Embed the Signing Pages
Why
You can either embed the signing pages on your own site, or pop them up in a new window.
Be aware that:
- from a legal point of view you could undermine the requirements for an 'advanced' esignature standard, and
- complex forms in an iframe in a mobile viewport may be difficult, keep the form simple if you are doing this.
For more on this topic read here.
How
When you create a new document by sending a POST request to the /document/ endpoint, simply include the attribute:
'return_signer_links': 1
Parse the JSON of the response body to get the link(s). If you have more than one signer, all the links will be there.
While you are at it, we recommend you look at all the options for attributes you can see when sending a document:
Documentation - /api/v1/document/.
For one reason or another links can be used and invalidated, users require new ones. Use this endpoint to query for new links:
Documentation - /api/v1/signer/:signerId/new-link
Contact us if you intend to embed the link, we need to amend a security setting on your group.
Note - JS components coming soon :)
You can embed as above, but generally, until the JS components are ready, and to avoid various levels of grief, we recommend jumping the user out to a new page for signing. It's not as seamless, but it works reliably in all cases. Set a redirect on your document so the users come right back where you want them afterwards. That redirect is appended with lots of parameters so you can get document state on landing. Also use parameters on the signing link to alter the look of the signing page - click here to read more.