- Introduction
- OAuth
- API Endpoint
- Quick start with Zoho Sign's API
- Postman collection
- SwaggerHub
- Basic concepts
- Getting started with Zoho Sign's API under 2 minutes
- Signer groups
- Document Management
- POSTCreate document
- PUTUpdate document
- POSTSend document for signature
- POSTCorrect document
- GETGet details of a particular document
- GETGet documents list
- GETDownload PDF
- GETDownload particular PDF file
- GETDownload completion certificate
- GETGet document form data
- POSTRecall Document
- POSTRemind Recipient
- PUTDelete Document
- PUTExtend document
- POSTCreate new Folder
- GETGet folder list
- GETRetrieve field type
- GETGet document type
- POSTCreate new document type
- POSTUpdate document type
- Template Management
- Embedded Signing
- Embedded Sending
- Use Cases
- How-to guides
- Sending a signing request via SMS
- Enforce authentication
- Add fields to your document
- In-Person signing
- Sign documents with digital signature providers
- Sending documents in bulk
- eStamping
- Collecting payments from my recipients
- Adding witness to your envelope
- Manages recipients
- Sending an envelope to a signer group
- Replace signer group with normal recipients
- API error codes
- API limitation
- Security
- Contact details for technical assistance
Send document for signature
This will help you to send a document to your recipients for signature.
Arguments
Param | Datatype | Description |
|---|---|---|
| request_name * | String | name to be given to the signature request |
| request_type_id | String | Document Category Id |
| notes | String | Message to be sent to all recipients in common |
| expiration_days | Int | No of days after which the document will expire. |
| is_sequential * | Boolean | Sequential signing / Parallel Signing[true/false] |
| email_reminders | Boolean | Send automatic reminders |
| reminder_period | Int | Send automatic reminders once in [n] days |
| folder_id | String | Folder |
| private_notes | String | Private notes for each recipient |
| signing_order | Int | Order in which recipient actions needs to be performed |
| verify_recipient * | Boolean | Authentication needs to be done or not |
| verification_type | String | Verification Mode [EMAIL | OFFLINE | SMS] |
| verification_code | String | Verification Code required on in case of OFFLINE Verification type |
| font_size | Boolean | Font Size |
| font_color | Boolean | Font Color (Hex Code #000000) |
| font | String | Font Name |
| is_italic | Boolean | Italic |
| is_bold | Boolean | Bold |
| is_read_only | Boolean | If a field only or not for text fields. |
| Actions | JSON array |
Actions
Param | Datatype | Description |
|---|---|---|
| action_id | String | Action Id |
| recipient_name * | String | Recipient name |
| recipient_email * | String | Recipient email |
| in_person_name * | String | Inperson recipient name |
| in_person_email | String | Inperson recipient email |
| action_type * | String | Recipient Action [SIGN | VIEW | INPERSONSIGN | APPROVER] |
| Fields | JSON Object |
Fields
Param | Datatype | Description |
|---|---|---|
| field_name | String | Field name |
| field_id | String | Field Id |
| field_label | String | Label of field |
| field_type_name | String | Checkbox | Radiogroup | Signature | Initial | Textfield | Email | Date | Name | Company | Jobtitle | CustomDate | Dropdown |
| document_id | String | Document Id |
| is_mandatory | Boolean | If the field is mandatory or optional |
| x_coord | Int | X coordinate of the field |
| y_coord | Int | Y coordinate of the field |
| abs_width | Int | Width of the field |
| abs_height | Int | Height of the field |
| page_no | Int | Page number where the field is placed |
| default_value | String | default value for a field |
| is_read_only | Boolean | To specify if checkbox is read_only or not |
| name_format | String | Name Format [FIRST_NAME|LAST_NAME|FULL_NAME] |
| date_format | String | Date Format |
| description_tooltip | String | Description about the field |
API Root Endpoint
POST https://sign.zoho.com/api/v1/requests/[Request Id]/submitRequest example
curl --location 'https://sign.zoho.com/api/v1/requests/14197000000767334/submit' \
--header 'Authorization: Zoho-oauthtoken 1000.03xxxxxxxxxxxxxxxxxa5317.dxxxxxxxxxxxxxxxxxfa' \
--header 'Content-Type: application/x-www-form-urlencoded' \
--data-urlencode 'data={
"requests": {
"actions": [
{
"action_id": "14197000000767351",
"action_type": "SIGN",
"fields": {
"check_boxes": [
{
"field_id": "14197000000767394",
"field_name": "Checkbox-1",
"field_label": "Checkbox",
"field_type_name": "Checkbox",
"document_id": "14197000000767335",
"action_id": "14197000000767351",
