marioneil

Modify a package

0 votes
Hi We would like to know whether or not once a multi doc package has been created , is it possible to add a new document to an existing package already created ? thanks Mario

Reply to: Modify a package

0 votes
Hi Mario, Yes, with OneSpan Sign, you could add a new document to an existing package. First, you'd change the status of package to "DRAFT", guidance here Then, you can upload a document to the package, guidance here BTW, once your package has been completed, you cannot change it back to draft. What you can do is to turn off autocomplete feature that is enabled by default, so that the package won't complete automatically and you got your time to add the document. Hope this could help you!

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Reply to: Modify a package

0 votes
Hi Duo Thanks for the clarification. Can you please explain what the autocomplete feature does? Regards Mario

Reply to: Modify a package

0 votes
Hi Mario, By default("autoComplete" is set to True), once every signers finished their signing approval(s), the package would complete automatically. If you want to review before completion and complete the package yourself, you'd turn this feature off and change the status to "COMPLETE" manually. The API call is similar to Change Status:
HTTP Request
PUT /api/packages/{packageId}

HTTP Headers
Accept: application/json
Content-Type: application/json
Authorization: Basic api_key

Request Payload
{
   "autocomplete": false
}

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Reply to: Modify a package

0 votes
If autoComplete” is set to True and If any /some of the signers (but not all signers) finished their signing approvals then can we still modify the package?

Reply to: Modify a package

0 votes
Hi Mario, Yes, if not all signers have finish their approvals, the package won't be automatically completed, so that you can modify it. Thanks for your post and please let me know if you have other issues:)

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Reply to: Modify a package

0 votes
Can you please let me know what are the steps of the manual process for completing the package, when autocomplete=false

Reply to: Modify a package

0 votes
Hi Mario, Sure, to manually complete a package, you can simply change the status to "COMPLETED" by following api call:
HTTP Request
PUT /api/packages/{packageId}

HTTP Headers
Accept: application/json
Content-Type: application/json
Authorization: Basic api_key

Request Payload
{
   "status": "COMPLETED"
}

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Reply to: Modify a package

0 votes
Hi I looked at the link to modify the package. https://developer.esignlive.com/guides/feature-guides/document-management/ Seems that we can add a document, to a package , but we cannot add signers/ signing fields /approvals to the document So this seems to be a "read-only" document Regards Mario

Reply to: Modify a package

0 votes
Hi Mario, To modify the package, first you need to make sure the package is in "DRAFT" status. Then, to add an approval to the document, you can follow the below API call:
HTTP Request
POST /api/packages/{packageId}/documents/{documentId}/approvals

HTTP Headers
Accept: application/json
Content-Type: application/json
Authorization: Basic api_key

Request Payload
                {
                    "role": "3b36f284-f297-4415-aab3-37e8199938de",       
                    "fields": [
                        {                           
                            "page": 0,
                            "subtype": "FULLNAME",
                            "height": 37,
                            "width": 165,
                            "left": 360,
                            "top": 620,                            
                            "type": "SIGNATURE"                           
                        }
                    ],
                    "name": ""
                }
To notice: 1. The role id needs to be a match with an existing role 2. Other attributes in approval block are optional Sorry about the unproper reply in the other thread, hope that didn't confuse you.:)

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Reply to: Modify a package

0 votes
Hi I am able to create a package, but when I modify it I get a 406 error package id is oMFFsg0doHl28cr7RQ3ct6z3OoQ= on Sandbox US "messageKey": "http.status.406", "messageLanguage": null, "message": "Not Acceptable", See the attached screenshot.

Attachments

Reply to: Modify a package

0 votes
Hi Mario, I also encountered this 406 error in the first place. Please make sure the Accept attribute in your Request Header is in "text/html" or simply you just remove it, then it would work. Duo

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Reply to: Modify a package

0 votes
Can you email me a working postman request for modifing a package. I can make the necessary changes to the API key and package id.

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