Signer Experience Settings

The Signer Experience can be customized. By customizing the Signer Experience you can seamlessly integrate the signing process within your own site.

Document Package Settings

The following table provides a brief description of the Signer Experience settings that can be customized. Note that it is not required to specify any of these settings. If a setting is not defined, the default values shown below will be used.

Setting Name	Document Package Settings Method	Description
In-person	withInPerson	Defines whether all documents in a package have to be signed on the same device.
	withoutInPerson (default)
Owner in-person dropdown	hideOwnerInPersonDropdown	When in-person is enabled, defines whether the package owner is present in the signer dropdown menu.
	showOwnerInPersonDropdown (default)
First Affidavit	disableFirstAffidavit	When in-person is enabled, defines whether the first affidavit page is shown when switching signers from the signer dropdown menu.
	enableFirstAffidavit (default)
Second Affidavit	disableSecondAffidavit	When in-person is enabled, defines whether the second affidavit page is shown when switching signers from the dropdown menu.
	enableSecondAffidavit (default)
Decline	withDecline	Defines whether a signer can decline the document package.
	withoutDecline (default)
Decline Reason	withDeclineReason	Defines a predefined decline reason for when a signer refuses to sign a package.
Decline Other	withDeclineOther (default)	Allows a signer to enter a different reason for refusing to sign a package.
	withoutDeclineOther	Prevents a signer from entering a different reason for refusing to sign a package.
Language Dropdown	withLanguageDropdown (default)	Defines whether the language drop-down menu from the Signer Experience page is displayed.
	withoutLanguageDropdown
Display Help Page	withShowNseHelp	Defines whether a help page will be displayed, where you can provide descriptive instructions, external site links, or contact information that the signer can use for additional information or instructions.
	withoutShowNseHelp (default)
Hand-over link	withHandOverLinkHref	Replaces the continue button in the Signer Experience. If replaced, the signer will be redirected to a URL you specify.
Hand-over link Tooltip	withHandOverLinkHrefTooltip	Defines the text that will appear when hovering over the handover button.
HandOver Link Parameters	withHandOverLinkParameters(Sets.newHashSet("PACKAGE", "SIGNER", "STATUS"))	Defines which parameters will be appended to the Handover URL. The available options are ["PACKAGE", "SIGNER", "STATUS"]. If left empty, no parameters will be appended.
HandOver Link Auto-Redirect	withHandOverLinkAutoRedirect	Automatically redirects the signer to the handover URL page once the signer has completed signing.
	withoutHandOverLinkAutoRedirect (default)
Capture text	withCaptureText (default)	Defines whether the signed documents are stamped with the date, time, and signer’s name at each location they were signed.
	withoutCaptureText
Navigator	withNavigator (default)	Shows the Navigator. The Navigator directs the signer to the next available signature.
	withoutNavigator
Title	withTitle (default)	Shows the title.
	withoutTitle
Progress Bar	withProgressBar (default)	Shows the progress bar.
	withoutProgressBar
Download Button	withDocumentToolbarDownloadButton (default)	Defines whether the download button is available.
Show Logo In iFrame	withShowNseLogoInIframe	Defines whether to display a logo when the New Signer Experience is presented in an iFrame,
	withoutShowNseLogoInIframe (default)
Show Overview Page	withShowNseOverview (default)	Defines whether to display an overview page before a signer can begin to sign the package.
	withoutShowNseOverview
Left Menu Expand	withLeftMenuExpand	Defines whether the left menu will be expanded by default.
	withoutLeftMenuExpand (default)
	withoutDocumentToolbarDownloadButton
Dialog on complete	withoutDialogOnComplete (default)
	withDialogOnComplete	Defines whether the completion dialog, which asks the signers if they want to review the documents or leave the system, is shown after signing.

Customizing the Signer Experience

The sample JSON below shows you how to edit the settings object. Each method has been described above, in the Document Package Level Settings section.

If you need a comparison to the basic object creation procedure, or if this is the first time creating a transaction, see Creating and Sending a Transaction.

HTTP Request

POST /api/cs-packages

JS

HTTP Headers

Accept: application/json
Content-Type: application/json
Authorization: Bearer access_token

JS

{   "name": "Customizing Signer Experience",   "settings": {   "ceremony": {   "events": {   "complete": {   "dialog": true,   "redirect": ""   }   },   "inPerson": true,   "declineButton": true,   "declineReasons": [],   "disableDeclineOther": false,   "disableDownloadForUncompletedPackage": false,   "disableFirstInPersonAffidavit": true,   "disableInPersonAffidavit": false,   "disableOptOutOther": false,   "disableSecondInPersonAffidavit": true,   "documentToolbarOptions": {   "downloadButton": true   },   "handOver": {   "title": "You will be redirected to Google homepage",   "href": "http://www.google.com",   "text": "Exit to site"   },   "hideCaptureText": false,   "hideLanguageDropdown": true,   "hidePackageOwnerInPerson": true,   "maxAuthFailsAllowed": 3,   "optOutButton": true,   "optOutReasons": [   "Decline terms."   ],   "style": null,   "layout": {   "footer": {},   "navigator": true,   "brandingBar": {   "logo": {   "src": "http://www.logo-maker.net/images/common/company-logo8.gif",   "link": ""   }   },   "header": {   "feedback": true,   "globalActions": {   "confirm": true,   "download": false,   "hideEvidenceSummary": false,   "saveAsLayout": false   },   "titleBar": {   "title": true,   "progressBar": true   },   "breadcrumbs": false,   "globalNavigation": false,   "sessionBar": true   }   }   }   },   "type": "PACKAGE",   "status": "DRAFT"   }

JS

Response Payload

{   "id": "9sKhW-h-qS9m6Ho3zRv3n2a-rkI="   }

JS