agagneja | Posts: 9

View document in an iframe

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Suppose we have sender named "123" and there are two signers "123" and "456". Is it possible to view document in an iframe when nobody has signed and when one signer has signed? Or will the document will always be opened in signing mode?

Approved Answer
harishaidary | Posts: 1812

Reply to: View document in an iframe

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Hi, What you can do is add a reviewer to your package and use callback event notifications to be notified of the different stages of the signing ceremony. A reviewer is a "signer" that isn't assigned any signatures on any documents in your package. Therefore, you can create a session for your reviewer and view the document say after the first signer has signed or immediately after you've sent your package. The reviewer will not have the ability to sign, hence there will be no "signing mode".

agagneja | Posts: 9

Reply to: View document in an iframe

0 votes
Thank you, Haris!

agagneja | Posts: 9

Reply to: View document in an iframe

0 votes
Hi Haris, I couldn't find how to add reviewer for your package. Can you please help?

harishaidary | Posts: 1812

Reply to: View document in an iframe

0 votes
You just add a signer as you normally would, but you don't assign any signatures for him on any document. This signer will be considered a "reviewer".

agagneja | Posts: 9

Reply to: View document in an iframe

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I am using this below json to add signers. Can you suggest here how to add signer without any signatures? Actually, I didn't get what assigning an signature to signer means. "{"roles":[ { "locked":false, "emailMessage":{ "testing sent emails.":"" }, "attachmentRequirements":[ ], "reassign":false, "specialTypes":[ ], "id":"Sender", "data":null, "type":"SIGNER", "index":0, "signers":[ { "auth":{ "challenges":[ ], "scheme":"NONE" }, "company":"Silanis", "firstName":"Arpit", "lastName":"Gagneja", "phone":"", "email":"[email protected]", "knowledgeBasedAuthentication":null, "language":"en", "title":"Silanis", "external":null, "professionalIdentityFields":[ ], "userCustomFields":[ ], "delivery":{ "email":true, "provider":false, "download":true }, "group":null, "signature":null, "address":null, "data":null, "name":"", "specialTypes":[ ] } ], "name":"Sender" }, { "locked":false, "emailMessage":{ "content":"" }, "attachmentRequirements":[ ], "reassign":false, "specialTypes":[ ], "id":"Signer", "data":null, "type":"SIGNER", "index":0, "signers":[ { "auth":{ "challenges":[ ], "scheme":"NONE" }, "company":"", "firstName":"Arpit", "lastName":"Gagneja", "phone":"", "email":"[email protected]", "knowledgeBasedAuthentication":null, "language":"en", "title":"", "external":null, "professionalIdentityFields":[ ], "userCustomFields":[ ], "delivery":{ "email":false, "provider":false, "download":false }, "group":null, "id":"123456", "signature":null, "address":null, "data":null, "name":"", "specialTypes":[ ] } ], "name":"Signer" } ], "documents":[ { "approvals":[ { "role":"Signer", "signed":null, "accepted":null, "data":null, "fields":[ { "page":0, "subtype":"FULLNAME", "width":200, "binding":null, "extract":false, "extractAnchor":null, "left":175, "top":165, "validation":null, "height":50, "data":null, "type":"SIGNATURE", "value":"" } ], "name":"" }, { "role":"Sender", "signed":null, "accepted":null, "data":null, "fields":[ { "page":0, "subtype":"FULLNAME", "width":200, "binding":null, "extract":false, "extractAnchor":null, "left":550, "top":165, "validation":null, "height":50, "data":null, "type":"SIGNATURE", "value":"" } ], "name":"" } ], "name":"sampleAgreement" } ], "name":"Test Package REST", "type":"PACKAGE", "language":"en", "emailMessage":"", "description":"New Package", "autoComplete":true, "status":"SENT" }";

