What is a Signer?

The Signer is the one who is going to perform the action to sign a Signature Request. A Signer is always associated with a Signature Request.

A Signature Request can be signed by one or many Signers. The status of a Signature Request is done once all Signers have signed the document.

All the endpoints available to manage Signers can be found in our API Reference.

How can I add Signers to my Signature Request?

Signers have to be added while creating the Signature Request or can be added once the Signature Request has been created if it is still in Draft status, details can be found here.

Signers may come from different sources

A Signer can be:
1) Created from scratch by giving the first name, the last name, the email and phone number
2) A Contact previously added to your Contact list.
3) A user of your account who has access to Yousign's application

Delivery mode of the Signature Request to the stakeholders

Each Signer can sign the Signature Request through a unique link. Depending on the delivery_mode configured for the Signature Request, this link will be sent to each one of them by email or returned in response to the Signature Request activation call. For more information about the Signature Request activation call, take a look at this page.

Here are the different Signer's status

You can retrieve the audit trail for a specific Signer

The Signer's audit trail can be retrieved for a specific Signature Request. You can use the endpoint GET /signature_requests/{signatureRequestId}/signers/{signerId}/audit_trails.

A .pdf file with the audit trail can also be downloaded.

Customise the content of emails received by Signers

The email customisation for Signers is useful if you want to personalize your communication to align with your brand identity or provide signers with specific instructions.

How it works

It is possible to customise the content of the emails sent to signers using the custom_text parameter.

You will be able to change the email subject and body content of:

• the first email sent to the signer to notify them about the signature
• email reminders

Formatting rules:

• You can add a line break in the body content by adding the \n character.
• To ensure security and compatibility across email clients, links and HTML tags are not accepted.

Example

Here is the payload of a Signer creation with customised emails.

{
    "info": {
        "first_name": "randomFirstName",
        "last_name": "randomLastName",
        "email": "[email protected]",
        "locale": "fr",
        "phone_number": "+33600000000"
    },
    "signature_level": "electronic_signature",
    "signature_authentication_mode": "no_otp",
  
  // emails customisation
    "custom_text": {
    		"request_subject": "New subject",
    		"request_body": "The body of the email I want to display",
    		"reminder_subject": "New reminder subject",
    		"reminder_body": "The body of the email reminder I want to display"
  	},
  // end of emails customisation

    "fields": [
        {
         "type": "signature",
         "document_id": "xxxxxxxx",
         "page": 1,
         "x": 400,
         "y": 650,
         "height": 37,
         "width": 180
        }
    ]
}