SignRequest

Note

To use the SignRequest app, you must pay the vendor for using their API. For more information on SignRequest pricing, see here.

The SignRequest modules allow you to monitor, create, update, send, retrieve, list, and delete the documents, document attachments, events, SignRequests, teams, and templates in your SignRequest account.

Getting Started with SignRequest

Prerequisites

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting SignRequest to Make

  1. Go to Make and open the SignRequest module's Create a connection dialog.

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  2. In the Connection name field, enter a name for the connection.

  3. In the Subdomain field, enter your account domain details. For example, if your account URL address is https://www.xyz.signrequest.com then your subdomain is xyz.

  4. Click Continue.

  5. Confirm the access by clicking Authorize.

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The connection has been established.

SignRequests

Retrieves all SignRequests.

Connection

Establish a connection to your SignRequest account.

Filter by Who Signs Document

Select or map the option to choose the users to filter the SignRequests:

  • Only me

  • Me and Others

  • Only Others

Filter by Document Sender Email

Enter (map) the email address of the sender who is requesting the signature to list the requests that match the specified email address.

Limit

Set the maximum number of SignRequests Make should return during one execution cycle.

Retrieves a SignRequest.

Connection

Establish a connection to your SignRequest account.

SignRequest ID

Select or map the SignRequest ID whose details you want to retrieve.

Create Quick SignRequests

Creates a document and SignRequests in one call.

Connection

Establish a connection to your SignRequest account.

Document File Through

Select or map the document file through for which you want to create the SignRequest:

  • URL

  • Data

  • Template

File URL

Enter (map) the URL address of the document for which you are creating the SignRequest.

Source File

Enter the source file information for which you want to create the SignRequest:File DataEnter (map) the file data.File NameEnter (map) the file name.

Template

Select or map the Template of the document for which you want to create the SignRequest.

Signers

Add the signer's details:

Email

Enter (map) the email address of the signer.

Authorization Role

Select or map the signer's applicable authorization role:

  • Sign

  • Sign in Person

  • Approve

  • Notify

  • Copy

User Stamp For Approve Only

Select whether you want to place an approval stamp on a document when a signer approves the document.

Embed URL User ID

Enter (map) the embed URL address of the User ID. For more information, see In-Person Signing.

Signing Order

Enter (map) the signing order details of the document.

First Name

Enter (map) the signer's first name.

Last Name

Enter (map) the signer's last name.

Language

Enter (map) the document language.

Force Language

Select or map the language applicable to the signer.

Password

Enter (map) the signer's password.

Verify by Phone Number

Enter (map) the phone number used for the text message verification. A country code including the plus-sign is required.

Verify by Bank Account

Enter (map) the bank account used for the bank account verification.

Redirect URL

Enter (map) the redirect URL address to which the user should be redirected after completing the sign.

Redirect URL Declined

Enter (map) the redirect URL address to which the user should be redirected after declining the request.

Chained Document

Select or map the reference document that the signer should sign before signing this one. For more information, see the documentation.

About the Chained Document (in Signers)

The easiest way of working with the chained document is by sending the requests backward. Please see the following example:

Context: You want to send three different documents to a customer.

1. Create three documents using the Create a Document module.

2. Create a SignRequest using the Create a SignRequest module with Document 3 URL address in the documents field and Document 2 URL address in the after_documents field in the signers' array. This will not trigger a SignRequest email to be sent to the signer.

3. You create a SignRequest using the Create a SignRequest module with Document 2 URL address in documents field and Document 1 URL address in the after_documents field in the signers' array. This will not trigger a SignRequest email to be sent to the signer.

4. You create a SignRequest using the Create a SignRequest module with Document 1 URL address in the documents field without providing any details in the after_documents field. Because this SignRequest has no after_documents email, it triggers a SignRequest email to be sent to the signer.

Note

Resending the SignRequest email (in this case for Document 3 and Document 2) will trigger the SignRequest email to be sent to the signer even though there was none sent before.

