harishkonda

Setting up Signers group

0 votes
We have a requirement, to setup a group of signers, where the email notification goes to a email group, and whoever part of that group can pick the request from queue and make progress in signing ceremony. Is it possible to setup the signers in a group without Sender access? When we test setting up a group, and try to add a signer into it, the signer is getting email notification and when its verified by admin in backoffice, we can see they are being setup as sender account, which we want to avoid. Can we get some inputs around this on how to restrict a signer and sender from account perspective? Thanks for all your help in advance.

Reply to: Setting up Signers group

0 votes
Hi there, Unfortunately, groups in eSignLive require each member to be a sender. Though, you have the ability to activate each sender immediately and not wait for a sender to create an esignlive account. Have a look at the guide below on how to do so: https://developer.esignlive.com/guides/feature-guides/senders/
Haris Haidary OneSpan Technical Consultant

Reply to: Setting up Signers group

0 votes
So to confirm, if we want to setup a group of signers, each member need to have sender access also.

Reply to: Setting up Signers group

0 votes
Hi, I'm trying to setup a group signing as part of a document signing ceremony. I'm using the REST API with PHP. I have it working somewhat. My only issue is that the Group is set to send email to the members of the group and not the group email. However, the group email gets the notification and not the members. I assume I have something wrong in my role definition (see below). I'm getting the Group ID and email with an API call to get the list of groups and then searching for my 'Test Group'. Any guidance? Thanks, Scott ( [type] => SIGNER [id] => Signer2 [index] => 2 [signers] => Array ( [0] => Array ( [id] => a769a2df-5377-4f93-b9c6-xxxxxxxxxxxx // ID returned from the /groups query [firstName] => Test Group [lastName] => [email] => [email protected] // Email of the group [group] => Array ( [id] => a769a2df-5377-4f93-b9c6-xxxxxxxxxxxx // Same ID as signer [name] => Test Group [email] => [email protected] // Same email (group email) ) ) ) )

Reply to: Setting up Signers group

0 votes
Hi there, You'll need to update your group to notify individual members of the group:
PUT https://sandbox.esignlive.com/api/groups/{groupId}

{
  "emailMembers": true
}
Let me know if that works for you.
Haris Haidary OneSpan Technical Consultant

Reply to: Setting up Signers group

0 votes
Hi Haris, Thanks for the quick reply. I set the Group up for that through the Dashboard (see attached). Do I need to send that to the group as well just before I send the package? Thanks,

Attachments

Reply to: Setting up Signers group

0 votes
After some trial and error I have found my problem. The solution was to remove the email entry from the 'signers' array. Apparently that takes precedence over the group members being notified. Once I removed that, the members got the email. -Scott

Hello! Looks like you're enjoying the discussion, but haven't signed up for an account.

When you create an account, we remember exactly what you've read, so you always come right back where you left off