EchoSign Document API Version 8 Methods
Documentation for Version 6 and Version 7 is also available.
Table of Contents
Document Methods |
Status Methods |
User Methods |
Widget Methods
Test Methods |
Legend: bold methods are the most commonly used ones; methods with a
were added in this version.
sendDocument
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
sendDocument is used to send a document out for signature. This is the main entry point into the EchoSign Document API. You will need to provide information about who the sender of the document is, who the recipient(s) are, the file(s) that you'd like to send, and how you want them signed. In addition, there is a variety of other optional flags that control the workflow, described below. To retrieve the signed final document, you may either poll for it using getDocumentInfo or be notified using the CallbackInfo.
sendDocument: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| senderInfo | SenderInfo | NO | API key user | Information about the sender of the agreement. If one is not provided, the agreement is sent from the user for whom the API access key was provisioned. Please see our Single Sign On documentation for more information. |
| documentCreationInfo | DocumentCreationInfo | YES | N/A | Information about the document that you want to send. |
sendDocument: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| documentKeys | DocumentKey[] | Array containing one document key which can be used to query status (using getDocumentInfo) and download signed documents (using getLatestDocument). |
sendDocumentMegaSign
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
sendDocumentMegaSign is used to send a document out for signature to multiple recipients. Each recipient will receive and sign their own copy of the document. You will need to provide information about who the sender of the document is, who the recipients are, the file(s) that you'd like to send, and how you want them signed. In addition, there is a variety of other optional flags that control the workflow, described below. To retrieve the signed final document, you may either poll for it using getDocumentInfo or be notified using the CallbackInfo.
Note: the MegaSign feature is only available for Enterprise EchoSign accounts.
sendDocument: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| senderInfo | SenderInfo | NO | API key user | Information about the sender of the agreement. If one is not provided, the agreement is sent from the user for whom the API access key was provisioned. Please see our Single Sign On documentation for more information. |
| documentCreationInfo | DocumentCreationInfo | YES | N/A | Information about the document that you want to send. |
sendDocumentMegaSign: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| sendDocumentMegaSignResult | sendDocumentMegaSignResult | The result of this operation. |
Return Object: SendMegaSignDocumentResult
Used in: sendDocumentMegaSign: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| success | boolean | A boolean value indicating whether the result was successful. |
| errorCode | sendDocumentMegaSignErrorCode | An error code indicating the reason for failure of the request. |
| errorMessage | String | An optional string value describing the reason for the failure of the request |
| documentKey | DocumentKey | Document Key of the megaSign master document - which can be used in getMegaSignDocument. |
| documentKeyArray | DocumentKey[] | Array of document keys - one for each signer - which can be used to query status (using getDocumentInfo) and download signed documents (using getLatestDocument). |
Enumeration: SendDocumentResultErrorCode
Used in: SendDocumentMegaSignResult
| Value | Description |
|---|---|
| ERROR | See errorMessage for details |
Value Object: SenderInfo
Used in: sendDocument
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| userKey | USER_KEY | Either a userKey or an email/password combination is required. If both are passed in, the userKey is used. | N/A | Unique user identifier - returned by createUser. |
| String | N/A | The email address of the user that's sending the agreement. | ||
| password | String | N/A | The password of the user that's sending the agreement. |
Value Object: DocumentCreationInfo
Used in: sendDocument
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| tos | String[] | YES | N/A | A list of one or more recipient's email addresses. Each recipient will be sent an email asking them to sign this document. For regular (non-MegaSign) documents, there is a limit of 6 signers for esignature documents and 4 signers for written signature documents. This limit includes the sender if the sender is also a signing party. |
| ccs | String[] | NO | none | A list of one or more email addresses that you want to CC on this transaction. They will each get an email at the beginning and also when the final document is signed, with a copy of the document attached as a PDF. |
| name | String | YES | N/A | The name of the agreement, which will be used to identify it in the emails and on the website. |
| message | String | NO | none | An optional message to the recipient(s) describing to them what is being sent and/or why their signature is required. |
| fileInfos | FileInfo[] | YES | N/A | A list of one or more files (or references to files) that will be sent out for signature. If more than one file is provided, they will be combined into one PDF before being sent out. |
| signatureType | SignatureType | YES | N/A | Selects which type of signature you'd like to request - written or e-signature. |
| signatureFlow | SignatureFlow | YES | N/A | Selects which workflow you'd like to use - whether the signer needs to sign before the recipient, after the recipient, or not at all. |
| securityOptions | SecurityOptions | NO | none | Sets optional secondary security parameters for your document. |
| externalId | ExternalId | NO | none | Not used at this time |
| reminderFrequency | ReminderFrequency | NO | none | Optional parameter which sets how often you'd like the recipient(s) to be reminded to sign this document. |
| callbackInfo | CallbackInfo | NO | none | Sets the callback properties that allows EchoSign to notify you when the agreement has been signed and avoid polling. |
Value Object: FileInfo
Used in: DocumentCreationInfo, FormCreationInfo, WidgetCreationInfo
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| fileName | String | YES | N/A | The original system filename of the document being sent - used to name attachments, and to infer the mime type if one is not explicitly specified. |
| mimeType | String | NO | inferred from fileName | The mime type of the referenced file, used to determine if it can be accepted and to perform any necessary conversion steps. |
| file | base64 encoded content | Either a file or a url must be provided. If both are provided, url will be used. | N/A | The raw file content, encoded in base64 form. |
| url | String | N/A | The url where the raw file content can be retrieved. HTTP authentication is supported using standard embedded syntax - i.e. http://username:password@your.server.com/path/to/file. | |
| formKey | String | N/A | Not used at this time |
Enumeration: SignatureType
