How to Send & Collect eSignature Requests via Email
Here is a sample workflow for creating eSignature requests and inviting signers via email.
1. Start with CreateSignatureRequest, which creates a folder in the Sertifi application & assign signer(s) to the folder
2. Next, use AddDocumentToRequest to attach documents for eSignature to a folder, or use AddPrepopulatedPdfToRequest to pass the ID for a template stored in the document library & subsequently pass data to populate the template.
3. Invite the signer(s) with or InviteSigner or InviteSigners, which alerts the Sertifi application to send eSignature request(s) via email.
Integrate eSignatures into Existing Portal or Use for In-Session Signing
In-session signing allows you to embed or display eSignature-ready documents directly into existing websites. The solution supports interactive forms, static, and dynamic document presentation. Here is a sample of methods to call for setting up eSignature requests and retrieving the link to present to signers.
1. Start by using CreateSignatureRequest to create a folder in the Sertifi application & assign signer(s) to the folder
2. Next, use AddDocumentToRequest to attach documents for eSignature to a folder, or use AddPrepopulatedPdfToRequestto pass the ID for a template stored in the document library & subsequently pass data to populate the template.
3. Provide a link to your signers via the GetLink method, which passes the Link Type Parameter FileSigningPageLink or SigningPageLink. The link goes to an eSignature-ready document for that can be signed in-session.
