{
  1. Introduction
    1. Service description
    2. Environments
  2. Getting started
    1. Authentication
    2. Upload document
    3. Create dossier
    4. Send invites
    5. Dossier download
  3. Events
    1. Event webhooks
    2. Subscribe to events
    3. Retrieve status callback
  4. Error handling
  5. Use cases
    1. Change language / locale
    2. Send invite using SMS
    3. Send invite using WhatsApp Business Platform
    4. Include invite in your own system
    5. Require identification
    6. Require payment
    7. Cancel a dossier
    8. Configure branding
    9. Configure invitee emails
    10. Create dossier based on a template
  6. Swagger API documentation

Configure invitee emails

The invitee receives email notifications about changes to the dossier. For example, when the invitee signs or declines the dossier. To configure what emails are being sent by CM you can configure the notifications field.

The following notification types are supported:

  • invite: An invite or reminder is sent to sign the dossier
  • signed: The invitee has signed the dossier
  • reviewed: The invitee has reviewed and approved the dossier
  • declined: The invitee has declined the dossier
  • completed: The dossier has been approved (by all invitees) and the invitee receives the signed document(s)

If you want to send all emails, it is recommended to not set the notifications or set its value to null. This way you will also receive emails for new notification types introduced in the future.

To skip all invitee emails provide an empty notifications array: notifications: [] or do not set the invitee email field.

Request

POST https://api.cmdisp.com/sign/v1/dossiers

Request headers

Content-Type: application/json
Authorization: Bearer GENERATED_TOKEN_HERE

Request body

{
    "name": "Purchase contract",
    "invitees": [
        {
            "name": "Invitee",
            "email": "[email protected]",
            "notifications": [
                "invite",
                "completed"
            ]
        }
    ]
}

Response

{
    "id": "302935b2-8a22-4e25-bffb-fccda8963bd4",
    "name": "Purchase contract",
    "invitees": [
        {
            "name": "Invitee",
            "email": "[email protected]",
            "notifications": [
                "invite",
                "completed"
            ]
        }
    ],
    "expiresIn": 2592000,
    "expiresAt": "2022-01-31T00:00:00+00:00",
    "createdAt": "2022-01-01T00:00:00+00:00"
}