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Quick Envelope Initiation

POST /esignglobal/v1/envelope/createAndStart

Interface Description

Quickly initiate an envelope, including functions such as creating an envelope, adding documents pending signature, and adding signers.

  • Supports automatic activation: After the interface call is successful, the envelope is created and activated successfully, at which point the envelope automatically begins to flow.
  • Supports automatic completion: Once all signers have completed their signatures, the envelope is automatically closed.

 

Request Parameters

Parameter Name

Type

Required

Description

subject

string

true

Envelope Subject

Example: "Offer Letter"

remark

string

false

Envelope remarks, with a length limit of 1000 characters

signerSettings

object

false

Operations allowed for signers

 

allowTransfer

boolean

false

Whether to allow the signer to transfer the envelope to another person for signing. Default is false.

true - Allows signers in the envelope to have the authority to transfer the envelope to others;

false - Does not allow signers in the envelope to have the authority to transfer the envelope to others;

 

allowModifyName

boolean

false

Whether to allow signatories to modify their names. This only applies to template signatures. Default is false.

true - Allows signers to modify their names

false - Does not allow signers to modify their names

expireAfterSeconds

long

false

Envelope expiration time. The envelope will expire after a specified number of seconds.

Expiration range: 86,400 seconds (1 day) to 7,776,000 seconds (90 days)

redirectUrl

string

false

Must be a valid HTTPS address

callBackUrl

string

false

Callback URL (maximum length 500 characters). Must conform to the HTTPS protocol.

sendLaterAfterSeconds

long

false

Supports delayed sending by users, measured in seconds

Supported time range: 3,600 seconds (1 hour) to 259,200 seconds (30 days)

autoFinish

boolean

false

Controls whether the envelope automatically ends. Default is true.

true- Envelope automatically ends

false- Envelope manually ends

CCInfos

array

false

CC recipient information collection

 

userEmail

string

false

CC recipient email address

 

userName

string

false

CC recipient name, used to display the CC recipient's name on the signing page and envelope.

[Note]: Must not contain the following 9 special characters: / \ : * " < > | ? or any emoji

 

customizeSettings

object

false

Custom configuration

 

 

notificationSettings

object

false

Notification-type custom configuration

 

 

 

notificationLanguage

string

false

Notification language, defaults to the 'Default Notification Language' setting

en-US English

zh-CN Simplified Chinese

zh-Hant Traditional Chinese

ja-JP Japanese

es-MX Spanish

pt-PT Portuguese
th-TH Thai
id-ID Indonesian
vi-VN Vietnamese
ms-MY Malay
fil-PH Filipino
de-DE German
fr-FR French
ru-RU Russian
it-IT Italian
ko-KR Korean

signFiles

array

true

Collection of signed document information, displayed in the order documents were added.

 

fileKey 

string

true

Signed document fileKey, only PDF format is supported

 documentFieldsarrayfalseList of control dimensions. Used to add dimension controls that are not bound to signers on specified documents.

 

 

fieldType

string

false

Control type. Pass eMeterai to indicate the Indonesian stamp duty control.

 

 

pageNo

string

false

Page number where the control is located. The Indonesian stamp duty control only supports specifying a single page; you must pass a single page number. Continuous or non-continuous multi-page formats such as 1-3 or 1,3 are not supported.

  posXfloatfalseX-axis offset, with the bottom-left corner of the page as the coordinate origin. The coordinate range is consistent with other controls' coordinate ranges.
  posYfloatfalseY-axis offset, with the bottom-left corner of the page as the coordinate origin. The coordinate range is consistent with other controls' coordinate ranges.

attachments

array

false

Envelope attachment collection, displayed in the order files were added.

 

fileKey 

string

false

File fileKey

signerInfos

array

true

Signer information collection

 

businessId

string

false

Developer-defined business number, length limit 500

 

roleTypes

array

false

Signer operation method, default value is ["sign", "fill"]

fill-Fill in

sign-Sign

 deliveryMethods

string

false

Notification method, default is auto

auto-When userEmail is passed, send email notification; when phoneNumber is passed, send SMS notification

none-Do not send message notifications

email-Send email notification

sms-Send SMS notification

WhatsApp-Send WhatsApp notification

 

userEmail

string

false

Signer email address

 

userName

string

true

Signer name, used to display the signer's name on the signing page and externally for the envelope.

