Workflow

A workflow is a document signature process. You can upload a document, define your recipients, add multiple steps of signature or review with many preferences and more.

Objects

• The workflow object
• The document object
• The file object
• The user object
• The recipient object
• The step object
• The field object
• The role object
• The action object

Standard

A workflow with all possibilities. Create your workflow, add recipients, steps … Use YumiSign designer to add fields. And finally start it when you are ready.

• Create a workflow
• Update a workflow
• Add workflow document
• Update workflow document
• Remove workflow documents
• Add workflow preferences
• Add workflow recipients
• Add workflow recipients and auto place their fields
• Add workflow steps
• Add workflow fields
• Start a workflow
• Retrieve a workflow
• Delete a workflow

Quick

A quick workflow is a simple process allowing to create a workflow with a single API request. If you specify a public notification url, YumiSign automatically sends workflow information back after all action. When the workflow is completed, you can delete it if you want with a separate request.

Note

With this method, no fields positioning to the document is required, fields are placed automatically to the signatures pages added at the end of the document.

• Create a quick workflow
• Retrieve a quick workflow
• Delete a quick workflow