Adding a reviewer through the REST API
Tuesday, November 19, 2019 at 04:45amHello,
I have searched to find answers to this but can't seem to find them. I have seen forum posts showing how you can add a reviewer to a package using the Web (UI) however I can't seem to find the documentation on how to accomplish this via the Rest API or SDK.
Ideally we would like to have a role in the package who does not have any signatures (or document accepts) but is still notified after all other signers complete. However, my understanding is that is not possible because only signers can be a part of a signer workflow. First off, is that still accurate? The posts I saw confirming that are several years old.
Failing that, can we add reviewers to a package who would be notified via email and they would be able to go in and look at the current state of the documents before, during, and after the signers complete their work? If so can you please point me to documentation on how to do that using the REST API?
Thank you!
Ron
Reply to: Adding a reviewer through the REST API
Tuesday, November 19, 2019 at 05:09am{ "roles":[ { "id":"Role1", "signers":[ { "email":"[email protected]", "firstName":"1.firstname", "lastName":"1.lastname", "company":"OneSpan Sign" } ] }, { "id":"Role2", "signers":[ { "email":"[email protected]", "firstName":"2.firstname", "lastName":"2.lastname", "company":"OneSpan Sign" } ] } ], "documents":[ { "approvals":[ { "role":"Role1", "fields":[ { "page":0, "top":100, "subtype":"FULLNAME", "height":50, "left":100, "width":200, "type":"SIGNATURE" } ] } ], "name":"Test Document" } ], "name":"Example Package", "type":"PACKAGE", "language":"en", "emailMessage":"", "description":"New Package", "status":"SENT" }Given the fact that reviewer is also a signer, the person is involved in the signing process, and you can expect all behaviors as a normal signer: - you can specify signing order for a reviewer, the person will only receive the activate email when it's his/her turn - reviewer will receive "email.actiavte" and "email.complete" notifications (list of all email templates here) Hope this could help! DuoDuo Liang OneSpan Evangelism and Partner Integrations Developer