Electronic Signature
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Send a template with roles for signing to several recipients with Node.js Client for API

Send a template with roles for signing to several recipients with Node.js Client using the API

Get a role based template signed by several recipients with signNow's easy to use API. You can create a template with roles for each recipient and instantly send it for signing right from your app or website.

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Send a role-based template for signing to multiple recipients

Use this sample code to instantly send a template with different roles to several signers at once.

Node.js

C#

Java

Python

cURL

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'use strict';
 
const signnow = require('@signnow/api-client')({
  credentials: 'BASE64_ENCODED_CLIENT_CREDENTIALS',
  production: true, // if false then uses eval server
});
const sendInvite = signnow.template.invite;
 
const id = 'TEMPLATE_ID_GOES_HERE';
const token = 'YOUR_ACCESS_TOKEN';
 
/**
 * @typedef {Object} SignerSettings
 * @property {string} email - signer's email
 * @property {string} role - ole name
 * @property {number} order - role signing order
 * @property {string} reassign - allow reassign signer
 * @property {string} decline_by_signature - signer can decline invite
 * @property {number} reminder - remind via email in days
 * @property {number} expiration_days - expiration of invite in days
 * @property {string} [subject] - specify subject of email
 * @property {string} [message] - specify body of email
 */
 
/**
 * @type {Object}
 * @property {string} document_id
 * @property {SignerSettings[]} to - array of signers
 * @property {string} from - email of sender
 * @property {string[]} [cc] - array with emails
 * @property {string} [subject] - specify subject of email
 * @property {string} [message] - specify body of email
 * @property {string} [on_complete] - on signing complete action
 */
const fieldInvite = {
  document_id: 'TEMPLATE_ID_GOES_HERE',
  to: [
    {
      email: 'EMAIL_OF_SIGNER_1',
      role: 'Signer 1',
      order: 1,
      reassign: '0',
      decline_by_signature: '0',
      reminder: 4,
      expiration_days: 27,
      subject: 'Field invite Signer1',
      message: 'Message1',
    },
    {
      email: 'EMAIL_OF_SIGNER_2',
      role: 'Signer 2',
      order: 1,
      reassign: '0',
      decline_by_signature: '0',
      reminder: 4,
      expiration_days: 27,
      subject: 'Field invite Signer2',
      message: 'Message2',
    },
  ],
  from: 'EMAIL_OF_SENDER',
};
 
/**
 * @param {Object} res
 * @param {string} res.status - e.g. 'success'
 */
const handleResponse = res => {
  console.log(res);
};
 
const handleError = err => {
  console.error(err);
};
 
sendInvite({
  data: {
    ...fieldInvite,
  },
  id,
  token,
}, (err, res) => {
  if (err) {
    handleError(err);
  } else {
    handleResponse(res);
  }
});

public class SendInviteModel
    {
        public IEnumerable<To> to { get; set; }
        public string from { get; set; }
        public object[] cc { get; set; }
        public string subject { get; set; }
        public string message { get; set; }
    }
 
    public class To
    {
        public string email { get; set; }
        public string role_id { get; set; }
        public string role { get; set; }
        public int order { get; set; }
        public string authentication_type { get; set; }
        public string password { get; set; }
        public int expiration_days { get; set; }
        public int reminder { get; set; }
        public string method { get; set; }
        public string phone { get; set; }
    }
public partial class RestSharpSamples
    {
        public static void SignatureInviteFromTemplate(string accessToken, string apiUrl, string templateId, SendInviteModel dataObj, string documentName = "", bool disableEmail = false)
        {
            var client = new RestClient { BaseUrl = new Uri(apiUrl) };
 
            var createDocumentrequest = new RestRequest("/template/" + templateId + "/copy", Method.POST)
                .AddHeader("Accept", "application/json")
                .AddHeader("Authorization", "Bearer " + accessToken);
 
            if (!string.IsNullOrEmpty(documentName))
            {
                createDocumentrequest.RequestFormat = DataFormat.Json;
                createDocumentrequest.AddBody(new { document_name = documentName });
            }
 
            var createDocumentResponse = client.Execute(createDocumentrequest);
 
