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@signnow/api-client

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Readme

The Official SignNow API client v1.5.0

SignNow Node.js REST API Wrapper

About SignNow
API Contact Information
API and Application
Installation
Documentation
Examples
Unit Tests
License
Additional Contact Information
- Support
- Sales

About SignNow

SignNow is a powerful web-based e-signature solution that streamlines the signing process and overall document flow for businesses of any size. SignNow offers SaaS as well as public and private cloud deployment options using the same underlying API. With SignNow you can easily sign, share and manage documents in compliance with international data laws and industry-specific regulations. SignNow enables you to collect signatures from partners, employees and customers from any device within minutes.

API Contact Information

If you have questions about the SignNow API, please visit https://help.signnow.com/docs or email api@signnow.com.

See additional contact information at the bottom.

API and Application

Resources	Sandbox	Production
API:	api-eval.signnow.com:443	api.signnow.com:443
Application:	https://app-eval.signnow.com	https://app.signnow.com
Entry page:	https://eval.signnow.com

Installation

@signnow/api-client supports node.js v6.4.0 or later.

To install the latest version of @signnow/api-client run:

npm install @signnow/api-client

Documentation

See API reference in our Documentation.

Examples

To run the examples you will need an API key. You can get one here https://www.signnow.com/api. For a full list of accepted parameters, refer to the SignNow REST Endpoints API guide: https://help.signnow.com/docs.

Every resource is accessed via your api client instance:

const api = require('@signnow/api-client')({
  credentials: 'ENCODED_CLIENT_CREDENTIALS',
  production: false, // if false uses eval server
});

Every resource returns two parameters. The first param contains any errors and the second contains the results.

User

Create a User

api.user.create({
  first_name: 'John',
  last_name: 'Wayne',
  email: 'john@domain.com',
  password: 'yourpwd',
}, (err, res) => {
  // handle error or process response data
});

Retrieve User Information

api.user.retrieve({
  token: 'your auth token',
}, (err, res) => {
  // handle error or process response data
}
});

OAuth 2.0

Request Access Token

api.oauth2.requestToken({
  username: 'username',
  password: 'password',
}, (err, res) => {
  // handle error or process response data
});

Verify Access Token

api.oauth2.verify({
  token: 'your auth token',
}, (err, res) => {
  // handle error or process response data
});

Refresh Access Token

api.oauth2.refreshToken({
  refresh_token: 'your refresh token',
}, (err, res) => {
  // handle error or process response data
});

Document

Retrieve a List of the User’s Documents

api.document.list({
  token: 'your auth token',
}, (err, res) => {
  // handle error or process response data
});

Retrieve a Document Resource

api.document.view({
  token: 'your auth token',
  id: 'document id',
}, (err, res) => {
  // handle error or process response data
});

Download a Collapsed Document

api.document.download({
  token: 'your auth token',
  id: 'document id',
}, (err, res) => {
  // handle error or process response data
});

Upload Document

api.document.create({
  token: 'your auth token',
  filepath: 'path to file',
}, (err, res) => {
  // handle error or process response data
});

Upload File & Extract Fields

api.document.fieldextract({
  token: 'your auth token',
  filepath: 'path to file',
}, (err, res) => {
  // handle error or process response data
});

Update Document (add fields)

const fields = {
  texts: [
    {
      size: 8,
      x: 61,
      y: 72,
      page_number: 0,
      font: 'Arial',
      data: 'sample text',
      line_height: 9.075,
    },
  ],
}

api.document.update({
  token: 'your auth token',
  id: 'document id',
  fields,
}, (err, res) => {
  // handle error or process response data
});

Create Invite to Sign a Document

const fieldInvite = {
  document_id: 'DOCUMENT_ID_GOES_HERE',
  from: 'EMAIL_OF_SENDER',
  to: [
    {
      email: 'EMAIL_OF_SIGNER',
      role: 'Signer 1',
      role_id: 'ROLE_ID', // can be discovered in document details
      order: 1,
      reassign: '0',
      decline_by_signature: '0',
      reminder: 4,
      expiration_days: 27,
      subject: 'Field invite Signer1',
      message: 'Message',
    },
  ],
};

api.document.invite({
  data: {
    ...fieldInvite,
  },
  id: 'DOCUMENT_ID_GOES_HERE',
  token: 'YOUR_AUTH_TOKEN',
}, (err, res) => {
  // handle error or process response data
});

Create Free Form Invite

api.document.invite({
  token: 'your auth token',
  id: 'document id',
  data: {
    from: 'email address',
    to: 'email address',
  },
}, (err, res) => {
  // handle error or process response data
});

Cancel Field Invite to Sign a Document

api.document.cancelInvite({
  token: 'your auth token',
  id: 'document id',
}, (err, res) => {
  // handle error or process response data
});

Create a One-time Use Download URL

api.document.share({
  token: 'your auth token',
  id: 'document id',
}, (err, res) => {
  // handle error or process response data
});

Merge Existing Documents

By default original documents are not removed after merging. To remove original documents set removeOriginalDocuments option to true.

