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Create an eSignature Transaction

This endpoint creates a new eSignature transaction, which represents a set of documents that need to be signed by one or more recipients. A transaction is the top-level container for managing the eSignature process. Authorization (http bearer token) is required.

Request Body REQUIRED
documents object[] REQUIRED

List of documents

id string

id of the document from response from POST /document/upload

title string REQUIRED

document title

description string

document description

xfdf string

document xfdf string

gcsRefId string REQUIRED

gcsRefId of document from response POST /document/upload

sessionType string REQUIRED

Possible values: [esign]

type string REQUIRED

Possible values: [acknowledgment, oath, undetermined]

order number

order the document is shown to participant

pages number

number of pages in the document

readOnly boolean

will this document be read only

visible boolean

will this document be visible to the participants

tags object[] REQUIRED

List of tags to convert to xfdf

type string REQUIRED

Possible values: [DATETEMPLATE, FULLNAMETEMPLATE, DOCUMENTIDTEMPLATE, NOTARYSESSIONIDTEMPLATE, COMMISSIONIDTEMPLATE, COMMISSIONEXPIRATIONTEMPLATE, DISCLAIMERTEMPLATE, COMMISSIONSTAMPTEMPLATE, SEALTAGTEMPLATEANNOTATION, NOTARYTITLETEMPLATE, NOTARYCOUNTYTEMPLATE, NOTARYSTATETEMPLATE, SIGNATURETEMPLATE, SIGNHERETAGTEMPLATEANNOTATION, INITIALSTEMPLATE, INITIALHERETAGTEMPLATEANNOTATION, FREEFORMTEXTTAGTEMPLATEANNOTATION, TEXTANNOT]

x number REQUIRED

bottom-left x-coordinate of the tag annotation

y number REQUIRED

bottom-left y-coordinate of the tag annotation

width number REQUIRED

width of the tag annotation

height number REQUIRED

height of the tag annotation

signerId string REQUIRED

id of the signer this tag is assigned to

customData object REQUIRED
page number REQUIRED

page number of the tag annotation

required boolean

tag is required to be applied

stateFormat string

tag is required to be applied

dateFormat string

Possible values: [MM/DD/YYYY, DD/MM/YYYY, MM/DD/YY, DD/MM/YY, MMMM do, yyyy, full, MMMM, do, yyyy, YYYY]

tag is required to be applied

fontSize number

tag font size

participants object[] REQUIRED

list of participants to include in esign session

id string REQUIRED

id of the signer this tag is assigned to

order number

order of participant

email string REQUIRED

email of the signer

firstName string REQUIRED

first name of signer

middleName string

middle name of signer

lastName string REQUIRED

last name of signer

address1 string

address of signer

address2 string

address 2 of signer

country string

country of signer

city string

address 2 of signer

state string

state of signer

zip string

postal code of signer

phone string

phone number of signer

kbaRequired boolean

is KBA required for this signer

credAnalysisRequired boolean

is credential-analysis required for this signer

externalId string

consumer-provided external id

authenticationType string REQUIRED

Possible values: [personal-password, two-factor-authentication, none]

twoFactorContact string REQUIRED

Possible values: [sms, email]

personalPasswordQuestion string
personalPassword string
inviteEmailSubject string
notifyParticipants object

notification preferences

email boolean

send email notification to participants

status string REQUIRED

Possible values: [draft, esign_pending]

referenceId string REQUIRED

The unique identifier your organization assigned to this transaction.

signingOrder boolean

The flag to enable signing order.

personalizedMessage string

The personalized message to the email request sent to the client.

Responses
201

The record has been successfully created.

Schema OPTIONAL
taggingOrganizationId string OPTIONAL

id of the organization assigned to tag this document

evault string OPTIONAL

Possible values: [eOriginal]

eVault to use. Defaults to eOriginal

sendFinalEnoteTo string[]

Possible values: [eOriginal]

documents object[]

List of documents

id string OPTIONAL

id of the document from response from POST /document/upload

title string

document title

description string OPTIONAL

document description

xfdf string OPTIONAL

document xfdf string

gcsRefId string

gcsRefId of document from response POST /document/upload

sessionType string

Possible values: [esign]

type string

Possible values: [acknowledgment, oath, undetermined]

order number OPTIONAL

order the document is shown to participant

pages number OPTIONAL

number of pages in the document

readOnly boolean OPTIONAL

will this document be read only

visible boolean OPTIONAL

will this document be visible to the participants

tags object[]

List of tags to convert to xfdf

type string

Possible values: [DATETEMPLATE, FULLNAMETEMPLATE, DOCUMENTIDTEMPLATE, NOTARYSESSIONIDTEMPLATE, COMMISSIONIDTEMPLATE, COMMISSIONEXPIRATIONTEMPLATE, DISCLAIMERTEMPLATE, COMMISSIONSTAMPTEMPLATE, SEALTAGTEMPLATEANNOTATION, NOTARYTITLETEMPLATE, NOTARYCOUNTYTEMPLATE, NOTARYSTATETEMPLATE, SIGNATURETEMPLATE, SIGNHERETAGTEMPLATEANNOTATION, INITIALSTEMPLATE, INITIALHERETAGTEMPLATEANNOTATION, FREEFORMTEXTTAGTEMPLATEANNOTATION, TEXTANNOT]

x number

bottom-left x-coordinate of the tag annotation

y number

bottom-left y-coordinate of the tag annotation

width number

width of the tag annotation

height number

height of the tag annotation

signerId string

id of the signer this tag is assigned to

customData object
page number

page number of the tag annotation

required boolean OPTIONAL

tag is required to be applied

stateFormat string OPTIONAL

tag is required to be applied

dateFormat string OPTIONAL

Possible values: [MM/DD/YYYY, DD/MM/YYYY, MM/DD/YY, DD/MM/YY, MMMM do, yyyy, full, MMMM, do, yyyy, YYYY]

tag is required to be applied

fontSize number OPTIONAL

tag font size

participants object[]

list of participants to include in esign session

id string

id of the signer this tag is assigned to

order number OPTIONAL

order of participant

email string

email of the signer

firstName string

first name of signer

middleName string OPTIONAL

middle name of signer

lastName string

last name of signer

address1 string OPTIONAL

address of signer

address2 string OPTIONAL

address 2 of signer

country string OPTIONAL

country of signer

city string OPTIONAL

address 2 of signer

state string OPTIONAL

state of signer

zip string OPTIONAL

postal code of signer

phone string OPTIONAL

phone number of signer

kbaRequired boolean OPTIONAL

is KBA required for this signer

credAnalysisRequired boolean OPTIONAL

is credential-analysis required for this signer

externalId string OPTIONAL

consumer-provided external id

authenticationType string

Possible values: [personal-password, two-factor-authentication, none]

twoFactorContact string

Possible values: [sms, email]

personalPasswordQuestion string OPTIONAL
personalPassword string OPTIONAL
inviteEmailSubject string OPTIONAL
400

The request is invalid

Schema OPTIONAL
error object
statusCode number

status code

message string[]

List of documents

error string

status code