Used in: DocumentCreationInfo
| Value | Description |
|---|---|
| ESIGN | Recipient will receive an email asking them to e-sign the document, directly inside a web browser. Both parties will then received the signed document as a PDF. |
| WRITTEN | Recipient will receive an email with your document attached, and a coversheet will be prepended to your document. Recipient will print the document, sign it, and fax it back to the number shown on the generated cover page. Both parties will then received the signed document as a PDF. |
Enumeration: SignatureFlow
Used in: DocumentCreationInfo, WidgetCreationInfo
| Value | Description |
|---|---|
| SENDER_SIGNATURE_NOT_REQUIRED | Recipient will be the only party asked to sign the document. Both parties will then received the signed document as a PDF. |
| SENDER_SIGNS_LAST | Recipient will be asked to sign the document; afterwards, the sender will be asked to sign. Both parties will then received the signed document as a PDF. This setting is not support for MegaSign documents. |
| SENDER_SIGNS_FIRST | Sender will be asked to sign the document first; afterwards, the recipient will be asked to sign. Both parties will then received the signed document as a PDF. This setting is not support for MegaSign documents. |
Value Object: SecurityOptions
Used in: DocumentCreationInfo, WidgetCreationInfo
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| password | String | YES | N/A | The secondary password that will be used to secure the document. Note that EchoSign will never show this password to anyone, so you will need to separately communicate it to any relevant parties. |
| protectSignature | Boolean | At least one of these must be set to true in order for any secondary security to be applied. | false | If this is set to true, recipients will be required to type in the password before signing. |
| protectOpen | Boolean | false | If this is set to true, the document will always be encrypted with this password whenever it is emailed to any party, and receiving parties will be required to provide it in order to view the PDF files. |
Value Object: ExternalId
Used in: DocumentCreationInfo, FormCreationInfo, WidgetCreationInfo
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| namespace | String | NO | none | Not used at this time |
| group | String | NO | none | Not used at this time |
| id | String | NO | none | Not used at this time |
Enumeration: ReminderFrequency
Used in: DocumentCreationInfo
| Value | Description |
|---|---|
| DAILY_UNTIL_SIGNED | Recipient(s) will be reminded to sign the document every day, until they have signed it or declined to sign. |
| WEEKLY_UNTIL_SIGNED | Recipient(s) will be reminded to sign the document every week, until they have signed it or declined to sign. |
Value Object: CallbackInfo
Used in: DocumentCreationInfo, WidgetCreationInfo
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| signedDocumentUrl | String | NO | none | The url to which EchoSign will do a HTTP PUT operation with the final signed PDF. HTTP authentication is supported using standard embedded syntax - i.e. http://username:password@your.server.com/path/to/file. |
Return Object: DocumentKey
Used in: sendDocument
| Parameter Name | Type | Description |
|---|---|---|
| recipientEmail | String | The email address of the recipient. When a document is simultaneously sent to multiple recipients, this can be used to identify which documentKey corresponds to which recipient. |
| documentKey | DOCUMENT_KEY | A unique secure identifier of the document that has been sent out. |
getDocumentInfo
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
getDocumentInfo can be used to retrieve the up-to-date status of any document that you sent out using sendDocument. At this time, getDocumentInfo can only be used for documents that were sent out using the API, and the apiKey must match the key used to send the document.
getDocumentInfo: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| documentKey | DOCUMENT_KEY | YES | N/A | The document identifier, as provided by sendDocument. |
getDocumentInfo: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| documentInfo | DocumentInfo | Information about the specified document. |
Return Object: DocumentInfo
Used in: getDocumentInfo
| Parameter Name | Type | Description |
|---|---|---|
| status | AgreementStatus | The current status of the document. |
| latestDocumentKey | VERSION_KEY | A key which uniquely identifies the current version of the document - can be used to retrieve the document using getDocumentByVersion. |
| events | DocumentHistoryEvent[] | An ordered list of the events in the audit trail of this document. |
Enumeration: AgreementStatus
Used in: getDocumentInfo
| Value | Description |
|---|---|
| OUT_FOR_SIGNATURE | The document is currently waiting for one or more parties to sign it. |
| SIGNED | The document has been signed by all the requested parties. This is a terminal state. |
| ABORTED | The signature workflow has been cancelled by either the sender or the recipient. This is a terminal state. |
Return Object: DocumentHistoryEvent
Used in: DocumentInfo
| Parameter Name | Type | Description |
|---|---|---|
| date | Date | The data of the audit event. |
| description | String | A text description of the audit event. |
| documentVersionKey | VERSION_KEY | A key which uniquely identifies version of the document associated with this audit event - can be used to retrieve the document using getDocumentByVersion. |
getLatestDocument
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
getLatestDocument can be used to retrieve the latest version of any document that you sent out using sendDocument. At this time, getLatestDocument can only be used for documents that were sent out using the API, and the apiKey must match the key used to send the document.
getLatestDocument: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| documentKey | DOCUMENT_KEY | YES | N/A | The document identifier, as provided by sendDocument. |
getLatestDocument: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| base64 encoded content | The raw file content of the document, provided as a PDF. |
getDocumentByVersion
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
getDocumentByVersion can be used to retrieve the content of a particular version of a document that was sent out for signature, using a version key returned by getDocumentInfo. At this time, getDocumentByVersion can only be used for documents that were sent out using the API, and the apiKey must match the key used to send the document.
getDocumentByVersion: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| versionKey | VERSION_KEY | YES | N/A | The version identifier, as provided by getDocumentInfo. |
getDocumentByVersion: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| base64 encoded content | The raw file content of this version of the document, provided as a PDF. |
getLatestDocumentUrl
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
getLatestDocumentUrl can be used to retrieve the URL for the document PDF, using a version key returned by getDocumentInfo. At this time, getLatestImages can only be used for documents that were sent out using the API, and the apiKey must match the key used to send the document.
