Create a quick workflow ======================= To create a quick workflow you just need to send a document and your steps configuration with or without preferences. * A workflow with your document is created * Recipients are added to the workflow * Steps are created and added to the workflow * Fields are added to the document * Workflow is started and recipients are notified to sign or review the document (an invitation is sent if the recipient does not have a account) +--------+-------------------------+ | Method | Path | +========+=========================+ | POST | /api/v1/quick/envelopes | +--------+-------------------------+ .. note:: This request needs to be performed using form data to send the document. Parameters ---------- * ``name`` string | required The name of your workflow. It must be at least 2 characters long. * ``document`` binary | required The document of your workflow. It must be a pdf file with a max size of 20M. * ``type`` enum | optional +-----------+------------------------------------------+ | Value | Description | +===========+==========================================+ | simple | Sign on web or with you mobile (default) | +-----------+------------------------------------------+ | advanced | Advanced workflow | +-----------+------------------------------------------+ | qualified | Qualified workflow | +-----------+------------------------------------------+ * ``expiryDate`` int | optional A timestamp of the expiry date of your workflow. It must be between now +7 days and now +90 days. Default now +7days. * ``steps`` array | required The list of steps for your workflow. It must contain at least one item. * ``steps[0].type`` enum | required +--------+-------------+ | Value | Description | +========+=============+ | sign | Sign step | +--------+-------------+ | review | Review step | +--------+-------------+ * ``steps[0].recipients`` array | required An array of recipients for your step. * ``steps[0].recipients[0].name`` string | required The recipient name. * ``steps[0].recipients[0].email`` string | required The recipient email address. * ``preferences`` array | optional The list of preferences for your workflow. * ``preferences[0].name`` string | required The preference name. * ``preferences[0].value`` string | required The preference value. Steps ----- You can add one step or more, depending on how you want to structure your workflow. .. note:: The step types determinate the role of their recipients. Preferences ----------- You can attach multiple optional preferences. .. include:: ../shared/preferences-table.rst.inc Example """"""" .. code-block:: bash curl --request POST 'https://app.yumisign.com/api/v1/quick/envelopes' \ --form 'name="Workflow name"' \ --form 'document=@"/path/to/my/document.pdf"' \ --form 'type="simple"' \ --form 'expiryDate="1632819924"' \ --form 'steps[0][type]="sign"' \ --form 'steps[0][recipients][0][name]="Recipient name"' \ --form 'steps[0][recipients][0][email]="recipient@email.com"' \ --form 'preferences[0][name]="WorkflowMailAttachDocumentPreference"' \ --form 'preferences[0][value]="0"' \ --form 'preferences[1][name]="WorkflowNotificationCallbackUrlPreference"' \ --form 'preferences[1][value]="http://my-site/webhooks/yumisign"' --form 'preferences[2][name]="WorkflowNotificationCallbackUrlSslVerificationPreference"' \ --form 'preferences[2][value]="1"' --form 'preferences[3][name]="WorkflowNotificationCallbackUrlSecretPreference"' \ --form 'preferences[3][value]="9fba5d973977f17f3ae76bc059a3c8a3"' .. code-block:: json { "id": "20211123aba6531f586827ef412d5f9e729f572e" }