Approve only document

Ryan_Coleman | Posts: 258

Approve only document

Wednesday, November 21, 2018 at 03:19am

Guys, I've spent a bit of time going through the features guide and I cannot find anything that will help show me how to upload a document that has no signing fields and is just an approval document only. This would be like the default consent form when you start to sign your package. I just want to upload a document that the users have to accept and not sign. Is this possible?

November 21 Created

January 21 Last Updated

6 years ago Last Reply

3 Replies

55 Views

2 Users

0 Likes

0 Links

Answered by Duo_Liang

Approved Answer

Duo_Liang | Posts: 3777

Reply to: Approve only document

Wednesday, November 21, 2018 at 04:55am

Hi Ryan, The guide you want to find is "Create Consent Document", and the below Rest API to upload document may help:

HTTP Request
POST /api/packages/{packageId}/documents

HTTP Headers
Accept: text/html
Content-Type: multipart/form-data
Authorization: Basic api_key

Request Payload
{
   "approvals":[
      {
         "role":"48d0c024-0609-4255-9087-941a66f80738"
      }
   ],
   "index":1,
   "name":"Sample consent",
   "isConsent":true
}

Hope this could help! Duo

Ryan_Coleman | Posts: 258

Reply to: Approve only document

Wednesday, November 21, 2018 at 04:59am

Duo, I am assuming that this doesn't take the place of the default consent form, correct?

Duo_Liang | Posts: 3777

Reply to: Approve only document

Wednesday, November 21, 2018 at 05:06am

Hi Ryan, Yes, documents with accept approval only won't take place of Default Consent. And one thing to notice, "Accept Only" documents can't exist other types of signatures. Duo