Bring D4Sign into
the flow of work.
A little less busywork with D4Sign.
Document List5 capabilities+
- List documents
List documents in the account
- List documents in a safe/folder
List documents in a safe (and optionally a folder)
- Get a document
Get a document by UUID
- Get document dimensions
Get document dimensions by UUID
- List documents by phase
List all documents in a phase (status)
Document Workflow5 capabilities+
- Send a document to signers
Send a document to its signers
- Cancel a document
- Download a document
Request a download link and fetch the file
- Add highlight
Add a highlighted clause to a document
- Resend signature link
Resend the signing link to a signer
Document Pins3 capabilities+
- List pins
List document pins by UUID
- Add pins
Add signature pins (markers) to a document
- Remove pins
Remove signature pins (markers) from a document
Document Tags6 capabilities+
- List tags
List tags of a document
- Add a tag
Add a tag to a document
- Remove a tag
Remove a tag from a document
- Add urgent tag
Mark a document as urgent
- Remove urgent tag
Remove urgent mark from a document
- Erase tags
Remove all tags from a document
Document Upload2 capabilities+
- Upload a document
Upload a new document to a safe using Binary Property or Base64 content.
- Upload an attachment
Attach a file to an existing document using Binary Property or Base64 content.
Document Watchers4 capabilities+
- List watchers
List watchers (observers) of a document
- Add a watcher
Add a watcher (observer) to a document
- Remove a watcher
Remove a watcher (observer) from a document
- Erase watchers
Remove all watchers from a document
Document Webhooks2 capabilities+
- List webhooks
List document webhooks by UUID
- Set webhook
Register a webhook URL for a document
Signatory7 capabilities+
- Add a signatory
Add a new signatory to a document
- List signatories
List all signatories of a document
- Remove a signatory
Remove a signatory from a document
- Add signer info
Register additional information for a signer (display name, docs, birthday)
- Change signer email
Change the email of a signer already added to the document
- Change signer access code
Change the access code (password) for a signer
- Change signer SMS number
Change the SMS number for a signer
Template3 capabilities+
- Create a document from an HTML template
Create a new document from an HTML template
- List templates
List all templates available in the safe
- Create a document from a Word template
Create a new document from a Word template
Safe4 capabilities+
- List safes
List all safes (vaults) in the account
- List folders
List all folders inside a safe (vault)
- Create a folder
Create a folder (or subfolder) inside a safe
- Rename a folder
Rename a folder (or subfolder) inside a safe
Group2 capabilities+
- List groups
List signature groups inside a safe
- Get group details
Retrieve details of a specific signature group
Frequently asked
questions.
What could an Ambacti integration do with D4Sign?
The documented operations include Document List: List documents; Document List: List documents in a safe/folder; Document List: Get a document; Document List: Get document dimensions.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in D4Sign?
Decide which work could run on its own and which steps need your review.