Show/Hide Toolbars

Additional Resources

Introduction > Integration of Additional Thereforeā„¢ eSignature Providers > Interface

POST /Documents

Scroll

This method is called from the Workflow when executing a "Send for Signing" task.

 

It uploads the document to the eSignature provider and returns a document id from the provider.

 

Request

 

Sample body:

 

{

 "subject": "Email subject",

 "template": "456",

 "context": "",

 "setSigningOrder": false,

 "recipients": [

   {

     "signerproperty": "value"

   }

 ],

 "additionalSettings": {

   "sampleSetting": "settingValue"

 },

 "templateFields": {

   "1234": "text for the template field"

 },

 "filesToSign": [

   {

     "originalName": "filename.pdf",

     "fileBase64": "<base64 encoded file content>"

   }

 ],

 "notificationUrl": "http://localhost:5000/CustomSigning/",

 "tenant": ""

}

 

 

Parameter Name

Type

Description

subject

String

From the "Subject" field in the Workflow Task. Usually used to set the subject of the email sent from the eSignature provider to the signatory.

template

String

The id of the template from the eSignature provider selected in the Workflow Task. It can be empty.

context

String

The context setting of the Workflow Task. This has to be added to the document in order for the Thereforeā„¢ Content Connector to make use of the context. It can be empty. Some eSignature providers may not have a feature to use this.

setSigningOrder

Boolean

Defines whether the signatories set in recipients have to sign in the specified order or not. Some eSignature providers may not support this.

additionalSettings

List of key/value pairs

Defined in the response of <Root>.

templateFields

List of key/value pairs

The keys are the template field ids returned by /Templates/{TemplateID}. The values are content for the fields.

filesToSign

List of Objects

Each object represents a file for signing. Some providers might not support uploading of multiple files for one signing process.

originalName

String

The file name of the file to be uploaded.

fileBase64

String

The base64 encoded content of the file to be uploaded.

notificationUrl

String

The URL of the service. This is from the "eSignature Service Base URL" setting in Designer. Can be used for setting up the push notification if the eSignature provider supports to set it when uploading a document.

tenant

String

The tenant name in the Thereforeā„¢ system. To be used with the notification Url for push notifications.

 

Response

 

Sample body:

 

{

 "id": "2345"

}

 

 

Parameter Name

Type

Description

id

String

The document id from the provider of the document uploaded. This will be saved in the Thereforeā„¢ database.

Ā© 2023 Therefore Corporation, all rights reserved.