I'm just getting started and was wondering if it's possible to use a widget in a workflow rather than upload a document using the API?
I'd like to create a widget then send users a link to it, can I then set up an agreement? Is it possible to get the document's id in the same way as an uploaded document?
Thanks
Hi Martinm,
As I understand, you wish to create and save the Widget form so that you can just send a link to that widget to the users to get signature.
If that is the case, yes you can do it that way. It is not necessary to upload the document somewhere. You can directly share the link to the Widget with the recipients/ signers.
Please refer to the following help document to create a widget.
If you are referring to something else, please elaborate.
Let us know if you have any questions.
Regards,
Meenakshi
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