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🏁 Quickstart

  • Introduction
  • Set up your account
  • Postman collection
  • Stay updated with our Changelog

✍️ Electronic Signature

  • Electronic Signature
  • How to guide - Create your first Signature Request
  • Signature Request
  • Signer
    • Signer Consent Request
    • Signer Document Request
  • Document
  • Field
    • Field creation with API endpoints
    • Field creation with Smart Anchors
    • Signature
    • Signature Date
    • Signer Name
    • Signer Email
    • Mention
    • Initials
    • Text
    • Read-Only Text
    • Checkbox
    • Radio Group
  • Approver
  • Follower
  • eSignature Audit trail
  • Metadata
  • Label
  • Template
    • Manage templates
    • Use templates to create Signature Requests
  • Signature levels and authentication
    • Signature level
    • Advanced Electronic Signature (AES)
      • Advanced Signature with Delegated Registration Authority
      • Pre-verify the identity of a signer for Advanced Electronic Signature (AES)
      • List of error messages for failed identification
    • Qualified Electronic Signature (QES)
      • QES capabilities and limitations
      • QES Signer journey
      • Testing the QES in Sandbox
      • QES Signer name parsing rules
      • List of error messages for failed identification
      • Handling Identity Mismatch Errors
    • Authentication mode
      • Custom One-Time Password (OTP) SMS
  • Manage the recipients flow
    • Manage signature link delivery
    • Configure recipient ordering
  • Email notifications
    • Deactivate email notifications
    • Customize email content
    • Reminders
    • Manage notification delivery failures
  • Customize the signature experience
    • Custom Experience
    • Signature Portal
    • Redirect a Signer at the end of the signing flow
    • iFrame the signing interface
      • iFrame limitations
      • Integrate the iFrame
      • iFrame security settings
    • Build your own signing interface
  • Code examples
    • NodeJS
    • Symfony
    • .NET
    • Ruby
    • PHP

🛡️ Electronic Seal

  • Electronic Seal
  • Choose the right signature level for your Electronic Seal
  • Create an Electronic Seal
    • Simple Electronic Seal
    • Advanced Electronic Seal
    • Qualified Electronic Seal
      • Encryption keys generation
  • Add Fields to your Electronic Seal
  • Follow Electronic Seal status
  • Manage Images for Electronic Seal
  • Re-use a Document ID for a Seal

📑 Document and Identity Verification

  • ℹ️ Continuous improvement
  • Identity, Companies and Document Verification
  • Image Identity Verification
    • Request an Image Identity Verification
    • Retrieve Image Identity Verification results
    • Follow an Image Identity Verification status
  • Testing Image Identity Verification in Sandbox
  • Video Identity Verification
    • Request a Video Identity Verification
    • Retrieve Video Identity Verification results
    • Follow Video Identity Verification status
    • Testing Video Identity Verification in Sandbox
  • Watchlist Screening
    • Request Watchlists Screening
    • Retrieve Watchlists Screening results
    • Testing a Watchlists Screening in Sandbox
  • Proof of Address Verification
    • Request a Proof of Address Verification
    • Retrieve Proof of Address Verification results
    • Follow Proof of Address Verification status
    • Testing Proof of Address Verification in Sandbox
  • Bank Account Document Check
    • Request a Bank Account Document Verification
    • Retrieve Bank Account Document Verificationresults
    • Follow Bank Account Document Verification status
    • Testing Bank Account Document Verification in Sandbox
  • Bank Account Verification - Open Banking
    • Request a Bank Account Verification - Open Banking
    • Retrieve Bank Account Verification - Open Banking results
    • Follow Bank Account Verification - Open Banking status
    • Testing Bank Account Verification - Open Banking in Sandbox
  • Bank Account Verification - SEPAmail
    • Request a Bank Account Verification
    • Retrieve Bank Account Verification results
    • Follow Bank Account Verification status
    • Testing Bank Account Verification in Sandbox
  • Company Registry Verification
    • Request a Company Registry Verification
    • Retrieve a Company Registry Verification results
    • Testing a Company Registry Verification in Sandbox
  • Document Analysis
    • Request a Document Analysis
    • Retrieve a Document Analysis result
    • Follow an Document Analysis status
    • Testing Document Analysis in Sandbox
  • Name Matching rules
  • Verification Audit Trail

🔀 Workflows

  • ℹ️ Continuous improvement
  • Workflows
  • Workflow Templates
  • Workflow Sessions
    • Understand Workflow Session statuses
    • Unblock a Workflow Session
    • How to guide - Create & Execute your first Workflow Session
  • Track Workflows in your app

⚙️ Admin

  • User
    • User Invitation
  • Workspace
  • Consumption

🧩 Integration with third-party tools

  • Zapier
    • Use cases of automation
    • Connect Yousign and Zapier
  • Salesforce
    • Getting Started
    • Try it yourself
    • Plug & Play use cases

💡 API Core concepts & tools

  • Webhooks
    • Managing Webhook Subscriptions
    • Handling Webhooks
    • Failure & Retry Policy
  • Environments
  • Pagination
  • Filters
  • Limits
  • Compatibility and recommended browsers
  • API & Webhook Logs

🚚 Migration

  • Migrating from API V2 to the V3
    • Migrating from Webhooks V2 to V3
    • Migrating from V2 server stamps to V3 electronic seals
  • Frequently asked questions
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Frequently asked questions

Updated 4 months ago


Migrating from V2 server stamps to V3 electronic seals