Adding, Updating, and Removing Signers
  • 18 Nov 2024
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Adding, Updating, and Removing Signers

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    Lumière
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Résumé de l’article

Java SDK.NET SDKREST APIAPEX SDK

Java SDK

To download the full code sample see our Code Share site.

One of the most fundamental and basic operations in OneSpan Sign is that of inviting signers to sign documents. This topic describes how to add, update, and remove signers from a transaction.

Adding Signers to a Transaction

To add a signer to an existing transaction, you must first create the Signer object. The following code will create a Signer object:

Signer signer = SignerBuilder.newSignerWithEmail("signer@example.com")
    .withFirstName("John")
    .withLastName("Smith")
    .withCustomId("Signer1")
    .build();

For information on updating the authentication methods used for transactions, see Authenticating Signers.

Once the Signer object has been created, find the PackageId returned to you during the transaction creation and use the OneSpan Sign client to add your signer. The following code will do this:

String signerId = eslClient.getPackageService().addSigner(packageId, signer);

Updating an Existing Signer

Similarly, to update an existing signer, you must create a Signer object that contains the updates you want to make to your signer. The following code will do this:

Signer updatedSigner = SignerBuilder.newSignerWithEmail("mary.doe@example.com")
    .withFirstName("Mary")
    .withLastName("Doe")
    .withCustomId("Signer1")
    .build();

Once you have updated the signer, find the PackageId (the transaction) that you wish to change this signer in, and use the OneSpan Sign client to update the signer.

eslClient.getPackageService().updateSigner(packageId, updatedSigner);

Removing Signers From a Transaction

To remove a signer from a transaction, simply call the removeSigner function with the packageId and signerId string.

 eslClient.getPackageService().removeSigner(packageId, signerId); 

Results

After running your code, if you login to OneSpan Sign and navigate to your package, you will see your signer in your transaction.

.NET SDK

To download the full code sample see our Code Share site.

One of the most fundamental and basic operations in OneSpan Sign is that of inviting signers to sign documents. This topic describes how to add, update, and remove signers from a transaction.

Adding Signers to a Transaction

To add a signer to an existing transaction, you must first create the Signer object. The following code will create a Signer object:

Signer signer = SignerBuilder.NewSignerWithEmail("signer@example.com")
    .WithFirstName("John")
    .WithLastName("Smith")
    .WithCustomId("Signer1")
    .Build();

Once you have updated the signer, find the PackageId (the transaction) that you wish to change this signer in, and use the OneSpan Sign client to update the signer.

String signerId = eslClient.PackageService.AddSigner(packageId, signer);

For information on updating the authentication methods used for transactions, see Authenticating Signers.

Updating an Existing Signer

Similarly, to update an existing signer, you must create a Signer object that contains the updates you want to make to your signer. The following code will do this:

Signer updatedSigner = SignerBuilder.NewSignerWithEmail("mary.doe@example.com")
    .WithFirstName("Mary")
    .WithLastName("Doe")
    .WithCustomId("Signer1")
    .Build();

Once you have updated the signer, find the PackageId (the transaction) that you wish to change this signer in, and use the OneSpan Sign client to update the signer.

 eslClient.PackageService.UpdateSigner(packageId, updatedSigner); 

Removing Signers From a Transaction

To remove a signer from a transaction, simply call the removeSigner function with the packageId and signerId string.

eslClient.PackageService.UpdateSigner(packageId, updatedSigner);

Results

After running your code, if you login to OneSpan Sign and navigate to your package, you will see your signer in your transaction.

REST API

To download the full code sample see our Code Share site.

One of the most fundamental and basic operations in OneSpan Sign is that of inviting signers to sign documents. This topic describes how to add, update, and remove signers from a transaction.

Adding Signers to a Transaction

To add a signer to an existing transaction, use the following code:

HTTP Request

POST /api/packages/{packageId}/roles

For information on updating the authentication methods used for transactions, see Authenticating Signers.

HTTP Headers

Accept: application/json   
Content-Type: application/json   
Authorization: Basic api_key 

Request Payload

{
  "id": "Signer5",
  "type": "SIGNER",
  "signers": [
    {
      "email": "mail32@example.com",
      "firstName": "John",
      "lastName": "Smith",
      "id": "Signer5"
    }
  ],
  "name": "Signer5"
}

 For a complete description of each field, see the Request Payload table below.

