
                    "StampImprintConfiguration": {
                      "DisplayExtraInformation": true,
                      "DisplayEmail": false,
                      "OverrideLegacyStampImprint": false,
                      "DisplayTransactionId":true,
                      "DisplayTransaktionToken":true,
                      "DisplayPhoneNumber":false,
                      "DisplayIp": false,
                      "DisplayName": false,
                      "DisplaySignatureDate": true,
                      "FontFamily": "Times New Roman",
                      "FontSize": 11.0
                    }
                  }
                ],
                "UseTimestamp": false,
                "IsRequired": true,
                "Id": "1#XyzmoDuplicateIdSeperator#Signature_0d123383-e054-81ec-0b17-96c4e7b955b3",
                "DisplayName": "",
                "DocRefNumber": 1,
                "DiscriminatorType": "Signature"
              }
            ]
          }
        },

Expand

title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

  <AllowedSignatureTypes>
              <sigType id="3dd00265-9101-4b90-b2ac-330fa8f2180a" type="TransactionCode">
                <trModType>TransactionCodeSenderPlugin</trModType>
                <trConfId>otpSignatureSmsText</trConfId>
                <trValidityInSeconds>300</trValidityInSeconds>
                <ly>simpleTransactionCodeSms</ly>
                <phonenumber>##phonenumber##</phonenumber>
                <StampImprintConfiguration>
                  	<DisplayExtraInformation>1</DisplayExtraInformation>
				<OverrideLegacyStampImprint>0</OverrideLegacyStampImprint>
				<DisplayTransactionId>1</DisplayTransactionId>
				<DisplayTransaktionToken>1</DisplayTransaktionToken>
				<DisplayPhoneNumber>0</DisplayPhoneNumber>
                  	<DisplayEmail>0</DisplayEmail>
                  	<DisplayIp>0</DisplayIp>
                  	<DisplayName>0</DisplayName>
                  	<DisplaySignatureDate>1</DisplaySignatureDate>
                  	<FontFamily>Times New Roman</FontFamily>
                  	<FontSize>11</FontSize>
                </StampImprintConfiguration>
              </sigType>
            </AllowedSignatureTypes>

Result (Transaction token, Transaction ID, Signing time):

Click2Sign

This is the simplest signature type, the signer has just to click on the signature field to sing it.

Code Block

language	java
theme	Eclipse

 "WorkstepTasks": {
            "PictureAnnotationMinResolution": 0,
            "PictureAnnotationMaxResolution": 0,
            "PictureAnnotationColorDepth": "Color16M",
            "SequenceMode": "NoSequenceEnforced",
            "PositionUnits": "PdfUnits",
            "ReferenceCorner": "Lower_Left",
            "Tasks": [
              {
                "PositionPage": 1,
                "Position": {
                  "PositionX": 69.0,
                  "PositionY": 529.92
                },
                "Size": {
                  "Height": 80.0,
                  "Width": 190.0
                },
                "AdditionalParameters": [
                  {
                    "Key": "enabled",
                    "Value": "1"
                  },
                  {
                    "Key": "positioning",
                    "Value": "onPage"
                  },
                  {
                    "Key": "req",
                    "Value": "1"
                  },
                  {
                    "Key": "fd",
                    "Value": ""
                  },
                  {
                    "Key": "fd_dateformat",
                    "Value": "dd-MM-yyyy HH:mm:ss"
                  },
                  {
                    "Key": "fd_timezone",
                    "Value": "datetimeutc"
                  }
                ],
                "AllowedSignatureTypes": [
                  {
                    "AllowedCapturingMethod": "Click2Sign",
                    "StampImprintConfiguration": {
                      "DisplayExtraInformation": true,
                      "DisplayEmail": true,
                      "DisplayIp": true,
                      "DisplayName": true,
                      "DisplaySignatureDate": true,
                      "FontFamily": "Times New Roman",
                      "FontSize": 11.0
                    },
                    "Id": "d63ec0d5-a2ca-46d9-9c73-7bd8d91aa4ea",
                    "DiscriminatorType": "SigTypeClick2Sign",
                    "Preferred": true
                  }
                ],
                "UseTimestamp": false,
                "IsRequired": true,
                "Id": "1#XyzmoDuplicateIdSeperator#Signature_94816166-6b59-1cc1-de9b-285633162aef",
                "DisplayName": "",
                "DocRefNumber": 1,
                "DiscriminatorType": "Signature"
              }
            ]
          }
        }
      },

Expand

title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

 <sig id="93cce567-ae5c-4e98-ac99-9f56ac034250">
            <positionPage>1</positionPage>
            <DocRefNumber>1</DocRefNumber>
            <positionX>80.22857</positionX>
            <positionY>158.8629</positionY>
            <width>171.4286</width>
            <height>68.57143</height>
            <param name="enabled">1</param>
            <param name="completed">0</param>
            <param name="sigType">Picture</param>
            <param name="positioning">onPage</param>
            <param name="allowedCapturingMethods">Click2Sign</param>
</sig>

Draw2Sign

This type allows the signer to draw a signature by mouse, finger or pen. Just an image of the signature is created and embedded into the document.

Code Block

language	java
theme	Eclipse

"WorkstepTasks": {
            "PictureAnnotationMinResolution": 0,
            "PictureAnnotationMaxResolution": 0,
            "PictureAnnotationColorDepth": "Color16M",
            "SequenceMode": "NoSequenceEnforced",
            "PositionUnits": "PdfUnits",
            "ReferenceCorner": "Lower_Left",
            "Tasks": [
              {
                "PositionPage": 1,
                "Position": {
                  "PositionX": 69.0,
                  "PositionY": 529.92
                },
                "Size": {
                  "Height": 80.0,
                  "Width": 190.0
                },
                "AdditionalParameters": [
                  {
                    "Key": "enabled",
                    "Value": "1"
                  },
                  {
                    "Key": "positioning",
                    "Value": "onPage"
                  },
                  {
                    "Key": "req",
                    "Value": "1"
                  },
                  {
                    "Key": "fd",
                    "Value": ""
                  },
                  {
                    "Key": "fd_dateformat",
                    "Value": "dd-MM-yyyy HH:mm:ss"
                  },
                  {
                    "Key": "fd_timezone",
                    "Value": "datetimeutc"
                  }
                ],
                "AllowedSignatureTypes": [
                  {
                    "AllowedCapturingMethod": "Draw2Sign",
                    "StampImprintConfiguration": {
                      "DisplayExtraInformation": true,
                      "DisplayEmail": true,
                      "DisplayIp": true,
                      "DisplayName": true,
                      "DisplaySignatureDate": true,
                      "FontFamily": "Times New Roman",
                      "FontSize": 11.0
                    },
                    "Id": "d63ec0d5-a2ca-46d9-9c73-7bd8d91aa4ea",
                    "DiscriminatorType": "SigTypeDraw2Sign",
                    "Preferred": true
                  }
                ],
                "UseTimestamp": false,
                "IsRequired": true,
                "Id": "1#XyzmoDuplicateIdSeperator#Signature_94816166-6b59-1cc1-de9b-285633162aef",
                "DisplayName": "",
                "DocRefNumber": 1,
                "DiscriminatorType": "Signature"
              }
            ]
          }
        }
      },

Expand

title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

<sig id="93cce567-ae5c-4e98-ac99-9f56ac034250">
            <positionPage>1</positionPage>
            <DocRefNumber>1</DocRefNumber>
            <positionX>80.22857</positionX>
            <positionY>158.8629</positionY>
            <width>171.4286</width>
            <height>68.57143</height>
            <param name="enabled">1</param>
            <param name="completed">0</param>
            <param name="sigType">Picture</param>
            <param name="positioning">onPage</param>
            <param name="allowedCapturingMethods">Draw2Sign</param>
</sig>

Type2Sign

With this type of signature the signer has to type in his/her name to sign the signature field.

Code Block

language	java
theme	Eclipse

"WorkstepTasks": {
            "PictureAnnotationMinResolution": 0,
            "PictureAnnotationMaxResolution": 0,
            "PictureAnnotationColorDepth": "Color16M",
            "SequenceMode": "NoSequenceEnforced",
            "PositionUnits": "PdfUnits",
            "ReferenceCorner": "Lower_Left",
            "Tasks": [
              {
                "PositionPage": 1,
                "Position": {
                  "PositionX": 69.0,
                  "PositionY": 529.92
                },
                "Size": {
                  "Height": 80.0,
                  "Width": 190.0
                },
                "AdditionalParameters": [
                  {
                    "Key": "enabled",
                    "Value": "1"
                  },
                  {
                    "Key": "positioning",
                    "Value": "onPage"
                  },
                  {
                    "Key": "req",
                    "Value": "1"
                  },
                  {
                    "Key": "fd",
                    "Value": ""
                  },
                  {
                    "Key": "fd_dateformat",
                    "Value": "dd-MM-yyyy HH:mm:ss"
                  },
                  {
                    "Key": "fd_timezone",
                    "Value": "datetimeutc"
                  }
                ],
                "AllowedSignatureTypes": [
                  {
                    "AllowedCapturingMethod": "Type2Sign",
                    "StampImprintConfiguration": {
                      "DisplayExtraInformation": true,
                      "DisplayEmail": true,
                      "DisplayIp": true,
                      "DisplayName": true,
                      "DisplaySignatureDate": true,
                      "FontFamily": "Times New Roman",
                      "FontSize": 11.0
                    },
                    "Id": "d63ec0d5-a2ca-46d9-9c73-7bd8d91aa4ea",
                    "DiscriminatorType": "SigTypeType2Sign",
                    "Preferred": true
                  }
                ],
                "UseTimestamp": false,
                "IsRequired": true,
                "Id": "1#XyzmoDuplicateIdSeperator#Signature_94816166-6b59-1cc1-de9b-285633162aef",
                "DisplayName": "",
                "DocRefNumber": 1,
                "DiscriminatorType": "Signature"
              }
            ]
          }
        }
      },
      },

Expand

title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

<sig id="93cce567-ae5c-4e98-ac99-9f56ac034250">
            <positionPage>1</positionPage>
            <DocRefNumber>1</DocRefNumber>
            <positionX>80.22857</positionX>
            <positionY>158.8629</positionY>
            <width>171.4286</width>
            <height>68.57143</height>
            <param name="enabled">1</param>
            <param name="completed">0</param>
            <param name="sigType">Picture</param>
            <param name="positioning">onPage</param>
            <param name="allowedCapturingMethods">Type2Sign</param>
</sig>

Biometric

Code Block

language	java
theme	Eclipse

"WorkstepTasks": {
            "PictureAnnotationMinResolution": 0,
            "PictureAnnotationMaxResolution": 0,
            "PictureAnnotationColorDepth": "Color16M",
            "SequenceMode": "NoSequenceEnforced",
            "PositionUnits": "PdfUnits",
            "ReferenceCorner": "Lower_Left",
             "Tasks": [
              {
                "PositionPage": 1,
                "Position": {
                  "PositionX": 67.0,
                  "PositionY": 521.92
                },
                "Size": {
                  "Height": 80.0,
                  "Width": 190.0
                },
                "AdditionalParameters": [
                  {
                    "Key": "enabled",
                    "Value": "1"
                  },
                  {
                    "Key": "positioning",
                    "Value": "intersectsWithField"
                  },
                  {
                    "Key": "req",
                    "Value": "1"
                  },
                  {
                    "Key": "fd",
                    "Value": ""
                  },
                  {
                    "Key": "fd_dateformat",
                    "Value": "dd-MM-yyyy HH:mm:ss"
                  },
                  {
                    "Key": "fd_timezone",
                    "Value": "datetimeutc"
                  }
                ],
                "AllowedSignatureTypes": [
                  {
                    "IsBio": false,
                    "AllowSkipBiometricVerification": false,
                    "AllowBiometricStoringOnly": false,
                    "SignedResponseWithoutBioData": false,
                    "Id": "6fa90b47-847f-47b1-b73a-9c3802aa077d",
                    "DiscriminatorType": "SigTypeBiometricSignature",
                    "Preferred": true
                  }
                ],
                "UseTimestamp": false,
                "IsRequired": true,
                "Id": "1#XyzmoDuplicateIdSeperator#Signature_532f40e1-0583-8285-fc50-c2a76dc2fa44",
                "DisplayName": "",
                "DocRefNumber": 1,
                "DiscriminatorType": "Signature"
              }
            ]
          }
        }
      },

Expand

title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

 <sig id="93cce567-ae5c-4e98-ac99-9f56ac034250">
            <positionPage>1</positionPage>
            <DocRefNumber>1</DocRefNumber>
            <positionX>80.22857</positionX>
            <positionY>158.8629</positionY>
            <width>171.4286</width>
            <height>68.57143</height>
            <param name="enabled">1</param>
            <param name="completed">0</param>
            <param name="positioning">onPage</param>
        <AllowedSignatureTypes>
              <sigType id="672d210e-9aa1-41b5-bb24-2e1b4b079f61" type="BiometricSignature">
                <bio>0</bio>
              </sigType>
        </AllowedSignatureTypes>
  </sig>

Expand

title	Alternative: SOAP implementation (deprecated)

After adding the signature fields in the signature template you have to add these signatures in the workstep task section. Following lines of code shows an example configuration of a workstep task.

