Setting Up Reminders with REST
Tuesday, August 28, 2018 at 09:11amI read the following blog post:
https://www.esignlive.com/blog/esignlive-setting-reminders
And tried setting up reminders in my initial POST request that creates a signing package. It's not working. ESL creates the package with no error messages but the reminders never get sent. Is this because rememinders have to be configured in a separate PUT request sent after the package has been created?
Here is my full POST request:
{
"roles": [
{
"locked": false,
"emailMessage": {
"content": ""
},
"attachmentRequirements": [],
"reassign": false,
"specialTypes": [],
"id": "GEORGE_H_MORLAN",
"data": null,
"type": "SIGNER",
"index": 0,
"signers": [
{
"auth": {
"challenges": [
{
"answer": "6789",
"question": "What are the last 4 digits of your SSN or TaxID?",
"maskInput": false
}
],
"scheme": "CHALLENGE"
},
"company": "",
"firstName": "GEORGE",
"lastName": "MORLAN",
"phone": "",
"email": "[email protected]",
"knowledgeBasedAuthentication": null,
"language": "en",
"title": "",
"external": null,
"professionalIdentityFields": [],
"userCustomFields": [],
"delivery": {
"email": true,
"provider": false,
"download": false
},
"group": null,
"signature": null,
"address": null,
"data": null,
"name": "GEORGE H MORLAN",
"specialTypes": [],
"id": "GEORGE_H_MORLAN"
}
],
"name": "GEORGE H MORLAN"
}
],
"documents": [
{
"approvals": [
{
"role": "GEORGE_H_MORLAN",
"signed": null,
"accepted": null,
"data": null,
"fields": [
{
"page": 0,
"subtype": "FULLNAME",
"width": 200,
"binding": null,
"extract": false,
"extractAnchor": null,
"left": 100,
"top": 700,
"validation": null,
"height": 50,
"data": null,
"type": "SIGNATURE",
"value": ""
}
],
"name": "Approval name"
}
],
"name": "Extension Agreement",
"fields": [
{
"name": "Next Due Date",
"value": "9/21/2018"
},
{
"name": "Document Date",
"value": "8/21/2018"
},
{
"name": "Borrower Name",
"value": "GEORGE H MORLAN"
},
{
"name": "Co-Signer Name",
"value": ""
},
{
"name": "Account Number",
"value": "514671798"
},
{
"name": "Effective Date",
"value": "9/21/2018"
},
{
"name": "Months Extended",
"value": "1"
},
{
"name": "Next Payment Due",
"value": "9/21/2018"
},
{
"name": "New Maturity Date",
"value": "8/21/2030"
},
{
"name": "Null Void Date",
"value": "8/25/2018"
}
]
}
],
"name": "Extension",
"type": "PACKAGE",
"language": "en",
"emailMessage": "8/25/2018",
"description": "Defines the terms of the Extension agreement",
"autoComplete": true,
"status": "SENT",
"settings": {
"ceremony": {
"events": null,
"inPerson": false,
"declineButton": false,
"declineReasons": [],
"disableDeclineOther": false,
"disableDownloadForUncompletedPackage": false,
"disableFirstInPersonAffidavit": false,
"disableInPersonAffidavit": false,
"disableOptOutOther": false,
"disableSecondInPersonAffidavit": false,
"documentToolbarOptions": null,
"handOver": null,
"hideCaptureText": false,
"hideLanguageDropdown": false,
"hidePackageOwnerInPerson": false,
"hideWatermark": false,
"maxAuthFailsAllowed": 0,
"optOutButton": false,
"optOutReasons": [],
"style": null,
"layout": null
}
},
"reminders": {
"startInDaysDelay": 1,
"intervalInDays": 1,
"repetitionsCount": 3
},
"due": "2018-08-25"
}
Reply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 09:41amGET /api/packages/{packageId}
payload, you will needGET /api/packages/{packageId}/reminders
to grab your reminder info. So you will need to : 1. create the package and leave the status to "DRAFT" 2. set up reminders by following API 3. send the package Hope this could help you! DuoReply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 11:28amReply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 11:47amReply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 12:33pmReply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 12:40pmReply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 01:02pmReply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 01:07pm