[Note] Must not contain the following 9 special characters: / \ : * " < > | ? and all emoji

 minimumReadingDurationintfalseSet the forced reading countdown time on the settings page. The default value is 0 (unit: seconds, maximum value: 999)
0 or omitting this parameter indicates that the feature is disabled; no reading countdown will be used
 readToEndRequiredbooleanfalseIndicates whether users must read to the end. Default is false;
true enables the feature; false or omitting this parameter disables it.

 

phoneNumber

object

false

Phone number, defaults to empty

Required when SMS notification is needed; both countryCode and number must be provided

 

 

countryCode

string

false

International country/region code; do not include the '+' sign

 

 

number

string

false

No format validation; length is limited to a maximum of 13 characters

 

customizeSettings

object

false

Custom configuration

 

 

notificationSettings

object

false

Notification-specific custom configuration

 

 

 

customizeMessage

string

false

Dedicated message notification, character limit: 200

   

notificationLanguage

string

false

Notification language; defaults to the 'Default Notification Language' setting

en-US English

zh-CN Simplified Chinese

zh-Hant Traditional Chinese

ja-JP Japanese

es-MX Spanish

pt-PT Portuguese
th-TH Thai
id-ID Indonesian
vi-VN Vietnamese
ms-MY Malay
fil-PH Filipino
de-DE German
fr-FR French
ru-RU Russian
it-IT Italian
ko-KR Korean

 

signOrder

int

true

The signing order of the signers, with a minimum value of 1. Unordered signatures can be assigned the same order value.

 

anySigner

boolean

false

Whether to allow any person to sign, default is false

true- Only one person needs to sign for the same signOrder

false- All persons need to sign for the same signOrder

 

authModes

string

false

Verification method, default is noAuth

noAuth- No verification

accessCode- Verification using signing password

sms- SMS OTP verification

idVerification- ID document verification

emailAuth- Email OTP verification

digitalId- Electronic identity verification

whatsappAuth- WhatsApp OTP verification

 

authConfig

object

false

Verification method settings

 

 

accessCode

object

 

false

Signing password settings, required when authModes=accessCode

 

 

 

accessCode

string

false

Password content, case-insensitive, can contain letters and numbers, length limit 45

   

promptInfo

string

false

Access password prompt message, must not contain the access password, length limit 30, required when authModes=accessCode

 

 

sms

object

false

SMS OTP verification, required when authModes=sms

 

 

 

countryCode

string

false

International dialing code for country/region, do not include '+'

 

 

 

number

string

false

No format validation; only maximum length of 13 characters is enforced

 

 

idVerification

object

false

ID document verification settings, required when authModes=idVerification

 

 

 

name

string

false

Full name on the signer's ID document, maximum length 100 characters

  

emailAuth

object

false

Email OTP verification, required when authModes=emailAuth

  

 

authEmail

string

false

Signer's identity verification email address

 

 

digitalId

array

false

Electronic identity verification, required when authModes=digitalId

 

 

 

authApp

string

false

App used for electronic identity verification

singpass- Use Singpass for identity authentication

iamsmart-Use i AM Smart for identity authentication

 

 

 

idNumber

string

false

ID number of the signer pending verification

When authApp=singpassthe input rule is: uppercase letter + 7 or 8 digits + uppercase letter

When authApp=iamsmartthe input rule is:

1. One uppercase letter (A-Z) or two uppercase letters (AA-ZZ) as the start of the sequence;

2. Followed by 6 digits;

3. Finally, a check code, which can be a digit (0-9) or a letter (A-Z). Example: A888888(A)

 

 

whatsappAuth

object

false

WhatsApp OTP verification, required when authModes=whatsappAuth

 

 

 

countryCode

string

false

International country/region code, do not include '+'

 

 

 

number

string

false

No format validation; only limits the maximum length to 13 characters

 

digitalSignature

boolean

false

Whether to enable digital signature, default false

true - enabled, false - disabled

 

freeFormSign

boolean

false

Whether the signer uses free-form stamping, default value false

Supplementary Notes:

When freeFormSign is set to true, other parameters under sealInfos do not need to be provided. If both are provided, freeFormSign takes precedence over sealInfos, and the parameters under sealInfos will not take effect.