Code Block

language	xml
theme	Eclipse

<WorkstepTasks SequenceMode="SequenceOnlyRequiredTasks" originalSequenceMode="SequenceOnlyRequiredTasks">
<Task enabled="1" completed="0" required="1" id="93cce567-ae5c-4e98-ac99-9f56ac034250" displayName="SignField 1" DocRefNumber="1" type="SignField" internalAllConcernedDocRefNumbersList="1" allRequiredFieldsFilledOnWorkstepCreation="0" />
</WorkstepTasks>

The Id in the code within the workstep Id must be the same as the Id of the signature field

Disposable certificate

Code Block

language	java
theme	Eclipse

{
  "SspFileIds": [
    "##FILE_ID##"
  ],
  "SendEnvelopeDescription": {
  "Name": "test",
  "EmailSubject": "Please sign the enclosed envelope",
  "EmailBody": "Dear #RecipientFirstName# #RecipientLastName#\n\n#PersonalMessage#\n\nPlease sign the envelope #EnvelopeName#\n\nEnvelope will expire at #ExpirationDate#",
  "DisplayedEmailSender": "",
  "EnableReminders": true,
  "FirstReminderDayAmount": 5,
  "RecurrentReminderDayAmount": 3,
  "BeforeExpirationDayAmount": 3,
  "DaysUntilExpire": 28,
  "CallbackUrl": "",
  "StatusUpdateCallbackUrl": "",
  "LockFormFieldsAtEnvelopeFinish": true,
  "Steps": [
    {
      "OrderIndex": 1,
      "Recipients": [
        {
          "Email": "##EMAIL##",
          "FirstName": "##NAME##",
          "LastName": "##NAME##",
          "LanguageCode": "en",
          "EmailBodyExtra": "",
          "DisableEmail": false,
          "AddAndroidAppLink": false,
          "AddIosAppLink": false,
          "AddWindowsAppLink": false,
          "AllowDelegation": false,
          "AllowAccessFinishedWorkstep": false,
          "SkipExternalDataValidation": false,
          "AuthenticationMethods": [],
          "DisposableCertificateData": {
            "CountryResidence": "AT",
            "IdentificationCountry": "AT",
            "IdentificationType": "PASSPORT",
            "PhoneMobile": "##PHONENUMBER##",
            "DocumentType": "PASS",
            "DocumentIssuedBy": "Namirial",
            "DocumentIssuedOn": "2020-07-07T00:00:00Z",
            "DocumentExpiryDate": "2020-07-29T00:00:00Z",
            "SerialNumber": "1234",
            "DocumentNumber": "123",
            "OverrideHolderInCaseOfMismatch": false
          }
        }
      ],
      "EmailBodyExtra": "",
      "RecipientType": "Signer",
      "WorkstepConfiguration": {
        "WorkstepLabel": "test",
        "SmallTextZoomFactorPercent": 100,
        "FinishAction": {
          "ServerActions": [],
          "ClientActions": [
            {
              "RemoveDocumentFromRecentDocumentList": false,
              "CallClientActionOnlyAfterSuccessfulSync": true,
              "ClientName": "SIGNificant SignAnywhere",
              "CloseApp": false,
              "Action": "https://www.esignanywhere.net/"
            }
          ]
        },
        "ReceiverInformation": {
          "UserInformation": {
            "FirstName": "##NAME##",
            "LastName": "##NAME##",
            "EMail": "##EMAIL##"
          },
          "HolderInformation": "<recognitionType>PASS</recognitionType><documentIssuedOn>07/07/2020</documentIssuedOn><documentExpiryDate>29/07/2020</documentExpiryDate><documentIssuedBy>Namirial</documentIssuedBy><documentNumber>123</documentNumber><countryResidence>AT</countryResidence><firstName>##NAME##</firstName><lastName>##NAME##</lastName><email>##EMAIL##</email><phoneMobile>##PHONENUMBER##</phoneMobile><identificationType>PASSPORT</identificationType><identificationCountry>AT</identificationCountry><passport>1234</passport>",
          "TransactionCodePushPluginData": []
        },
        "SenderInformation": {
          "UserInformation": {
            "FirstName": "##NAME##",
            "LastName": "##NAME##",
            "EMail": "##EMAIL##"
          }
        },
        "TransactionCodeConfigurations": [
          {
            "Id": "smsAuthTransactionCodeId",
            "HashAlgorithmIdentifier": "Sha256",
            "Texts": [
              {
              }
            ]
          }
        ],
        "SignatureConfigurations": [],
        "ViewerPreferences": {
          "FinishWorkstepOnOpen": false,
          "VisibleAreaOptions": {
            "AllowedDomain": "*",
            "Enabled": false
          }
        },
        "ResourceUris": {},
        "AuditingToolsConfiguration": {
          "WriteAuditTrail": false,
          "NotificationConfiguration": {}
        },
        "Policy": {
          "GeneralPolicies": {
            "AllowSaveDocument": true,
            "AllowSaveAuditTrail": true,
            "AllowRotatingPages": false,
            "AllowEmailDocument": true,
            "AllowPrintDocument": true,
            "AllowFinishWorkstep": true,
            "AllowRejectWorkstep": true,
            "AllowRejectWorkstepDelegation": false,
            "AllowUndoLastAction": true,
            "AllowAdhocPdfAttachments": false,
            "AllowAdhocSignatures": false,
            "AllowAdhocStampings": false,
            "AllowAdhocFreeHandAnnotations": false,
            "AllowAdhocTypewriterAnnotations": false,
            "AllowAdhocPictureAnnotations": false,
            "AllowAdhocPdfPageAppending": false
          },
          "WorkstepTasks": {
            "PictureAnnotationMinResolution": 0,
            "PictureAnnotationMaxResolution": 0,
            "PictureAnnotationColorDepth": "Color16M",
            "SequenceMode": "NoSequenceEnforced",
            "PositionUnits": "PdfUnits",
            "ReferenceCorner": "Lower_Left",
            "Tasks": [
              {
                "PositionPage": 1,
                "Position": {
                  "PositionX": 89.0,
                  "PositionY": 575.0
                },
                "Size": {
                  "Height": 80.0,
                  "Width": 190.0
                },
                "AdditionalParameters": [
                  {
                    "Key": "enabled",
                    "Value": "1"
                  },
                  {
                    "Key": "positioning",
                    "Value": "onPage"
                  },
                  {
                    "Key": "req",
                    "Value": "1"
                  },
                  {
                    "Key": "fd",
                    "Value": ""
                  },
                  {
                    "Key": "fd_dateformat",
                    "Value": "dd-MM-yyyy HH:mm:ss"
                  },
                  {
                    "Key": "fd_timezone",
                    "Value": "datetimeutc"
                  },
                  {
                    "Key": "spcId",
                    "Value": "padesSigningId"
                  }
                ],
                "AllowedSignatureTypes": [
                  {
                    "TrModType": "RemoteSignatureDisposableCertificate",
                    "TrValidityInSeconds": 300,
                    "Ly": "remoteCertificate",
                    "TrConfIdIssueCertificate": "disposableCertificateEnrolAndSignSmsText",
                    "TrConfId": "remoteCertificateSignSmsText",
                    "IsPhoneNumberRequired": false,
                    "Id": "180c4201-4146-4161-baf8-cb5a607eec62",
                    "DiscriminatorType": "SigTypeTransactionCode",
                    "Preferred": false,
                    "StampImprintConfiguration": {
                      "DisplayExtraInformation": true,
                      "DisplayEmail": true,
                      "DisplayIp": true,
                      "DisplayName": true,
                      "DisplaySignatureDate": true,
                      "FontFamily": "Times New Roman",
                      "FontSize": 11.0
                    }
                  }
                ],
                "UseTimestamp": false,
                "IsRequired": true,
                "Id": "1#XyzmoDuplicateIdSeperator#Signature_b58c192b-47c0-5339-cb18-4fe77c3d1812",
                "DisplayName": "",
                "DocRefNumber": 1,
                "DiscriminatorType": "Signature"
              }
            ]
          }
        },
        "Navigation": {
          "HyperLinks": [],
          "Links": [],
          "LinkTargets": []
        }
      },
      "DocumentOptions": [
        {
          "DocumentReference": "1",
          "IsHidden": false
        }
      ],
      "UseDefaultAgreements": true
    },
    {
      "OrderIndex": 2,
      "Recipients": [
        {
          "Email": "##EMAIL##",
          "FirstName": "##NAME##",
          "LastName": "##NAME##",
          "LanguageCode": "en",
          "EmailBodyExtra": "",
          "DisableEmail": false,
          "AddAndroidAppLink": false,
          "AddIosAppLink": false,
          "AddWindowsAppLink": false,
          "AllowDelegation": false,
          "SkipExternalDataValidation": false,
          "AuthenticationMethods": []
        }
      ],
      "EmailBodyExtra": "",
      "RecipientType": "Cc",
      "DocumentOptions": [],
      "UseDefaultAgreements": false
    }
  ],
  "AddFormFields": {
    "Forms": {}
  },
  "OverrideFormFieldValues": {
    "Forms": {}
  },
  "AttachSignedDocumentsToEnvelopeLog": false
}
}

Expand

title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

<envelope>
  <name>test</name>
  <eMailSubject>Please sign the enclosed envelope</eMailSubject>
  <eMailBody>Dear #RecipientFirstName# #RecipientLastName#

#PersonalMessage#

Please sign the envelope #EnvelopeName#

Envelope will expire at #ExpirationDate#</eMailBody>
  <enableReminders>true</enableReminders>
  <firstReminderDayAmount>5</firstReminderDayAmount>
  <recurrentReminderDayAmount>3</recurrentReminderDayAmount>
  <beforeExpirationReminderDayAmount>3</beforeExpirationReminderDayAmount>
  <daysUntilExpire>28</daysUntilExpire>
  <callbackUrl></callbackUrl>
  <statusUpdateCallbackUrl></statusUpdateCallbackUrl>
  <lockFormFieldsAtEnvelopeFinish>true</lockFormFieldsAtEnvelopeFinish>
  <displayedEmailSender></displayedEmailSender>
  <steps>
    <step>
      <emailBodyExtra></emailBodyExtra>
      <orderIndex>1</orderIndex>
      <recipientType>Signer</recipientType>
      <useDefaultAgreements>true</useDefaultAgreements>
      <documentOptions>
        <documentOption docRef="1">
          <isHidden>false</isHidden>
        </documentOption>
      </documentOptions>
      <workstepConfiguration skipThirdPartyChecks="0">
        <WorkstepLabel>test</WorkstepLabel>
        <SmallTextZoomFactorPercent>100</SmallTextZoomFactorPercent>
        <WorkstepTimeToLiveInMinutes>44650</WorkstepTimeToLiveInMinutes>
        <AbsoluteExpiryDate>2020-07-10T10:57:46.4243017Z</AbsoluteExpiryDate>
        <FinishAction>
          <ClientAction clientName="SIGNificant SignAnywhere" closeApp="0" RemoveDocumentFromRecentDocumentList="0" CallClientActionOnlyAfterSuccessfulSync="1">https://www.esignanywhere.net/</ClientAction>
        </FinishAction>
        <ViewerPreferences>
          <SendVisibleArea allowedDomain="*">0</SendVisibleArea>
          <FinishWorkstepOnOpen>0</FinishWorkstepOnOpen>
        </ViewerPreferences>
        <Policy version="1.1.0.0">
          <AdhocPolicies>
            <AllowModificationsAfterSignature>1</AllowModificationsAfterSignature>
          </AdhocPolicies>
          <GeneralPolicies>
            <AllowAdhocFreeHandAnnotations>0</AllowAdhocFreeHandAnnotations>
            <AllowAdhocPdfAttachments>0</AllowAdhocPdfAttachments>
            <AllowAdhocPdfPageAppending>0</AllowAdhocPdfPageAppending>
            <AllowAdhocPictureAnnotations>0</AllowAdhocPictureAnnotations>
            <AllowAdhocSignatures>0</AllowAdhocSignatures>
            <AllowAdhocStampings>0</AllowAdhocStampings>
            <AllowAdhocTypewriterAnnotations>0</AllowAdhocTypewriterAnnotations>
            <AllowEmailDocument>1</AllowEmailDocument>
            <AllowFinishWorkstep>1</AllowFinishWorkstep>
            <AllowPrintDocument>1</AllowPrintDocument>
            <AllowRejectWorkstep>1</AllowRejectWorkstep>
            <AllowSaveAuditTrail>1</AllowSaveAuditTrail>
            <AllowSaveDocument>1</AllowSaveDocument>
            <AllowUndoLastAction>1</AllowUndoLastAction>
            <AllowRotatingPages>0</AllowRotatingPages>
            <AllowRejectWorkstepDelegation>1</AllowRejectWorkstepDelegation>
          </GeneralPolicies>
          <WorkstepTasks originalSequenceMode="NoSequenceEnforced" SequenceMode="NoSequenceEnforced">
            <Task type="SignField" DocRefNumber="1" id="1#XyzmoDuplicateIdSeperator#Signature_a3d634d1-5b9e-8089-e77d-4888a9616fb2" internalCompleted="0" finishPercentage="0" completed="0" enabled="1" displayName="" required="1" />
          </WorkstepTasks>
        </Policy>
        <Navigation />
        <timeCreated>2020-07-10T10:47:46.3930488Z</timeCreated>
        <TransactionCodeConfigurations>
    <TransactionCodeConfiguration trConfId="smsAuthTransactionCodeId">
    </TransactionCodeConfiguration>
  </TransactionCodeConfigurations>
        <receiverInformation>
          <userInformation>
            <firstName>##NAME##</firstName>
            <lastName>##NAME##</lastName>
            <eMail>##EMAIL##</eMail>
          </userInformation>
          <showNamirialDisposableDisclaimer>1</showNamirialDisposableDisclaimer>
          <trRsDcNamHolderInformation version="2">
            <recognitionType>PASS</recognitionType>
            <documentIssuedOn>07/07/2020</documentIssuedOn>
            <documentExpiryDate>29/07/2020</documentExpiryDate>
            <documentIssuedBy>Namirial</documentIssuedBy>
            <documentNumber>123</documentNumber>
            <countryResidence>AT</countryResidence>
            <firstName>##NAME##</firstName>
            <lastName>##NAME##</lastName>
            <email>##EMAIL##</email>
            <phoneMobile>##PHONENUMBER##</phoneMobile>
            <identificationType>PASSPORT</identificationType>
            <identificationCountry>AT</identificationCountry>
            <passport>123</passport>
          </trRsDcNamHolderInformation>
        </receiverInformation>
        <senderInformation>
          <userInformation>
            <firstName>##NAME##</firstName>
            <lastName>##NAME##</lastName>
            <eMail>##EMAIL##</eMail>
          </userInformation>
        </senderInformation>
        <pdfForms isEditingAllowed="0" />
        <TypewriterAnnotationTaskInfo />
        <attachmentFields />
        <signatureTemplate>
          <version>1.2.0.2</version>
          <positionReferenceCorner>Lower_Left</positionReferenceCorner>
          <positionUnits>PdfUnits</positionUnits>
          <sig id="1#XyzmoDuplicateIdSeperator#Signature_a3d634d1-5b9e-8089-e77d-4888a9616fb2">
            <TaskDisplayName />
            <param name="enabled">1</param>
            <positionPage>1</positionPage>
            <positionX>78</positionX>
            <positionY>545</positionY>
            <width>190</width>
            <height>80</height>
            <param name="positioning">onPage</param>
            <param name="req">1</param>
            <param name="fd" />
            <param name="fd_dateformat">dd-MM-yyyy HH:mm:ss</param>
            <param name="fd_timezone">datetimeutc</param>
            <DocRefNumber>1</DocRefNumber>
            <AllowedSignatureTypes>
              <sigType id="89f2876e-2149-4a88-b841-547a1b3478a5" type="TransactionCode">
                <trModType>RemoteSignatureDisposableCertificate</trModType>
                <trValidityInSeconds>300</trValidityInSeconds>
                <ly>remoteCertificate</ly>
                <trConfIdIssueCertificate>disposableCertificateEnrolAndSignSmsText</trConfIdIssueCertificate>
                <trConfId>remoteCertificateSignSmsText</trConfId>
                <StampImprintConfiguration>
                  <DisplayExtraInformation>1</DisplayExtraInformation>
                  <DisplayEmail>1</DisplayEmail>
                  <DisplayIp>1</DisplayIp>
                  <DisplayName>1</DisplayName>
                  <DisplaySignatureDate>1</DisplaySignatureDate>
                  <FontFamily>Times New Roman</FontFamily>
                  <FontSize>11</FontSize>
                </StampImprintConfiguration>
              </sigType>
            </AllowedSignatureTypes>
            <param name="spcId">padesSigningId</param>
          </sig>
        </signatureTemplate>
        <AuditingToolsConfiguration WriteAuditTrail="0">
          <NotificationConfiguration />
        </AuditingToolsConfiguration>
        <resourceUris>
          <delegationUri>https://demo.esignanywhere.net/Resource/Delegate</delegationUri>
        </resourceUris>
        <LoggingMetaInformation>
          <envelopeId>##ENVELOPEID##</envelopeId>
          <envelopeRecipientId>##RECIPIENTID##</envelopeRecipientId>
        </LoggingMetaInformation>
      </workstepConfiguration>
      <recipients>
        <recipient>
          <eMail>##EMAIL##</eMail>
          <emailBodyExtra></emailBodyExtra>
          <firstName>##NAME##</firstName>
          <lastName>##NAME##</lastName>
          <languageCode>en</languageCode>
          <disableEmail>false</disableEmail>
          <skipExternalDataValidation>false</skipExternalDataValidation>
          <addAndroidAppLink>false</addAndroidAppLink>
          <addIosAppLink>false</addIosAppLink>
          <addWindowsAppLink>false</addWindowsAppLink>
          <allowDelegation>true</allowDelegation>
          <allowAccessFinishedWorkstep>false</allowAccessFinishedWorkstep>
          <authentications />
          <disposableCertificateAdditionalInformation>
            <countryResidence>AT</countryResidence>
            <phoneMobile>##PHONENUMBER##</phoneMobile>
            <documentType>PASS</documentType>
            <documentIssuedBy>Namirial</documentIssuedBy>
            <documentIssuedOn>2020-07-07T00:00:00Z</documentIssuedOn>
            <documentExpiryDate>2020-07-29T00:00:00Z</documentExpiryDate>
            <serialNumber>123</serialNumber>
            <identificationType>PASSPORT</identificationType>
            <identificationCountry>AT</identificationCountry>
            <documentNumber>123</documentNumber>
            <overrideOnHolderMismatch>false</overrideOnHolderMismatch>
          </disposableCertificateAdditionalInformation>
        </recipient>
      </recipients>
    </step>
    <step>
      <emailBodyExtra></emailBodyExtra>
      <orderIndex>2</orderIndex>
      <recipientType>Cc</recipientType>
      <useDefaultAgreements>false</useDefaultAgreements>
      <recipients>
        <recipient>
          <eMail>##EMAIL##</eMail>
          <emailBodyExtra></emailBodyExtra>
          <firstName>##NAME##</firstName>
          <lastName>##NAME##</lastName>
          <languageCode>en</languageCode>
          <disableEmail>false</disableEmail>
          <skipExternalDataValidation>false</skipExternalDataValidation>
          <addAndroidAppLink>false</addAndroidAppLink>
          <addIosAppLink>false</addIosAppLink>
          <addWindowsAppLink>false</addWindowsAppLink>
          <allowDelegation>false</allowDelegation>
          <authentications />
        </recipient>
      </recipients>
    </step>
  </steps>
  <attachSignedDocumentsToEnvelopeLog>false</attachSignedDocumentsToEnvelopeLog>
</envelope>

