Send an Envelope to an Approver

An approver is a recipient who reviews and authorizes a document without adding a signature. Use an approver when someone needs to authorize a document before it goes out for a formal signature. Common examples include a manager reviewing a contract before it reaches a client, or a compliance officer checking a document before finalization.

In this example, we will create an envelope with:

• A single PDF document.
• Two recipients: an approver with the key manager, followed by a signer with the key client.
• Sequential routing so the approver acts first.
• One signature place assigned to the signer. The approver does not need a signature or initials place.

All other envelope settings use the default configuration:

• The signer will receive an email with a link to sign after the approver completes their step.
• The account’s default language, timezone, and timestamp format used.

Create the Envelope

When creating the envelope:

• Set routing to sequential (this is the default, but it is good practice to be explicit).
• Add the approver recipient before the signer in the recipients array. The order of the array controls the routing order.
• Set "type": "approver" on the approver recipient.
• Add a signature place to the places array inside the document object, assigned to the signer only:
  • key: Identifies the place. Must match the placeholder in the document file (e.g., client_signature).
  • type: Set to signature.
  • recipient_key: Set to the signer’s key (client).

// POST https://api.signatureapi.com/v1/envelopes
// X-API-Key: key_test_...
// Content-Type: application/json

{
    "title": "Service Agreement",
    "routing": "sequential",
    "documents": [
        {
            "url": "https://pub-9cb75390636c4a8a83a6f76da33d7f45.r2.dev/dummy-nda.pdf",
            "places": [
                {
                    "key": "client_signature",
                    "type": "signature",
                    "recipient_key": "client"
                }
            ]
        }
    ],
    "recipients": [
        {
            "type": "approver",
            "key": "manager",
            "name": "Sarah Chen",
            "email": "sarah@company.com"
        },
        {
            "type": "signer",
            "key": "client",
            "name": "Michael Torres",
            "email": "michael@client.com"
        }
    ]
}

Result

If the request is successful, Sarah Chen (the manager) enters the approver ceremony first. She reviews the document and, when satisfied, clicks Approve.

A confirmation screen appears once the approval is complete.

After Sarah approves, SignatureAPI routes the envelope to Michael Torres (the client). Michael receives an email with a link to sign the document and places his signature on the designated signature line.

Try It

Try this example in Postman using your test API key to create a free, non-binding test envelope. Test envelopes won’t send emails, but you can review them in your dashboard.

Keep Learning

• Learn about sequential signing for workflows with multiple signers in a specific order.
• Learn about parallel signing for workflows where signing order does not matter.
• Explore the Approver recipient reference for details on delivery and place assignments.
• Explore other types of places, such as text inputs that can be assigned to approvers.