When after_document references a document where the signer in question already has signed or declined they will still receive a SignRequest email as we cannot redirect them anymore. It's only possible to reference documents that are not fully signed (or declined) yet.

Email Sender

Enter (map) the sender's email address. Required when authenticated as a Team. The reply-to email address

Email Sender Name

Enter (map) the sender's name who is sending the SignRequest.

Email Subject

Enter (map) the email subject line.

Email Message

Enter (map) the email message body.

Required Attachments

Add the required attachments for the SignRequest.

Needs Preparing

Select whether the sender of the SignRequest prepares the document before sending the request out.

Redirect URL

Enter (map) the URL address the user must redirect to when a document is signed.

This only works when there are no chained documents for this signer anymore.

Redirect URL Declined

Enter (map) the URL address the user must be redirected to when a document is declined.

This only works when there are no chained documents for this signer anymore.

Send Reminders

Select whether you want to enable the SignRequest to automatically remind the signers to sign a document on days 3, 8, 13, and 18.

Text Message Verification Locked

Select whether a text message verification is needed before the signer can see the document.

Document Name

Enter (map) a document name that you want to send for the SignRequest.

Document External ID

Enter (map) the document's External ID to access from the external systems.

Document Events Callback URL

Enter (map) the document events callback URL address.

Document Prefill Tags

Add the tags for the document:

External ID

Enter (map) the External ID of the document that can be accessed from external systems.

Text

Enter (map) the tag text.

Checkbox Value

Select whether you want to provide a checkbox value for the tag.

Date Value

Enter (map) the date to add the date tag.

Document Auto Delete Days

Enter (map) the number of days after which a finished document (signed/canceled/declined) will be automatically deleted.

Document Auto Expire Days

Enter (map) the number of days after which a non-finished document will be automatically expired.

Force Signature Color

Enter (map) the specific color for the signature. For example, #0000ff.

This only works for the draw mode and does not affect the color-saved signatures.

Disable Text

Select whether you want to disable adding text to the document being sent for SignRequest.

Disable Date

Select whether you want to disable adding dates to the document being sent for SignRequest.

Disable Attachments

Select whether you want to disable uploading or add attachments to the document being sent for SignRequest.

Disable Emails

Select whether you want to disable all the SignRequest status emails and the email that contains the signed documents.

Disable Text Signatures

Select whether you want to disable the usage of signatures generated by typing the text.

Disable Upload Signatures

Select whether you want to disable the usage of uploaded signatures (images).

Disable Blockchain Proof

Select whether you want to disable storing timestamp proof hashes in blockchain integrations.

Note

The endpoint might return an empty Document Name / External ID / File / File From URL / Event Callback URL/ File from SF / Auto Expire Days / Auto Delete Days (/ integration/integration_data) fields. But, if you retrieve the signrequest afterwards, they will no longer be empty.

Creates a SignRequest.

Connection

Establish a connection to your SignRequest account.

Document URL

Select or map the Document URL address for which you want to create a SignRequest.

Signers

Add the signer details:

Email

Enter (map) the email address of the signer.

Authorization Role

Select or map the signer's applicable authorization role:

  • Sign

  • Sign in Person

  • Approve

  • Notify

  • Copy

User Stamp For Approve Only

Select whether you want to place an approval stamp on a document when a signer approves the document.

Embed URL User ID

Enter (map) the embed URL address of the User ID. For more information, see the In-Person Signing.

Signing Order

Enter (map) the signing order details of the document.

First Name

Enter (map) the signer's first name.

Last Name

Enter (map) the signer's last name.

Language

Enter (map) the document language.

Force Language

Select or map the language applicable to the signer.

Password

Enter (map) the signer's password.

Verify by Phone Number

Enter (map) the phone number used for the text message verification. A country code including the plus-sign is required.

Verify by Bank Account

Enter (map) the bank account used for the bank account verification. At present, it is only possible to verify bank accounts using iDEAL.

Redirect URL

Enter (map) the redirect URL address to which the user should be redirected after completing the sign.