api.document.merge({
  token: 'your auth token',
  name: 'the merged doc',
  document_ids: [
    '84a18d12bf7473ea3dd0e4dd1cdcded6ba6281aa',
    'a71d963c49f33176e90c5827069c422616b1500c',
  ],
  options: {
    removeOriginalDocuments: true, // false by default
  },
}, (err, res) => {
  // handle error or process response data
});

Get Document History

api.document.history({
  token: 'your auth token',
  id: 'document id',
}, (err, res) => {
  // handle error or process response data
});

Remove Document

api.document.remove({
  token: 'your auth token',
  id: 'document id',
}, (err, res) => {
  // handle error or process response data
});

Links

Create Signing Link

api.link.create({
  token: 'your auth token',
  document_id: 'document or template id',
}, (err, res) => {
  // handle error or process response data
});

Enumerations

Add Enumeration Field to a Document

api.enumerations.addField({
  token: 'your auth token',
  document_id: 'document id',
  x: 150,
  y: 200,
  width: 200,
  height: 50,
  page_number: 0,
  role: 'buyer',
  required: true,
  label: 'Clothing Brand',
}, (err, res) => {
  // handle error or process response data
});

Add Enumeration Options to the Field

api.enumerations.addOptions({
  token: 'your auth token',
  enumeration_options: [
    {
      enumeration_id: '8a3501896160b12d4ef7507a81b2f0998b8137b1',
      data: 'Active',
    },
    {
      enumeration_id: '8a3501896160b12d4ef7507a81b2f0998b8137b1',
      data: 'Old Navy',
    },
    {
      enumeration_id: '8a3501896160b12d4ef7507a81b2f0998b8137b1',
      data: 'Volcom',
    },
  ],
}, (err, res) => {
  // handle error or process response data
});

Template

Create a Template

By default original document is not removed after template creation. To remove original document set removeOriginalDocument option to true.

api.template.create({
  token: 'your auth token',
  document_id: 'document id',
  document_name: 'my template',
  options: {
    removeOriginalDocument: true, // false by default
  },
}, (err, res) => {
  // handle error or process response data
});

Duplicate a Template

api.template.duplicate({
  token: 'your auth token',
  id: 'document id',
  name: 'my template',
}, (err, res) => {
  // handle error or process response data
});

Create Invite to Sign a Template

const fieldInvite = {
  from: 'EMAIL_OF_SENDER',
  to: [
    {
      email: 'EMAIL_OF_SIGNER',
      role: 'Signer 1',
      order: 1,
      reassign: '0',
      decline_by_signature: '0',
      reminder: 4,
      expiration_days: 27,
      subject: 'Field invite Signer1',
      message: 'Message',
    },
  ],
};

api.template.invite({
  data: {
    ...fieldInvite,
  },
  id: 'TEMPLATE_ID_GOES_HERE',
  token: 'YOUR_AUTH_TOKEN',
}, (err, res) => {
  // handle error or process response data
});

Create Free Form Invite from Template

api.template.invite({
  token: 'YOUR_AUTH_TOKEN',
  id: 'TEMPLATE_ID_GOES_HERE',
  data: {
    from: 'EMAIL_OF_SENDER',
    to: 'EMAIL_OF_SIGNER',
  },
}, (err, res) => {
  // handle error or process response data
});

Remove Template

api.template.remove({
  token: 'your auth token',
  id: 'template id',
}, (err, res) => {
  // handle error or process response data
});

Folder

Returns a list of folders

api.folder.list({
  token: 'your auth token',
}, (err, res) => {
  // handle error or process response data
});

Returns a list of documents inside a folder

Filters	Values
`signing-status`	`waiting-for-me`, `waiting-for-others`, `signed`, `pending`
`document-updated`	`new Date()`
`document-created`	`new Date()`

Sort	Values
`document-name`	`asc`/`desc`
`updated`	`asc`/`desc`
`created`	`asc`/`desc`

api.folder.documents({
  token: 'your auth token',
  id: 'folder id',
  filter: [
    {
      'signing-status': 'pending',
    },
  ],
  sort: {
    'document-name': 'asc',
  },
}, (err, res) => {
  // handle error or process response data
});

Document Group

Create Document Group

api.documentGroup.create({
  token: 'your auth token',
  group_name: 'my document group name',
  ids: [
    // put document or template IDs here
    '84a18d12bf7473ea3dd0e4dd1cdcded6ba6281aa',
    'a71d963c49f33176e90c5827069c422616b1500c',
  ],
}, (err, res) => {
  // handle error or process response data
});

