Actions55
- PDF Asset Actions
- PDF Engine Actions
- Signing Process Actions
- Template Actions
- Template Asset Actions
- Template Category Actions
- Template Tag Actions
- Webhook Actions
Template → Start Signing
AI-generatedSummary
Initiate a signing process from a selected SmartDocs template by specifying the template, signers, expiration, and optional additional data to customize the signing session.
Inputs
- Template Name or ID (required) — Select the template to sign from the list or specify its ID via expression.
- Signers (required) — Provide an array of signer objects specifying each signer's roleKey (required), name, email, phone number, linked user ID, and locale.
- Expires At (required) — Set the expiration datetime for the signing session.
- Additional Fields — Optional fields including runtime input data JSON, field prefill JSON, message string, metadata JSON, signing policy (method of delivery/authentication), and email subject string.
Output shape
a JSON object representing the started signing session or kiosk session, including identifiers and status information.
The API request returns a JSON object with signing session details. Use output data for tracking or further workflow steps.
Examples
Example 1: Trigger a signing session from a stored template
Set 'Template Name or ID' to the desired template, provide the signer information JSON array for dynamic participants, set expiration date/time, and optionally add runtime input data or messaging.