Add signers using e-mail

Overview

This feature allows you to add a signer using only their e-mail address.

This can be handy when you want to send a document to a person whom you don't have their personal number.

You can also use a generic e-mail address like [email protected] and let the receiver decide who has to sign the document.

NOTE! The e-mail notification will contain a link that will give the receiver access to the document without logging in to Signing Workflow. The user is only authenticated when signing the document. Therefore it is essential to check the signatures when the signing order is completed.

Configuration

Add or edit the following in the config/config.json file.

This feature needs a certificate to create a JWT which is embedded in the link that gives the receiver access to the document. The JWT is validated when the user is using the link to access the document.

You can use the same certificate that is configured for credentials.privatePkcs12.

Editing this configuration requires a restart.

{
  "addUserViaEmail": {
    "enabled": true,
    "jwtExpireAfter": "P7D",
    "jwtSigningCertificatePassword": "secretPassword",
    "jwtSigningCertificatePath": "C:/certificates/credentials.pfx"
  }
}
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Using Automation API

Set the source field to "EMAIL" when using the automation API to create an order.

firstName, lastName and mail are mandatory.

The following is an example when adding a signer using e-mail address.

{
  "source": "EMAIL",
  "attributes": {
    "firstName": {
      "editable": false,
      "value": "Soccer"
    },
    "lastName": {
      "editable": false,
      "value": "Team"
    },
    "mail": {
      "editable": false,
      "value": "[email protected]"
    }
  },
  "priorityGroup": 1
}
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