"is_mandatory": true,
"x_coord": 100,
"y_coord": 100,
"abs_width": 40,
"abs_height": 30,
"page_no": 0,
"default_value": true,
"is_read_only": false,
"description_tooltip": "You agree to this"
}
],
"date_fields": [
{
"field_name": "Enter your date of birth",
"field_label": "DOB",
"field_type_name": "CustomDate",
"document_id": "14197000000767335",
"action_id": "14197000000767351",
"is_mandatory": true,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"page_no": 0,
"date_format": "dd MMM yyyy",
"text_property": {
"font_size": 15,
"font_color": "000000",
"font": "Liberation Serif",
"is_italic": true,
"is_underline": true,
"is_bold": true,
"is_read_only": true,
"is_fixed_width": false,
"is_fixed_height": true,
"max_field_length": 200
}
}
],
"radio_groups": [
{
"field_name": "Transportation mode",
"field_label": "Transportation mode",
"field_type_name": "Radiogroup",
"document_id": "14197000000767335",
"action_id": "14197000000767351",
"is_mandatory": true,
"page_no": 0,
"default_value": "Walk",
"sub_fields": [
{
"sub_field_name": "Walk",
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"document_id": "14197000000767335"
},
{
"sub_field_name": "Car",
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"document_id": "14197000000767335"
},
{
"sub_field_name": "Bike",
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"document_id": "14197000000767335"
}
]
}
],
"checkout_fields": [
{
"field_type_name": "Checkout",
"document_id": "14197000000767335",
"field_name": "Payment",
"width": "16.036944",
"height": "1.687216",
"x_value": "26.700252",
"y_value": "9.214796",
"page_no": 0,
"is_mandatory": true,
"field_category": "payment",
"amount": "9090",
"currency_code": "INR",
"form_id": "102660000000135008",
"org_id": "68019648",
"field_label": "Payment",
"text_property": {
"font": "Roboto",
"font_size": 11,
"font_color": "000000",
"is_bold": false,
"is_italic": false
}
}
]
}
},
{
"action_id": "14197000000767356",
"action_type": "INPERSONSIGN",
"fields": {
"dropdown_fields": [
{
"field_name": "City",
"field_label": "City",
"field_type_name": "Dropdown",
"document_id": "14197000000767335",
"action_id": "14197000000767356",
"is_mandatory": true,
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"default_value": "Chennai",
"dropdown_values": [
{
"dropdown_value": "Chennai",
"dropdown_order": 0
},
{
"dropdown_value": "Mumbai",
"dropdown_order": 1
},
{
"dropdown_value": "Delhi",
"dropdown_order": 2
},
{
"dropdown_value": "Pune",
"dropdown_order": 3
}
]
}
],
"file_fields": [
{
"field_name": "Photo ID",
"field_label": "Photo ID",
"field_type_name": "Attachment",
"document_id": "14197000000767335",
"action_id": "14197000000767356",
"is_mandatory": true,
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"description_tooltip": "Upload your latest photo ID proof"
}
]
}
}
]
}
}'Show full
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Sample input
data={
"requests": {
"actions": [
{
"action_id": "14197000000767351",
"action_type": "SIGN",
"fields": {
"check_boxes": [
{
"field_id": "14197000000767394",
"field_name": "Checkbox-1",
"field_label": "Checkbox",
"field_type_name": "Checkbox",
"document_id": "14197000000767335",
"action_id": "14197000000767351",
"is_mandatory": true,
"x_coord": 100,
"y_coord": 100,
"abs_width": 40,
"abs_height": 30,
"page_no": 0,
"default_value": true,
"is_read_only": false,
"description_tooltip": "You agree to this"
}
],
"date_fields": [
{
"field_name": "Enter your date of birth",
"field_label": "DOB",
"field_type_name": "CustomDate",
"document_id": "14197000000767335",
"action_id": "14197000000767351",
"is_mandatory": true,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"page_no": 0,
"date_format": "dd MMM yyyy",
"text_property": {
"font_size": 15,
"font_color": "000000",
"font": "Liberation Serif",
"is_italic": true,
"is_underline": true,
"is_bold": true,
"is_read_only": true,
"is_fixed_width": false,
"is_fixed_height": true,
"max_field_length": 200
}
}
],
"radio_groups": [
{
"field_name": "Transportation mode",
"field_label": "Transportation mode",
"field_type_name": "Radiogroup",
"document_id": "14197000000767335",
"action_id": "14197000000767351",
"is_mandatory": true,
"page_no": 0,
"default_value": "Walk",
"sub_fields": [
{
"sub_field_name": "Walk",
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"document_id": "14197000000767335"
},
{
"sub_field_name": "Car",
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"document_id": "14197000000767335"
},
{
"sub_field_name": "Bike",
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"document_id": "14197000000767335"
}
]
}
],
"checkout_fields": [
{
"field_type_name": "Checkout",
"document_id": "14197000000767335",
