Secured Signing API

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MailMergeRequest

The following routes are available for this service:
POST/SmartTag/MailMergeMerge mail merge list with the documentSend a smart tag document.
MailMergeRequest Parameters:
NameParameterData TypeRequiredDescription
DocumentReferencemodelstringYesMail merge document reference
MailMergeListFileTypemodelstringYesFile type of file

Allowable Values

  • csv
  • xlsx
  • xls
MailMergeListFileDatamodelstringYesBase64 encoded mail merge list file for the document
DueDatemodelstringYesDue date that document are to be signed by.
EmailTemplateReferencemodelstringNoEmail template reference
EmbeddedmodelbooleanNoShows if embedded signing
ReturnUrlmodelstringNoUrl to return after document signed
ProcessDocumentResponse Parameters:
NameParameterData TypeRequiredDescription
ReferenceformstringYesDocument reference, used for document access
ProcessingStatusformstringYesProcessing status of mail merge
DocumentsformarrayYesList of documents for mail merge process
DocumentResponse Parameters:
NameParameterData TypeRequiredDescription
NameformstringYesFile Name
FormDirectReferenceformstringNoForm reference
SignersformarrayYesList of signers
StatusformstringNoDocument signing status

Allowable Values

  • Complete
  • Declined
  • Expired
  • Rejected
  • Signed
  • Filling
  • Filling Form
  • InProgress
  • Signing
  • NotStart
  • # of # Signed
DueDateformstringNoDue Date of document
GMTformstringNoGMT Offset
LastSignedDateformstringNoDate of latest signature
FolderformstringNoThe folder of the document

Allowable Values

  • InBox
  • Progress
  • Signed
LogsformarrayNoDocument logs
HasFileUploadedformbooleanNoWhether invitee uploaded any files during signing process.
PackageReferenceformstringNoPackage reference
ClientReferenceformstringNoclient side referese; e.g. external id etc.
EditUrlformstringNo
IDVerificationRequestedformboolNoID Verification requested.
MatterNumberformstringNoMatter Number
DocumentReferenceResponse Parameters:
NameParameterData TypeRequiredDescription
ReferenceformstringYesDocument reference, used for document access
SignerStatusResponse Parameters:
NameParameterData TypeRequiredDescription
HasSignedformbooleanNoUser signing status
EditableformbooleanNoSigner name and email can be updated by Calling UpdateSigner
SignedStatusformbooleanNoSigner Status

Allowable Values

  • Initialized
  • Invitation
  • Reminder1
  • Reminder2
  • AutoExtend
  • Expired
  • Signed
  • Complete
  • Archived
  • Pending
  • Deleted
  • Rejected
  • Declined
  • Reminder
DeclinedReasonformstringNoDeclined reason. Return only when invitee declined to sign.
VideoConfirmationDetailformVideoConfirmationDetailNo
IDCheckStatusformstringNo
IDVerificationStatusformstringNo
IDVerificationResultformstringNo
IDVerificationFaceMatchResultformstringNo
IDVerificationLivenessResultformstringNo
SignerResponse Parameters:
NameParameterData TypeRequiredDescription
SigningKeyformstringNoUrl for access to signing; Only when this is an embedded signer
Signer Parameters:
NameParameterData TypeRequiredDescription
SignerReferenceformstringNoSigner reference
IsFaceToFaceSigningformboolNo
VideoConfirmationEnabledformboolNo
ReviewBeforeSigningEnabledformboolNo
Invitee Parameters:
NameParameterData TypeRequiredDescription
MobileNumberformstringNoMobile number of signer, for SMS secured forms. Must include the mobile carrier code e.g. Australia 04, New Zealand 027 or 021 etc
MobileCountryformstringNoMobile Country code for phone number e.g. Australia 61, New Zealand 64 etc
ShareUsersformList<ShareUser>No
ClientReferenceformstringNo
UserInfo Parameters:
NameParameterData TypeRequiredDescription
FirstNameformstringYesFirst name of user
MiddleNameformstringNoMiddle name of user
LastNameformstringYesLast name of user
EmailformstringYesEmail address of user
ShareUser Parameters:
NameParameterData TypeRequiredDescription
IsDefaultformboolNo
IsOwnerformboolNo
SignedStatus Enum:
Initialized
Invitation
Reminder1
Reminder2
AutoExtend
Expired
Signed
Complete
Archived
Pending
Deleted
Rejected
Declined
Reminder
VideoConfirmationDetail Parameters:
NameParameterData TypeRequiredDescription
NameformstringNo
ShortUrlformstringNo
IsVideoReadyformboolNo
PasswordformstringNo
EmailformstringNo
IsWitnessformboolNo
IsVideoDisabledformboolNo
IsVideoOptOutformboolNo
WitnessOwnerformstringNo
DocumentLog Parameters:
NameParameterData TypeRequiredDescription
NameformstringNoName of user responsible for action
ActionformstringNoLog entry
DateformstringNoDate of log entry
GMTformstringNoGMT Offset
RoleformstringNoRole of user responsible for action

To override the Content-type in your clients, use the HTTP Accept Header, append the .json suffix or ?format=json

To embed the response in a jsonp callback, append ?callback=myCallback

HTTP + JSON

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

POST /SmartTag/MailMerge HTTP/1.1 
Host: api.securedsigning.com 
Accept: application/json
Content-Type: application/json
Content-Length: length

{"DocumentReference":"String","MailMergeListFileType":"String","MailMergeListFileData":"String","DueDate":"0001-01-01T00:00:00.0000000","EmailTemplateReference":"String","Embedded":false,"ReturnUrl":"String"}

HTTP/1.1 200 OK
Content-Type: application/json
Content-Length: length

{"Reference":"String","ProcessingStatus":"String","Documents":[{"Name":"String","FormDirectReference":"String","Signers":[{"HasSigned":false,"Editable":false,"SignedStatus":"Initialized","DeclinedReason":"String","VideoConfirmationDetail":{"Name":"String","ShortUrl":"String","IsVideoReady":false,"Password":"String","Email":"String","IsWitness":false,"IsVideoDisabled":false,"IsVideoOptOut":false,"WitnessOwner":"String"},"IDCheckStatus":"String","IDVerificationStatus":"String","IDVerificationResult":"String","IDVerificationFaceMatchResult":"String","IDVerificationLivenessResult":"String","SigningKey":"String","SignerReference":"String","IsFaceToFaceSigning":false,"VideoConfirmationEnabled":false,"ReviewBeforeSigningEnabled":false,"MobileNumber":"String","MobileCountry":"String","ShareUsers":[{"IsDefault":false,"IsOwner":false,"FirstName":"String","MiddleName":"String","LastName":"String","Email":"String"}],"ClientReference":"String","FirstName":"String","MiddleName":"String","LastName":"String","Email":"String"}],"Status":"String","DueDate":"String","GMT":"String","LastSignedDate":"String","Folder":"String","Logs":[{"Name":"String","Action":"String","Date":"String","GMT":"String","Role":"String"}],"HasFileUploaded":false,"PackageReference":"String","ClientReference":"String","EditUrl":"String","IDVerificationRequested":false,"MatterNumber":"String","Reference":"String"}]}