- Direct in Signature Request: Provide the document directly when creating a signature request
- Pre-upload: Upload the document first and use its ID in the signature request
Document Handling Methods
1. Direct in Signature Request
When creating a signature request, you can provide the document directly using either:- A publicly accessible URL to your PDF:
- Base64 encoded PDF content:
2. Pre-upload Document
Alternatively, you can upload a document first and then use its ID in signature requests:- Upload the document:
- Use the document ID in signature requests:
- Reuse the same document in multiple signature requests
- Verify the document is properly processed before creating signature requests
- Manage documents separately from signature requests
Document Management
Get Document Metadata
Retrieve document information:Download Document
Download document content in either blob or base64 format:List Documents
List all documents with optional limit:Delete Document
Remove a document:Best Practices
File Preparation
File Preparation
- Only PDF files are supported
- Ensure PDFs are not password protected
- Keep file size reasonable
- Verify PDF is valid and not corrupted
Document Handling
Document Handling
- Use direct signature request upload for simple, one-time signing flows
- Pre-upload documents when you need to reuse them or manage them separately
- Keep track of document IDs when pre-uploading
- Clean up unused documents