Create Agreement

Create an agreement document using document ID.

Input

• Agreement
  • Document IDs (list of text) : The unique identifier of the agreement, which can be used to query status and download signed documents.
  • Name (text) : The name of the agreement that will be used to identify it, in emails and on the website.
  • Recipient Emails (list of text)
  • Recipient Role (dropdown)
    • Signer : Person who needs to sign the document.
    • Approver : Person who needs to approve the document.
    • Acceptor : Person who needs to delegate to someone who needs to sign or approve the document.
    • Form Filler : Person who need to fill in form content during the signature process.
    • Certified Recipient : Certified Recipients can have no (zero) form fields assigned to them. During their “signature” process, they will be asked to either delegate, decline or acknowledge the agreement.
    • Delegate To Signer : Delegate to a Person who needs to sign the document.
    • Delegate To Approver : Delegate To Person who needs to approve the document.
    • Delegate To Acceptor : Delegate To Person who needs to delegate to someone who needs to sign or approve the document.
    • Delegate To Form Filler : Delegate To Person who need to fill in form content during the signature process
    • Delegate To Certified Recipient : Delegate To Certified Recipient.
  • Signature Type (dropdown) : The method of signature.
    • E Sign
    • Written
  • Signature Flow (dropdown) : Steps for the signature process.
    • Sender Signature not required
    • Sender Signs Last
    • Sender Signs First
    • Sender Signs Only
    • Sequential
    • Parallel

Output

• Agreement ID (text) : The unique identifier of the agreement, which can be used to query status and download signed documents.