🔗 It’s now possible to set a custom URL to which the signer will be redirected if they decline the signature.

It can be configured:

• At Signer level in the Signer creation endpoint POST/signature_requests/{id}/signers (see API reference).
• In the Custom Experience; either in the web app or via API in the Custom Experience creation endpoint POST/custom_experiences (see API reference).

Learn more about how to redirect a Signer at the end of the signing flow here.

To enhance security and protect against potential threats, a paid plan is now required to configure redirect URLs.

Consult this page to learn more about this feature.

🗃️ Workspaces management endpoints

A whole new set of CRUD endpoints is available for Workspaces management, as well as two new support methods for default workspace management. More information can be found in the API Reference and the Guide .

Within endpoint Sign Signature Request, we fixed support for the 'Z' character to correctly represent the UTC date-time format.

Now both formats are accepted: 2024-01-18T22:00:00+00:00 and 2024-01-18T22:00:00Z

More info on this feature here

📘

What is Salesforce ?

Salesforce is a cloud-based Customer Relationship Management software (CRM). It makes it easier for companies to find more prospects, close more deals, and connect with customers so they can provide them with appropriate service at scale.

To ease Yousign's API integration within Salesforce we released a Toolbox for Salesforce!

This toolbox provides plug & play functionalities, code samples and documentation. You have access to the source code and metadata to customize it to your needs if necessary. As such, you are able to avoid the troubles of technical constraints and focus on customizing the integration to your business processes.

For more details on how to install this toolbox in your organization, refer to our Getting Started guide.

It is now possible to retrieve the decline information in the payload with a GET /signature_requests/{id}

You will have the information on:

• The Signer who declined
• The reason for the decline
• The date and time of the decline

Please find more details about the response of the endpoint on the API reference.

❓

What is a Read-Only Text Field?

Read-Only Text Fields allow you to add text on a document that won't be editable by any of the recipients. It's a way to quickly edit the document before sending it for signature.

✏️ Those Read-Only Text Field can be let empty on a Template

Those fields will have to be populated when a new request is created from the Template. This feature is particularly useful when certain document details, such as prices or terms, need to be customised for each request.

These empty Read-Only Text Fields should be populated with the required text in the payload of the Signature Request initiation endpoint POST /signature_requests (see API reference).

For more details on how to use empty Read-Only Text Fields in your templates, refer to our guide section.

It is now possible to create a Signature Request with the option to collect documents (such as banking or residence documents) from the Signers with this new endpoint.
Once the status of the Signer is Signed and the required documents are uploaded, you will be able to

• List the Signer Documents
• Download the Signer Documents
• Delete the Signer Documents

You will find additional information about the feature in our guide.

🎨 Yousign's API now allows signing a Signature Request without asking Signers to go through Yousign's pre-made signing flow (in an iFrame or directly on Yousign's platform).

Indeed, you have the opportunity to build your own signing flow, matching your needs. This is particularly useful if:

• You want to build a custom signing flow.
• You need to interface with physical devices to collect signatures (such as a signature pad for example).
• You need to integrate the signing flow into a mobile application, without using Yousign's iFrame or being redirected to Yousign's platform.

For comprehensive instructions on how to use this feature, please refer to our dedicated guide section. A code example is also available.

It is now possible to create a Signature Request from a Template that contains a Placeholder Signer.

❓

What is a Placeholder Signer?

It is a special type of Signer that can be added to a Template. Opting for this type of Signer is suitable if a different person will sign each time a Signature Request is created.

Those Placeholder Signers can be directly replaced by “real” Signers in the payload of the Signature Request initiation endpoint POST /signature_requests (see API reference).

You will find more information on how to leverage Placeholder Signers in our guide section.