getLatestDocumentUrl: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| documentKey | DOCUMENT_KEY | YES | N/A | The document identifier, as provided by sendDocument. |
getLatestDocumentUrl: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| documentUrlResult | DocumentUrlResult | See DocumentUrlResult |
DocumentUrlResult
Used in: getLatestDocumentUrl and getDocumentUrlByVersion| Parameter Name | Type | Description |
|---|---|---|
| isSuccess | boolean | A boolean value indicating whether the result was successful. |
| errorCode | DocumentUrlResultErrorCode | An error code indicating the reason for failure of the request. |
| errorMessage | String | An optional string value describing the reason for the failure of the request. |
| url | String | The secure URL of the PDF file. |
Enumeration: DocumentUrlResultErrorCode
| Value | Description |
|---|---|
| INVALID_API_KEY | Invalid API Key |
| INVALID_DOCUMENT_KEY | Invalid Document Key |
| INVALID_VERSION_KEY | Invalid Document Key |
| DOCUMENT_HAS_BEEN_REMOVED | The document has previously been removed from the system. |
getDocumentUrlByVersion
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
getDocumentUrlByVersion can be used to retrieve the URL for the document PDF, using a version key returned by getDocumentInfo. At this time, getImagesByVersion can only be used for documents that were sent out using the API, and the apiKey must match the key used to send the document.
getDocumentUrlByVersion: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| versionKey | VERSION_KEY | YES | N/A | The version identifier, as provided by getDocumentInfo. |
getDocumentUrlByVersion: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| documentUrlResult | DocumentUrlResult | See DocumentUrlResult |
getLatestImages
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
getLatestImages can be used to retrieve the URLs for the images of a document, using a version key returned by getDocumentInfo. At this time, getLatestImages can only be used for documents that were sent out using the API, and the apiKey must match the key used to send the document.
getLatestImages: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| documentKey | DOCUMENT_KEY | YES | N/A | The document identifier, as provided by sendDocument. |
getLatestImages: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| documentImageList | DocumentImageList | See DocumentImageList |
DocumentImageList
Used in: getLatestImages and getImagesByVersion| Parameter Name | Type | Description |
|---|---|---|
| isSuccess | boolean | A boolean value indicating whether the result was successful. |
| errorCode | DocumentImageListErrorCode | An error code indicating the reason for failure of the request. |
| errorMessage | String | An optional string value describing the reason for the failure of the request. |
| pageImages | DocumentPageImages[] | An ordered list of document images. |
Enumeration: DocumentImageListErrorCode
| Value | Description |
|---|---|
| INVALID_API_KEY | Invalid API Key |
| INVALID_DOCUMENT_KEY | Invalid Document Key |
| INVALID_VERSION_KEY | Invalid Document Key |
| DOCUMENT_HAS_BEEN_REMOVED | The document has previously been removed from the system. |
| IMAGES_NOT_AVAILABLE | No document images are available. |
DocumentPageImages
Used in: DocumentImageList| Value | Description |
|---|---|
| getSmallImageUrl | URL pointing to small sized image of a page of the document |
| getMediumImageUrl | URL pointing to medium sized image of a page of the document |
| getLargeImageUrl | URL pointing to large sized image of a page of the document |
getImagesByVersion
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
getImagesByVersion can be used to retrieve the URLs for the images of a document, using a version key returned by getDocumentInfo. At this time, getImagesByVersion can only be used for documents that were sent out using the API, and the apiKey must match the key used to send the document.
getDocumentByVersion: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| versionKey | VERSION_KEY | YES | N/A | The version identifier, as provided by getDocumentInfo. |
getImagesByVersion: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| documentImageList | DocumentImageList | See DocumentImageList |
cancelDocument
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
cancelDocument can be used to abort the signature workflow for any document that you sent out using sendDocument. The sender and the recipient will be notified by email that the transaction has been cancelled, subject to the notification parameters described below. At this time, cancelDocument can only be used for documents that were sent out using the API, and the apiKey must match the key used to send the document.
cancelDocument: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| documentKey | DOCUMENT_KEY | YES | N/A | The document identifier, as provided by sendDocument. |
| comment | String | NO | none | An optional comment describing to the recipient why you are cancelling this transaction. |
| notifySigner | Boolean | NO | false | Sets whether or not you would like the recipient to be notified that the transaction has been cancelled. The notification is mandatory if any party has already signed this document. |
cancelDocument: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| cancelDocumentResult | CancelDocumentResult | The result of this operation. |
Return Object: CancelDocumentResult
Used in: cancelDocument
| Parameter Name | Type | Description |
|---|---|---|
| result | CancelDocumentResult.Result | A status value showing the result of this operation. |
Enumeration: CancelDocumentResult.Result
Used in: CancelDocumentResult
| Value | Description |
|---|---|
| CANCELLED | The signature transaction was successfully cancelled. |
| ALREADY_SIGNED | The document cannot be cancelled because it has already been signed by all parties. |
| ALREADY_CANCELLED | The document cannot be cancelled because it has already been cancelled by the sender or the recipient. |
| INVALID_DOCUMENT_KEY | The document cannot be cancelled because the provided documentKey is invalid. |
| INVALID_API_KEY | The document cannot be cancelled because the provided apiKey is invalid. |
removeDocument
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
removeDocument can be used to remove a document from the system. At this time, removeDocument can only be used for documents that were sent out using the API, and the apiKey must match the key used to send the document.
removeDocument: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| documentKey | DOCUMENT_KEY | YES | N/A | The document identifier, as provided by sendDocument. |
removeDocument: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| removeDocumentResult | RemoveDocumentResult | The result of this operation. |
Return Object: RemoveDocumentResult
Used in: removeDocument: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| success | boolean | A boolean value indicating whether the result was successful. |
| errorCode | RemoveDocumentErrorCode | An error code indicating the reason for failure of the request. |
| errorMessage | String | An optional string value describing the reason for the failure of the request |
Enumeration: RemoveDocumentErrorCode
Used in: RemoveDocumentResult
| Value | Description |
|---|---|
| INVALID_API_KEY | Invalid API Key |
| INVALID_DOCUMENT_KEY | Invalid Document Key |
| DOCUMENT_HAS_BEEN_REMOVED | The document has previously been removed from the system. |
| DYNAMIC_DOCUMENT_EXPIRATION_NOT_ENABLED | The account setting DYNAMIC_DOCUMENT_EXPIRATION_ENABLED is false. |
| REMOVE_FAILED | The system failed to remove the document. |
sendReminder
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
sendReminder can be used to a real time reminder for any document that you sent out using sendDocument. The party whose turn it is to sign the document (which can either be the sender or the recipient) will receive an email similar to the original request to sign that reminds them that their signature is required. At this time, sendReminder can only be used for documents that were sent out using the API, and the apiKey must match the key used to send the document.
