Jump to Content

Home Guides Recipes API Reference Changelog

Status Page Roadmap Testimonies Share feedback

Guides

Status Page Roadmap Testimonies Share feedback

Home Guides Recipes API Reference Changelog

All

Pages

Start typing to search…

🏁 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
Approver
Follower
eSignature Audit trail
Metadata
Label
Template
- Manage templates
- Use templates to create Signature Requests
Signature levels and authentication
Manage the recipients flow
- Manage signature link delivery
- Configure recipient ordering
Email notifications
Customize the signature experience
Code examples

🛡️ Electronic Seal

Electronic Seal
Choose the right signature level for your Electronic Seal
Create an Electronic Seal
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
Video Identity Verification
Watchlist Screening
Proof of Address Verification
Bank Account Document Check
Bank Account Verification - Open Banking
Bank Account Verification - SEPAmail
Company Registry Verification
Document Analysis
Name Matching rules
Verification Audit Trail

🔀 Workflows

ℹ️ Continuous improvement
Workflows
Workflow Templates
Workflow Sessions
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

💡 API Core concepts & tools

Webhooks
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

Powered by

Track Workflows in your app

Monitor the progress of your Workflow Sessions directly in the Yousign application.

Updated 3 months ago

How to guide - Create & Execute your first Workflow Session