nhass's account

Haris Do the Advance Options exist in the sandbox web portal? I can't seem to find them in there. Thanks for the reply. Nathan

Michael For reference purposes each of our Document Packages will have 1 or 2 signers. Here are the custom attributes we plan on adding to each document package:

DocumentPackageAttributes attributes = new DocumentPackageAttributes();
attributes.Append("PolicyNumber", policyNumber);
attributes.Append("AgentCode", agentCode);
attributes.Append("TransType", transType);

So from a reporting / query standpoint we would be looking to do something like: Get a list of all Document Packages where the PolicyNumber equals some value. This may also include a data range (using the package create date for the compare). Get a list of all Document Packages where the AgentCode equals some value. We will may want to filter this further by saying where one of the signer’s status is not complete (or some other status). This may also include a data range. Get a list of all Document Packages where the TransType equals some value. Again this may also include a data range. In terms of columns returned we would like to see our custom attributes, package name, associated signers, the status of each signer or the overall status of the package (i.e. complete or pending). Since we are a .Net shop we would most likely be binding the results to some sort of data-bound control like a grid view. My hunch is that we would first need to get a list of data and most likely have to call separate API functions to get the columns we want like associated signers / status. Thanks Nathan

Thanks, this points me in the right direction.

Michael, I noticed there isn't a direct Document Package Status for like not completed or not signed. So in order for me to achieve that type of status do I need to look at the following status: SENT, OPTED_OUT, and DECLINED? We don't plan on setting an expiration date for our packages so I think I can ignore that one, and I'm assuming that only completed packages get moved to an archived status. Thanks, Nathan

Michael, Do you know the timeframe it takes for your system to move a completed package to the Archived folder? Like is it a couple days after it has been completed (signed by all parties)? Is this something that is configurable at the account level? Thanks Nathan