sendReminder: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| documentKey | DOCUMENT_KEY | YES | N/A | The document identifier, as provided by sendDocument. |
| comment | String | NO | none | An optional message to the recipient(s) describing to them what is being sent and/or why their signature is required. |
sendReminder: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| sendReminderResult | SendReminderResult | The result of the operation. |
Return Object: SendReminderResult
Used in: sendReminder
| Parameter Name | Type | Description |
|---|---|---|
| result | SendReminderResult.Result | A status value showing the result of the operation. |
| recipientEmail | String | The email address of the party that was reminded. This may either be the sender or the recipient of the document depending on the selected workflow and on whose turn it was to sign. The reminder will always be sent to whichever party is currently expected to sign a given document. |
Enumeration: SendReminderResult.Result
Used in: SendReminderResult
| Value | Description |
|---|---|
| REMINDER_SENT | The reminder has been successfully sent. |
| ALREADY_SIGNED | The reminder to sign cannot be sent because it has already been signed by all parties. |
| ALREADY_CANCELLED | The reminder to sign cannot be sent because it has already been cancelled by the sender or the recipient. |
| INVALID_DOCUMENT_KEY | The reminder to sign cannot be sent because the provided documentKey is invalid. |
| INVALID_API_KEY | The reminder to sign cannot be sent because the provided apiKey is invalid. |
getFormData
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
getFormData can be used to retrieve data entered by the user into interactive form fields at the time they signed the document. It can be used to get data for one specific document or for a group of documents that were created from one reusable document (i.e. a form).
getFormData: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| documentKey | DOCUMENT_KEY | YES | N/A | The document identifier. If the documentKey refers to a specific document, only form data from that document will be returned. If the documentKey refers to a reusable document (i.e. a form), data from all documents created from this document will be returned. |
getFormData: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| getFormDataResult | GetFormDataResult | The result of this operation. |
Return Object: GetFormDataResult
Used in: getFormData: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| success | boolean | A boolean value indicating whether the result was successful. |
| errorCode | GetFormDataErrorCode | An error code indicating the reason for failure of the request. |
| errorMessage | String | An optional string value describing the reason for the failure of the request |
| formDataCsv | String |
If the call is successful, this return parameter will contain the comma-separated form data values, with each record separated by newlines. The first line will always contain the header values - i.e. the keys for all the columns. In the case that the documentKey refers to a specific agreement, there will then be another line for each signer of that agreement, with each item in that line being the form value entered by that signer corresponding to the appropriate header. If the documentKey refers to a form (i.e. reusable document), there will be a line for each signer for all of the instances of this reusable document. In this case, there will also be a Document Key value associated with each line that can be used for further queries through this API. In all cases, the number of comma-separated values on every line will be the same, and they will always correspond to the headers in the first line. |
Enumeration: GetFormDataErrorCode
Used in: GetFormDataResult
| Value | Description |
|---|---|
| INVALID_API_KEY | Invalid API Key |
| INVALID_DOCUMENT_KEY | Invalid Document Key |
| DOCUMENT_HAS_BEEN_REMOVED | The document has previously been removed from the system. |
| NO_FORM_DATA | There is no form data available for this document. |
| EXCEPTION | The documents cannot be listed because an exception occurred while processing the request. |
| MISC_ERROR | The documents cannot be listed because an uncategorized error occurred. |
createEmbeddedWidget
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
createEmbeddedWidget will generate a snippet of Javascript that can be used to embed a signable document on your own website. When a user comes to that area of the site, they will fill out and sign the document, and then a verification email will be sent to the email address provided by them. Once they receive the email and confirm their signature, a signed copy of the document will be sent to you and them.
createEmbeddedWidget: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| senderInfo | SenderInfo | YES | N/A | Information about the creator of the widget. Completed widgets will be sent to the signer and to the creator. If one is not provided, the widget is created for the user for whom the API access key was provisioned. Please see our Single Sign On documentation for more information. |
| widgetInfo | WidgetCreationInfo | YES | N/A | Information about the widget that you want to create. |
createEmbeddedWidget: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| embeddedWidgetCreationResult | EmbeddedWidgetCreationResult | The result of this operation. |
Value Object: WidgetCreationInfo
Used in: createEmbeddedWidget, createPersonalEmbeddedWidget, createUrlWidget, createPersonalUrlWidget
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| name | String | YES | N/A | The name of the agreement, which will be used to identify it in the emails and on the website. |
| fileInfos | FileInfo[] | YES | N/A | A list of one or more files (or references to files) that will be sent out for signature. If more than one file is provided, they will be combined into one PDF before being sent out. |
| signatureFlow | SignatureFlow | NO | SENDER_SIGNATURE_NOT_REQUIRED | Selects which workflow you'd like to use - whether the signer needs to sign after the recipient. Only SENDER_SIGNATURE_NOT_REQUIRED and SENDER_SIGNS_LAST are permitted. |
| securityOptions | SecurityOptions | NO | none | Sets optional secondary security parameters for your document. |
| callbackInfo | CallbackInfo | NO | none | Sets the callback properties that allows EchoSign to notify you when the widget has been signed and avoid polling. |
| widgetCompletionInfo | WidgetCompletionInfo | NO | none | URL and associated properties for the success page the user will be taken to after filling out the widget. |
Return Object: EmbeddedWidgetCreationResult
Used in: createEmbeddedWidget: Return Value, createPersonalEmbeddedWidget: Return Value, personalizeEmbeddedWidget: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| success | boolean | A boolean value indicating whether the result was successful. |
| errorCode | EmbeddedWidgetCreationResultErrorCode | An error code indicating the reason for failure of the request. |
| errorMessage | String | An optional string value describing the reason for the failure of the request |
| javascript | String |
The embeddable javascript for this widget. Simply add this content to your web page to show the widget to your users. |
