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Question: is there a way to limit the option of sending for signature only when the document meets some conditions?

Maria Sarra
27255

Hello,

I have a file metadata isheet and I want the documents to be sent for signature only when one of the columns is equal to a certain value. Is it possible to only display the option to send for signature based on certain conditions in the column of the isheet?

Thank you!!

  • Thomson Reuters Thomson Reuters staff member

    Maria Sarra this type of questions are probably much better suited to the Client Community, as they are not necessarily specific to the REST API! You may well got more traction there!

  • While I agree, even better would be the ability to fully configure the document for signature -- without the need to manually embed the signature and other components -- and automatically send out the document for electronic signature using a recipient field that was collected in the iSheet. That way, the entire workflow can be automated rather than needing to manually select the Send for Signature option.