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Reply to: Adding an signer after package is created
Wednesday, December 4, 2019 at 09:43amGot it. Thanks.
Reply to: Adding an signer after package is created
Thursday, December 5, 2019 at 02:49amI am not able to figure out how to do a placeholder signer while creating a package...? Can you please provide a sample?
Reply to: Adding an signer after package is created
Thursday, December 5, 2019 at 05:03amThanks again. So the placeholder can only be done if we set it as "DRAFT" status right?
And the emails won't be sent until the status is set to "SENT"?
Reply to: Adding an signer after package is created
Thursday, December 5, 2019 at 05:20amahh .. ok. But we want to get the signature out as and when the user is available for sign.
BTW, we are using API and will be relying on callback which will give us the signing URL... so can we get the signing URL as and when we update the placeholder with actual details and set. the status to SEND. In effect some thing like this..
Step 1: Prepare a package with a document, with one signer and 2 placeholders.
Step 2: Create the package on the portal with STATUS = DRAFT.
Step 3: Set the status to SENT. The user that has details will get the signing URL. After this set the package status back to DRAFT.
Step 4: when the second user is available, we send the PUT with signer details and set the status again to SENT.
Repeat #3 and #4 as required for all signers.
Thanks again so much for your item and help.
Reply to: Adding an signer after package is created
Thursday, December 5, 2019 at 05:42amOK. I confirmed that I can to set the status to "SENT" when there are placeholders ...
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