| documentKey | DOCUMENT_KEY |
The document key for this widget, which can be used to retrieve the data entered by the signers (see getFormData) |
Enumeration: EmbeddedWidgetCreationResultErrorCode
Used in: EmbeddedWidgetCreationResult
| Value | Description |
|---|---|
| INVALID_API_KEY | Invalid API Key |
| INVALID_JAVASCRIPT | The Javascript parameter passed to personalizeEmbeddedWidget is not valid. |
| INVALID_SIGNATURE_FLOW | Only SENDER_SIGNATURE_NOT_REQUIRED and SENDER_SIGNS_LAST are permitted for widgets. |
| EXCEPTION | The documents cannot be listed because an exception occurred while processing the request. |
| MISC_ERROR | The documents cannot be listed because an uncategorized error occurred. |
Value Object: WidgetCompletionInfo
Used in: WidgetCreationInfo
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| url | String | YES | N/A |
The url to which the user will be sent after successfully completing the widget. If the URL you provide includes information that allows you to identify the specific transaction, such as your own unique identifier, you can use the browser request to this URL as a callback to notify you that this transaction is completed. In addition, EchoSign will append a documentKey parameter to the URL which will contain the EchoSign DocumentKey for this signed widget. Your application can use this value to get the form data for this widget. |
| deframe | Boolean | NO | false |
If deframe is false, the success page will be shown inside the widget frame. If deframe is true, the success page will be shown in the full browser window. Note that in the case of embedded widgets, browser security restrictions do not permit automatic redirection in the full browser window, so if deframe is true the user will instead just see a link to the success page. We recommend this scenario be avoided - in other words, setting deframe to false is recommended for embedded widgets. |
| delay | Integer | NO | 0 |
The delay (in seconds) before the user is taken to the success page. If this value is greater than 0, the user will first see the standard EchoSign success message, and then after a delay will be redirected to your success page. Note that this parameter has no effect for embedded widgets when deframe is true. |
createPersonalEmbeddedWidget
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
createPersonalEmbeddedWidget will generate a snippet of Javascript that can be used to embed a signable document on your own website for a specific known user - for instance, to be displayed to someone after they've logged in. When the specified user comes to that area of the site, they will fill out and sign the document. Unlike standard widgets, once they're done no email verification will be required - a signed copy of the document will be sent to you and them.
Please note that in this case EchoSign will not take any steps to verify the identity of the signer, and this is the API caller's responsibility. The Javascript that you generate can be configured to expire at a selected time and/or to only be valid the first time it's used.
This method should be used if the document being signed is not one that will also be signed by others. In the case of a reusable document that needs to be signed by multiple people, it is more efficient to call createEmbeddedWidget once and then call personalizeEmbeddedWidget for each signer.
createPersonalEmbeddedWidget: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| senderInfo | SenderInfo | YES | N/A | Information about the creator of the widget. Completed widgets will be sent to the signer and to the creator. If one is not provided, the widget is created for the user for whom the API access key was provisioned. Please see our Single Sign On documentation for more information. |
| widgetInfo | WidgetCreationInfo | YES | N/A | Information about the widget that you want to create. |
| personalizationInfo | WidgetPersonalizationInfo | YES | N/A | Information about the specific signer that this widget is designed for. |
createPersonalEmbeddedWidget: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| embeddedWidgetCreationResult | EmbeddedWidgetCreationResult | The result of this operation. |
Value Object: WidgetPersonalizationInfo
Used in: createPersonalEmbeddedWidget, personalizeEmbeddedWidget, createPersonalUrlWidget, personalizeUrlWidget
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| String | YES | N/A | The email address of the person who will be receiving this widget. EchoSign will not verify their identity - it is the API caller's responsibility to make sure that only this person is able to access this widget. | |
| comment | String | NO | none | An optional comment describing how the API caller established the signer's identity - will appear in the audit trail. |
| expiration | Date | NO | none | An optional expiration date for the personalization of this widget. After this date, the identity of the signer will not be assumed by EchoSign. |
| reusable | Boolean | NO | true | Should the intended signer be allowed to sign this widget more than once? If set to false, after the first time the widget is signed the identity of the signer will not be assumed by EchoSign. |
| allowManualVerification | Boolean | NO | true | Not used at this time |
personalizeEmbeddedWidget
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
personalizeEmbeddedWidget will convert the Javascript generated by createEmbeddedWidget into something personalized for a specific known user - for instance, to be displayed to someone after they've logged in. When the specified user comes to that area of the site, they will fill out and sign the document. Unlike standard widgets, once they're done no email verification will be required - a signed copy of the document will be sent to you and them.
Please note that in this case EchoSign will not take any steps to verify the identity of the signer, and this is the API caller's responsibility. The Javascript that you generate can be configured to expire at a selected time and/or to only be valid the first time it's used.
This method should be used if the document needs to be signed by multiple people. If the document will only be used once, it's easier to call createPersonalEmbeddedWidget.
personalizeEmbeddedWidget: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| widgetJavascript | String | YES | N/A | The EchoSign widget Javascript (returned from a previous call to createEmbeddedWidget) that will be converted to a personal widget associated with a specific signer. |
| personalizationInfo | WidgetPersonalizationInfo | YES | N/A | Information about the specific signer that this widget is designed for. |
personalizeEmbeddedWidget: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| embeddedWidgetCreationResult | EmbeddedWidgetCreationResult | The result of this operation. |
createUrlWidget
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
createUrlWidget will generate a URL that can be used to direct users to a signable document. When a user comes to that URL, they will fill out and sign the document, and then a verification email will be sent to the email address provided by them. Once they receive the email and confirm their signature, a signed copy of the document will be sent to you and them.
