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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 | ||||
|---|---|---|---|---|
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"EmailBodyExtra": "",
"RecipientType": "Automatic",
"WorkstepConfiguration": { |
2) Workstep Configuration
2.1) Define Signature Field in WorkstepConfiguration
| Code Block | ||||
|---|---|---|---|---|
| ||||
"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 | ||||
|---|---|---|---|---|
| ||||
"FinalizeActions": {
"FinalizeActionList": [
{
"SigId": "##SignatureId##",
"DiscriminatorType": "AutomaticSignature"
},
{
"DocRefNumbers": "*",
"SpcId": "ltaLevelId",
"DiscriminatorType": "Timestamp"
}
]
}
}, |
Please also see the following sample configuration:
| Code Block | ||||
|---|---|---|---|---|
| ||||
{
"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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