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Sign for Advantage Platform

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Sign for Advantage Platform Contents

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  • About Conga Sign

  • What's New in Conga Sign Documentation

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    Conga Sign for Administrators

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    Conga Sign for Users

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    Conga Sign for REST API Developers

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      Conga Sign REST APIs

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        AccountRoles

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        AccountSigningLogos

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        AccountSigningTheme

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        AccountSigningUIOptions

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        Approval

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        AuthenticationTokens

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        CustomerRegistration

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        CustomFields

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        DataManagement

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        Documents

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        FileAttachment

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        Groups

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        IdvWorkflow

        • Retrieve the IDV authentication workflow

          get
        • Update IDV workflow configuration

          put
        • Create an IDV authentication workflow configuration

          post
        • Delete IDV workflow configuration

          delete
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        InAppReports

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        Layout

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        Notification

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        Package

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        Reminder

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        Reports

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        Role

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        RolesVerification

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        Sender

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        Session

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        SubAccounts

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        VirtualRoom

    • Minimum Software Requirements

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      Connecting Conga Sign API to Salesforce

    • Embedding Conga Sign into Salesforce Using Public REST APIs or from Salesforce Object button on UI

    • Conga Sign API Region Endpoints

    • Creating an Integration User for Sign API

    • Obtain the JWT access token

    • Authentication Tokens

    • Setting Up Callback Notifications

    • Available Notifications

    • Receiving Event notifications

    • To set up Callback Notifications

    • Using the Signer Experience

    • Storing Signing Session Data

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      Supported Languages

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      Creating and Sending a Transaction

    • Adding, Updating, Removing Signers

    • Document Extraction

    • Uploading & Deleting Documents

    • Customizing Invitation Emails

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      Injecting Field Values

    • Supported Fonts

    • Managing Groups

    • Authenticating Signers

    • Enforcing Signature Capture

    • Custom Transaction Data

    • Custom Document Data

    • Mobile Signing Ceremony

    • Text Tag Extraction

    • Position Extraction

    • Signer Experience Settings

    • Text Anchors

    • Conga Sign API Runbook with Postman Collections

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    Conga Sign Features by Release

  • Conga Customer Community & Learning Center Resources

  1. Sign for Advantage Platform (current)
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  3. Conga Sign for REST API Developers
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  5. Conga Sign REST APIs

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Sign for Advantage Platform

IdvWorkflow

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Create an IDV authentication workflow configuration

post
https://coreapps-rlsdev.congacloud.io/api/sign
/v1/cs-accountconfig/idvWorkflowConfigs

Creates a workflow configuration for IDV authentication. The following types of workflow configurations can be created: DV and DVF. The IDV workflow configuration is the secure agreement automation workflow that integrates with Conga Sign. This must be set in the back office.

Request

Security: API Key

Body

array of:
id
string

The unique Id of the Id verification workflow configuration.

type
string

The Id verification workflow type.

tenant
string

The customer alias.

desc
string

Id verification workflow description.

skipWhenAccessingSignedDocuments
boolean

To skip the identity verification workflow for accessing signed documents.

Responses

204
401
500

No Content

Auth
:
Body
1
[
2
{
3
"id": "string",
4
"type": "string",
5
"tenant": "string",
6
"desc": "string",
7
"skipWhenAccessingSignedDocuments": true
8
}
9
]
curl --request POST \
--url https://coreapps-rlsdev.congacloud.io/api/sign/v1/cs-accountconfig/idvWorkflowConfigs \
--header 'Accept: application/json' \
--header 'Authorization: 123' \
--header 'Content-Type: application/json' \
--data '[
{
"id": "string",
"type": "string",
"tenant": "string",
"desc": "string",
"skipWhenAccessingSignedDocuments": true
}
]'
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