createUrlWidget: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| senderInfo | SenderInfo | YES | N/A | Information about the creator of the widget. Completed widgets will be sent to the signer and to the creator. If one is not provided, the widget is created for the user for whom the API access key was provisioned. Please see our Single Sign On documentation for more information. |
| widgetInfo | WidgetCreationInfo | YES | N/A | Information about the widget that you want to create. |
createUrlWidget: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| urlWidgetCreationResult | UrlWidgetCreationResult | The result of this operation. |
Return Object: UrlWidgetCreationResult
Used in: createUrlWidget: Return Value, createPersonalUrlWidget: Return Value, personalizeUrlWidget: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| success | boolean | A boolean value indicating whether the result was successful. |
| errorCode | UrlWidgetCreationResultErrorCode | An error code indicating the reason for failure of the request. |
| errorMessage | String | An optional string value describing the reason for the failure of the request |
| url | String |
The url for this widget. Simply send this url to your signer (or redirect them there) to show them the widget. |
| documentKey | DOCUMENT_KEY |
The document key for this widget, which can be used to retrieve the data entered by the signers (see getFormData) |
Enumeration: UrlWidgetCreationResultErrorCode
Used in: UrlWidgetCreationResult
| Value | Description |
|---|---|
| INVALID_API_KEY | Invalid API Key |
| INVALID_URL | The Url parameter passed to personalizeUrlWidget is not valid. |
| INVALID_SIGNATURE_FLOW | Only SENDER_SIGNATURE_NOT_REQUIRED and SENDER_SIGNS_LAST are permitted for widgets. |
| EXCEPTION | The documents cannot be listed because an exception occurred while processing the request. |
| MISC_ERROR | The documents cannot be listed because an uncategorized error occurred. |
createPersonalUrlWidget
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
createPersonalUrlWidget will generate a URL to a signable document for a specific known user - for instance, to be displayed to someone after they've logged in. When the specified user comes to that URL, they will fill out and sign the document. Unlike standard widgets, once they're done no email verification will be required - a signed copy of the document will be sent to you and them.
Please note that in this case EchoSign will not take any steps to verify the identity of the signer, and this is the API caller's responsibility. The URL that you generate can be configured to expire at a selected time and/or to only be valid the first time it's used.
This method should be used if the document being signed is not one that will also be signed by others. In the case of a reusable document that needs to be signed by multiple people, it is more efficient to call createUrlWidget once and then call personalizeUrlWidget for each signer.
createPersonalUrlWidget: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| senderInfo | SenderInfo | YES | N/A | Information about the creator of the widget. Completed widgets will be sent to the signer and to the creator. If one is not provided, the widget is created for the user for whom the API access key was provisioned. Please see our Single Sign On documentation for more information. |
| widgetInfo | WidgetCreationInfo | YES | N/A | Information about the widget that you want to create. |
| personalizationInfo | WidgetPersonalizationInfo | YES | N/A | Information about the specific signer that this widget is designed for. |
createPersonalUrlWidget: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| urlWidgetCreationResult | UrlWidgetCreationResult | The result of this operation. |
personalizeUrlWidget
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
personalizeUrlWidget will convert the URL generated by createUrlWidget into something personalized for a specific known user - for instance, to be displayed to someone after they've logged in. When the specified user comes to that URL, they will fill out and sign the document. Unlike standard widgets, once they're done no email verification will be required - a signed copy of the document will be sent to you and them.
Please note that in this case EchoSign will not take any steps to verify the identity of the signer, and this is the API caller's responsibility. The URL that you generate can be configured to expire at a selected time and/or to only be valid the first time it's used.
This method should be used if the document needs to be signed by multiple people. If the document will only be used once, it's easier to call createPersonalUrlWidget.
personalizeUrlWidget: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| widgetUrl | String | YES | N/A | The EchoSign widget Url (returned from a previous call to createUrlWidget) that will be converted to a personal widget associated with a specific signer. |
| personalizationInfo | WidgetPersonalizationInfo | YES | N/A | Information about the specific signer that this widget is designed for. |
personalizeUrlWidget: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| urlWidgetCreationResult | UrlWidgetCreationResult | The result of this operation. |
createUser
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
createUser can be used to create a new EchoSign user who can then become the sender of a document used in sendDocument. Note that you do not need to call createUser to create recipient users - EchoSign does not require the recipients to be registered users.
Please see our Single Sign On documentation for additional information about user management.
createUser: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| userCreationInfo | UserCreationInfo | YES | N/A | Personal information about the user that you would like to create. |
createUser: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| userKey | USER_KEY | A unique secure identifier of the user that has been created - can be used to send documents on this user's behalf using sendDocument. |
Value Object: UserCreationInfo
Used in: createUser, createAccount
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| String | YES | N/A | The email address of the new user. | |
| password | String | YES | N/A | The password for the new user. |
| firstName | String | YES | N/A | The first name of the new user. |
| lastName | String | YES | N/A | The last name of the new user. |
| phone | String | NO | none | The phone number of the new user. |
| company | String | NO | none | The company name of the new user. |
| title | String | NO | none | The job title of the new user. |
| optIn | OptIn | NO | UNKNOWN | Whether or not the user has opted in to recieve marketing information from EchoSign and its partners. |
| customField1 | String | NO | none | Custom fields allow additional information to be recorded for new users. These fields are only used as part of customized implementations - please contact EchoSign if you would like to make use of this functionality. |
| customField2 | String | NO | none | |
| customField3 | String | NO | none |
Enumeration: OptIn
Used in: UserCreationInfo
| Value | Description |
|---|---|
| YES | The user has chosen to receive marketing information from Echosign and its partners. |
| NO | The user has chosen not to receive marketing information from Echosign and its partners. |
| UNKNOWN | It is not known if the user has chosen to receive marketing information from Echosign and its partners. |
verifyUser
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
verifyUser can be used to confirm that a user can become the sender of a document in sendDocument. If verifyUser shows that a user does not exist, one can be created using createUser. The information passed to verifyUser can either be stored in the caller's database or prompted from the user in real time. Any email/password combination that was used to create a user in createUser will verify successfully unless the user has manually changed their password on the EchoSign web site.
