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I need to send a library template. How can I define the roles (Particpiant1, Participant2... etc) for the signer. I try something whats below but I get invalid role error:
{
"documentCreationInfo": {
"name": "MyTest",
"signatureType": "ESIGN",
"recipients": [
{
"fax": "",
"email": "test@test.com",
"role": "Participant1"
}
],
"signatureFlow": "SENDER_SIGNATURE_NOT_REQUIRED",
"message": "",
"mergeFieldInfo": [
{
"fieldName": "Name1",
"defaultValue": "Test Test"
}
],
"fileInfos": [
{
"libraryDocumentName": "TEST"
}
]
}
}
You should actually not include the fax piece.
Example:
POST /api/rest/v2/agreements HTTP/1.1
Host: secure.echosign.com
Access-Token: undefined
x-user-email: atsdyn@gmail.com
Content-Type: application/json
Cache-Control: no-cache
Postman-Token: 88d7d0a6-30f9-5a65-82df-4eb013a18ad4
{
"documentCreationInfo": {
"fileInfos": [
{
"libraryDocumentId": "2AAABLblqZhBBqN2EJssYmYSPWYDBC0X4R_Qs02L3pqjd68mdzC3V4KTOYMsmvxaQ_XukmXpuIHg*"
}
],
"message": "Please sign this agreement.",
"name": "Test Agreement",
...
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Role is for "SIGNER" or "APPROVER".
The recipient order is just the order each recipient appears in the list top to bottom.
"recipients": [
{
"fax": "",
"email": "test@test.com",
"role": "SIGNER"
}
{
"fax": "",
"email": "test2@test.com",
"role": "APPROVER"
}
],
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You should actually not include the fax piece.
Example:
POST /api/rest/v2/agreements HTTP/1.1
Host: secure.echosign.com
Access-Token: undefined
x-user-email: atsdyn@gmail.com
Content-Type: application/json
Cache-Control: no-cache
Postman-Token: 88d7d0a6-30f9-5a65-82df-4eb013a18ad4
{
"documentCreationInfo": {
"fileInfos": [
{
"libraryDocumentId": "2AAABLblqZhBBqN2EJssYmYSPWYDBC0X4R_Qs02L3pqjd68mdzC3V4KTOYMsmvxaQ_XukmXpuIHg*"
}
],
"message": "Please sign this agreement.",
"name": "Test Agreement",
"recipients": [
{
"email": "echosmusz1@gmail.com",
"role": "SIGNER"
},
{
"email": "echosmusz2@gmail.com",
"role": "SIGNER"
}
],
"signatureFlow": "SENDER_SIGNATURE_NOT_REQUIRED",
"signatureType": "ESIGN",
"authoringRequested": false
}
}