[Note]Free-form signing means there are no restrictions on the number or position of seals/signatures that the signer can drag in.

 

sealInfos

array

false

Signing Task Information

 

 

fileKey

string

true

Signing File fileKey

 

 

signConfigs

array

false

Control position information. The position information of the control must be specified to perform electronic signatures.

 

 

 

fieldType

string

false

Control type, default is signature

signature- Signature Control

stamp- Seal Control

approval- Approval Control

   

required

boolean

false

Whether it is required, default is required

true- Required

false- Not Required

   

signFieldStyle

string

false

Signing control placement method, default is normalSeal.

normalSeal- Standard Seal

pagingSeal- Paging Seal

Only signature controls and seal controls support the setting of a paging seal.

   

pagingSealMode

string

false

The page range for applying the paging seal, default is all.

all- All Pages

assignedPages- Specified Pages

even- Even Pages

odd- Odd Pages

Specifying is supported only when signFieldStyle=pagingSeal.

   

sizeRule

string

false

Display method for signing area dimensions

originalSize- Apply seal according to actual size of signature/seal

targetSize- Custom width and height for signature/seal area

When sizeRule, height, and width are all empty, apply the seal according to the actual size of the signature/seal;

When sizeRule is empty but height and width are not empty, apply the seal according to the specified dimensions;

When sizeRule is not empty, apply the seal according to the specified display method;

The cross-page seal does not require this parameter; it is applied based on the actual size.

 

 

 

height

int

false

Height of the signing control, applicable when fieldType is signature/stamp, in pixels (px). Only positive integers are supported. The default is auto (i.e., system-determined size);

When fieldType=signature, the configurable range is 20-250px;

When fieldType=stamp, the configurable range is 30-280px;

The cross-page seal does not require this parameter.

 

 

 

width

int

false

Width of the signing control, applicable when fieldType is signature/stamp, in pixels (px). Only positive integers are supported. The default is auto (i.e., system-determined size);

When fieldType=signature, the configurable range is 20-250px;

When fieldType=stamp, the configurable range is 30-280px;

The cross-page seal does not require this parameter.

 

 

 

signatureOptions

string

false

Signature control options. Only applicable when fieldType is signature

Acceptable values:

template: Template signature

handDrawn: Hand-drawn signature

upload: Upload local signature image

Multiple selections are allowed, separated by commas. All options are selected by default.

 

 

 

movable

boolean

false

Allows moving the position upon signing; default is false

false - The signer is not allowed to adjust the position of their own signature control

true - The signer is allowed to adjust the position of their own signature control

 

 

 

allowedOptions

array

false

Options allowing the signer to approve, applicable when fieldType is approval. Default is ["approve", "decline"]

approve- Agree

decline- Decline

 

 

 

pageNo

string

false

Page numbers for signing; consecutive pages are connected with "-", and individual pages are connected with ","

Example: 1-3,6-10

When pagingSealMode=assignedPages, specify the page range where the cross-page seal will be placed. Cross-page seals can only be used for documents with more than one page.

 

 

 

posX

float

false

X-axis coordinate

[Note] If fieldType is signature, the coordinate refers to the signature areaBottom-left corner

If fieldType is stamp, the coordinate refers to the stamp areaCenter pointPosition

Starting from February 3, 2026, for fieldType signature or stamp, the coordinate position refers to the center point of the stamp area.

For overlapping seals, pass 0; null is not allowed. The control is fixed at the right edge of the document.

 

 

 

posY

float

false

Y-axis coordinate

[Note] If fieldType is signature, the coordinate position refers to the signature areaBottom-left corner

If fieldType is stamp, the coordinate position refers to the stamp areaCenter pointPosition

Starting from February 3, 2026, for fieldType signature or stamp, the coordinate position refers to the center point of the stamp area.