Please see our Single Sign On documentation for additional information about user management.
verifyUser: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| String | YES | N/A | The email address of the user that'd you'd like the verify. | |
| password | String | YES | N/A | The password of the user that you'd like to verify. |
verifyUser: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| userVerificationInfo | UserVerificationInfo | The verification result. |
Return Object: UserVerificationInfo
Used in: verifyUser
| Parameter Name | Type | Description |
|---|---|---|
| userVerificationStatus | UserVerificationStatus | The status of the verification operation. |
Enumeration: UserVerificationStatus
Used in: UserVerificationInfo
| Value | Description |
|---|---|
| VALID | User exists; password is correct. This information may now be used to send documents on this user's behalf using sendDcoument |
| DOES_NOT_EXIST | User does not exist. A new user can be created using createUser. |
| INVALID_PASSWORD | The user password is invalid. The user must use the EchoSign web site to reset their password. |
| UNVERIFIED | The user has registered but has not verified their email address. The user must use the EchoSign web site to complete verification. |
getDocumentsForUser
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
getDocumentsForUser lists agreements visible to the specified user. Please note that the user must be in the same account as the user whose API key is being user to make the request.
getDocumentsForUser: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| userKey | USER_KEY | YES | N/A | The userKey as returned by getUsersInAccount |
getDocumentsForUser: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| getDocumentsForUserResult | GetDocumentsForUserResult | The documents result. |
Return Object: GetDocumentsForUserResult
Used in: getDocumentsForUser
| Parameter Name | Type | Description |
|---|---|---|
| documentListForUser | DocumentListItem[] | Array of document summary items. |
| errorCode | GetDocumentsForUserResultCode | The status of the list operation. |
| errorMessage | String | Additional details for errors. |
| success | Boolean | True if the operation completed successfuly and false otherwise. |
Enumeration: GetDocumentsForUserResultCode
Used in: GetDocumentsForUserResult
| Value | Description |
|---|---|
| OK | The operation completed successfully. |
| INVALID_API_KEY | The documents cannot be listed because the apiKey provided is not valid. |
| INVALID_USER_KEY | The documents cannot be listed because the userKey provided is not valid. |
| PERMISSION_DENIED | The documents cannot be listed because the userKey specified is that of a user who is not in the same account as that of the user whose apiKey was used to make the request. |
| EXCEPTION | The documents cannot be listed because an exception occurred while processing the request. |
| MISC_ERROR | The documents cannot be listed because an uncategorized error occurred. |
Return Object: DocumentListItem
Used in: GetDocumentsForUserResult and GetMegaSignDocumentResult
| Parameter Name | Type | Description |
|---|---|---|
| displayDate | Date | The display date for the agreement. |
| displayUserInfo | DisplayUserInfo | The most relevant current user for the agreement, typically the next signer if the agreement is from this user or the sender if received from another user. |
| documentKey | DOCUMENT_KEY | A document key which can be used to query status (using getDocumentInfo) and download signed documents (using getLatestDocument). |
| esign | Boolean | True if this is an esign document. |
| megaSign | Boolean | True if this is a megaSign document. If true, then the list of child documents can be obtained via getMegaSignDocument. |
| name | String | The name of the document. |
| userDocumentStatus | DocumentListItemUserDocumentStatus | The current status of the document from the user's perspective. |
Return Object: DisplayUserInfo
Used in: DocumentListItem
| Parameter Name | Type | Description |
|---|---|---|
| company | String | The display user's company, if available. |
| fullNameOrEmail | String | The display user's full name, if available, or email if the name is not available. |
Enumeration: DocumentListItemUserDocumentStatus
Used in: DocumentListItem
| Value | Description |
|---|---|
| WAITING_FOR_MY_SIGNATURE | It is the current user's turn to sign the document. |
| OUT_FOR_SIGNATURE | It is another user's turn to sign the document. |
| SIGNED | The document has been completed. |
| RECALLED | The document was recalled before completion. |
| WAITING_FOR_FAXIN | The current user needs to fax in the original document. |
| ARCHIVED | The document has been archived in the user's account. |
| FORM | The document is a form that can be used to create new documents. |
getMegaSignDocument
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
getMegaSignDocument lists child documents of the specified master document.
getMegaSignDocument: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| documentKey | DOCUMENT_KEY | YES | N/A | A unique secure identifier of the document that has been sent out (as returned by sendDocumentMegaSign or getDocumentsForUser.) |
getMegaSignDocument: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| GetMegaSignDocumentResult | GetMegaSignDocumentResult | The documents result. |
Return Object: GetMegaSignDocumentResult
Used in: getMegaSignDocument
| Parameter Name | Type | Description |
|---|---|---|
| documents | DocumentListItem[] | Array of document summary items. |
| errorCode | GetMegaSignDocumentResultCode | The status of the list operation. |
| errorMessage | String | Additional details for errors. |
| success | Boolean | True if the operation completed successfuly and false otherwise. |
Enumeration: GetMegaSignDocumentResultCode
Used in: GetMegaSignDocumentResult
| Value | Description |
|---|---|
| OK | The operation completed successfully. |
| INVALID_API_KEY | The documents cannot be listed because the apiKey provided is not valid. |
| INVALID_DOCUMENT_KEY | The documents cannot be listed because the documentKey provided is not valid. |
| PERMISSION_DENIED | The requesting user does not have permission to view the specified document. |
| NOT_MEGASIGN | The specified document is not a megasign document. |
| EXPIRED | The specified document has expired. |
| EXCEPTION | The documents cannot be listed because an exception occurred while processing the request. |
| MISC_ERROR | The documents cannot be listed because an uncategorized error occurred. |
getUsersInAccount
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
getUsersInAccount lists all the users who are in the same account as that of the apiKey holder who makes the request. The userKey values obtained can then be used in getDocumentsForUser
getUsersInAccount: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
getUsersInAccount: Return value
| Parameter Name | Type | Description |
|---|---|---|
| getUsersInAccountResult | GetUsersInAccountResult | The result of the request |
Return Object: GetUsersInAccountResult
| Parameter Name | Type | Description |
|---|---|---|
| errorCode | GetUsersInAccountResultCode | The status of the list operation. |
| errorMessage | String | Additional details for errors. |
| success | Boolean | True if the operation completed successfuly and false otherwise. |
| userListForAccount | UserInfo[] | The list of users in the account. |
Enumeration: GetUsersInAccountResultCode
| Value | Description |
|---|---|
| OK | The operation completed successfully. |
| INVALID_API_KEY | The users cannot be listed because the apiKey provided is not valid. |
| EXCEPTION | The users cannot be listed because an exception occurred while processing the request. |
| MISC_ERROR | The users cannot be listed because an uncategorized error occurred while processing the request. |
Return Object: UserInfo
| Parameter Name | Type | Description |
|---|---|---|
| company | String | The user's company name |
| String | The user's email address | |
| fullNameOrEmail | String | The user's full name, if available; otherwise their email |
| userKey | USER_KEY | The userKey value that can be used in getDocumentsForUser |
createAccount
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
createAccount is used to create a paying account for a user on the EchoSign system. This user will become the administrator of this account, and will be able to create additional users, configure settings, etc.
