Connectors Reference

Dokobit Portal

Use Dokobit portal with all the features that it has but make it automated so that you don't have to waste your time on the administrative job. Put together an automated document signing process puzzle from only the parts you need: signing, sharing, downloading or deleting documents, removing and replacing signers, getting details about signers and signature information.

 

Status: Preview

Tier: Premium

Version: 1.0.0

 

Actions:

Name

Summary

Portal-CreateSigning (Portal-CreateSigningParameterBody body)

Portal - Create Signing

Portal-GetSigninglist ([Optional]string filter)

Portal - Get Signing List

Portal-CheckSigningStatus (string token)

Portal - Check Signing Status

Portal-DownloadDocument (string token)

Portal - Download Document

Portal-SigningShare (string token, Portal-SigningShareParameterBody body)

Portal - Share signing

Portal-SealSigning (string token)

Portal - Seal signing

Portal-SignerDelete (string token, Portal-SignerDeleteParameterBody body)

Portal - Delete participant from signing

Portal-DeleteSigning (string token)

Portal - Delete Signing

Portal-DeleteSigningForAll (string token)

Portal - Delete Signing For All

Portal-GetCategories ()

Portal - Get Categories

 

Triggers:

Name

Summary

 

Objects:

Name

Summary

Portal-CheckSigningStatusResponse

 

Portal-CreateSigningParameterBody

 

Portal-CreateSigningResponse

 

Portal-DeleteSigningForAllResponse

 

Portal-DeleteSigningResponse

 

Portal-DownloadDocumentResponse

 

Portal-GetCategoriesResponseItem

 

Portal-GetSigninglistResponse

 

Portal-SealSigningResponse

 

Portal-SignerDeleteParameterBody

 

Portal-SignerDeleteResponse

 

Portal-SigningShareParameterBody

 

Portal-SigningShareResponse

 

 

Actions:

Portal-CreateSigning

Summary: Portal - Create Signing

Description: Create a PDF file for signing.

 

Syntax:

DokobitPortal.Portal-CreateSigning (Portal-CreateSigningParameterBody body)

 

Parameters:

Name

Type

Summary

Required

Related Action

body

Portal-CreateSigningParameterBody

 

 

True

 

Returns:

          Type:Portal-CreateSigningResponse

 

Portal-GetSigninglist

Summary: Portal - Get Signing List

Description: Returns a list of all documents available to the account owner.

 

Syntax:

DokobitPortal.Portal-GetSigninglist ([Optional]string filter)

 

Parameters:

Name

Type

Summary

Required

Related Action

filter

string

(filter)

Filter document status. E.g completed, pending

False

 

Returns:

          Type:Portal-GetSigninglistResponse

 

Portal-CheckSigningStatus

Summary: Portal - Check Signing Status

Description: Returns document's information with signing status.

 

Syntax:

DokobitPortal.Portal-CheckSigningStatus (string token)

 

Parameters:

Name

Type

Summary

Required

Related Action

token

string

(token)

Token

True

 

Returns:

          Type:Portal-CheckSigningStatusResponse

 

Portal-DownloadDocument

Summary: Portal - Download Document

Description: Downloads the signed document.

 

Syntax:

DokobitPortal.Portal-DownloadDocument (string token)

 

Parameters:

Name

Type

Summary

Required

Related Action

token

string

(token)

Token

True

 

Returns:

          Type:Portal-DownloadDocumentResponse

 

Portal-SigningShare

Summary: Portal - Share signing

Description: Indicated participants will gain access to the document with the selected role.

 

Syntax:

DokobitPortal.Portal-SigningShare (string token, Portal-SigningShareParameterBody body)

 

Parameters:

Name

Type

Summary

Required

Related Action

token

string

(token)

Token

True

body

Portal-SigningShareParameterBody

 

 

True

 

Returns:

          Type:Portal-SigningShareResponse

 

Portal-SealSigning

Summary: Portal - Seal signing

Description: Document will be sealed with your organizations' electronic seal. Please contact our support at developers@dokobit.com to get a qualified certificate for e-sealing.

 

Syntax:

DokobitPortal.Portal-SealSigning (string token)

 

Parameters:

Name

Type

Summary

Required

Related Action

token

string

(token)

Token

True

 

Returns:

          Type:Portal-SealSigningResponse

 

Portal-SignerDelete

Summary: Portal - Delete participant from signing

Description: Access to the document will be revoked for the indicated participant. .

 

Syntax:

DokobitPortal.Portal-SignerDelete (string token, Portal-SignerDeleteParameterBody body)

 

Parameters:

Name

Type

Summary

Required

Related Action

token

string

(token)

Token

True

body

Portal-SignerDeleteParameterBody

 

 

True

 

Returns:

          Type:Portal-SignerDeleteResponse

 

Portal-DeleteSigning

Summary: Portal - Delete Signing

Description: The document will be removed from the owner's account. It will remain accessible to other participants.