Redirect URL Declined

Enter (map) the redirect URL address to which the user should be redirected after declining the request.

Chained Document

Select or map the reference document that the signer should sign before signing this one. For more information, see the documentation.

The easiest way of working with the chained documents is by sending the requests backward. Please see the following example:

Context: You want to send three different documents to a customer.

1. Create three documents using the Create a Document module.

2. Create a SignRequest using the Create a SignRequest module with Document 3 URL address in the documents field and Document 2 URL address in the after_documents field in the signers' array. This will not trigger a SignRequest email to be sent to the signer.

3. You create a SignRequest using the Create a SignRequest module with Document 2 URL address in documents field and Document 1 URL address in the after_documents field in the signers' array. This will not trigger a SignRequest email to be sent to the signer.

4. You create a SignRequest using the Create a SignRequest module with Document 1 URL address in the documents field without providing any details in the after_documents field. Because this SignRequest has no after_documents email, it triggers a SignRequest email to be sent to the signer.

Note

Resending the SignRequest email (in this case for Document 3 and Document 2) will trigger the SignRequest email to be sent to the signer even though there was none sent before.

When after_document references a document where the signer in question already has signed or declined they will still receive a SignRequest email as we cannot redirect them anymore. It's only possible to reference documents that are not fully signed (or declined) yet.

Email Sender

Enter (map) the sender's email address. Required when authenticated as a Team. The reply-to email address.

Email Sender Name

Enter (map) the sender's name who is sending the SignRequest.

Email Subject

Enter (map) the email subject line.

Email Message

Enter (map) the email message body. The message may contain the following HTML tags: a, abbr, acronym, b, blockquote, code, em, i, ul, li, ol, and strong.

Note

Ensure that when the text to HTML ratio is too high, the email may end up in spam filters. Custom styles on these tags are not allowed.

Required Attachments

Add the required attachments for the SignRequest.

Needs Preparing

Select whether the sender of the SignRequest prepares the document before sending the request out.

Redirect URL

Enter (map) the URL address the user must redirect to when a document is signed.

Note

This only works when there are no chained documents for this signer anymore. The fields in the mappable parameters will apply in general but will be overwritten for the specific signer by the signer's Redirect URL and Redirect URL Declined if they are defined.

Redirect URL Declined

Enter (map) the URL address the user must be redirected to when a document is declined.

Note

This only works when there are no chained documents for this signer anymore. The fields in the mappable parameters will apply in general but will be overwritten for the specific signer by the signer's Redirect URL and Redirect URL Declined if they are defined.

Send Reminders

Select whether you want to enable the SignRequest to automatically remind the signers to sign a document on days 3, 8, 13, and 18.

Text Message Verification Locked

Select whether a text message verification is needed before the signer can see the document.

Force Signature Color

Enter (map) the specific color for the signature. For example, #0000ff.

Note

This only works for the draw mode and does not affect the color-saved signatures.

Disable Text

Select whether you want to disable adding text to the document being sent for SignRequest.

Disable Date

Select whether you want to disable adding dates to the document being sent for SignRequest.

Disable Attachments

Select whether you want to disable uploading or add attachments to the document being sent for SignRequest.

Disable Emails

Select whether you want to disable all the SignRequest status emails and the email that contains the signed documents.

Disable Text Signatures

Select whether you want to disable the usage of signatures generated by typing the text.

Disable Upload Signatures

Select whether you want to disable the usage of uploaded signatures (images).

Disable Blockchain Proof

Select whether you want to disable storing timestamp proof hashes in blockchain integrations.

Resends a SignRequest.

Connection

Establish a connection to your SignRequest account.

SignRequest ID

Select or map the SignRequest ID which you want to resend.

Note

This module does not return errors if you try to resend a SignRequest that cannot be resent. It always returns OK.

Cancels a SignRequest.

Connection

Establish a connection to your SignRequest account.

SignRequest ID

Select or map the SignRequest ID which you want to cancel.

Documents

Searches for documents using general or specific queries.

Connection

Establish a connection to your SignRequest account.

