Get InPerson URL

Hi Richard,

 

To disable the invitation email, there are two ways:

(1)You can contact support team and disable the email template "email.activate" completely

(2)There's an account level setting "Disable InPerson Activation Email", which is specifically designed for situations where you have turned on in-person signing:

            DocumentPackage superDuperPackage = PackageBuilder.NewPackageNamed(PackageName)
                .WithSettings(DocumentPackageSettingsBuilder.NewDocumentPackageSettings()
                              .WithInPerson()

                )

            ......

 

In terms of the InPerson URL, there are also two ways:
(1)Assuming you have turned on .WithInPerson() and you want to embed the in-person signing experience, you'd first retrieve the sender's authentication token:

string senderAuthToken = eslClient.AuthenticationTokenService.CreateSenderAuthenticationToken(new PackageId(packageId));

Then build the signing link with below formula:
 

{instance_url}/auth?authenticationToken={sender_auth_token}&target={instance_url}/transaction/{package_id}/sign

The final link could look like below:

https://sandbox.esignlive.com/auth?authenticationToken=MTcxMzE1MWYtZjM3Ni00ZTEyLWFmNTctZTUyY2Q5ZTMxN2Qx&target=https://sandbox.esignlive.com/transaction/BEJGut_BQrji0JIyLJJE-4-VCmI=/sign

(2)If you simply want to embed the signer's signing URL, you can also genereate the signing URL directly:
           string signingUrlForSigner1 = ossClient.PackageService.GetSigningUrl(packageId, signer1Id);
 

 

PS: The in-person signing experience includes a feature where you can switch between signers during the signing ceremony (see screenshot), as opposed to the signer's signing URL which is designed for a specific signer.

 

Duo