            if (createDocumentResponse.StatusCode != HttpStatusCode.OK)
            {
                throw new Exception($"Can't create document from template. {createDocumentResponse.Content}");
            }
 
            var document = JsonConvert.DeserializeObject<CreateResponseModel>(createDocumentResponse.Content);
 
            var disable = (disableEmail) ? "?email=disable" : "";
            var request = new RestRequest("/document/" + document.id + "/invite" + disable, Method.POST)
                .AddHeader("Accept", "application/json")
                .AddHeader("Authorization", "Bearer " + accessToken);
 
            request.RequestFormat = DataFormat.Json;
            request.AddBody(dataObj);
 
            var response = client.Execute(request);
            if (response.StatusCode != HttpStatusCode.OK)
            {
                throw new Exception($"Cannot send invite. {response.Content}");
            }
        }
    }

try {
    //Create signature field in document
    Document.Field sign = new Document.Field();
    sign.x = 10;
    sign.y = 10;
    sign.height = 30;
    sign.width = 150;
    sign.type = Document.FieldType.SIGNATURE;
    sign.required = true;
    sign.pageNumber = 0;
    sign.role = "Signer role";
    sign.label = "Your signature here";
 
    Document.Field sign2 = new Document.Field();
    sign2.x = 10;
    sign2.y = 60;
    sign2.height = 30;
    sign2.width = 150;
    sign2.type = Document.FieldType.SIGNATURE;
    sign2.required = true;
    sign2.pageNumber = 0;
    sign2.role = "Another signer role";
    sign2.label = "Your signature here";
     
    //update document with signature field
    cli.documentsService().updateDocumentFields(documentId, Arrays.asList(sign, sign2));
     
    //create signers to roles mapping
    Document.InviteRole role1 = new Document.InviteRole("signer@client.biz", "Another signer role");
    role1.password = "password";
    Document.InviteRole role2 = new Document.InviteRole("signer2@client.biz", "Signer role");
    role2.password = "other_password";
 
    //execute request for invite
    Document.SigningInviteWithRolesRequest request = new Document.SigningInviteWithRolesRequest(
        "author@yourcompany.com",
        Arrays.asList(role1, role2)
    );
    request2.subject = "Document to sign";
    request2.message = "test FFI sign from cli";
    cli.documentsService().sendDocumentSignInvite(documentId, request);
} catch (SNException e) {
    e.printStackTrace();
}

import signnow_python_sdk

if __name__ == '__main__':
    signnow_python_sdk.Config(client_id="CLIENT_ID",
                              client_secret="CLIENT_SECRET",
                              environment="production")

# Enter your own credentials
    username = "USER_NAME"
    password = "USER_PASSWORD"
    template_id = "TEMPLATE_ID"

# Create access_token for the user
    access_token = signnow_python_sdk.OAuth2.request_token(username, password, '*')

to = [{
        "email": "testemail@signnow.com",
        "role_id": "",
        "role": "Signer 1",
        "order": 1
    },
    {
        "email": "testemail1@signnow.com",
        "role_id": "",
        "role": "Signer 2",
        "order": 2

}]

invite_payload = {
        "to": to,
        "from": username
    }

# Create a document from the template
    doc_id = signnow_python_sdk.Template.copy(access_token['access_token'], template_id, "New Doc From Template")

# Get document data
    document_data = signnow_python_sdk.Document.get(access_token['access_token'], doc_id['id'])

# Send signature invite
    invite_response = signnow_python_sdk.Document.invite(access_token['access_token'], doc_id['id'], invite_payload)

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My overall experience with this software has been a tremendous help with important documents and even simple task so that I don't have leave the house and waste time and gas to have to go sign the documents in person. I think it is a great software and very convenient.

signNow has been a awesome software for electric signatures. This has been a useful tool and has been great and definitely helps time management for important documents. I've used this software for important documents for my college courses for billing documents and even to sign for credit cards or other simple task such as documents for my daughters schooling.

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I use it once a month to sign my loan agreements and it makes things so much better easier.

This software makes it super easy to sign agreements, documents, or confidential papers over email due to the social distancing.