Change Signer

This guide shows you how to allow a signer to be changed during the ceremony.

You can allow a signer to assign someone else to sign the document instead of the original signer that is defined by the sender. Accordingly, the signer will be asked to enter the email address and full name of the person to sign along with an optional email message to send to the new signer. You will be notified of this change of Signer and will also be CC’d on the email message.

The Code

Below is a sample code on how to build your Signer object in order to allow the signer to assign someone else to sign in their stead during the signing ceremony.

DocumentPackage superDuperPackage = PackageBuilder.newPackageNamed("Change Signer Example")
	  .withSigner(SignerBuilder.newSignerWithEmail("mail32@mailinator.com")
	            .withFirstName("John")
	            .withLastName("Smith")
	            .canChangeSigner()) //allow signer to be changed
	   .withDocument(DocumentBuilder.newDocumentWithName("First Document")
	            .fromFile("C:/Users/hhaidary/Desktop/PDFs/doc1.pdf")
	            .withSignature(SignatureBuilder.signatureFor("mail32@mailinator.com")
	                    .onPage(0)
	                    .atPosition(500, 100)))
	   .build();

Running Your Code

Below are screenshots of what your signer(s) can expect if they choose to assign someone else to sign in their stead:

Capture

2

Get the Code

You can allow a signer to assign someone else to sign the document instead of the original signer that is defined by the sender. Accordingly, the signer will be asked to enter the email address and full name of the person to sign along with an optional email message to send to the new signer. You will be notified of this change of Signer and will also be CC’d on the email message.

The Code

Below is a sample code on how to build your Signer object in order to allow the signer to assign someone else to sign in their stead during the signing ceremony.

DocumentPackage superDuperPackage = PackageBuilder.NewPackageNamed("Change Signer Example")
                       .WithSigner(SignerBuilder.NewSignerWithEmail("mail32@mailinator.com")
                               .WithFirstName("John")
                               .WithLastName("Smith")
                               .CanChangeSigner()) //allow signer to be changed
                       .WithDocument(DocumentBuilder.NewDocumentNamed("First Document")
                               .FromFile("C:/Users/hhaidary/Desktop/PDFs/doc1.pdf")
                               .WithSignature(SignatureBuilder.SignatureFor("mail32@mailinator.com")
                                       .OnPage(0)
                                       .AtPosition(500, 100)))
                       .Build();

Running Your Code

Below are screenshots of what your signer(s) can expect if they choose to assign someone else to sign in their stead:

Capture

2

Get the Code

You can allow a signer to assign someone else to sign the document instead of the original signer that is defined by the sender. Accordingly, the signer will be asked to enter the email address and full name of the person to sign along with an optional email message to send to the new signer. You will be notified of this change of Signer and will also be CC’d on the email message.

The Code

Below is a sample request on how to build your Signer object in order to allow the signer to assign someone else to sign in their stead during the signing ceremony:

HTTP Request
POST /api/packages/{packageId}/roles

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

Request Payload

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

For a complete description of each field, take a look at the JSON Properties section below.

Response Payload

{
    "id": "Signer5",
    "data": null,
    "specialTypes": [],
    "emailMessage": null,
    "attachmentRequirements": [],
    "locked": false,
    "reassign": true,
    "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@mailinator.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"
}

Running Your Code

Below are screenshots of what your signer(s) can expect if they choose to assign someone else to sign in their stead:

Capture

2

Get the Code

JSON Properties

Property Type Editable Required Default Sample Value(s)
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@mailinator.com
firstName string Yes No n/a John
lastName string Yes No n/a Smith
id string Yes No n/a Signer5

You can allow a signer to assign someone else to sign the document instead of the original signer that is defined by the sender. Accordingly, the signer will be asked to enter the email address and full name of the person to sign along with an optional email message to send to the new signer. You will be notified of this change of Signer and will also be CC’d on the email message.

The Code

Below is a sample code on how to build your Role object in order to allow the signer to assign someone else to sign in their stead during the signing ceremony.

ESignLiveAPIObjects.Role role = new ESignLiveAPIObjects.Role();
        
ESignLiveAPIObjects.Signer signer = new ESignLiveAPIObjects.Signer();
signer.firstName = 'firstName';
signer.lastName = 'lastName';
signer.email = 'signer@example.com';
signer.name = 'signer1';
signer.id = 'signer1';

role.signers = new List<ESignLiveAPIObjects.Signer>{signer};
role.id = 'signer1';
role.reassign = true;	//allow change signer

Running Your Code

Below are screenshots of what your signer(s) can expect if they choose to assign someone else to sign in their stead:

Capture

2

Get the Code