Setting Up Reminders with REST
Tuesday, August 28, 2018 at 09:11amI read the following blog post:
https://www.esignlive.com/blog/esignlive-setting-reminders
And tried setting up reminders in my initial POST request that creates a signing package. It's not working. ESL creates the package with no error messages but the reminders never get sent. Is this because rememinders have to be configured in a separate PUT request sent after the package has been created?
Here is my full POST request:
{
"roles": [
{
"locked": false,
"emailMessage": {
"content": ""
},
"attachmentRequirements": [],
"reassign": false,
"specialTypes": [],
"id": "GEORGE_H_MORLAN",
"data": null,
"type": "SIGNER",
"index": 0,
"signers": [
{
"auth": {
"challenges": [
{
"answer": "6789",
"question": "What are the last 4 digits of your SSN or TaxID?",
"maskInput": false
}
],
"scheme": "CHALLENGE"
},
"company": "",
"firstName": "GEORGE",
"lastName": "MORLAN",
"phone": "",
"email": "[email protected]",
"knowledgeBasedAuthentication": null,
"language": "en",
"title": "",
"external": null,
"professionalIdentityFields": [],
"userCustomFields": [],
"delivery": {
"email": true,
"provider": false,
"download": false
},
"group": null,
"signature": null,
"address": null,
"data": null,
"name": "GEORGE H MORLAN",
"specialTypes": [],
"id": "GEORGE_H_MORLAN"
}
],
"name": "GEORGE H MORLAN"
}
],
"documents": [
{
"approvals": [
{
"role": "GEORGE_H_MORLAN",
"signed": null,
"accepted": null,
"data": null,
"fields": [
{
"page": 0,
"subtype": "FULLNAME",
"width": 200,
"binding": null,
"extract": false,
"extractAnchor": null,
"left": 100,
"top": 700,
"validation": null,
"height": 50,
"data": null,
"type": "SIGNATURE",
"value": ""
}
],
"name": "Approval name"
}
],
"name": "Extension Agreement",
"fields": [
{
"name": "Next Due Date",
"value": "9/21/2018"
},
{
"name": "Document Date",
"value": "8/21/2018"
},
{
"name": "Borrower Name",
"value": "GEORGE H MORLAN"
},
{
"name": "Co-Signer Name",
"value": ""
},
{
"name": "Account Number",
"value": "514671798"
},
{
"name": "Effective Date",
"value": "9/21/2018"
},
{
"name": "Months Extended",
"value": "1"
},
{
"name": "Next Payment Due",
"value": "9/21/2018"
},
{
"name": "New Maturity Date",
"value": "8/21/2030"
},
{
"name": "Null Void Date",
"value": "8/25/2018"
}
]
}
],
"name": "Extension",
"type": "PACKAGE",
"language": "en",
"emailMessage": "8/25/2018",
"description": "Defines the terms of the Extension agreement",
"autoComplete": true,
"status": "SENT",
"settings": {
"ceremony": {
"events": null,
"inPerson": false,
"declineButton": false,
"declineReasons": [],
"disableDeclineOther": false,
"disableDownloadForUncompletedPackage": false,
"disableFirstInPersonAffidavit": false,
"disableInPersonAffidavit": false,
"disableOptOutOther": false,
"disableSecondInPersonAffidavit": false,
"documentToolbarOptions": null,
"handOver": null,
"hideCaptureText": false,
"hideLanguageDropdown": false,
"hidePackageOwnerInPerson": false,
"hideWatermark": false,
"maxAuthFailsAllowed": 0,
"optOutButton": false,
"optOutReasons": [],
"style": null,
"layout": null
}
},
"reminders": {
"startInDaysDelay": 1,
"intervalInDays": 1,
"repetitionsCount": 3
},
"due": "2018-08-25"
}
Reply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 09:41amGET /api/packages/{packageId}
payload, you will needGET /api/packages/{packageId}/reminders
to grab your reminder info. So you will need to : 1. create the package and leave the status to "DRAFT" 2. set up reminders by following API 3. send the package Hope this could help you! DuoDuo Liang OneSpan Evangelism and Partner Integrations Developer
Reply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 11:28amReply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 11:47amDuo Liang OneSpan Evangelism and Partner Integrations Developer
Reply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 12:33pmReply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 12:40pmDuo Liang OneSpan Evangelism and Partner Integrations Developer
Reply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 01:02pmReply to: Setting Up Reminders with REST
Tuesday, August 28, 2018 at 01:07pmDuo Liang OneSpan Evangelism and Partner Integrations Developer