Embedded Sending

SignEasy's APIs allow you to send either single/multiple documents(templates or originals) to your signers within your user interface.
Here's a brief information and writeup about how SignEasy's APIs help businesses send signature requests without having to login to SignEasy's dashboard every time and give you more freedom and a seamless experience when it comes to e-signing.

Steps Needed to use Embedded Signing

1. Create a SignEasy account and get access to the Access Token.

Sign up with SignEasy here and fetch your demo access token here

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Developer Access Token not to be used in Production

The access token generated from the demo link above is valid only for 14 days. In order to move to production please reach out to the API Dev team - [email protected]

2. Import the document(s) that need to be sent for signature.

Import the originals/templates using their IDs in the API request
Once the request is successful, the response will contain the pending_file_id, which you can later use for fetching the status of the document along with the URL which you can choose to consume and view in case you'd like to make any changes to the document before sending.

3. Notifying the Signers

The embedded_signing property in the above request would depend if you would like to enable SignEasy's notification service to send the mail to your signer's inbox or if you would like to handle the notification mechanism to your signer from your end.
Fetch signing link
In case you want to notify your signers using your own service, you can get the signing link from this API and share it across to your signers.
Redirect URL
While fetching the signing link from above you can choose to redirect the signer to a particular URL once he/she either signs/declines the document.

4. Be Notified of the Signing Activity

Once you send out the document(s) to your signer(s), you can either choose to poll the status check API or listen to our webhook events to instantly get notified of the signing activity performed by the signer(s).

5. Download the Signed Document(s)

Similar to Embedded Signing, you can download the completed document(s) by using the same endpoints as mentioned here.