Note: Use of this feature is restricted to channel partners, and is only enabled by prior arrangement. Please contact EchoSign if you would like to use this feature.
createAccount: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| userCreationInfo | UserCreationInfo | YES | N/A | Personal information about the user that you would like to create the account for. |
| accountCreationInfo | AccountCreationInfo | YES | N/A | Information about what type of account you'd like to create. |
createAccount: Return value
| Parameter Name | Type | Description |
|---|---|---|
| createAccountResult | CreateAccountResult | The result of the request |
Value Object: AccountCreationInfo
Used in: createAccount
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| companyName | String | YES | N/A | The name of the company or organization associated with this account. |
| accountType | AccountType | YES | N/A | The product type for this account. |
| numSeats | Integer | YES | N/A | The number of seats for this account. See minimums in AccountType. |
Enumeration: AccountType
See the EchoSign pricing page for a detailed description of the various account types.
| Value | Description |
|---|---|
| PRO | An EchoSign PRO account - numSeats must be exactly 1. |
| TEAM | An EchoSign TEAM account - numSeats must be at least 5. |
| TEAM_TRIAL | An EchoSign TEAM trial account - numSeats must be at least 5. The trial will expire after 14 days unless upgraded to a paying account. |
| ENTERPRISE | An EchoSign ENTERPRISE account - numSeats must be at least 10. |
| ENTERPRISE_TRIAL | An EchoSign ENTERPRISE trial account - numSeats must be at least 10. The trial will expire after 14 days unless upgraded to a paying account. |
Return Object: CreateAccountResult
| Parameter Name | Type | Description |
|---|---|---|
| errorCode | CreateAccountResultCode | The status of the list operation. |
| errorMessage | String | Additional details for errors. |
| success | Boolean | True if the operation completed successfuly and false otherwise. |
Enumeration: CreateAccountResultCode
| Value | Description |
|---|---|
| OK | The operation completed successfully. |
| INVALID_API_KEY | The account cannot be created because the apiKey provided is not valid. |
| ACCOUNT_CREATION_NOT_ENABLED | The account cannot be created because this feature is not enabled for you. |
| INVALID_SEAT_COUNT | The account cannot be created because the number of seats requests is not valid for this account type. |
| USER_CREATION_ERROR | The account cannot be created because an error occurred creating the associated user. |
| USER_ALREADY_HAS_ACCOUNT | The account cannot be created because the specified user already belongs to an existing account. |
| EXCEPTION | The account cannot be created because an exception occurred while processing the request. |
| MISC_ERROR | The account cannot be created because an uncategorized error occurred while processing the request. |
testPing
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
testPing is a simple test method that can be used to confirm that your have the URL for a valid EchoSign Document Service gateway, are able to successfully communicate with it using SOAP, and have a valid apiKey. If all these conditions are met, you will receive a friendly success message. If you are not able to call this method successfully, all issues must be resolved before you should attempt calling any of the non-test methods described above.
testPing: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
testPing: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| pong | Pong | The result of your ping operation. |
Return Object: Pong
Used in: testPing
| Parameter Name | Type | Description |
|---|---|---|
| message | String | A friendly message from the server showing that your test succeeded. |
testEchoFile
Quick Links: Input Parameters | Return Value | WSDL
Sample XML: request | response | header
testEchoFile is a simple test method that can be used to confirm that you are able to successfully transmit and receive binary data by encoding it in base64 form. If you are successful, you will receive back the same binary content that you sent. Do not call this method until you are able to successfully call testPing. If you are not able to call this method successfully, all issues must be resolved before you should attempt calling any of the non-test methods described above.
testEchoFile: Input Parameters
| Parameter Name | Type | Required | Default | Description |
|---|---|---|---|---|
| apiKey | API_KEY | YES | N/A | The personal API access key that you've been assigned. |
| file | base64 encoded content | YES | N/A | The raw file content, encoded in base64 form. |
testEchoFile: Return Value
| Parameter Name | Type | Description |
|---|---|---|
| outFile | base64 encoded content | The raw file content, encoded in base64 form, which is identical to the content that you passed in. |
Identifying Keys
This table describes all the unique identifying keys that are used by the EchoSign Document API and which functions expect or return them. Note that for security reasons all keys exist within the namespace of a particular apiKey - i.e. you cannot use one apiKey to create a document and then use a different apiKey to retrieve the status of that document.
| Name | Type | Description | Input To | Output By |
|---|---|---|---|---|
| API_KEY | String | A unique secure identifier that grants a specific user or company access to the API. Please go here to request one or check the value of your existing key. | All | None |
| DOCUMENT_KEY | String | A unique transaction identifier, which remains unchanged from the time you send the document for signature through the time that is signed. | getDocumentInfo, getLatestDocument, cancelDocument, sendReminder, getMegaSignDocument | DocumentKey |
| VERSION_KEY | String | A specific document version identifier, which can be used to retrieve a given snapshot of a particular document. | getDocumentByVersion | DocumentInfo, DocumentHistoryEvent |
| USER_KEY | String | A unique user identifier, which can be used to send documents on behalf of the specified user. | SenderInfo, getDocumentsForUser | createUser, getUsersInAccount |