Assign metadata dynamically

Dynamically assigning metadata to envelopes 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).

• build the metadata as required (you have full control on how to structure information for each draft file).

• call UpdateDraftSettings API to update the draft metadata with the specified information.

• call SendEnvelopeFromDraft API to send the documents for signing.