This sample guides you through the configuration of the workstep. Generally the following steps are necessary to test the workstep configuration.
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
SOAP ONLY: 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. |
The workstep configuration is the core of the envelope. Within the workstep configuration you can define following settings:
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):