Authentication

You can add different authentications for the recipient to ensure that only the one who has the code/phone number can open the envelope. Following list shows the different authentications:

Pin
SMS
WindowsLive

In the next two collapses you can find the configuration for the Pin-authentication and for the SMS-authentication:

Pin-authentication

Code Block

language	java
theme	Eclipse

{
              "Method": "Pin",
              "Parameter": "1234"
}

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title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

<authentications>
<authentication>
<method>Pin</method>
<parameter>1234</parameter>
</authentication>
</authentications>

SMS-authentication

Code Block

language	java
theme	Eclipse

{
              "Method": "Sms",
              "Parameter": "+0123456789"
}

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title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

 <authentications>
<authentication>
<method>Sms</method>
<parameter>+0123456789</parameter>
</authentication>
</authentications>

You have to place the authentication in the section “recipient”. You can find a workstep configuration with an authentication in the next section:

Code Block

language	java
theme	Eclipse

"Steps": [
    {
      "OrderIndex": 1,
      "Recipients": [
        {
          "Email": "##EMAIL##",
          "FirstName": "##NAME##",
          "LastName": "##NAME##",
          "LanguageCode": "en",
          "EmailBodyExtra": "",
          "DisableEmail": false,
          "AddAndroidAppLink": false,
          "AddIosAppLink": false,
          "AddWindowsAppLink": false,
          "AllowDelegation": false,
          "SkipExternalDataValidation": false,
          "AuthenticationMethods": [
            {
              "Method": "Pin",
              "Parameter": "1234"
            }
          ]
        }
      ],

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title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

 <envelope>
<name>eSignAnyWhere Tutorial</name>
<eMailSubject>Document of eSignAnyWhere Tutorial</eMailSubject>
<eMailBody>Dear #RecipientFirstName#! Please sign this tutorial document.</eMailBody>
<enableReminders>True</enableReminders>
<firstReminderDayAmount>1</firstReminderDayAmount>
<recurrentReminderDayAmount>1</recurrentReminderDayAmount>
<beforeExpirationReminderDayAmount>1</beforeExpirationReminderDayAmount>
<daysUntilExpire>2</daysUntilExpire>
<!-- callback to your backend system on a completed envelope 
<callbackUrl>http://172.16.17.78:57550/default.aspx?EnvelopeId=##EnvelopeId##&myParamForMe=1234</callbackUrl> 
-->
<callbackUrl />
<steps>
<step>
<emailBodyExtra />
<orderIndex>1</orderIndex>
<recipientType>Signer</recipientType>
<recipients>
<recipient>
<languageCode>en</languageCode>
<eMail>##EMAIL##</eMail>
<firstName>Alice</firstName>
<lastName>Somename</lastName>
<authentications>
<authentication>
<method>Pin</method>
<parameter>1234</parameter>
</authentication>
</authentications>
</recipient>
</recipients>
<workstepConfiguration>
<WorkstepLabel />
<SmallTextZoomFactorPercent>100</SmallTextZoomFactorPercent>
<WorkstepTimeToLiveInMinutes>11520</WorkstepTimeToLiveInMinutes>
<FinishAction />
<ViewerPreferences>
</ViewerPreferences>
<signatureTemplate>
</signatureTemplate>
<Policy version="1.1.0.0">
<GeneralPolicies> 
</GeneralPolicies>
<WorkstepTasks SequenceMode="SequenceOnlyRequiredTasks" originalSequenceMode="SequenceOnlyRequiredTasks"> 
</WorkstepTasks>
</Policy>
<TransactionCodeConfigurations>
<TransactionCodeConfiguration trConfId=""> 
</TransactionCodeConfiguration>
</TransactionCodeConfigurations>
</workstepConfiguration> 
</step>
</steps>
</envelope>

PdfForms

The following list shows you all different form fields which can be placed on the document:

Textfield
Radiobutton
Checkbox
Listbox
Combobox

The next tabs you can find the configurations of these form fields. Beginning with the configuration of the section “PdfForms”.

Info

There are two configurations to do:

PdfForms
AddFormFields

This applies to all form fields.

Textfield

Code Block

language	java
theme	Eclipse

 "Forms": [
                  {
                    "Id": "TextBox_3daf9a88-bf45-70af-99d0-c077bcb48245",
                    "PositionPage": 1,
                    "DocRefNumber": 1,
                    "Position": {
                      "PositionX": 77.0,
                      "PositionY": 590.0
                    },
                    "Size": {
                      "Height": 20.0,
                      "Width": 124.0
                    },
                    "DiscriminatorType": "TextBox"
                  }
                ],
                "IsRequired": false,
                "Id": "f390ebd3-4b9c-4554-ab61-4d1234bad681",
                "DisplayName": "",
                "DocRefNumber": 1,
                "DiscriminatorType": "FormGroup"
      },

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title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

<textBox id="TextBox_044431e0-c75b-ea8a-0a6b-b2a82a3b7a67">
<DocRefNumber>1</DocRefNumber>
<isRequired>0</isRequired>
<positionPage>1</positionPage>
<positionX>70</positionX>
<positionY>579</positionY>
<width>124</width>
<height>20</height>
</textBox>

Radiobutton

Code Block

language	java
theme	Eclipse

{
                    "RadioButtonGroupId": "RadioButton_942fca6a-5e0e-7694-b858-b5ded711ed0b",
                    "Id": "0",
                    "PositionPage": 1,
                    "DocRefNumber": 1,
                    "Position": {
                      "PositionX": 77.0,
                      "PositionY": 553.0
                    },
                    "Size": {
                      "Height": 20.0,
                      "Width": 20.0
                    },
                    "DiscriminatorType": "RadioButton"
                  },

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title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

 <radioButton id="RadioButton_2b853f33-ed5c-7e39-7865-41056a90ca13#XyzmoIndexSeparator#0">
<DocRefNumber>1</DocRefNumber>
<isRequired>0</isRequired>
<positionPage>1</positionPage>
<positionX>66</positionX>
<positionY>544</positionY>
<width>20</width>
<height>20</height>
</radioButton>

Checkbox

Code Block

language	java
theme	Eclipse

{
                    "IsRequired": false,
                    "RequiredEvalPolicy": "None",
                    "Id": "CheckBox_41371eaf-6e1a-0d9a-58a9-0705fd8d08d1",
                    "PositionPage": 1,
                    "DocRefNumber": 1,
                    "Position": {
                      "PositionX": 77.0,
                      "PositionY": 520.0
                    },
                    "Size": {
                      "Height": 20.0,
                      "Width": 20.0
                    },
                    "DiscriminatorType": "CheckBox"
                  },

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title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

<checkBox id="CheckBox_6f1fde0e-9338-f34b-6fe2-05d27ff632b9">
<requiredEvalPolicy>None</requiredEvalPolicy>
<DocRefNumber>1</DocRefNumber>
<isRequired>0</isRequired>
<positionPage>1</positionPage>
<positionX>69</positionX>
<positionY>511</positionY>
<width>20</width>
<height>20</height>
</checkBox>

Listbox

Code Block

language	java
theme	Eclipse

{
                    "Items": [],
                    "Id": "ListBox_d51c4e55-2497-8ab4-f2c8-6f60ac6a2cfd",
                    "PositionPage": 1,
                    "DocRefNumber": 1,
                    "Position": {
                      "PositionX": 79.0,
                      "PositionY": 475.0
                    },
                    "Size": {
                      "Height": 30.0,
                      "Width": 150.0
                    },
                    "DiscriminatorType": "ListBox"
                  },

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title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

 <listBox id="ListBox_1c2a2627-5262-2fb0-d937-5e0f947031a4">
<DocRefNumber>1</DocRefNumber>
<isRequired>0</isRequired>
<positionPage>1</positionPage>
<positionX>69</positionX>
<positionY>464</positionY>
<width>150</width>
<height>30</height>
</listBox>

Listbox (Multiselect)

In the workstep configuration you can also define to select multiple items in the listbox. To define a multiselect of items you have to have at least two items in the listbox and you have to activate multiselect for this listbox. Please see the configurations below for more information:

Here you can find the configuration to enable multiselect for the listbox:

Code Block

language	java
theme	Eclipse

"IsMultiselect": true,

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title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

<isMultiSelect>1</isMultiSelect>

Below you can find a complete configuration with three items in the listbox and the enabled multiselect.

Code Block

language	java
theme	Eclipse

{
  "SspFileIds": [
    "##FILE-ID##"
  ],
  "SendEnvelopeDescription": {
  "Name": "test",
  "EmailSubject": "Please sign the enclosed envelope",
  "EmailBody": "Dear #RecipientFirstName# #RecipientLastName#\n\n#PersonalMessage#\n\nPlease sign the envelope #EnvelopeName#\n\nEnvelope will expire at #ExpirationDate#",
  "DisplayedEmailSender": "",
  "EnableReminders": true,
  "FirstReminderDayAmount": 5,
  "RecurrentReminderDayAmount": 3,
  "BeforeExpirationDayAmount": 3,
  "DaysUntilExpire": 28,
  "CallbackUrl": "",
  "StatusUpdateCallbackUrl": "",
  "LockFormFieldsAtEnvelopeFinish": true,
  "Steps": [
    {
      "OrderIndex": 1,
      "Recipients": [
        {
          "Email": "##EMAIL##",
          "FirstName": "##NAME##",
          "LastName": "##NAME##",
          "LanguageCode": "en",
          "EmailBodyExtra": "",
          "DisableEmail": false,
          "AddAndroidAppLink": false,
          "AddIosAppLink": false,
          "AddWindowsAppLink": false,
          "AllowDelegation": false,
          "AllowAccessFinishedWorkstep": false,
          "SkipExternalDataValidation": false,
          "AuthenticationMethods": []
        }
      ],
      "EmailBodyExtra": "",
      "RecipientType": "Signer",
      "WorkstepConfiguration": {
        "WorkstepLabel": "test",
        "SmallTextZoomFactorPercent": 100,
        "FinishAction": {
          "ServerActions": [],
          "ClientActions": [
            {
              "RemoveDocumentFromRecentDocumentList": false,
              "CallClientActionOnlyAfterSuccessfulSync": true,
              "ClientName": "SIGNificant SignAnywhere",
              "CloseApp": false,
              "Action": "https://www.esignanywhere.net/"
            }
          ]
        },
        "ReceiverInformation": {
          "UserInformation": {
            "FirstName": "##NAME##",
            "LastName": "##NAME##",
            "EMail": "##EMAIL##"
          },
          "TransactionCodePushPluginData": []
        },
        "SenderInformation": {
          "UserInformation": {
            "FirstName": "##NAME##",
            "LastName": "##NAME##",
            "EMail": "##EMAIL##"
          }
        },
        "TransactionCodeConfigurations": [
          {
            "Id": "smsAuthTransactionCodeId",
            "HashAlgorithmIdentifier": "Sha256",
            "Texts": [
              
