API Auto-Sign
Auto-Sign refers to the process where enterprises automatically complete document signing via the Nota Sign API without manual intervention. It is suitable for system integration scenarios, such as automatically triggering a seal after an approval process is completed.
Usage Conditions
Enterprises can configure automated signing workflows via API, but the following conditions must be met: the signing method must be set to "Auto-Sign"; the recipient must be designated as the Super Admin email account corresponding to the current AppID; furthermore, this Super Admin email account must have the "Auto-Sign" permission activated offline in advance. For specific activation methods, please consult the corresponding sales personnel.
Note: This feature only supports electronic signatures and is not applicable to FDA Envelopes.
Configuring Controls for Auto-Sign
- Configure signing controls
When configuring signing controls, please set the corresponding parameters based on the required signing form (signature or seal): if using a signature control, the system will automatically capture the recipient's name to generate an automated signature after it is added; if using a seal control, a unique and authorized seal ID must be explicitly specified.
- Configure form-filling controls
If the document contains "Form-filling Controls" and they are designated as required, the fill-in values must be passed in advance when initiating the envelope.
Sending Automated Signing Envelopes
When the envelope is successfully sent and passes all validations, the system will execute the following process:
Automatic execution: The system identifies the automated signing and, upon successful validation, executes the automated signing immediately.
Notification sent: After the envelope signing is completed, the system sends an automated signing email notification.