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Via API you have to use a new recipient type (“Automatic”). Moreover the workstepConfiguration must contain information about the automatic remote signature. As additional option, you can use more than one profile for the workstep configuration at once via API. Note: this leads to a missing information in eSAW UI!

1) Envelope JSON with new recipient type “Automatic”

Code Block
languagejava
themeEclipse
"EmailBodyExtra": "",
"RecipientType": "Automatic",
"WorkstepConfiguration": {

2) Workstep Configuration

2.1) Define Signature Field in WorkstepConfiguration

Code Block
languagejava
themeEclipse
 "AllowedSignatureTypes": [
                  {
                    "TrModType": "RemoteSignature",
                    "SealingProfileId": "SEALING_PROFILE_IDENTIFIER_FROM_ORGANIZATION_SETTINGS",
                    "RenderingLanguage": "en",
                    "Ly": "test",
                    "Id": "##Id##",
                    "DiscriminatorType": "SigTypeAutomaticSignature",
                    "Preferred": false,
                    "StampImprintConfiguration": {
                      "DisplayExtraInformation": true,
                      "DisplayEmail": true,
                      "DisplayIp": true,
                      "DisplayName": true,
                      "DisplaySignatureDate": true,
                      "FontFamily": "Times New Roman",
                      "FontSize": 11.0,
                      "OverrideLegacyStampImprint": false,
                      "DisplayTransactionId": true,
                      "DisplayTransaktionToken": true,
                      "DisplayPhoneNumber": true
                    },

2.3) Finalize Action in WorkstepConfiguration Policy

Code Block
languagejava
themeEclipse
 "FinalizeActions": {
            "FinalizeActionList": [
              {
                "SigId": "##SignatureId##",
                "DiscriminatorType": "AutomaticSignature"
              },
              {
                "DocRefNumbers": "*",
                "SpcId": "ltaLevelId",
                "DiscriminatorType": "Timestamp"
              }
            ]
          }
        },

Please also see the following sample configuration:

Code Block
languagejava
themeEclipse
{
  "Name": "Test.pdf",
  "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,
  "ExpirationInSecondsAfterSending": 2419200,
  "CallbackUrl": "",
  "StatusUpdateCallbackUrl": "",
  "LockFormFieldsAtEnvelopeFinish": false,
  "Steps": [
    {
      "OrderIndex": 1,
      "Recipients": [
        {
          "Email": "##Email##",
          "FirstName": "##Name##",
          "LastName": "##Name##",
          "LanguageCode": "en",
          "EmailBodyExtra": "",
          "DisableEmail": false,
          "AddAndroidAppLink": false,
          "AddIosAppLink": false,
          "AddWindowsAppLink": false,
          "AllowDelegation": true,
          "AllowAccessFinishedWorkstep": false,
          "SkipExternalDataValidation": false,
          "AuthenticationMethods": [],
          "IdentificationMethods": []
        }
      ],
      "EmailBodyExtra": "",
      "RecipientType": "Automatic",
      "WorkstepConfiguration": {
        "WorkstepLabel": "Test.pdf",
        "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": {
          "FinishWorkstepOnOpen": false,
          "VisibleAreaOptions": {
            "AllowedDomain": "",
            "Enabled": false
          }
        },
        "AuditingToolsConfiguration": {
          "WriteAuditTrail": true
        },
        "Policy": {
          "GeneralPolicies": {
            "AllowSaveDocument": true,
            "AllowSaveAuditTrail": true,
            "AllowRotatingPages": false,
            "AllowAppendFileToWorkstep": false,
            "AllowAppendTaskToWorkstep": false,
            "AllowEmailDocument": true,
            "AllowPrintDocument": true,
            "AllowFinishWorkstep": true,
            "AllowRejectWorkstep": false,
            "AllowRejectWorkstepDelegation": false,
            "AllowUndoLastAction": true,
            "AllowColorizePdfForms": false,
            "AllowAdhocPdfAttachments": false,
            "AllowAdhocSignatures": false,
            "AllowAdhocStampings": false,
            "AllowAdhocFreeHandAnnotations": false,
            "AllowAdhocTypewriterAnnotations": false,
            "AllowAdhocPictureAnnotations": false,
            "AllowAdhocPdfPageAppending": false,
            "AllowReloadOfFinishedWorkstep": true
          },
          "WorkstepTasks": {
            "PictureAnnotationMinResolution": 0,
            "PictureAnnotationMaxResolution": 0,
            "PictureAnnotationColorDepth": "Color16M",
            "SequenceMode": "NoSequenceEnforced",
            "PositionUnits": "PdfUnits",
            "ReferenceCorner": "Lower_Left",
            "Tasks": [
              {
                "PositionPage": 1,
                "Position": {
                  "PositionX": 56.0,
                  "PositionY": 589.0
                },
                "Size": {
                  "Height": 80.0,
                  "Width": 190.0
                },
                "AdditionalParameters": [
                  {
                    "Key": "enabled",
                    "Value": "1"
                  },
                  {
                    "Key": "completed",
                    "Value": "0"
                  },
                  {
                    "Key": "req",
                    "Value": "0"
                  },
                  {
                    "Key": "fd",
                    "Value": ""
                  },
                  {
                    "Key": "fd_dateformat",
                    "Value": "dd-MM-yyyy HH:mm:ss"
                  },
                  {
                    "Key": "fd_timezone",
                    "Value": "datetimeutc"
                  }
                ],
                "AllowedSignatureTypes": [
                  {
                    "TrModType": "RemoteSignature",
                    "SealingProfileId": "##SealingProfileId##",
                    "RenderingLanguage": "en",
                    "Ly": "test",
                    "Id": "##Id##",
                    "DiscriminatorType": "SigTypeAutomaticSignature",
                    "Preferred": false,
                    "StampImprintConfiguration": {
                      "DisplayExtraInformation": true,
                      "DisplayEmail": true,
                      "DisplayIp": true,
                      "DisplayName": true,
                      "DisplaySignatureDate": true,
                      "FontFamily": "Times New Roman",
                      "FontSize": 11.0,
                      "OverrideLegacyStampImprint": false,
                      "DisplayTransactionId": true,
                      "DisplayTransaktionToken": true,
                      "DisplayPhoneNumber": true
                    },
                    "SignaturePluginConfigurationId": "ltaLevelId"
                  }
                ],
                "UseTimestamp": false,
                "IsRequired": false,
                "Id": "##Id##",
                "DocRefNumber": 1,
                "DiscriminatorType": "Signature"
              }
            ]
          },
          "FinalizeActions": {
            "FinalizeActionList": [
              {
                "SigId": "##SignatureId##",
                "DiscriminatorType": "AutomaticSignature"
              },
              {
                "DocRefNumbers": "*",
                "SpcId": "ltaLevelId",
                "DiscriminatorType": "Timestamp"
              }
            ]
          }
        },
        "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": [],
          "IdentificationMethods": []
        }
      ],
      "EmailBodyExtra": "",
      "RecipientType": "Cc",
      "DocumentOptions": [],
      "UseDefaultAgreements": false
    }
  ],
  "AddFormFields": {
    "Forms": {}
  },
  "OverrideFormFieldValues": {
    "Forms": {}
  },
  "AttachSignedDocumentsToEnvelopeLog": false
}

You can also find the same samples but for SOAP below:

1) Envelope XML with new recipient type “Automatic”

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