            ]
          }
        ],
        "SignatureConfigurations": [],
        "ViewerPreferences": {
          "FinishWorkstepOnOpen": false,
          "VisibleAreaOptions": {
            "AllowedDomain": "*",
            "Enabled": false
          }
        },
        "ResourceUris": {},
        "AuditingToolsConfiguration": {
          "WriteAuditTrail": false,
          "NotificationConfiguration": {}
        },
        "Policy": {
          "GeneralPolicies": {
            "AllowSaveDocument": true,
            "AllowSaveAuditTrail": true,
            "AllowRotatingPages": false,
            "AllowEmailDocument": true,
            "AllowPrintDocument": true,
            "AllowFinishWorkstep": true,
            "AllowRejectWorkstep": true,
            "AllowRejectWorkstepDelegation": false,
            "AllowUndoLastAction": true,
            "AllowAdhocPdfAttachments": false,
            "AllowAdhocSignatures": false,
            "AllowAdhocStampings": false,
            "AllowAdhocFreeHandAnnotations": false,
            "AllowAdhocTypewriterAnnotations": false,
            "AllowAdhocPictureAnnotations": false,
            "AllowAdhocPdfPageAppending": false
          },
          "WorkstepTasks": {
            "PictureAnnotationMinResolution": 0,
            "PictureAnnotationMaxResolution": 0,
            "PictureAnnotationColorDepth": "Color16M",
            "SequenceMode": "NoSequenceEnforced",
            "PositionUnits": "PdfUnits",
            "ReferenceCorner": "Lower_Left",
            "Tasks": [
              {
                "Forms": [
                  {
                   
                    "Items": [],
                    "IsRequired": false,
                    "Id": "ListBox_ef1ae2c5-8c83-2aab-b9eb-56624e33bcb8",
                   
                    "PositionPage": 1,
                    "DocRefNumber": 1,
                    "Position": {
                      "PositionX": 60.0,
                      "PositionY": 655.0
                    },
                    "Size": {
                      "Height": 30.0,
                      "Width": 150.0
                    },
                    "DiscriminatorType": "ListBox"
                  }
                ],
                "IsRequired": false,
                "Id": "8ab43761-8310-4331-8c47-b3b9c5886146",
                "DisplayName": "",
                "DocRefNumber": 1,
                "DiscriminatorType": "FormGroup"
              }
            ]
          }
        },
        "Navigation": {
          "HyperLinks": [],
          "Links": [],
          "LinkTargets": []
        }
      },
      "DocumentOptions": [
        {
          "DocumentReference": "1",
          "IsHidden": false
        }
      ],
      "UseDefaultAgreements": true
    },
    {
      "OrderIndex": 2,
      "Recipients": [
        {
          "Email": "##EMAIL##",
          "FirstName": "##NAME##",
          "LastName": "##NAME##",
          "LanguageCode": "en",
          "EmailBodyExtra": "",
          "DisableEmail": false,
          "AddAndroidAppLink": false,
          "AddIosAppLink": false,
          "AddWindowsAppLink": false,
          "AllowDelegation": false,
          "SkipExternalDataValidation": false,
          "AuthenticationMethods": []
        }
      ],
      "EmailBodyExtra": "",
      "RecipientType": "Cc",
      "DocumentOptions": [],
      "UseDefaultAgreements": false
    }
  ],
  "AddFormFields": {
    "Forms": {
      "1": [
        {
          "Items": [
            {
              "ExportValue": "option1",
              "DisplayValue": "option1",
              
              "IsSelected": true
            },
            {
              "ExportValue": "option2",
              "DisplayValue": "option2",
              
              "IsSelected": true
            },
            {
              "ExportValue": "option3",
              "DisplayValue": "option3",
              
              "IsSelected": false
            }
          ],
          "TextColor": "",
          "IsMultiselect": true,
          "FontSize": 11.0,
          "FontName": "Times New Roman",
          "Bold": false,
          "Italic": false,
          "TextAlign": "Left",
          "Name": "ListBox_ef1ae2c5-8c83-2aab-b9eb-56624e33bcb8",
          "ReadOnly": false,
          "Required": false,
          "X": 60.0,
          "Y": 655.0,
          "Width": 150.0,
          "Height": 30.0,
          "Page": 1,
          "DiscriminatorType": "AddListBoxFormFieldDescriptor"
        }
      ]
    }
  },
  "OverrideFormFieldValues": {
    "Forms": {}
  },
  "AttachSignedDocumentsToEnvelopeLog": false
}
  }

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title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

<envelope>
  <name>test</name>
  <eMailSubject>Please sign the enclosed envelope</eMailSubject>
  <eMailBody>Dear #RecipientFirstName# #RecipientLastName#

#PersonalMessage#

Please sign the envelope #EnvelopeName#

Envelope will expire at #ExpirationDate#</eMailBody>
  <enableReminders>true</enableReminders>
  <firstReminderDayAmount>5</firstReminderDayAmount>
  <recurrentReminderDayAmount>3</recurrentReminderDayAmount>
  <beforeExpirationReminderDayAmount>3</beforeExpirationReminderDayAmount>
  <daysUntilExpire>28</daysUntilExpire>
  <callbackUrl></callbackUrl>
  <statusUpdateCallbackUrl></statusUpdateCallbackUrl>
  <lockFormFieldsAtEnvelopeFinish>true</lockFormFieldsAtEnvelopeFinish>
  <displayedEmailSender></displayedEmailSender>
  <steps>
    <step>
      <emailBodyExtra></emailBodyExtra>
      <orderIndex>1</orderIndex>
      <recipientType>Signer</recipientType>
      <useDefaultAgreements>true</useDefaultAgreements>
      <documentOptions>
        <documentOption docRef="1">
          <isHidden>false</isHidden>
        </documentOption>
      </documentOptions>
      <workstepConfiguration skipThirdPartyChecks="0">
        <WorkstepLabel>test</WorkstepLabel>
        <SmallTextZoomFactorPercent>100</SmallTextZoomFactorPercent>
        <WorkstepTimeToLiveInMinutes>44650</WorkstepTimeToLiveInMinutes>
        <AbsoluteExpiryDate>2020-07-17T07:15:28.9549326Z</AbsoluteExpiryDate>
        <FinishAction>
          <ClientAction clientName="SIGNificant SignAnywhere" closeApp="0" RemoveDocumentFromRecentDocumentList="0" CallClientActionOnlyAfterSuccessfulSync="1">https://www.esignanywhere.net/</ClientAction>
        </FinishAction>
        <ViewerPreferences>
          <SendVisibleArea allowedDomain="*">0</SendVisibleArea>
          <FinishWorkstepOnOpen>0</FinishWorkstepOnOpen>
        </ViewerPreferences>
        <Policy version="1.1.0.0">
          <AdhocPolicies>
            <AllowModificationsAfterSignature>1</AllowModificationsAfterSignature>
          </AdhocPolicies>
          <GeneralPolicies>
            <AllowAdhocFreeHandAnnotations>0</AllowAdhocFreeHandAnnotations>
            <AllowAdhocPdfAttachments>0</AllowAdhocPdfAttachments>
            <AllowAdhocPdfPageAppending>0</AllowAdhocPdfPageAppending>
            <AllowAdhocPictureAnnotations>0</AllowAdhocPictureAnnotations>
            <AllowAdhocSignatures>0</AllowAdhocSignatures>
            <AllowAdhocStampings>0</AllowAdhocStampings>
            <AllowAdhocTypewriterAnnotations>0</AllowAdhocTypewriterAnnotations>
            <AllowEmailDocument>1</AllowEmailDocument>
            <AllowFinishWorkstep>1</AllowFinishWorkstep>
            <AllowPrintDocument>1</AllowPrintDocument>
            <AllowRejectWorkstep>1</AllowRejectWorkstep>
            <AllowSaveAuditTrail>1</AllowSaveAuditTrail>
            <AllowSaveDocument>1</AllowSaveDocument>
            <AllowUndoLastAction>1</AllowUndoLastAction>
            <AllowRotatingPages>0</AllowRotatingPages>
            <AllowRejectWorkstepDelegation>0</AllowRejectWorkstepDelegation>
          </GeneralPolicies>
          <WorkstepTasks originalSequenceMode="NoSequenceEnforced" SequenceMode="NoSequenceEnforced">
            <Task id="411581f7-5d5b-4443-8aec-43027d1f703c" DocRefNumber="1" enabled="1" completed="0" type="FillFormsGroup" required="0" displayName="" />
          </WorkstepTasks>
        </Policy>
        <Navigation />
        <timeCreated>2020-07-17T07:05:28.9236813Z</timeCreated>
        <TransactionCodeConfigurations>
    <TransactionCodeConfiguration trConfId="smsAuthTransactionCodeId">
    </TransactionCodeConfiguration>
  </TransactionCodeConfigurations>
        <receiverInformation>
          <userInformation>
            <firstName>##NAME##</firstName>
            <lastName>##NAME##</lastName>
            <eMail>##EMAIL##</eMail>
          </userInformation>
          <showNamirialDisposableDisclaimer>1</showNamirialDisposableDisclaimer>
        </receiverInformation>
        <senderInformation>
          <userInformation>
            <firstName>##NAME##</firstName>
            <lastName>##NAME##</lastName>
            <eMail>##EMAIL##</eMail>
          </userInformation>
        </senderInformation>
        <pdfForms isEditingAllowed="0">
          <pdfFormsGroup id="411581f7-5d5b-4443-8aec-43027d1f703c">
            <listBox id="ListBox_ef1ae2c5-8c83-2aab-b9eb-56624e33bcb8">
              <DocRefNumber>1</DocRefNumber>
              <isRequired>0</isRequired>
              <positionPage>1</positionPage>
              <positionX>60</positionX>
              <positionY>655</positionY>
              <width>150</width>
              <height>30</height>
            </listBox>
          </pdfFormsGroup>
        </pdfForms>
        <TypewriterAnnotationTaskInfo />
        <attachmentFields />
        <signatureTemplate>
          <version>1.2.0.2</version>
          <positionReferenceCorner>Lower_Left</positionReferenceCorner>
          <positionUnits>PdfUnits</positionUnits>
        </signatureTemplate>
        <AuditingToolsConfiguration WriteAuditTrail="0">
          <NotificationConfiguration />
        </AuditingToolsConfiguration>
        <resourceUris />
      </workstepConfiguration>
      <recipients>
        <recipient>
          <eMail>##EMAIL##</eMail>
          <emailBodyExtra></emailBodyExtra>
          <firstName>##NAME##</firstName>
          <lastName>##NAME##</lastName>
          <languageCode>en</languageCode>
          <disableEmail>false</disableEmail>
          <skipExternalDataValidation>false</skipExternalDataValidation>
          <addAndroidAppLink>false</addAndroidAppLink>
          <addIosAppLink>false</addIosAppLink>
          <addWindowsAppLink>false</addWindowsAppLink>
          <allowDelegation>false</allowDelegation>
          <allowAccessFinishedWorkstep>false</allowAccessFinishedWorkstep>
          <authentications />
        </recipient>
      </recipients>
    </step>
    <step>
      <emailBodyExtra></emailBodyExtra>
      <orderIndex>2</orderIndex>
      <recipientType>Cc</recipientType>
      <useDefaultAgreements>false</useDefaultAgreements>
      <recipients>
        <recipient>
          <eMail>##EMAIL##</eMail>
          <emailBodyExtra></emailBodyExtra>
          <firstName>##NAME##</firstName>
          <lastName>##NAME##</lastName>
          <languageCode>en</languageCode>
          <disableEmail>false</disableEmail>
          <skipExternalDataValidation>false</skipExternalDataValidation>
          <addAndroidAppLink>false</addAndroidAppLink>
          <addIosAppLink>false</addIosAppLink>
          <addWindowsAppLink>false</addWindowsAppLink>
          <allowDelegation>false</allowDelegation>
          <authentications />
        </recipient>
      </recipients>
    </step>
  </steps>
  <addFormFields>
    <document docRef="1">
      <listBox name="ListBox_ef1ae2c5-8c83-2aab-b9eb-56624e33bcb8" readOnly="false" required="false" x="60" y="655" width="150" height="30" page="1">
         <isMultiSelect>1</isMultiSelect>
        <fontSettings>
          <textColor></textColor>
          <fontName>Times New Roman</fontName>
          <fontSize>11</fontSize>
          <fontStyleBold>false</fontStyleBold>
          <fontStyleItalic>false</fontStyleItalic>
          <textAlign>Left</textAlign>
        </fontSettings>
        <item>
          <item exportValue="option1" displayValue="option1" isSelected="true" />
          <item exportValue="option2" displayValue="option2" isSelected="true" />
          <item exportValue="option3" displayValue="option3" isSelected="false" />
        </item>
      </listBox>
    </document>
  </addFormFields>
  <attachSignedDocumentsToEnvelopeLog>false</attachSignedDocumentsToEnvelopeLog>
</envelope>

Combobox

Code Block

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{
                    "IsRequired": false,
                    "Items": [],
                    "Id": "ComboBox_67a8d39f-3a49-65e0-0d5d-88ac97b387ea",
                    "PositionPage": 1,
                    "DocRefNumber": 1,
                    "Position": {
                      "PositionX": 79.0,
                      "PositionY": 424.0
                    },
                    "Size": {
                      "Height": 30.0,
                      "Width": 150.0
                    },
                    "DiscriminatorType": "ComboBox"
                  }

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Code Block

language	xml
theme	Eclipse

<comboBox id="ComboBox_3247b8f7-620e-a1bc-4e0d-53ae0e019921">
              <DocRefNumber>1</DocRefNumber>
              <isRequired>0</isRequired>
              <positionPage>1</positionPage>
              <positionX>69</positionX>
              <positionY>416</positionY>
              <width>150</width>
              <height>30</height>
            </comboBox>

After the configuration of the section “PdfForms” you can add these form fields in the section “addFormFields”.

