Tagging files which will be signed
Dynamically tagging the files which will be signed can be done from a external application. To enable this functionality, please follow these steps :
- in Settings \ Policies section the following option must be enabled
Enable redirect to external URL for metadata editor when sending drafts
- set the redirect URL and save.
From this point on, all drafts sent for signing from UI will be redirected instead to the URL specified above. The external application should :
call GetDraftDetails to obtain the draft details (including the list of files).
tag the files as required.
call UpdateDraftSettings API to update the draft metadata with the tagged files information.
call SendEnvelopeFromDraft API to send the documents for signing.
Please also see this Github sample which demonstrates this type of integration