Typical tasks — overview

Bigger topics that almost everyone deals with when integrating with Signi — always with verified examples of both calls and responses.

• Multiple signers — a document for several people: proposers and counterparties, roles, required details for unregistered users.
• Where to place signatures in the document — three placement methods: coordinates, placeholder fields in the document (anchor), signatures at the end; multiple signatures of one person.
• Document from a template — creating a document from a template prepared in Signi: listing templates, filling in parameters, matching people to contracting parties.
• Document with attachments — multiple files in a single envelope; each attachment has its own signers and its own ID.
• Downloading a signed document — downloading the PDF, documents in the archive (ZIP), the audit trail.
• Who has already signed — the status of individual signers and a list of documents for a specific person.
• Cancelling and deleting a document — two ways of deleting (an unfinished vs. a completed document), what is irreversible and what remains.
• Contacts — listing, individual and bulk import, editing and deleting workspace contacts.
• Labels — listing and creating labels, a document with a label.

Where to next

• Signi API — hub
• Examples — overview