 

 

fillConfigs

array

false

Fill in control information

 

 

 

fieldName

string

false

Control name, character limit 128

 

 

 

required

boolean

false

Whether required, default is required

true - Required

false - Not required

 

 

 

fieldType

string

false

Control type:

1-Single-line Text

15-Checkbox

 

 

 

textField

object

false

Text Control Properties

 

 

 

 

overflowType

int

false

Only applies to text, default is 1

1-Automatically shrink font size

2-Limit input

 

 

 

 

minFontSize

float

false

Only applies to text, only applies when overflowType=1, default is 8

5, 5.5, 6, 6.5, 7, 7.5, 8, 9, 10, 10.5, 11, 12, 14, 15, 16, 18, 20, 22, 24, 26, 28, 36, 42, 48, 56, 72

 

 

 

 

width

int

false

Control width, default is 160px

 

 

 

 

font

int

false

Only applies to text, font, default is SimSun

1-SimSun

2-New SimSun

4-HeiTi

5-KaiTi

6-Arial

7-Helvetica

9-Times New Roman

10-FangSong

11-Georgia

12-Monospace

 

 

 

 

fontSize

float

false

Only applies to text, font size, default is 12

5, 5.5, 6, 6.5, 7, 7.5, 8, 9, 10, 10.5, 11, 12, 14, 15, 16, 18, 20, 22, 24, 26, 28, 36, 42, 48, 56, 72

 

 

 

 

textColor

string

false

Applies only to text, hexadecimal color, default black #000

 

 

 

 

bold

boolean

false

Applies only to text, whether the font is bold, default false

true - Bold

false - Not bold

 

 

 

 

italic

boolean

false

Applies only to text, whether the font is italic, default false

true - Italic

false - Not italic

 

 

 

 

underline

boolean

false

Applies only to text, whether the font has an underline, default false

true - Add underline

false - Do not add underline

 

 

 

 

lineThrough

boolean

false

Applies only to text, whether the font has a strikethrough, default false

true - Add strikethrough

false - Do not add strikethrough

 

 

 

 

horizontalAlignment

string

false

Applies only to text, horizontal alignment format, default left

LEFT - Align left

CENTER-Center

RIGHT-Right Align

 

 

 

tickBoxField

object

false

Checkbox Properties

 

 

 

 

tickOptions

array

false

Only applies to tickBox, default is 1

1-Checkmark

2-Cross

 

 

 

posX

float

false

Control X-coordinate position

 

 

 

posY

float

false

Control Y-coordinate position

 

 

 

pageNo

string

false

Page number where the control is located

 

 

signDateConfigs

array

false

Signature date position information

 

 

 

movable

boolean

false

Allows repositioning during signing, default is false

false-Signer cannot adjust their signature control position

true-Signer can adjust their signature control position

 

 

 

pageNo

string

false

Signature page numbers; use "-" for consecutive pages and "," for separate pages. Example: 1-3, 6-10;

For non-consecutive pages, use "," as the separator.

 

 

 

posX

float

false

X-axis offset, with the bottom-left corner of the page as the origin

 

 

 

posY

float

false

Y-axis offset, with the bottom-left corner of the page as the origin

 

 

 

signDateFormat

string

false

Signature date format, default format is yyyy-MM-dd

Supported formats:

yyyy年MM月dd日

yyyy-MM-dd

yyyy/MM/dd

dd.MM.yyyy

MMM dd,yyyy

dd MMM yyyy

Request example

{
    "subject": "员工入职合约",
    "remark": "这是描述",
    "expireAfterSeconds": 86400,
    "redirectUrl": "https://app-sml.esignglobal.com/home/main/esign/contract/list/inbox",
    "signFiles": [
      {
        "fileKey": "4150a67c-d4f0-45e6-88e9-541ce6d0c73c"
      },
      {
        "fileKey": "$c7567683-2fc1-47a5-82c1-570d4839afd8$3119805980"
      }
    ],
    "signerInfos": [
      {
        "userEmail": "sender_user@tsign.cn",
        "userName": "sender_user_name",
        "phoneNumber": {
        	"countryCode": "86",
        	"number": "158****9242"
        }
        "signOrder": 1,
        "authModes": "sms",
        "authConfig": {
            "sms": {
                "countryCode": "86",
                "number": "158****9242"
            }
        },
        "sealInfos": [
        {
            "fileKey": "4150a67c-d4f0-45e6-88e9-541ce6d0c73c",
            "signConfigs": [
              {
                "fieldType": "stamp",
                "pageNo": "1,3-5",
                "posX": 100.22222,
                "posY": 100.11111
              }
              "fillConfigs": [
              {
                "fieldId": "df0dd777bc774a2ba3fec4d108de242d",
                "fieldKey": "必填单行文本自动缩小字号最小字号Arial",
                "pageNo": "1",
                "posX": "88.70021",
                "posY": 745.409,
                "fieldType": "1",
                "required": true,
                "textField": {
                    "overflowType": "1",
                    "minFontSize": 8,
                    "font": "6",
                    "fontSize": "12",
                    "textColor": "#54ACD2",
                    "bold": false,
                    "italic": true,
                    "lineThrough": false,
                    "horizontalAlignment": "RIGHT"
                }
              },
              {
                  "fieldId": "888b899853544c49bd819d9f6d1e52cf",
                  "fieldKey": "必填勾选控件不限制选中样式不显示边框",
                  "pageNo": "3",
                  "posX": 451.77127,
                  "posY": 429.07626,
                  "fieldType": "15",
                  "required": true,
                  "tickBoxField": {
                      "tickOptions": [1,2],
                      "showBorder": false
                  }
                }
              ]
            ],
            "signDateConfigs":[
              {
                "pageNo":"1",
                "posX": 100.22,
                "posY": 100,
                "signDateFormat": "dd MMM yyyy"
              }
            ]
        }
      ]
    }
  ]
}

 

Response parameters

Parameter name

Type

Description

envelopeId

string

Envelope ID

CCInfos

array

CC recipient information collection

 

userEmail

string

CC recipient email address

 

userName

string

CC recipient name

signFiles

array

Signed document information collection

 

fileKey

string

Signed document fileKey

attachments

array

Envelope attachment collection

 

fileKey

string

Document fileKey

signerInfos

array

Signing information

 

recipientId

string

Signer ID

 

businessId

string

Developer-defined business number, length limit 500

 

userEmail

string

Signer email address

 

userName

string

Signer name

 signUrlstringSigning link URL

 

signOrder

int

Signer signing order, minimum is 1

 

accessCode

string

Signing page access password

Response example

{
  "code": "0",
    "data": {
    "signerInfos": [
      {
        "accessCode": "123456",
        "userEmail": "sender_user@tsign.cn",
        "signUrl": "http://app-test.esignglobal-inc.com/home/main/sign/start/base/dosign?envelopeId=4cd738a60225445f9d5f3afec468a639&signature=eyJhbGciOiJIUzI1NiIsInppcCI6IkRFRiJ9.eNqqVkrOzytJrShRsqpWSs0rS83JL0gNSSzO9kxRslJKtjC1MDKxTDVIMzA0SU4xSTIwNjAxSDRNTTVKMTIxTFOqrQUAAAD__w.YMBA5X9O8Ylk7x2rma-s1WxGwo2cjqy-O9CCQopzw88&tenantToken=AA0DDgQ0Y2Q3MzhhNjAyMjU0NDVmOWQ1ZjNhZmVjNDY4YTYzuQ4GNGNkNzM4YTYwMjI1NDQ1ZjlkNWYzYWZlYzQ2OGE2M7kOCjRjZDczOGE2MDIyNTQ0NWY5ZDVmM2FmZWM0NjhhNjO5AIBjNDIwMzg1ZDMyYzU0MGE4YTk1ZTE3ZTNkZmZjMDNm4g%3D%3D",
        "userName": "sender_user_name",
        "signOrder": "1"
      }
    ],
      "signFiles": [
      {
        "fileKey": "4150a67c-d4f0-45e6-88e9-541ce6d0c73c"
      },
      {
        "fileKey": "$c7567683-2fc1-47a5-82c1-570d4839afd8$3119805980"
      }
    ],
      "envelopeId": "4cd738a60225445f9d5f3afec468a639"
  },
  "message": "success"
}