Response Payload

 {
  "id": "Signer5",
  "data": null,
  "specialTypes": [

  ],
  "emailMessage": null,
  "attachmentRequirements": [

  ],
  "locked": false,
  "reassign": false,
  "index": 0,
  "signers": [
    {
      "group": null,
      "language": "en",
      "signature": null,
      "id": "Signer5",
      "delivery": {
        "provider": false,
        "email": false,
        "download": false
      },
      "auth": {
        "scheme": "NONE",
        "challenges": [

        ]
      },
      "knowledgeBasedAuthentication": null,
      "data": null,
      "title": "",
      "company": "",
      "email": "mail32@example.com",
      "firstName": "John",
      "lastName": "Smith",
      "external": null,
      "updated": "2017-11-16T16:53:01Z",
      "phone": "",
      "professionalIdentityFields": [

      ],
      "userCustomFields": [

      ],
      "address": null,
      "created": "2017-11-16T16:53:01Z",
      "name": "",
      "specialTypes": [

      ]
    }
  ],
  "name": "Signer5",
  "type": "SIGNER"
}

Updating an Existing Signer

To update an existing signer (role), first create a payload with the updates you want to make and then use the request examples below to make your updates. Use the roleid you assigned in the previous request.

If you did not assign a roleid, a randomly generated ID will be assigned by OneSpan Sign.

HTTP Request

PUT /api/packages/{packageId}/roles/{roleId}

HTTP Headers

Accept: application/json   
Content-Type: application/json   
Authorization: Basic api_key 

Request Payload

 {
  "type": "SIGNER",
  "signers": [
    {
      "email": "mary.doe@example.com",
      "firstName": "Mary",
      "lastName": "Doe"
    }
  ]
}

Response Payload

{
  "id": "Signer5",
  "data": null,
  "specialTypes": [

  ],
  "emailMessage": null,
  "attachmentRequirements": [

  ],
  "locked": false,
  "reassign": false,
  "index": 0,
  "signers": [
    {
      "group": null,
      "language": "en",
      "signature": null,
      "id": "Signer5",
      "delivery": {
        "provider": false,
        "email": false,
        "download": false
      },
      "auth": {
        "scheme": "NONE",
        "challenges": [

        ]
      },
      "knowledgeBasedAuthentication": null,
      "data": null,
      "title": "",
      "company": "",
      "email": "mary.doe@example.com",
      "firstName": "Mary",
      "lastName": "Doe",
      "external": null,
      "updated": "2017-11-16T16:53:01Z",
      "phone": "",
      "professionalIdentityFields": [

      ],
      "userCustomFields": [

      ],
      "address": null,
      "created": "2017-11-16T16:53:01Z",
      "name": "",
      "specialTypes": [

      ]
    }
  ],
  "name": "Signer5",
  "type": "SIGNER"
}

For a complete description of each field, see the Request Payload table below.

Removing Signers From a Transaction

To remove a signer, you make a DELETE request to the following URI:

HTTP Request

DELETE /api/packages/{packageId}/roles/{signerId}

HTTP Headers

Accept: application/json   
Content-Type: application/json   
Authorization: Basic api_key 

Results

After running your code, if you login to OneSpan Sign and navigate to your package, you will see your signer in your transaction.

Request Payload Table

Property

Type

Editable

Required

Default

Sample Values

id

string

Yes

No

n/a

Signer5

reassign

boolean

Yes

No

false

true / false

name

string

Yes

No

n/a

Signer5

id

string

Yes

No

n/a

Signer5

type

string

Yes

No

SIGNER

SIGNER / SENDER

signers

email

string

Yes

No

n/a

mail32@example.com

firstName

string

Yes

No

n/a

John

lastName

string

Yes

No

n/a

Smith

id

string

Yes

No

n/a

Signer5

APEX SDK

To download the full code sample see our Code Share site.

One of the most fundamental and basic operations in OneSpan Sign is that of inviting signers to sign documents. This topic describes how to add, update, and remove signers from a transaction.

Adding Signers to a Transaction

To add a signer to an existing transaction, you must first create the Signer object. The following code will create a Signer object:

ESignLiveAPIObjects.Role role = new ESignLiveAPIObjects.Role();
role.id = 'signer1';
role.signers = sdk.createRolesSigner('John', 'Smith', 'signer@example.com', 'CEO', 'ABC Bank');
sdk.helper.createRole(packageId, role);

Once the Signer object has been created, find the PackageId returned to you during the transaction creation and use the OneSpan Sign client to add your signer. The following code will do this:

ESignLiveAPIObjects.Role retrievedRole = sdk.getRole(packageId, 'signer1');

For information on updating the authentication methods used for transactions, see Authenticating Signers.

Updating an Existing Signer

To update an existing signer, simply modify any of your Signer attributes, by retrieving that signer. All attributes, with the exception of RoleID, can be modified.The following code will do this:

retrievedRole.signers.get(0).firstName = 'changed firstname';
retrievedRole.signers.get(0).lastName = 'changed lastname';
retrievedRole.signers.get(0).email = 'changed@example.com';

Then, find the PackageId you wish to change this signer in and use the OneSpan Sign sdk to update the signer.

 sdk.updateRole(packageId,'signer1',retrievedRole); 

Removing Signers from a Transaction

To remove a signer from a transaction, simply call the deleteRole function with the packageID and roleId string.

 sdk.helper.deleteRole(packageId, 'signer1'); 

Results

After running your code, if you login to OneSpan Sign and navigate to your package, you will see your signer in your transaction.


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