chaitu20 | Posts: 2

display consent only first time for previously assigned signers

0 votes
Hi, I integrated the esignlive with the REST API. The only concern is there are too many clicks for the 2nd time signer(user). Is there a way to avoid the consent before signing the doc for the 2nd time user. My jsonPayLoad = { "roles": [ { "id": "Signer1", "type": "SIGNER", "signers": [ { "firstName": "abc", "lastName": "-", "email": "[email protected]", "id": "Signer1" } ] } ], "documents": [ { "approvals": [ { "role": "Signer1", "signed": null, "accepted": null, "data": null, "fields": [ { "page": 0, "subtype": "FULLNAME", "width": 200, "binding": null, "extract": false, "extractAnchor": null, "left": 500, "top": 600, "validation": null, "height": 50, "data": null, "type": "SIGNATURE", "value": "" } ] } ], "fields": [ { "value": "10202", "name": "loan_no" } ], "name": "Contract-1", "id": "contract", "extract": true } ], "name": "Contract", "type": "PACKAGE", "status": "SENT" }

harishaidary | Posts: 1812

Reply to: display consent only first time for previously assigned signers

0 votes
Hi there, If I am understanding correctly, your signer accepts the default-consent and signs your document without completing it. Then when the same signer accesses the package again to complete signing, he/she is presented with the default-consent again? Is that correct?

chaitu20 | Posts: 2

Reply to: display consent only first time for previously assigned signers

0 votes
No, he completes it the first time. What I meant is when he presented with document next time (different package), is it possible to avoid the default-consent as he already accepted it the first time.

harishaidary | Posts: 1812

Reply to: display consent only first time for previously assigned signers

0 votes
If it's a different package, then it is an entirely new transaction you are making. The default-consent has to be accepted again. It is not on an account level. If you want, you can have the default consent for all future packages disabled by sending our support team an email. [email protected]

harishaidary | Posts: 1812

Reply to: display consent only first time for previously assigned signers

0 votes
What you could also do is follow this guide: https://developer.esignlive.com/guides/feature-guides/bulk-sign-for-a-signer/ And only keep the default-consent part in the JSON payload when making the POST https://sandbox.esignlive.com/api/packages/{packageId}/documents/signed_documents call. This will automatically accept the default-consent for your signer and he/she will be presented with your document to sign. Of course, you will have to run this after you've sent your package.

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