Query

Enter (map) the keywords or phrases to search the documents that match the specified query.

Partial Query

Enter (map) the characters to search the documents that match the specified characters.

Document Name

Enter (map) the name to search the documents with the specified document name.

Signer Emails

Enter (map) the email address of the signer to search the document with the specified email addresses.

Filter by Status

Select or map status to list the document with the specified status. For example, Signed, Declined.

Filter by Who Signs

Select or map the option to search the documents with the specified signers:

  • Only Me

  • Me and Others

  • Only Others

Export Format

Select or map the format in which you want to export the search results:

  • JSON

  • CSV

  • XLS

Signer Data Mode

Select or map the signer data mode that can be used with the above CSV/XLS export format. Using Signer Data Mode will export each signer on a separate row. Also, the signer inputs that have an external ID specified on a tag will be exported. All external IDs found will be exported as columns.

Limit

Set the maximum number of documents Make should return during one execution cycle.

Note

All documents are only ordered by created (newest first) when Query, Partial Query, or Name are not used, else they are ordered by the strength of the match.

List Documents

Retrieves all documents.

Connection

Establish a connection to your SignRequest account.

Filter by Who Signs

Select or map the option to list the documents with the specified signers:

  • Only Me

  • Me and Others

  • Only Others

Filter by Status

Select or map status to list the document with the specified status. For example, Signed, Declined.

Filter by Sender Email

Enter (map) the sender's email address to list the documents with the specified email address.

Filter by External ID

Enter (map) the External ID to list the documents with the specified ID.

Filter by User Email

Enter (map) the sender's email address to list the document with the specified email address.

Filter by User First Name

Enter (map) the sender's user's first name to list the document with the specified name.

Filter by User Last Name

Enter (map) the sender's user's last name to list the document with the specified name.

Limit

Set the maximum number of documents Make should return during one execution cycle.

Retrieves a document.

Connection

Establish a connection to your SignRequest account.

Document ID

Select or map the Document ID whose details you want to retrieve.

Creates a document.

Connection

Establish a connection to your SignRequest account.

Document File Through

Select or map the document file through for which you want to create the document:

  • URL

  • Data

  • Template

File URL

Enter (map) the publicly accessible URL of the document to be downloaded by SignRequest.

Source File

Add the source file information:

File Name

Enter (map) the file name.

Data

Enter (map) the file data.

Template

Select or map the document template for which you want to create the document for SignRequest.

Document Name

Enter (map) a name for the document.

External ID

Enter (map) the External ID of the document that can be accessed from external systems.

Events Callback URL

Enter (map) the URL address at which you want to receive event callbacks for this document.

Prefill Tags

Add the tags for the document:

External ID

Enter (map) the External ID of the document that can be accessed from external systems.

Text

Enter (map) the tag text.

Checkbox Value

Select whether you want to provide a checkbox value for the tag.

Date Value

Enter (map) the date to add the date tag.

Auto Delete Days

Enter (map) the number of days after which a finished document (signed/canceled/declined) will be automatically deleted.

Auto expire Days

Enter (map) the number of days after which a non-finished document will be automatically expired.

Deletes a document.

Connection

Establish a connection to your SignRequest account.

Document ID

Select or map the Document ID whose details you want to retrieve.

Document Attachments

List a Document's Attachments

Retrieves a document's attachments.

Connection

Establish a connection to your SignRequest account.

Filter by Document

Select or map the option to choose the document whose attachments you want to list.

Document UUID

Select or map the Document UUID whose attachments you want to list.

Document External ID

Select or map the Document External ID whose attachments you want to list.

Limit

Set the maximum number of attachments Make should return during one execution cycle.

Retrieves a document attachment.

Connection

Establish a connection to your SignRequest account.

Document Attachment ID

Select or map the Document Attachment ID whose attachment details you want to retrieve.

Creates an attachment for a document.

Connection

Establish a connection to your SignRequest account.

Document URL

Select or map the document URL address to which you want to add an attachment.