AddFormFields

Textfield:

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{
          "Value": "",
          "MaxLength": -1,
          "IsMultiline": false,
          "IsPassword": false,
          "IsComb": false,
          "TextColor": "0, 0, 0",
          "FontSize": 11.0,
          "FontName": "Times New Roman",
          "Bold": false,
          "Italic": false,
          "TextAlign": "Left",
          "Name": "TextBox_3daf9a88-bf45-70af-99d0-c077bcb48245",
          "ReadOnly": false,
          "Required": false,
          "X": 77.0,
          "Y": 590.92,
          "Width": 124.0,
          "Height": 20.0,
          "Page": 1,
          "DiscriminatorType": "AddTextBoxFormFieldDescriptor"
        },

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language	xml
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 <textBox name="TextBox_044431e0-c75b-ea8a-0a6b-b2a82a3b7a67" readOnly="false" required="false" x="70" y="579.92" width="124" height="20" page="1">
        <fontSettings>
          <textColor>#000000</textColor>
          <fontName>Times New Roman</fontName>
          <fontSize>11</fontSize>
          <fontStyleBold>false</fontStyleBold>
          <fontStyleItalic>false</fontStyleItalic>
          <textAlign>Left</textAlign>
        </fontSettings>
        <value />
        <maxLength>-1</maxLength>
        <isMultiLine>false</isMultiLine>
        <isPassword>false</isPassword>
        <isComb>false</isComb>
      </textBox>

Radiobutton:

Code Block

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{
          "ExportValue": "1b6c204b-0642-5566-f526-a725e16737a5",
          "IsChecked": false,
          "Name": "RadioButton_18d57bcd-6a82-ebde-a2ab-c4557a720bfe",
          "ReadOnly": false,
          "Required": false,
          "X": 77.0,
          "Y": 550.92,
          "Width": 20.0,
          "Height": 20.0,
          "Page": 1,
          "DiscriminatorType": "AddRadioButtonFormFieldDescriptor"
        },

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Code Block

language	xml
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           <radioButton name="RadioButton_2b853f33-ed5c-7e39-7865-41056a90ca13" readOnly="false" required="false" x="66" y="544.92" width="20" height="20" page="1">
        <exportValue>83427540-42b2-f71b-cbac-06752da7534b</exportValue>
        <isChecked>false</isChecked>
      </radioButton>

Checkbox:

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 {
          "IsChecked": true,
          "Name": "CheckBox_e5ba8ea4-8c39-324f-0170-a83dd3fb3aeb",
          "ReadOnly": false,
          "Required": false,
          "X": 79.0,
          "Y": 516.92,
          "Width": 20.0,
          "Height": 20.0,
          "Page": 1,
          "DiscriminatorType": "AddCheckBoxFormFieldDescriptor"
        }

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               <checkBox name="CheckBox_6f1fde0e-9338-f34b-6fe2-05d27ff632b9" readOnly="false" required="false" x="69" y="511.92" width="20" height="20" page="1">
        <isChecked>true</isChecked>
      </checkBox>

Listbox:

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{
          "Items": [],
          "TextColor": "",
          "FontSize": 11.0,
          "FontName": "Times New Roman",
          "Bold": false,
          "Italic": false,
          "TextAlign": "Left",
          "Name": "ListBox_e4076d02-c636-0138-fe54-03d19fe10a7d",
          "ReadOnly": false,
          "Required": false,
          "X": 79.0,
          "Y": 468.92,
          "Width": 150.0,
          "Height": 30.0,
          "Page": 1,
          "DiscriminatorType": "AddListBoxFormFieldDescriptor"
        },

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            <listBox name="ListBox_1c2a2627-5262-2fb0-d937-5e0f947031a4" readOnly="false" required="false" x="69" y="464.92" width="150" height="30" page="1">
        <fontSettings>
          <textColor></textColor>
          <fontName>Times New Roman</fontName>
          <fontSize>11</fontSize>
          <fontStyleBold>false</fontStyleBold>
          <fontStyleItalic>false</fontStyleItalic>
          <textAlign>Left</textAlign>
        </fontSettings>
      </listBox>

Combobox:

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{
          "Value": "",
          "Items": [],
          "TextColor": "",
          "FontSize": 11.0,
          "FontName": "Times New Roman",
          "Bold": false,
          "Italic": false,
          "TextAlign": "Left",
          "Name": "ComboBox_6936c368-b465-6355-0367-bdfe042c8ec7",
          "ReadOnly": false,
          "Required": false,
          "X": 79.0,
          "Y": 418.92,
          "Width": 150.0,
          "Height": 30.0,
          "Page": 1,
          "DiscriminatorType": "AddComboBoxFormFieldDescriptor"
        },

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language	xml
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  <comboBox name="ComboBox_3247b8f7-620e-a1bc-4e0d-53ae0e019921" readOnly="false" required="false" x="69" y="416.92" width="150" height="30" page="1">
        <fontSettings>
          <textColor></textColor>
          <fontName>Times New Roman</fontName>
          <fontSize>11</fontSize>
          <fontStyleBold>false</fontStyleBold>
          <fontStyleItalic>false</fontStyleItalic>
          <textAlign>Left</textAlign>
        </fontSettings>
        <value />
      </comboBox>

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Please do not forget to add a workstep task for the form fields.

TypeWriterAnnotation

The following lines of code show you how to write the configuration. First, you have to define the task:

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"Tasks": [
              {
                "PageNumber": 1,
                "TextAlign": "Left",
                "Position": {
                  "PositionX": 76.0,
                  "PositionY": 664.0
                },
                "DefaultText": "##ReceiverEmail##",
                "TextFormat": "",
                "DefaultTextType": "Email",
                "FontSettings": {
                  "Id": "f238fef7-87db-400c-91ed-7d58d7d76652",
                  "TextColor": {
                    "A": 255,
                    "R": 0,
                    "G": 0,
                    "B": 0
                  },
                  "Name": "Times New Roman",
                  "Size": 11.0,
                  "IsBold": false,
                  "IsItalic": false
                },
                "IsEditablePosition": false,
                "IsEditableDefaultText": false,
                "IsEditableFontSettings": false,
                "IsRequired": false,
                "Id": "ed6db64d-98fc-497b-be30-ee2a2a2b6f7c",
                "DocRefNumber": 1,
                "DiscriminatorType": "TypewriterAnnotation"
              },

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   <TypewriterAnnotationTaskInfo>
        <typewriterAnnotationGroup id="cc4923e4-6e0a-42a8-be6a-bdd0fa3d2cd4">
            <predefinedTypewriterAnnotationRef refId="269da6f9-9778-4064-8c99-cad42caa2a21" />
        </typewriterAnnotationGroup>
        <fontSettings id="c64ae844-a7ce-4ebb-9773-5f6b8d980f92">
            <fontName>Times New Roman</fontName>
            <fontSize>11</fontSize>
            <fontStyleBold>0</fontStyleBold>
            <fontStyleItalic>0</fontStyleItalic>
            <textColor>
                <A>255</A>
                <R>0</R>
                <G>0</G>
                <B>0</B>
            </textColor>
        </fontSettings>
        <typewriterAnnotation id="269da6f9-9778-4064-8c99-cad42caa2a21" completed="false">
            <DefaultText editable="0" type="DateTime" textFormat="dd/MM/yyyy">##ClientTime##</DefaultText>
            <DocRefNumber>1</DocRefNumber>
            <pageNumber>1</pageNumber>
            <textAlign>Left</textAlign>
            <fontSettingsReference id="c64ae844-a7ce-4ebb-9773-5f6b8d980f92" editable="0" />
            <Position positionX="270" positionY="439" editable="0" />
        </typewriterAnnotation>
    </TypewriterAnnotationTaskInfo>

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Add the task to the configuration like the following example shows:

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<Task type="AddTypewriterAnnotation" DocRefNumber="1" id="cc4923e4-6e0a-42a8-be6a-bdd0fa3d2cd4" internalCompleted="0" displayName="" />

Instead of “Email” in the REST example or “DateTime” in the SOAP example you can place the following placeholders:

Placeholder	Description
ServerTime	Places a text field with the time of the server
ClientTime	Places a text field with the the time of the client
SenderFirstName*	Places a text field with the first name of the sender
SenderLastName*	Places a text field with the last name of the sender
SenderEmail*	Places a text field with the email of the sender
ReceiverFirstName*	Places a text field with the first name of the recipient
ReceiverLastName*	Places a text field with the last name of the recipient
ReceiverEmail*	Places a text field with the email of the recipient

For all placeholder with the additional “*” you need either the sender information or the receiver information which are both explained in the section “sender and receiver information”.

Reading Tasks

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 one page
Reading task for all pages
Reading task for a section

Reading task for one page

Note: The reading task must be the first task and it must be required!)

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Place the reading task within the following tag:

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  <WorkstepTasks>##ReadingTask##</WorkstepTasks>

Add the following lines of code within the workstep configuration:

Code Block

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 "Tasks": [
              {
                "PositionPage": 1,
                "AllPages": false,
                "AllDocuments": false,
                "IsRequired": true,
                "Id": "847a3d4a-da2c-46f4-8c8c-a9edaa06c29b",
                "DisplayName": "your text for this task",
                "DocRefNumber": 1,
                "DiscriminatorType": "ReadingTask"
              },
              {
                "PositionPage": 1,
                "Position": {
                  "PositionX": 80.22857,
                  "PositionY": 158.8629
                },
                "Size": {
                  "Height": 68.57143,
                  "Width": 171.4286
                },
                "AllowedSignatureTypes": [],
                "UseTimestamp": false,
                "IsRequired": true,
                "Id": "93cce567-ae5c-4e98-ac99-9f56ac034250",
                "DisplayName": "SignField 1",
                "DocRefNumber": 1,
                "DiscriminatorType": "Signature"
              }
            ]

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   <ReadingTaskInfo positionUnit="PdfUnits" positionReferenceCorner="Upper_Left">
	 <ReadingTask id="847a3d4a-da2c-46f4-8c8c-a9edaa06c29b" pageNumber="1" DocRefNumber="1" AllPages="0" AllDocuments="0">
  </ReadingTask>
</ReadingTaskInfo>

After adding the reading task within the workstep configuration you can send the document. The result should look like the following:

As you can see, just the first page needs a reading confirmation.

Reading task for all pages

The following lines of code shows you the reading task configuration for all pages:

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 "Tasks": [
              {
                "PositionPage": 1,
                "AllPages": false,
                "AllDocuments": true,
                "Position": {                   "PositionX": 50.0,
                  "PositionY": 100.0
                },
                "Size": {
                  "Height": 40.0,
                  "Width": 400.0
                },
                "IsRequired": true,
                "Id": "847a3d4a-da2c-46f4-8c8c-a9edaa06c29b",
                "DisplayName": "your text for this task",
                "DocRefNumber": 1,
                "DiscriminatorType": "ReadingTask"
              },
              {
                "PositionPage": 1,
                "Position": {
                  "PositionX": 80.22857,
                  "PositionY": 158.8629
                },
                "Size": {
                  "Height": 68.57143,
                  "Width": 171.4286
                },
                
                "AllowedSignatureTypes": [],
                "UseTimestamp": false,
                "IsRequired": true,
                "Id": "93cce567-ae5c-4e98-ac99-9f56ac034250",
                "DisplayName": "SignField 1",
                "DocRefNumber": 1,
                "DiscriminatorType": "Signature"
              }
            ]

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   <ReadingTaskInfo positionUnit="PdfUnits" positionReferenceCorner="Upper_Left">
	 <ReadingTask id="847a3d4a-da2c-46f4-8c8c-a9edaa06c29b" pageNumber="1" DocRefNumber="1" AllPages="0" AllDocuments="1">
  </ReadingTask>
</ReadingTaskInfo>

The result should look like the following screenshot:

Reading task for a section

The following lines of code shows you how to configure the reading task for a section:

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  "Tasks": [
              {
                "PositionPage": 1,
                "AllPages": false,
                "AllDocuments": false,
                "Position": {
                  "PositionX": 50.0,
                  "PositionY": 100.0
                },
                "Size": {
                  "Height": 40.0,
                  "Width": 400.0
                },
                "IsRequired": true,
                "Id": "847a3d4a-da2c-46f4-8c8c-a9edaa06c29b",
                "DisplayName": "your text for this task",
                "DocRefNumber": 1,
                "DiscriminatorType": "ReadingTask"
              },
              {
                "PositionPage": 1,
                "Position": {
                  "PositionX": 80.22857,
                  "PositionY": 158.8629
                },
                "Size": {
                  "Height": 68.57143,
                  "Width": 171.4286
                },
               
                "AllowedSignatureTypes": [],
                "UseTimestamp": false,
                "IsRequired": true,
                "Id": "93cce567-ae5c-4e98-ac99-9f56ac034250",
                "DisplayName": "SignField 1",
                "DocRefNumber": 1,
                "DiscriminatorType": "Signature"
              }
            ]

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Code Block

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   <ReadingTaskInfo positionUnit="PdfUnits" positionReferenceCorner="Upper_Left">
	 <ReadingTask id="847a3d4a-da2c-46f4-8c8c-a9edaa06c29b" pageNumber="1" DocRefNumber="1" AllPages="0" AllDocuments="0">
  <Position positionX="50" positionY="100" width="400" height="40" />
  </ReadingTask>
</ReadingTaskInfo>

In the next section you can find a complete workstep configuration with one signature field, one recipient and a reading confirmation for a section:

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 {
 
  "SspFileIds": [
    "##FILEID##"
  ],
  "SendEnvelopeDescription": {
  "Name": "eSignAnyWhere Tutorial",
  "EmailSubject": "Document of eSignAnyWhere Tutorial",
  "EmailBody": "Dear #RecipientFirstName#! Please sign this tutorial document.",
  "DisplayedEmailSender": "",
  "EnableReminders": true,
  "FirstReminderDayAmount": 1,
  "RecurrentReminderDayAmount": 1,
  "BeforeExpirationDayAmount": 1,
  "DaysUntilExpire": 2,
  "CallbackUrl": "",
  "StatusUpdateCallbackUrl": "",
  "LockFormFieldsAtEnvelopeFinish": true,
  "Steps": [
    {
      "OrderIndex": 1,
      "Recipients": [
        {
          "Email": "##EMAIL##",
          "FirstName": "##NAME##",
          "LastName": "##NAME##",
          "LanguageCode": "en",
          "EmailBodyExtra": "",
          "DisableEmail": false,
          "AddAndroidAppLink": false,
          "AddIosAppLink": false,
          "AddWindowsAppLink": false,
          "AllowDelegation": false,
          "AllowAccessFinishedWorkstep": false,
          "SkipExternalDataValidation": false,
          "AuthenticationMethods": []
        }
      ],
      "EmailBodyExtra": "",
      "RecipientType": "Signer",
      "WorkstepConfiguration": {
        "WorkstepLabel": "",
        "SmallTextZoomFactorPercent": 100,
        "FinishAction": {
          "ServerActions": [],
          "ClientActions": []
        },
        "ReceiverInformation": {
          "UserInformation": {
            "FirstName": "##NAME##",
            "LastName": "##NAME##",
            "EMail": "##EMAIL##"
          },
          "TransactionCodePushPluginData": []
        },
        "SenderInformation": {
          "UserInformation": {
            "FirstName": "##NAME##",
            "LastName": "##NAME##",
            "EMail": "##EMAIL##"
          }
        },
        "TransactionCodeConfigurations": [
          {
           
