How to send electronic documents within Upsales
Let Upsales users use your E-sign service when they send documents to their clients. E-sign apps are tightly integrated in Upsales and keeps the users updated with real time notifications of recipient actions.
When a user sends an E-sign, we'll make a request to your endpoint. You start the sign process and send webhooks to us once the document has been interacted with.
How to build an E-sign app
Follow this tutorial and you'll integrate your E-sign service with Upsales in no time!
1. Intro to Apps in Upsales
Make sure you've read the introduction to Apps to get a general understanding of how an app is built and have your own Developer Account set up.
Toggle the E-sign framework
When you configure the app, make sure to make it an E-sign app by setting its initiation to on.
2. Endpoints your app should listen to
Let us know the available E-sign options for the user
A new E-sign was sent from Upsales
Show the PDF document /cancel An E-sign was cancelled from Upsales
An E-sign was deleted from Upsales
3. Viewed, rejected and signed
Once a recipient interacts with the document, you'll need to update it in Upsales. Read how to do this using webhooks and manual run of your app.
If you rather look at code than read docs, we've put up an example in node.js on Glitch https://glitch.com/edit/#!/upsales-esign-app
Feedback? Know anything we could do to improve the E-sign framework? Let us know on firstname.lastname@example.org