Tool to create a one-off submission (signature request) from a PDF file. Use this to upload a PDF document and send it for electronic signature without creating a reusable template first. You can define signature fields and other form fields either by using text tags in the PDF…
pdfobjectPDF file to upload for the submission. Either 'pdf' or 'pdf_url' must be provided.
namestringName for the submission document. If not provided, the PDF filename or 'document.pdf' will be used.
orderstringOrder in which submitters should sign: 'preserved' (in order) or 'random' (any order). Defaults to 'preserved'.
fieldsarrayList of field definitions with coordinates. Use this to specify where signature, text, and other fields should appear. Alternatively, you can use text tags in the PDF like {{Field Name;role=First Party;type=signature}}
messageobjectCustom email message with 'subject' and 'body' keys
pdf_urlstringPublic URL to a downloadable PDF file. Either 'pdf' or 'pdf_url' must be provided. The URL must be publicly accessible.
reply_tostringReply-to email address for notification emails
send_smsbooleanWhether to send SMS notifications to submitters
expire_atstringISO 8601 datetime when the submission expires (e.g., '2024-12-31T23:59:59Z')
send_emailbooleanWhether to send email notifications to submitters. Defaults to true.
submittersRequiredarrayList of submitters (signers) for the document. At least one submitter with email or phone is required.
bcc_completedstringEmail address to BCC when the submission is completed
dataRequiredData from the action execution
errorstringError if any occurred during the execution of the action
successfulRequiredbooleanWhether or not the action execution was successful or not
API key connection. Risk level 2 of 5.
Free Action
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