 

Syntax:

DokobitPortal.Portal-DeleteSigning (string token)

 

Parameters:

Name

Type

Summary

Required

Related Action

token

string

(token)

Token

True

 

Returns:

          Type:Portal-DeleteSigningResponse

 

Portal-DeleteSigningForAll

Summary: Portal - Delete Signing For All

Description: The document will be removed from the owner's account and from other participants' who haven't signed the document yet.

 

Syntax:

DokobitPortal.Portal-DeleteSigningForAll (string token)

 

Parameters:

Name

Type

Summary

Required

Related Action

token

string

(token)

Token

True

 

Returns:

          Type:Portal-DeleteSigningForAllResponse

 

Portal-GetCategories

Summary: Portal - Get Categories

Description: Returns a list of categories available for the integration.

 

Syntax:

DokobitPortal.Portal-GetCategories ()

 

Returns:

          Type:array of (Portal-GetCategoriesResponseItem)

 


 

Portal-CheckSigningStatusResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

status

string

 

status

name

string

 

name

deadline

string(date-time)

 

Example: 2019-11-25T13:15:30Z

filename

string

 

name of the file

signed_file

Signed_file

 

signed_file

signers

array of (SignersItem)

 

signers

 

Signed_file

Summary:

Description: signed_file

 

          Properties:

Name

Type

Summary

url

string

 

url

 

SignersItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

token

string

 

signer.token

first_name

string

 

first_name

last_name

string

 

last_name

code

string

 

code

country

string

 

country

email

string

 

email

type

string

 

type

status

string

 

status

 


 

Portal-CreateSigningParameterBody

Summary:

Description:

 

          Properties:

Name

Type

Summary

name

string

 

name

type

string

 

type  Values: [pdf, asic]

postback_url

string

 

postback_url

deadline

string(date-time)

 

Example: 2019-11-25T13:15:30Z

require_qualified_signatures

boolean

 

Require qualified signatures  Values: [, ]

require_account

boolean

 

Require user to have Dokobit acccount before signing.  Values: [, ]

files

array of (FilesItem)

 

files

signers

array of (SignersItem)

 

signers

categories

array of (CategoriesItem)

 

categories

 

FilesItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

name

string

 

name

content

string

 

content

 

SignersItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

name

string

 

name

surname

string

 

surname

email

string

 

email

code

string

 

code

country_code

string

 

country_code

role

string

 

role  Values: [approver, signer, viewer]

company

string

 

company

position

string

 

position

phone

string

 

phone

 

CategoriesItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

category

string

 

category

 


 

Portal-CreateSigningResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

status

string

 

status

token

string

 

token

signers

array of (SignersItem)

 

signers

 

SignersItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

token

string

 

token

first_name

string

 

first_name

last_name

string

 

last_name

code

string

 

code

country

string

 

country

email

string

 

email

 


 

Portal-DeleteSigningForAllResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

status

string

 

status


 

Portal-DeleteSigningResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

status

string

 

status


 

Portal-DownloadDocumentResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary


 

Portal-GetCategoriesResponseItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

token

string

 

token

name

string

 

name


 

Portal-GetSigninglistResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

status

string

 

status

signings

array of (SigningsItem)

 

signings

 

SigningsItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

token

string

 

token

status

string

 

Signing Status

document_number

string

 

document_number

last_signature_date

string

 

last_signature_date

 


 

Portal-SealSigningResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

status

string

 

status


 

Portal-SignerDeleteParameterBody

Summary:

Description:

 

          Properties:

Name

Type

Summary

signers

array of (SignersItem)

 

 

 

SignersItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

token

string

 

token

 


 

Portal-SignerDeleteResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

status

string

 

status


 

Portal-SigningShareParameterBody

Summary:

Description:

 

          Properties:

Name

Type

Summary

signers

array of (SignersItem)

 

signers

comment

string

 

comment

 

SignersItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

name

string

 

name

surname

string

 

surname

email

string

 

email

code

string

 

code

country_code

string

 

country_code

role

string

 

role  Values: [approver, signer, viewer]

company

string

 

company

position

string

 

position

phone

string

 

phone

 


 

Portal-SigningShareResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

status

string

 

status

signers

array of (SignersItem)

 

signers

 

SignersItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

token

string

 

token

name

string

 

name

surname

string

 

surname

email

string

 

email

code

string

 

code

country_code

string

 

country_code

role

string

 

role  Values: [approver, signer, viewer]

company

string

 

company

position

string

 

position

phone

string

 

phone