harishaidary | Posts: 1812

Reply to: View document in an iframe

0 votes
Looking at your json, you have two signers (roles): [email protected] and [email protected] correct? Each one has a signature required on your document on the first page. One at position 550, 165 and the other one at position 175,165. All you need to do is add a third signer (role) and don't create a signature (approval) for him in the package json like so:
{
  "roles": [
    {
      "locked": false,
      "emailMessage": {
        "testing sent emails.": ""
      },
      "attachmentRequirements": [],
      "reassign": false,
      "specialTypes": [],
      "id": "Sender",
      "data": null,
      "type": "SIGNER",
      "index": 0,
      "signers": [
        {
          "auth": {
            "challenges": [],
            "scheme": "NONE"
          },
          "company": "Silanis",
          "firstName": "Arpit",
          "lastName": "Gagneja",
          "phone": "",
          "email": "[email protected]",
          "knowledgeBasedAuthentication": null,
          "language": "en",
          "title": "Silanis",
          "external": null,
          "professionalIdentityFields": [],
          "userCustomFields": [],
          "delivery": {
            "email": true,
            "provider": false,
            "download": true
          },
          "group": null,
          "signature": null,
          "address": null,
          "data": null,
          "name": "",
          "specialTypes": []
        }
      ],
      "name": "Sender"
    },
    {
      "locked": false,
      "emailMessage": {
        "content": ""
      },
      "attachmentRequirements": [],
      "reassign": false,
      "specialTypes": [],
      "id": "Signer",
      "data": null,
      "type": "SIGNER",
      "index": 0,
      "signers": [
        {
          "auth": {
            "challenges": [],
            "scheme": "NONE"
          },
          "company": "",
          "firstName": "Arpit",
          "lastName": "Gagneja",
          "phone": "",
          "email": "[email protected]",
          "knowledgeBasedAuthentication": null,
          "language": "en",
          "title": "",
          "external": null,
          "professionalIdentityFields": [],
          "userCustomFields": [],
          "delivery": {
            "email": false,
            "provider": false,
            "download": false
          },
          "group": null,
          "id": "123456",
          "signature": null,
          "address": null,
          "data": null,
          "name": "",
          "specialTypes": []
        }
      ],
      "name": "Signer"
    },
    {
      "locked": false,
      "emailMessage": {
        "content": ""
      },
      "attachmentRequirements": [],
      "reassign": false,
      "specialTypes": [],
      "id": "Reviewer",
      "data": null,
      "type": "SIGNER",
      "index": 0,
      "signers": [
        {
          "auth": {
            "challenges": [],
            "scheme": "NONE"
          },
          "company": "",
          "firstName": "John",
          "lastName": "Smith",
          "phone": "",
          "email": "[email protected]",
          "knowledgeBasedAuthentication": null,
          "language": "en",
          "title": "",
          "external": null,
          "professionalIdentityFields": [],
          "userCustomFields": [],
          "delivery": {
            "email": false,
            "provider": false,
            "download": false
          },
          "group": null,
          "id": "1234567",
          "signature": null,
          "address": null,
          "data": null,
          "name": "",
          "specialTypes": []
        }
      ],
      "name": "Reviewer"
    }
  ],
  "documents": [
    {
      "approvals": [
        {
          "role": "Signer",
          "signed": null,
          "accepted": null,
          "data": null,
          "fields": [
            {
              "page": 0,
              "subtype": "FULLNAME",
              "width": 200,
              "binding": null,
              "extract": false,
              "extractAnchor": null,
              "left": 175,
              "top": 165,
              "validation": null,
              "height": 50,
              "data": null,
              "type": "SIGNATURE",
              "value": ""
            }
          ],
          "name": ""
        },
        {
          "role": "Sender",
          "signed": null,
          "accepted": null,
          "data": null,
          "fields": [
            {
              "page": 0,
              "subtype": "FULLNAME",
              "width": 200,
              "binding": null,
              "extract": false,
              "extractAnchor": null,
              "left": 550,
              "top": 165,
              "validation": null,
              "height": 50,
              "data": null,
              "type": "SIGNATURE",
              "value": ""
            }
          ],
          "name": ""
        }
      ],
      "name": "sampleAgreement"
    }
  ],
  "name": "Test Package REST",
  "type": "PACKAGE",
  "language": "en",
  "emailMessage": "",
  "description": "New Package",
  "autoComplete": true,
  "status": "SENT"
}

agagneja | Posts: 9

Reply to: View document in an iframe

0 votes
Thank you so much, Haris!

agagneja | Posts: 9

Reply to: View document in an iframe

0 votes
Is there a way that sender can cancel the document transaction after first recipient (sender himself) has completed signing?

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