            
          }
        ],
        "SignatureConfigurations": [],
        "ViewerPreferences": {},
        "Policy": {
          "GeneralPolicies": {
            "AllowSaveDocument": true,
            "AllowSaveAuditTrail": true,
            "AllowRotatingPages": true,
            "AllowFinishWorkstep": true,
            "AllowUndoLastAction": true
          },
          "WorkstepTasks": {
            "PictureAnnotationMinResolution": 0,
            "PictureAnnotationMaxResolution": 0,
            "PictureAnnotationColorDepth": "Color16M",
            "SequenceMode": "SequenceOnlyRequiredTasks",
            "PositionUnits": "PdfUnits",
            "ReferenceCorner": "Upper_Left",
            "Tasks": [
              {
                "PositionPage": 1,
                "AllPages": false,
                "AllDocuments": false,
                "Position": {
                  "PositionX": 50.0,
                  "PositionY": 100.0
                },
                "Size": {
                  "Height": 40.0,
                  "Width": 400.0
                },
                "IsRequired": true,
                "Id": "847a3d4a-da2c-46f4-8c8c-a9edaa06c29b",
                "DisplayName": "your text for this task",
                "DocRefNumber": 1,
                "DiscriminatorType": "ReadingTask"
              },
              {
                "PositionPage": 1,
                "Position": {
                  "PositionX": 80.22857,
                  "PositionY": 158.8629
                },
                "Size": {
                  "Height": 68.57143,
                  "Width": 171.4286
                },
                "AdditionalParameters": [
                  {
                    "Key": "enabled",
                    "Value": "1"
                  },
                  {
                    "Key": "completed",
                    "Value": "0"
                  },
                  {
                    "Key": "sigType",
                    "Value": "Picture"
                  },
                  {
                    "Key": "positioning",
                    "Value": "onPage"
                  },
                  {
                    "Key": "allowedCapturingMethods",
                    "Value": "Click2Sign"
                  }
                ],
                "AllowedSignatureTypes": [],
                "UseTimestamp": false,
                "IsRequired": true,
                "Id": "93cce567-ae5c-4e98-ac99-9f56ac034250",
                "DisplayName": "SignField 1",
                "DocRefNumber": 1,
                "DiscriminatorType": "Signature"
              }
            ]
          }
        }
      },
      "DocumentOptions": [
        {
          "DocumentReference": "1",
          "IsHidden": false
        }
      ],
      "UseDefaultAgreements": true
    },
    {
      "OrderIndex": 2,
      "Recipients": [
        {
          "Email": "##EMAIL##",
          "FirstName": "Charly",
          "LastName": "Randomname",
          "LanguageCode": "en",
          "EmailBodyExtra": "",
          "DisableEmail": false,
          "AddAndroidAppLink": false,
          "AddIosAppLink": false,
          "AddWindowsAppLink": false,
          "AllowDelegation": false,
          "AllowAccessFinishedWorkstep": false,
          "SkipExternalDataValidation": false,
          "AuthenticationMethods": []
        }
      ],
      "EmailBodyExtra": "",
      "RecipientType": "Cc",
      "DocumentOptions": [
        {
          "DocumentReference": "1",
          "IsHidden": false
        }
      ],
      "UseDefaultAgreements": true
    }
  ],
  "AddFormFields": {
    "Forms": {}
  },
  "OverrideFormFieldValues": {
    "Forms": {}
  },
  "AttachSignedDocumentsToEnvelopeLog": false
}
  }

Expand

title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

 <envelope>
   <name>eSignAnyWhere Tutorial</name>
   <eMailSubject>Document of eSignAnyWhere Tutorial</eMailSubject>
   <eMailBody>Dear #RecipientFirstName#! Please sign this tutorial document.</eMailBody>
   <enableReminders>True</enableReminders>
   <firstReminderDayAmount>1</firstReminderDayAmount>
   <recurrentReminderDayAmount>1</recurrentReminderDayAmount>
   <beforeExpirationReminderDayAmount>1</beforeExpirationReminderDayAmount>
   <daysUntilExpire>2</daysUntilExpire>
   <!-- callback to your backend system on a completed envelope 
   <callbackUrl>http://172.16.17.78:57550/default.aspx?EnvelopeId=##EnvelopeId##&myParamForMe=1234</callbackUrl> 
   -->
   <callbackUrl />
   <steps>
      <step>
         <emailBodyExtra />
         <orderIndex>1</orderIndex>
         <recipientType>Signer</recipientType>
         <recipients>
            <recipient>
               <languageCode>en</languageCode>
               <eMail>##EMAIL##</eMail>
               <firstName>Alice</firstName>
               <lastName>Somename</lastName>
            </recipient>
         </recipients>
         <workstepConfiguration>
   <WorkstepLabel />
   <SmallTextZoomFactorPercent>100</SmallTextZoomFactorPercent>
   <WorkstepTimeToLiveInMinutes>11520</WorkstepTimeToLiveInMinutes>
   <FinishAction />
   <signatureTemplate>
      <version>1.2.0.2</version>
      <positionUnits>PdfUnits</positionUnits>
      <positionReferenceCorner>Lower_Left</positionReferenceCorner>
      <sig id="93cce567-ae5c-4e98-ac99-9f56ac034250">
         <positionPage>1</positionPage>
         <DocRefNumber>1</DocRefNumber>
         <positionX>80.22857</positionX>
         <positionY>158.8629</positionY>
         <width>171.4286</width>
         <height>68.57143</height>
         <param name="enabled">1</param>
         <param name="completed">0</param>
         <param name="sigType">Picture</param>
         <param name="positioning">onPage</param>
         <param name="allowedCapturingMethods">Click2Sign</param>
      </sig>
   </signatureTemplate>
   <Policy version="1.1.0.0">
      <GeneralPolicies>
         <AllowSaveDocument>1</AllowSaveDocument>
         <AllowSaveAuditTrail>1</AllowSaveAuditTrail>
      </GeneralPolicies>
      <WorkstepTasks SequenceMode="SequenceOnlyRequiredTasks" originalSequenceMode="SequenceOnlyRequiredTasks">
         <Task enabled="1" completed="0" required="1" id="847a3d4a-da2c-46f4-8c8c-a9edaa06c29b" displayName="your text for this task" DocRefNumber="1" type="ConfirmReading" />
         <Task enabled="1" completed="0" required="1" id="93cce567-ae5c-4e98-ac99-9f56ac034250" displayName="SignField 1" DocRefNumber="1" type="SignField" internalAllConcernedDocRefNumbersList="1" allRequiredFieldsFilledOnWorkstepCreation="0" />
      </WorkstepTasks>
   </Policy>
   <TransactionCodeConfigurations>
      <TransactionCodeConfiguration trConfId="">
         <Message>Please sign the document with the transactionId {tId} with the code: {Token}</Message>
         <hashAlgorithmIdentifier>Sha256</hashAlgorithmIdentifier>
      </TransactionCodeConfiguration>
      <TransactionCodeConfiguration trConfId="Trans1">
         <Message>Please accept the transactionId {tId} with the code: {Token}</Message>
         <hashAlgorithmIdentifier>Sha256</hashAlgorithmIdentifier>
      </TransactionCodeConfiguration>
   </TransactionCodeConfigurations>
  <ReadingTaskInfo positionUnit="PdfUnits" positionReferenceCorner="Upper_Left">
	 <ReadingTask id="847a3d4a-da2c-46f4-8c8c-a9edaa06c29b" pageNumber="1" DocRefNumber="1" AllPages="0" AllDocuments="0">
  <Position positionX="50" positionY="100" width="400" height="40" />
  </ReadingTask>
</ReadingTaskInfo>
</workstepConfiguration>
      </step>
      <step>
         <emailBodyExtra />
         <orderIndex>2</orderIndex>
         <recipientType>CC</recipientType>
         <recipients>
            <recipient>
               <languageCode>en</languageCode>
               <eMail>##EMAIL##</eMail>
               <firstName>Charly</firstName>
               <lastName>Randomname</lastName>
            </recipient>
         </recipients>
      </step>
   </steps>
</envelope>

Sending envelope

After you have added all form fields and signatures you can send the envelope to recipients. Therefore, add the file Id and the workstep configuration to the REST call basicURL/envelope/send or in SOAP to the API call SendEnvelope_v1 and send the envelope to the recipients.

Get the envelope

After sending the envelope you can call the api call (basicURL/envelope{envelopeId}) in REST and GetEnvelopeById_v1 in SOAP.

For this api call you just need the envelopeId. After finishing the api call you get all information about the envelope. The next section shows you a sample response.

Code Block

language	java
theme	Eclipse

 {
            "Status": "InProgress",
            "Email": "",
            "LogDocumentId": "",
            "FinishedDocuments": [],
            "Steps": [
                {
                    "Id": "b3df7533-c3d4-4041-a9a8-16039025dc02",
                    "FirstName": "##NAME##",
                    "LastName": "##NAME##",
                    "OrderIndex": 1,
                    "Email": "##EMAIL##",
                    "LanguageCode": "en",
                    "Status": "NotSigned",
                    "StatusReason": "",
                    "RecipientType": "Signer",
                    "WorkstepRedirectionUrl": "https://demo.xyzmo.com/workstepredirector/sign?identifier=##RedirectionURL##",
                    "AllowAccessFinishedWorkstep": false,
                    "Authentication": [
                        {
                            "Method": "Pin",
                            "Parameter": "1234",
                            "Filters": []
                        }
                    ],
                    "IsParallel": false,
                    "WorkstepConfiguration": {
                        "WorkstepLabel": "test",
                        "SmallTextZoomFactorPercent": 100,
                        "FinishAction": {
                            "ServerActions": [
                                {
                                    "CallSynchronous": false,
                                    "Action": "https://demo.xyzmo.com/workstepredirector/setfinishaction?wid=##WorkstepId##"
                                }
                            ],
                            "ClientActions": [
                                {
                                    "RemoveDocumentFromRecentDocumentList": false,
                                    "CallClientActionOnlyAfterSuccessfulSync": true,
                                    "ClientName": "SIGNificant SignAnywhere",
                                    "CloseApp": false,
                                    "Action": "https://www.esignanywhere.net/"
                                }
                            ]
                        },
                        "ReceiverInformation": {
                            "UserInformation": {
                                "FirstName": "##NAME##",
                                "LastName": "##NAME##",
                                "EMail": "##EMAIL##"
                            },
                            "TransactionCodePushPluginData": []
                        },
                        "SenderInformation": {
                            "UserInformation": {
                                "FirstName": "##NAME##",
                                "LastName": "##NAME##",
                                "EMail": "##EMAIL##"
                            }
                        },
                        "TransactionCodeConfigurations": [
                            {
                                "Id": "otpSignatureSmsText",
                                "HashAlgorithmIdentifier": "Sha256",
                                "Texts": [
                                    