Create to Sign a Document Group

const data = {
  invite_steps: [
    {
      order: 1,
      invite_emails: [
        {
          email: 'Email of Signer 1',
          subject: 'Signer 1 Needs Your Signature',
          message: 'Signer 1 invited you to sign Document 1',
          expiration_days: 30,
          reminder: 0,
        },
      ],
      invite_actions: [
        {
          email: 'Email of Signer 1',
          role_name: 'Signer 1',
          action: 'sign',
          document_id: 'Document 1 ID',
          allow_reassign: '0',
          decline_by_signature: '0',
        },
      ],
    },
    {
      order: 2,
      invite_emails: [
        {
          email: 'Email of Signer 2',
          subject: 'Signer 2 Needs Your Signature',
          message: 'Signer 2 invited you to sign Document 2',
          expiration_days: 30,
          reminder: 0,
        },
      ],
      invite_actions: [
        {
          email: 'Email of Signer 2',
          role_name: 'Signer 2',
          action: 'sign',
          document_id: 'Document 2 ID',
          allow_reassign: '0',
          decline_by_signature: '0',
        },
      ],
    },
  ],
};

api.documentGroup.invite({
  token: 'your auth token',
  id: 'Document Group ID'
  data,
}, (err, res) => {
  // handle error or process response data
});

Document Group Template

Create Document Group Template

const routing_details = {
  invite_steps: [
    {
      order: 1,
      invite_emails: [
        {
          email: 'Email of Signer 1',
          subject: 'Signer 1 Needs Your Signature',
          message: 'Signer 1 invited you to sign Document 1',
          expiration_days: 30,
          reminder: 0,
          hasSignActions: true,
          allow_reassign: '0',
        },
      ],
      invite_actions: [
        {
          email: 'Email of Signer 1',
          role_name: 'Signer 1',
          action: 'sign',
          document_id: 'b6f4f61a5662c5c4385b02421397b76dc6d9c8af',
          document_name: 'Document 1',
          role_viewName: 'Signer 1',
          allow_reassign: '0',
          decline_by_signature: '0',
        },
      ],
    },
    {
      order: 2,
      invite_emails: [
        {
          email: 'Email of Signer 2',
          subject: 'Signer 2 Needs Your Signature',
          message: 'Signer 2 invited you to sign Document 2',
          expiration_days: 30,
          reminder: 0,
          hasSignActions: true,
          allow_reassign: '0',
        },
      ],
      invite_actions: [
        {
          email: 'Email of Signer 2',
          role_name: 'Signer 2',
          action: 'sign',
          document_id: '14f02aac643770f22a384fe4e7a6b1ed6d15a9b8',
          document_name: 'Document 2',
          role_viewName: 'Signer 2',
          allow_reassign: '0',
          decline_by_signature: '0',
        },
      ],
    },
  ],
  include_email_attachments: 0,
};

api.documentGroupTemplate.create({
  token: 'your auth token',
  template_ids: [
      '84a18d12bf7473ea3dd0e4dd1cdcded6ba6281aa',
      'a71d963c49f33176e90c5827069c422616b1500c',
    ],
  template_group_name: 'Document group template name',
  routing_details,
}, (err, res) => {
  // handle error or process response data
});

Webhook

Returns a list of Webhooks

signnow.webhook.list({
  token: 'your auth token',
}, (err, res) => {
  // handle error or process response data
});

Create a Webhook

Events	Description
`document.create`	Webhook is triggered when a document is uploaded to users account in SignNow
`document.update`	Webhook is triggered when a document is updated (fields added, text added, signature added, etc.)
`document.delete`	Webhook is triggered when a document is deleted from
`invite.create`	Webhook is triggered when an invitation to a SignNow document is created.
`invite.update`	Webhook is triggered when an invite to SignNow document is updated. Ex. A signer has signed the document.

api.webhook.create({
  token: 'your auth token',
  event: 'document.create',
  callback_url: 'http://www.domain.com/path',
}, (err, res) => {
  // handle error or process response data
});

Promisify methods

If you are using node.js version 8.0.0 or higher you can use built in promisify utility:

const { promisify } = require('util');
const api = require('@signnow/api-client')({
  credentials: 'ENCODED_CLIENT_CREDENTIALS',
  production: false, // if false uses eval server
});
const requestToken = promisify(api.oauth2.requestToken);

requestToken({
  username: 'username',
  password: 'password',
})
  .then(res => {
    // process response data
  })
  .catch(err => {
    // handle error
  });

Unit Tests

To run the unit test you will need to install "Mocha" and "Chai". You also need to edit a test.settings.js in the test folder of the api client module. The file need to contain the following:

exports.settings = {
  credentials: '[ENCODED CLIENT CREDENTIALS]',
  token: '[ACCESS TOKEN]',
  username: '[SIGNNOW USERNAME]',
  password: '[SIGNNOW PASSWORD]',
  documentid: '[EXISTING DOCUMENT ID]',
  templateid: '[EXISTING TEMPLATE ID]',
  folderid: '[EXISTING FOLDER ID]',
  email: '[FROM EMAIL FOR INVITE]',
  testemail: '[TO EMAIL FOR INVITE]',
};

License

This project is released under the MIT License.

Additional Contact Information

Support

To contact SignNow support, please email support@signnow.com or api@signnow.com.

Sales

For pricing information, please call (800) 831-2050, email sales@signnow.com or visit https://www.signnow.com/contact.

@signnow/api-client