Attachment Name

Enter (map) a name for the attachment file.

File Through

Select or map the option to attach the document.

File URL

Enter (map) the URL address of the attachment.

File Data

Enter (map) the file data.

File Name

Enter (map) the attachment file name.

Templates

Retrieves all templates.

Connection

Establish a connection to your SignRequest account.

Limit

Set the maximum number of templates Make should return during one execution cycle.

Retrieves a template.

Connection

Establish a connection to your SignRequest account.

Template UUID

Select or map the Template UUID whose details you want to retrieve.

Teams

Retrieves all teams.

Connection

Establish a connection to your SignRequest account.

Limit

Set the maximum number of teams Make should return during one execution cycle.

Retrieves all team members.

Connection

Establish a connection to your SignRequest account.

Filter by is Active

Select whether you want to list the active team members.

Filter by Is Owner

Select whether you want to list the team members who are owners.

Filter by Is Admin

Select whether you want to list the team members who are admins.

Filter by User Email

Enter (map) the user's email address to list the team members that match the specified email address.

Filter by User First Name

Enter (map) the user's first name to list the team members that match the specified name.

Filter by User Last Name

Enter (map) the user's last name to list the team members that match the specified name.

Limit

Set the maximum number of team members Make should return during one execution cycle.

Retrieves a team member.

Connection

Establish a connection to your SignRequest account.

Team Member UUID

Select or map the Team Member UUID whose details you want to retrieve.

Events

You do not have to add the webhooks in the SignRequest as it is automatically done for you once you add and save an instant trigger module to your scenario.

Watches SignRequests events.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your SignRequest account.

Event Type

Select or map the event type whose events you want to watch.

Integration

Select or map the integration you want to apply to watch the events. For example, Salesforce.

Optional Webhook Name

Enter an optional name for the webhook.

Important

You can set webhooks per document (while creating the document) and per event type (using the Watch Events module). Otherwise, it will be sent to the event callback URL you set on https://signrequest.com/#/teams.

Retrieves all events.

Connection

Establish a connection to your SignRequest account.

Filter by Event Status

Select or map the status to list the events based on the selected status.

Filter by Event Type

Select or map the event type you want to list.

Filter by Document

Select or map the documents whose events you want to list;

  • Document UUID

  • Document External ID

Document UUID

Select or map the Document UUID whose events you want to list.

Document External UUID

Select or map the Document External UUID whose events you want to list.

Filter by Who Signs Document

Select or map the signer to list the document's events that match the specified signer:

  • Only Me

  • Me and Others

  • Only Others

Filter by Document Status

Select or map the status to list the events that match the document status. For example, new, sent.

Filter by Document Sender Email

Enter (map) the sender's email address to list the events that match the specified email address.

Filter by Document User Email

Enter (map) the user's email address to list the events that match the specified email address.

Filter by Document User First Name

Enter (map) the first name to list the events that match the specified name.

Filter by Document User Last Name

Enter (map) the last name to list the events that match the specified name.

Filter by Delivered

Select whether you want to list the delivered events.

Limit

Set the maximum number of events Make should return during one execution cycle.

Retrieves an event.

Connection

Establish a connection to your SignRequest account.

Event UUID

Select or map the Event ID whose details you want to retrieve.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your SignRequest account.

URL

Enter a path relative to https://myDomain.signrequest.com/api For example, /v1/documents/2e6b65de-1af9-4fc1-b78b-48d49f120e79

For the list of available endpoints, refer to the SignRequest API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Examples of Use - List Documents

The following API call returns all the documents from your SignRequest account:

URL

/v1/documents/

Method

GET

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Matches of the search can be found in the module's Output under Bundle > Body > results.

In our example, 41 documents were returned.

61f279c7822f6.png

Example of Use - List Documents

The following API call returns all the documents from your SignRequest account:

URL:/v1/documents/

Method:GET

61f279c62a9d7.png

Matches of the search can be found in the module's Output under Bundle > Body > results. In our example, 41 documents were returned:

61f279c7822f6.png