                                ]
                            }
                        ],
                        "SignatureConfigurations": [
                            {
                                "PdfSignatureProperties": {
                                    "PdfAConformant": false,
                                    "PAdESPart4Compliant": false,
                                    "IncludeSigningCertificateChain": false,
                                    "SigningCertificateRevocationInformationIncludeMode": "DoNotInclude"
                                },
                                "PdfSignatureCryptographicData": {
                                    "SignatureHashAlgorithm": "Sha256",
                                    "SigningCertificateDescriptor": {
                                        "Identifier": "14527a6bcfa8b4d7d0183fca6b735b1c246d14ae",
                                        "Type": "Sha1Thumbprint",
                                        "Csp": "Default"
                                    }
                                }
                            },
                            {
                                "SpcId": "timestampSigningId",
                                "PdfSignatureProperties": {
                                    "PdfAConformant": false,
                                    "PAdESPart4Compliant": false,
                                    "IncludeSigningCertificateChain": false,
                                    "SigningCertificateRevocationInformationIncludeMode": "DoNotInclude",
                                    "SignatureTimestampData": {
                                        "Uri": "https://timestamp.test.namirialtsp.com",
                                        "Username": "xyzmo",
                                        "Password": "xyzmo",
                                        "SignatureHashAlgorithm": "Sha256"
                                    }
                                },
                                "PdfSignatureCryptographicData": {
                                    "SignatureHashAlgorithm": "Sha256",
                                    "SigningCertificateDescriptor": {
                                        "Identifier": "14527a6bcfa8b4d7d0183fca6b735b1c246d14ae",
                                        "Type": "Sha1Thumbprint",
                                        "Csp": "Default"
                                    }
                                }
                            },
                            {
                                "SpcId": "padesSigningId",
                                "PdfSignatureProperties": {
                                    "PdfAConformant": false,
                                    "PAdESPart4Compliant": true,
                                    "IncludeSigningCertificateChain": false,
                                    "SigningCertificateRevocationInformationIncludeMode": "IncludeDss"
                                },
                                "PdfSignatureCryptographicData": {
                                    "SignatureHashAlgorithm": "Sha256",
                                    "SigningCertificateDescriptor": {
                                        "Identifier": "14527a6bcfa8b4d7d0183fca6b735b1c246d14ae",
                                        "Type": "Sha1Thumbprint",
                                        "Csp": "Default"
                                    }
                                }
                            },
                            {
                                "SpcId": "padesTimestampSigningId",
                                "PdfSignatureProperties": {
                                    "PdfAConformant": false,
                                    "PAdESPart4Compliant": true,
                                    "IncludeSigningCertificateChain": false,
                                    "SigningCertificateRevocationInformationIncludeMode": "IncludeDss",
                                    "SignatureTimestampData": {
                                        "Uri": "https://timestamp.test.namirialtsp.com",
                                        "Username": "xyzmo",
                                        "Password": "xyzmo",
                                        "SignatureHashAlgorithm": "Sha256"
                                    }
                                },
                                "PdfSignatureCryptographicData": {
                                    "SignatureHashAlgorithm": "Sha256",
                                    "SigningCertificateDescriptor": {
                                        "Identifier": "14527a6bcfa8b4d7d0183fca6b735b1c246d14ae",
                                        "Type": "Sha1Thumbprint",
                                        "Csp": "Default"
                                    }
                                }
                            },
                            {
                                "SpcId": "padesRemoteCertificateSigningId",
                                "PdfSignatureProperties": {
                                    "PdfAConformant": false,
                                    "PAdESPart4Compliant": true,
                                    "IncludeSigningCertificateChain": false,
                                    "SigningCertificateRevocationInformationIncludeMode": "IncludeDss"
                                },
                                "PdfSignatureCryptographicData": {
                                    "SignatureHashAlgorithm": "Sha256",
                                    "SigningCertificateDescriptor": {
                                        "Identifier": "14527a6bcfa8b4d7d0183fca6b735b1c246d14ae",
                                        "Type": "Sha1Thumbprint",
                                        "Csp": "Default"
                                    }
                                }
                            },
                            {
                                "SpcId": "padesRemoteCertificateTimestampSigningId",
                                "PdfSignatureProperties": {
                                    "PdfAConformant": false,
                                    "PAdESPart4Compliant": true,
                                    "IncludeSigningCertificateChain": false,
                                    "SigningCertificateRevocationInformationIncludeMode": "IncludeDss",
                                    "SignatureTimestampData": {
                                        "Uri": "https://timestamp.test.namirialtsp.com",
                                        "Username": "xyzmo",
                                        "Password": "xyzmo",
                                        "SignatureHashAlgorithm": "Sha256"
                                    }
                                },
                                "PdfSignatureCryptographicData": {
                                    "SignatureHashAlgorithm": "Sha256",
                                    "SigningCertificateDescriptor": {
                                        "Identifier": "14527a6bcfa8b4d7d0183fca6b735b1c246d14ae",
                                        "Type": "Sha1Thumbprint",
                                        "Csp": "Default"
                                    }
                                }
                            },
                            {
                                "SpcId": "automaticSigningId",
                                "PdfSignatureProperties": {
                                    "PdfAConformant": false,
                                    "PAdESPart4Compliant": false,
                                    "IncludeSigningCertificateChain": false,
                                    "SigningCertificateRevocationInformationIncludeMode": "DoNotInclude"
                                },
                                "PdfSignatureCryptographicData": {
                                    "SignatureHashAlgorithm": "Sha256",
                                    "SigningCertificateDescriptor": {
                                        "Identifier": "14527a6bcfa8b4d7d0183fca6b735b1c246d14ae",
                                        "Type": "Sha1Thumbprint",
                                        "Csp": "Default"
                                    }
                                }
                            },
                            {
                                "SpcId": "automaticTimestampSigningId",
                                "PdfSignatureProperties": {
                                    "PdfAConformant": false,
                                    "PAdESPart4Compliant": false,
                                    "IncludeSigningCertificateChain": false,
                                    "SigningCertificateRevocationInformationIncludeMode": "DoNotInclude",
                                    "SignatureTimestampData": {
                                        "Uri": "https://timestamp.test.namirialtsp.com",
                                        "Username": "xyzmo",
                                        "Password": "xyzmo",
                                        "SignatureHashAlgorithm": "Sha256"
                                    }
                                },
                                "PdfSignatureCryptographicData": {
                                    "SignatureHashAlgorithm": "Sha256",
                                    "SigningCertificateDescriptor": {
                                        "Identifier": "14527a6bcfa8b4d7d0183fca6b735b1c246d14ae",
                                        "Type": "Sha1Thumbprint",
                                        "Csp": "Default"
                                    }
                                }
                            },
                            {
                                "SpcId": "swissComSigningId",
                                "PdfSignatureProperties": {
                                    "PdfAConformant": false,
                                    "PAdESPart4Compliant": true,
                                    "IncludeSigningCertificateChain": false,
                                    "SigningCertificateRevocationInformationIncludeMode": "IncludeDss"
                                },
                                "PdfSignatureCryptographicData": {
                                    "SignatureHashAlgorithm": "Sha256",
                                    "SigningCertificateDescriptor": {
                                        "Identifier": "14527a6bcfa8b4d7d0183fca6b735b1c246d14ae",
                                        "Type": "Sha1Thumbprint",
                                        "Csp": "Default"
                                    }
                                }
                            }
                        ],
                        "ViewerPreferences": {
                            "FinishWorkstepOnOpen": false,
                            "VisibleAreaOptions": {
                                "AllowedDomain": "*",
                                "Enabled": false
                            }
                        },
                        "ResourceUris": {
                            "SignatureImagesUri": "https://demo.xyzmo.com/Resource/SignatureImages/?link=1NB8ErluKvwtK3g7VVj4PvoPlDStEIYcIkbMequyIb2k2OMxZGqFHgVK2vy8WtBzP"
                        },
                        "Policy": {
                            "GeneralPolicies": {
                                "AllowSaveDocument": true,
                                "AllowSaveAuditTrail": true,
                                "AllowRotatingPages": false,
                                "AllowAppendFileToWorkstep": false,
                                "AllowAppendTaskToWorkstep": false,
                                "AllowEmailDocument": true,
                                "AllowPrintDocument": true,
                                "AllowFinishWorkstep": true,
                                "AllowRejectWorkstep": true,
                                "AllowRejectWorkstepDelegation": true,
                                "AllowUndoLastAction": true,
                                "AllowColorizePdfForms": false,
                                "AllowAdhocPdfAttachments": false,
                                "AllowAdhocSignatures": false,
                                "AllowAdhocStampings": false,
                                "AllowAdhocFreeHandAnnotations": false,
                                "AllowAdhocTypewriterAnnotations": false,
                                "AllowAdhocPictureAnnotations": false,
                                "AllowAdhocPdfPageAppending": false
                            },
                            "WorkstepTasks": {
                                "PictureAnnotationMinResolution": 0,
                                "PictureAnnotationMaxResolution": 0,
                                "PictureAnnotationColorDepth": "Color16M",
                                "SequenceMode": "NoSequenceEnforced",
                                "PositionUnits": "PdfUnits",
                                "ReferenceCorner": "Lower_Left",
                                "Tasks": [
                                    {
                                        "PositionPage": 1,
                                        "Position": {
                                            "PositionX": 65.0,
                                            "PositionY": 602.0
                                        },
                                        "Size": {
                                            "Height": 80.0,
                                            "Width": 190.0
                                        },
                                        "AdditionalParameters": [
                                            {
                                                "Key": "enabled",
                                                "Value": "1"
                                            },
                                            {
                                                "Key": "positioning",
                                                "Value": "onPage"
                                            },
                                            {
                                                "Key": "req",
                                                "Value": "1"
                                            },
                                            {
                                                "Key": "fd",
                                                "Value": ""
                                            },
                                            {
                                                "Key": "fd_dateformat",
                                                "Value": "dd-MM-yyyy HH:mm:ss"
                                            },
                                            {
                                                "Key": "fd_timezone",
                                                "Value": "datetimeutc"
                                            }
                                        ],
                                        "AllowedSignatureTypes": [
                                            {
                                                "AllowedCapturingMethod": "Click2Sign",
                                                "Id": "5d8de01a-b924-4d87-98c9-cc45909c0b4b",
                                                "DiscriminatorType": "SigTypeClick2Sign",
                                                "Preferred": false,
                                                "StampImprintConfiguration": {
                                                    "DisplayExtraInformation": true,
                                                    "DisplayEmail": true,
                                                    "DisplayIp": true,
                                                    "DisplayName": true,
                                                    "DisplaySignatureDate": true,
                                                    "FontFamily": "Times New Roman",
                                                    "FontSize": 11.0
                                                }
                                            }
                                        ],
                                        "UseTimestamp": false,
                                        "IsRequired": true,
                                        "Id": "1#XyzmoDuplicateIdSeperator#Signature_a9cd7f4f-6c7d-ff20-dc3f-dea0a4638bd4",
                                        "DisplayName": "",
                                        "DocRefNumber": 1,
                                        "DiscriminatorType": "Signature"
                                    },
                                    {
                                        "Forms": [
                                            {
                                                "IsScrollAllowed": false,
                                                "IsComb": false,
                                                "MaxLength": 0,
                                                "IsMultiLine": false,
                                                "IsPassword": false,
                                                "IsFileSelect": false,
                                                "IsRequired": false,
                                                "Id": "TextBox_4e277dde-23c4-8a81-103a-f84abd798a8a",
                                                "PositionPage": 1,
                                                "DocRefNumber": 1,
                                                "Position": {
                                                    "PositionX": 71.0,
                                                    "PositionY": 558.0
                                                },
                                                "Size": {
                                                    "Height": 20.0,
                                                    "Width": 126.0
                                                },
                                                "IsHidden": false,
                                                "ExportValue": "",
                                                "Description": "",
                                                "KeepExistingValue": true,
                                                "DiscriminatorType": "TextBox"
                                            }
                                        ],
                                        "IsRequired": false,
                                        "Id": "73df5772-d204-40ca-908e-34d43891bc01",
                                        "DisplayName": "",
                                        "DocRefNumber": 1,
                                        "DiscriminatorType": "FormGroup"
                                    }
                                ]
                            }
                        },
                        "Navigation": {
                            "HyperLinks": [],
                            "Links": [],
                            "LinkTargets": []
                        }
                    }
                },
                {
                    "Id": "68b7605b-8403-40ee-896e-e896be5459fc",
                    "FirstName": "##NAME##",
                    "LastName": "##NAME##",
                    "OrderIndex": 2,
                    "Email": "##EMAIL##",
                    "LanguageCode": "en",
                    "Status": "NotSigned",
                    "StatusReason": "",
                    "RecipientType": "Cc",
                    "WorkstepRedirectionUrl": "",
                    "AllowAccessFinishedWorkstep": false,
                    "IsParallel": false,
                    "WorkstepConfiguration": {
                        "SmallTextZoomFactorPercent": 100,
                        "ViewerPreferences": {},
                        "Policy": {
                            "GeneralPolicies": {
                                "AllowRotatingPages": true,
                                "AllowFinishWorkstep": true,
                                "AllowUndoLastAction": true
                            },
                            "WorkstepTasks": {
                                "PictureAnnotationMinResolution": 0,
                                "PictureAnnotationMaxResolution": 0,
                                "PictureAnnotationColorDepth": "Color16M",
                                "SequenceMode": "NoSequenceEnforced",
                                "PositionUnits": "PdfUnits",
                                "ReferenceCorner": "Lower_Left",
                                "Tasks": []
                            }
                        }
                    }
                }
            ]
        }
    ],
    "Documents": [
        {
            "PageSizesInPoints": [
                {
                    "Height": 792.0,
                    "Width": 612.0
                }
            ],
            "DocRefNumber": 1,
            "FileName": "Test.pdf",
            "FormFields": [
                {
                    "Name": "TextBox_4e277dde-23c4-8a81-103a-f84abd798a8a",
                    "Values": [
                        {
                            "Key": "",
                            "Value": ""
                        }
                    ]
                }
            ]
        }
    ],
    "Id": "b94e4d2a-9901-48d5-8896-effd2cc17a96",
    "Bulk": "",
    "BasicOptions": {
        "Name": "test",
        "EmailSubject": "Please sign the enclosed envelope",
        "EmailBody": "Dear #RecipientFirstName# #RecipientLastName#\n\n#PersonalMessage#\n\nPlease sign the envelope #EnvelopeName#\n\nEnvelope will expire at #ExpirationDate#",
        "EnableReminders": true,
        "FirstReminderDayAmount": 5,
        "RecurrentReminderDayAmount": 3,
        "BeforeExpirationDayAmount": 3
    }
}

Expand

title	Alternative: SOAP implementation (deprecated)

Code Block

language	xml
theme	Eclipse

  <baseResult>ok</baseResult>
  <okInfo>
    <envelopeStatus>
      <name>eSignAnyWhere Tutorial</name>
      <eMailSubject>Document of eSignAnyWhere Tutorial</eMailSubject>
      <eMailBody>Dear #RecipientFirstName#! Please sign this tutorial document.</eMailBody>
      <enableReminders>true</enableReminders>
      <firstReminderDayAmount>1</firstReminderDayAmount>
      <recurrentReminderDayAmount>1</recurrentReminderDayAmount>
      <beforeExpirationReminderDayAmount>1</beforeExpirationReminderDayAmount>
      <id>3385b0cd-29d0-4849-b6a5-06b7c39abc1f</id>
      <bulk></bulk>
      <status>InProgress</status>
      <sendDate>2020-04-10T11:31:55.967Z</sendDate>
      <expirationDate>2020-04-12T11:31:55.967Z</expirationDate>
      <daysUntilExpire />
      <bulkRecipients>
        <bulkRecipient eMail="" id="">
          <status>InProgress</status>
          <recipients>
            <recipient>
              <id>08b584bf-2c61-44a2-90e4-b62527d7542b</id>
              <orderIndex>1</orderIndex>
              <firstName>Alice</firstName>
              <lastName>Somename</lastName>
              <eMail>##EMAIL##</eMail>
              <languageCode>en</languageCode>
              <status>NotSigned</status>
              <signedDate></signedDate>
              <openedDate></openedDate>
              <recipientType>Signer</recipientType>
              <isParallel>false</isParallel>
              <workstepRedirectionUrl>https://demo.xyzmo.com/workstepredirector/sign?identifier=##WorkstepRedirection##</workstepRedirectionUrl>
              <allowAccessFinishedWorkstep>false</allowAccessFinishedWorkstep>
              <authentication>
                <method>Pin</method>
                <parameter>1234</parameter>
              </authentication>
              <workstepConfiguration>
                <WorkstepLabel />
                <SmallTextZoomFactorPercent>100</SmallTextZoomFactorPercent>
                <WorkstepTimeToLiveInMinutes>11520</WorkstepTimeToLiveInMinutes>
                <FinishAction>
                  <ServerAction callSynchronous="0">https://demo.xyzmo.com/workstepredirector/setfinishaction?wid=##WorkstepId##</ServerAction>
                </FinishAction>
                <signatureTemplate>
                  <version>1.2.0.2</version>
                  <positionUnits>PdfUnits</positionUnits>
                  <positionReferenceCorner>Lower_Left</positionReferenceCorner>
                  <sig id="93cce567-ae5c-4e98-ac99-9f56ac034250">
                    <positionPage>1</positionPage>
                    <DocRefNumber>1</DocRefNumber>
                    <positionX>80.22857</positionX>
                    <positionY>158.8629</positionY>
                    <width>171.4286</width>
                    <height>68.57143</height>
                    <param name="enabled">1</param>
                    <param name="completed">0</param>
                    <param name="sigType">Picture</param>
                    <param name="positioning">onPage</param>
                    <param name="allowedCapturingMethods">Click2Sign</param>
                  </sig>
                </signatureTemplate>
                <Policy version="1.1.0.0">
                  <GeneralPolicies>
                    <AllowSaveDocument>1</AllowSaveDocument>
                    <AllowSaveAuditTrail>1</AllowSaveAuditTrail>
                  </GeneralPolicies>
                  <WorkstepTasks SequenceMode="SequenceOnlyRequiredTasks" originalSequenceMode="SequenceOnlyRequiredTasks">
                    <Task enabled="1" completed="0" required="1" id="93cce567-ae5c-4e98-ac99-9f56ac034250" displayName="SignField 1" DocRefNumber="1" type="SignField" internalAllConcernedDocRefNumbersList="1" allRequiredFieldsFilledOnWorkstepCreation="0" />
                  </WorkstepTasks>
                </Policy>
                <TransactionCodeConfigurations>
                  <TransactionCodeConfiguration trConfId="">
                    
