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.

Tip

Please also see this Github sample which demonstrates this type of integration