"field_name": "Payment",
"width": "16.036944",
"height": "1.687216",
"x_value": "26.700252",
"y_value": "9.214796",
"page_no": 0,
"is_mandatory": true,
"field_category": "payment",
"amount": "9090",
"currency_code": "INR",
"form_id": "102660000000135008",
"org_id": "68019648",
"field_label": "Payment",
"text_property": {
"font": "Roboto",
"font_size": 11,
"font_color": "000000",
"is_bold": false,
"is_italic": false
}
}
]
}
},
{
"action_id": "14197000000767356",
"action_type": "INPERSONSIGN",
"fields": {
"dropdown_fields": [
{
"field_name": "City",
"field_label": "City",
"field_type_name": "Dropdown",
"document_id": "14197000000767335",
"action_id": "14197000000767356",
"is_mandatory": true,
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"default_value": "Chennai",
"dropdown_values": [
{
"dropdown_value": "Chennai",
"dropdown_order": 0
},
{
"dropdown_value": "Mumbai",
"dropdown_order": 1
},
{
"dropdown_value": "Delhi",
"dropdown_order": 2
},
{
"dropdown_value": "Pune",
"dropdown_order": 3
}
]
}
],
"file_fields": [
{
"field_name": "Photo ID",
"field_label": "Photo ID",
"field_type_name": "Attachment",
"document_id": "14197000000767335",
"action_id": "14197000000767356",
"is_mandatory": true,
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"description_tooltip": "Upload your latest photo ID proof"
}
]
}
}
]
}
}Show full
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Sample response
{
"requests": {
"actions": [
{
"action_id": "14197000000767351",
"action_type": "SIGN",
"fields": {
"check_boxes": [
{
"field_id": "14197000000767394",
"field_name": "Checkbox-1",
"field_label": "Checkbox",
"field_type_name": "Checkbox",
"document_id": "14197000000767335",
"action_id": "14197000000767351",
"is_mandatory": true,
"x_coord": 100,
"y_coord": 100,
"abs_width": 40,
"abs_height": 30,
"page_no": 0,
"default_value": true,
"is_read_only": false,
"description_tooltip": "You agree to this"
}
],
"date_fields": [
{
"field_name": "Enter your date of birth",
"field_label": "DOB",
"field_type_name": "CustomDate",
"document_id": "14197000000767335",
"action_id": "14197000000767351",
"is_mandatory": true,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"page_no": 0,
"date_format": "dd MMM yyyy",
"text_property": {
"font_size": 15,
"font_color": "000000",
"font": "Liberation Serif",
"is_italic": true,
"is_underline": true,
"is_bold": true,
"is_read_only": true,
"is_fixed_width": false,
"is_fixed_height": true,
"max_field_length": 200
}
}
],
"radio_groups": [
{
"field_name": "Transportation mode",
"field_label": "Transportation mode",
"field_type_name": "Radiogroup",
"document_id": "14197000000767335",
"action_id": "14197000000767351",
"is_mandatory": true,
"page_no": 0,
"default_value": "Walk",
"sub_fields": [
{
"sub_field_name": "Walk",
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"document_id": "14197000000767335"
},
{
"sub_field_name": "Car",
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"document_id": "14197000000767335"
},
{
"sub_field_name": "Bike",
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"document_id": "14197000000767335"
}
]
}
],
"checkout_fields": [
{
"field_type_name": "Checkout",
"document_id": "14197000000767335",
"field_name": "Payment",
"width": "16.036944",
"height": "1.687216",
"x_value": "26.700252",
"y_value": "9.214796",
"page_no": 0,
"is_mandatory": true,
"field_category": "payment",
"amount": "9090",
"currency_code": "INR",
"form_id": "102660000000135008",
"org_id": "68019648",
"field_label": "Payment",
"text_property": {
"font": "Roboto",
"font_size": 11,
"font_color": "000000",
"is_bold": false,
"is_italic": false
}
}
]
}
},
{
"action_id": "14197000000767356",
"action_type": "INPERSONSIGN",
"fields": {
"dropdown_fields": [
{
"field_name": "City",
"field_label": "City",
"field_type_name": "Dropdown",
"document_id": "14197000000767335",
"action_id": "14197000000767356",
"is_mandatory": true,
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"default_value": "Chennai",
"dropdown_values": [
{
"dropdown_value": "Chennai",
"dropdown_order": 0
},
{
"dropdown_value": "Mumbai",
"dropdown_order": 1
},
{
"dropdown_value": "Delhi",
"dropdown_order": 2
},
{
"dropdown_value": "Pune",
"dropdown_order": 3
}
]
}
],
"file_fields": [
{
"field_name": "Photo ID",
"field_label": "Photo ID",
"field_type_name": "Attachment",
"document_id": "14197000000767335",
"action_id": "14197000000767356",
"is_mandatory": true,
"page_no": 0,
"x_value": 100,
"y_value": 100,
"width": 20,
"height": 30,
"x_coord": 50,
"y_coord": 50,
"abs_width": 50,
"abs_height": 50,
"description_tooltip": "Upload your latest photo ID proof"
}
]
}
}
]
}
}Show full
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