                  </TransactionCodeConfiguration>
                </TransactionCodeConfigurations>
                <receiverInformation>
                  <userInformation>
                    <firstName>Alice</firstName>
                    <lastName>Somename</lastName>
                    <eMail>##EMAIL##</eMail>
                  </userInformation>
                  <showNamirialDisposableDisclaimer>1</showNamirialDisposableDisclaimer>
                </receiverInformation>
                <senderInformation>
                  <userInformation>
                    <firstName>##NAME##</firstName>
                    <lastName>##NAME##</lastName>
                    <eMail>##EMAIL##</eMail>
                  </userInformation>
                </senderInformation>
                <signaturePluginConfiguration>
                  <PdfSignatureProperties_V1>
                    <PdfAConformant>false</PdfAConformant>
                    <PAdESPart4Compliant>false</PAdESPart4Compliant>
                    <IncludeSigningCertificateChain>false</IncludeSigningCertificateChain>
                    <SigningCertificateRevocationInformationIncludeMode>DoNotInclude</SigningCertificateRevocationInformationIncludeMode>
                  </PdfSignatureProperties_V1>
                  <PdfSignatureCryptographicData_V1>
                    <SignatureHashAlgorithm>Sha256</SignatureHashAlgorithm>
                    <SigningCertificateDescriptor>
                      <Identifier>14527a6bcfa8b4d7d0183fca6b735b1c246d14ae</Identifier>
                      <Type>Sha1Thumbprint</Type>
                      <Csp>Default</Csp>
                    </SigningCertificateDescriptor>
                  </PdfSignatureCryptographicData_V1>
                </signaturePluginConfiguration>
                <signaturePluginConfiguration spcId="timestampSigningId">
                  <PdfSignatureProperties_V1>
                    <PdfAConformant>false</PdfAConformant>
                    <PAdESPart4Compliant>false</PAdESPart4Compliant>
                    <IncludeSigningCertificateChain>false</IncludeSigningCertificateChain>
                    <SigningCertificateRevocationInformationIncludeMode>DoNotInclude</SigningCertificateRevocationInformationIncludeMode>
                    <SignatureTimestampData>
                      <Password>xyzmo</Password>
                      <SignatureHashAlgorithm>SHA256</SignatureHashAlgorithm>
                      <Uri>https://timestamp.test.namirialtsp.com</Uri>
                      <UserName>xyzmo</UserName>
                    </SignatureTimestampData>
                  </PdfSignatureProperties_V1>
                  <PdfSignatureCryptographicData_V1>
                    <SignatureHashAlgorithm>Sha256</SignatureHashAlgorithm>
                    <SigningCertificateDescriptor>
                      <Identifier>14527a6bcfa8b4d7d0183fca6b735b1c246d14ae</Identifier>
                      <Type>Sha1Thumbprint</Type>
                      <Csp>Default</Csp>
                    </SigningCertificateDescriptor>
                  </PdfSignatureCryptographicData_V1>
                </signaturePluginConfiguration>
                <signaturePluginConfiguration spcId="padesSigningId">
                  <PdfSignatureProperties_V1>
                    <PdfAConformant>false</PdfAConformant>
                    <PAdESPart4Compliant>true</PAdESPart4Compliant>
                    <IncludeSigningCertificateChain>false</IncludeSigningCertificateChain>
                    <SigningCertificateRevocationInformationIncludeMode>IncludeDss</SigningCertificateRevocationInformationIncludeMode>
                  </PdfSignatureProperties_V1>
                  <PdfSignatureCryptographicData_V1>
                    <SignatureHashAlgorithm>Sha256</SignatureHashAlgorithm>
                    <SigningCertificateDescriptor>
                      <Identifier>14527a6bcfa8b4d7d0183fca6b735b1c246d14ae</Identifier>
                      <Type>Sha1Thumbprint</Type>
                      <Csp>Default</Csp>
                    </SigningCertificateDescriptor>
                  </PdfSignatureCryptographicData_V1>
                </signaturePluginConfiguration>
                <signaturePluginConfiguration spcId="padesTimestampSigningId">
                  <PdfSignatureProperties_V1>
                    <PdfAConformant>false</PdfAConformant>
                    <PAdESPart4Compliant>true</PAdESPart4Compliant>
                    <IncludeSigningCertificateChain>false</IncludeSigningCertificateChain>
                    <SigningCertificateRevocationInformationIncludeMode>IncludeDss</SigningCertificateRevocationInformationIncludeMode>
                    <SignatureTimestampData>
                      <Password>xyzmo</Password>
                      <SignatureHashAlgorithm>SHA256</SignatureHashAlgorithm>
                      <Uri>https://timestamp.test.namirialtsp.com</Uri>
                      <UserName>xyzmo</UserName>
                    </SignatureTimestampData>
                  </PdfSignatureProperties_V1>
                  <PdfSignatureCryptographicData_V1>
                    <SignatureHashAlgorithm>Sha256</SignatureHashAlgorithm>
                    <SigningCertificateDescriptor>
                      <Identifier>14527a6bcfa8b4d7d0183fca6b735b1c246d14ae</Identifier>
                      <Type>Sha1Thumbprint</Type>
                      <Csp>Default</Csp>
                    </SigningCertificateDescriptor>
                  </PdfSignatureCryptographicData_V1>
                </signaturePluginConfiguration>
                <signaturePluginConfiguration spcId="padesRemoteCertificateSigningId">
                  <PdfSignatureProperties_V1>
                    <PdfAConformant>false</PdfAConformant>
                    <PAdESPart4Compliant>true</PAdESPart4Compliant>
                    <IncludeSigningCertificateChain>false</IncludeSigningCertificateChain>
                    <SigningCertificateRevocationInformationIncludeMode>IncludeDss</SigningCertificateRevocationInformationIncludeMode>
                  </PdfSignatureProperties_V1>
                  <PdfSignatureCryptographicData_V1>
                    <SignatureHashAlgorithm>Sha256</SignatureHashAlgorithm>
                    <SigningCertificateDescriptor>
                      <Identifier>14527a6bcfa8b4d7d0183fca6b735b1c246d14ae</Identifier>
                      <Type>Sha1Thumbprint</Type>
                      <Csp>Default</Csp>
                    </SigningCertificateDescriptor>
                  </PdfSignatureCryptographicData_V1>
                </signaturePluginConfiguration>
                <signaturePluginConfiguration spcId="padesRemoteCertificateTimestampSigningId">
                  <PdfSignatureProperties_V1>
                    <PdfAConformant>false</PdfAConformant>
                    <PAdESPart4Compliant>true</PAdESPart4Compliant>
                    <IncludeSigningCertificateChain>false</IncludeSigningCertificateChain>
                    <SigningCertificateRevocationInformationIncludeMode>IncludeDss</SigningCertificateRevocationInformationIncludeMode>
                    <SignatureTimestampData>
                      <Password>xyzmo</Password>
                      <SignatureHashAlgorithm>SHA256</SignatureHashAlgorithm>
                      <Uri>https://timestamp.test.namirialtsp.com</Uri>
                      <UserName>xyzmo</UserName>
                    </SignatureTimestampData>
                  </PdfSignatureProperties_V1>
                  <PdfSignatureCryptographicData_V1>
                    <SignatureHashAlgorithm>Sha256</SignatureHashAlgorithm>
                    <SigningCertificateDescriptor>
                      <Identifier>14527a6bcfa8b4d7d0183fca6b735b1c246d14ae</Identifier>
                      <Type>Sha1Thumbprint</Type>
                      <Csp>Default</Csp>
                    </SigningCertificateDescriptor>
                  </PdfSignatureCryptographicData_V1>
                </signaturePluginConfiguration>
                <signaturePluginConfiguration spcId="automaticSigningId">
                  <PdfSignatureProperties_V1>
                    <PdfAConformant>false</PdfAConformant>
                    <PAdESPart4Compliant>false</PAdESPart4Compliant>
                    <IncludeSigningCertificateChain>false</IncludeSigningCertificateChain>
                    <SigningCertificateRevocationInformationIncludeMode>DoNotInclude</SigningCertificateRevocationInformationIncludeMode>
                  </PdfSignatureProperties_V1>
                  <PdfSignatureCryptographicData_V1>
                    <SignatureHashAlgorithm>Sha256</SignatureHashAlgorithm>
                    <SigningCertificateDescriptor>
                      <Identifier>14527a6bcfa8b4d7d0183fca6b735b1c246d14ae</Identifier>
                      <Type>Sha1Thumbprint</Type>
                      <Csp>Default</Csp>
                    </SigningCertificateDescriptor>
                  </PdfSignatureCryptographicData_V1>
                </signaturePluginConfiguration>
                <signaturePluginConfiguration spcId="automaticTimestampSigningId">
                  <PdfSignatureProperties_V1>
                    <PdfAConformant>false</PdfAConformant>
                    <PAdESPart4Compliant>false</PAdESPart4Compliant>
                    <IncludeSigningCertificateChain>false</IncludeSigningCertificateChain>
                    <SigningCertificateRevocationInformationIncludeMode>DoNotInclude</SigningCertificateRevocationInformationIncludeMode>
                    <SignatureTimestampData>
                      <Password>xyzmo</Password>
                      <SignatureHashAlgorithm>SHA256</SignatureHashAlgorithm>
                      <Uri>https://timestamp.test.namirialtsp.com</Uri>
                      <UserName>xyzmo</UserName>
                    </SignatureTimestampData>
                  </PdfSignatureProperties_V1>
                  <PdfSignatureCryptographicData_V1>
                    <SignatureHashAlgorithm>Sha256</SignatureHashAlgorithm>
                    <SigningCertificateDescriptor>
                      <Identifier>14527a6bcfa8b4d7d0183fca6b735b1c246d14ae</Identifier>
                      <Type>Sha1Thumbprint</Type>
                      <Csp>Default</Csp>
                    </SigningCertificateDescriptor>
                  </PdfSignatureCryptographicData_V1>
                </signaturePluginConfiguration>
                <signaturePluginConfiguration spcId="swissComSigningId">
                  <PdfSignatureProperties_V1>
                    <PdfAConformant>false</PdfAConformant>
                    <PAdESPart4Compliant>true</PAdESPart4Compliant>
                    <IncludeSigningCertificateChain>false</IncludeSigningCertificateChain>
                    <SigningCertificateRevocationInformationIncludeMode>IncludeDss</SigningCertificateRevocationInformationIncludeMode>
                  </PdfSignatureProperties_V1>
                  <PdfSignatureCryptographicData_V1>
                    <SignatureHashAlgorithm>Sha256</SignatureHashAlgorithm>
                    <SigningCertificateDescriptor>
                      <Identifier>14527a6bcfa8b4d7d0183fca6b735b1c246d14ae</Identifier>
                      <Type>Sha1Thumbprint</Type>
                      <Csp>Default</Csp>
                    </SigningCertificateDescriptor>
                  </PdfSignatureCryptographicData_V1>
                </signaturePluginConfiguration>
                <resourceUris>
                  <signatureImagesUri>https://demo.xyzmo.com/Resource/SignatureImages/?link=1bc6ZS1MTOv~59DsLiDB/0fnb410yo661GUEpJ~NEDVSuJB1fjy~09vjn6TBfRpOe</signatureImagesUri>
                </resourceUris>
              </workstepConfiguration>
            </recipient>
            <recipient>
              <id>55cabc5f-8138-46f9-8b7e-3018d8838e2f</id>
              <orderIndex>2</orderIndex>
              <firstName>Charly</firstName>
              <lastName>Randomname</lastName>
              <eMail>##EMAIL##</eMail>
              <languageCode>en</languageCode>
              <status>NotSigned</status>
              <signedDate></signedDate>
              <openedDate></openedDate>
              <recipientType>Cc</recipientType>
              <isParallel>false</isParallel>
              <workstepRedirectionUrl></workstepRedirectionUrl>
              <allowAccessFinishedWorkstep>false</allowAccessFinishedWorkstep>
              <workstepConfiguration skipThirdPartyChecks="0">
                <WorkstepLabel />
                <SmallTextZoomFactorPercent>100</SmallTextZoomFactorPercent>
                <WorkstepTimeToLiveInMinutes>43200</WorkstepTimeToLiveInMinutes>
                <PictureAnnotationTaskInfo>
                  <MinResolution>0</MinResolution>
                  <MaxResolution>0</MaxResolution>
                  <ColorDepth>Color16M</ColorDepth>
                </PictureAnnotationTaskInfo>
                <Policy version="1.1.0.0">
                  <GeneralPolicies>
                    <AllowRotatingPages>1</AllowRotatingPages>
                    <AllowFinishWorkstep>1</AllowFinishWorkstep>
                    <AllowUndoLastAction>1</AllowUndoLastAction>
                  </GeneralPolicies>
                  <WorkstepTasks SequenceMode="NoSequenceEnforced" />
                </Policy>
                <timeCreated />
                <TransactionCodeConfigurations />
                <ViewerPreferences />
              </workstepConfiguration>
            </recipient>
          </recipients>
          <completedDocuments>
            <logDocumentId></logDocumentId>
            <logXmlDocumentId></logXmlDocumentId>
          </completedDocuments>
        </bulkRecipient>
      </bulkRecipients>
      <documents>
        <document>
          <fileName>eSignAnyWhere_Tutorial.pdf</fileName>
          <docRefNumber>1</docRefNumber>
          <fields />
          <pages>
            <page>
              <width>612</width>
              <height>792</height>
            </page>
          </pages>
        </document>
      </documents>
    </envelopeStatus>
  </okInfo>

Download the document(s)

With the following URI you can download the documents: basicURL/envelope/downloadCompletedDocument/{documentId} in REST and DownloadCompletedDocument_v1 in SOAP.

Info
You can only download the documents if the envelope is finished (Status: “Completed”). In the section before (getenvelope) you can see that the envelope has the Status: “In Progress”. After finishing the envelope you should see that the status changed to completed.

You can download the following documents:

LogDocument
LogXmlDocument
FlowDocument

Note: If you send an envelope with a disposable signature you can also see the disclaimerDocument available for download.

Page tree

Page History

Versions Compared

Old Version 6

New Version 7

Key

Upload a file

Workstep configuration

Empty workstep

Prepare envelope

AdditionalClientWorkstepInformation

Viewer preferences

Policy

Client Actions

Sender and receiver information

Sender information:

Receiver information:

Workstep task

Signatures

Click2Sign

Draw2Sign

Type2Sign

Biometric

Disposable certificate

Authentication

Pin-authentication

SMS-authentication

PdfForms

Textfield

Radiobutton

Checkbox

Listbox

Listbox (Multiselect)

Combobox

AddFormFields

TypeWriterAnnotation

Reading Tasks

Reading task for one page

Reading task for all pages

Reading task for a section

Sending envelope

Get the envelope

Download the document(s)