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How-Tos

The How-To guides contain practical, step-by-step instructions to help you quickly complete specific tasks using SignatureAPI.

Signature Positioning

Placeholders

Position a signature (or any other place) using a placeholder within the document.

Fixed Positions

Position a signature (or any other place) using fixed positions (coordinates).

Signing Order

Parallel Signing

How to send an envelope for signatures to multiple recipients in parallel.

Sequential Signing

How to send an envelope for signatures to multiple recipients signing in order.

Recipients

Send to an Approver

Add an approver who reviews and approves a document before the signer signs it.

Prepare a Document Before Sending to Sign

Have a preparer fill in fields before the signer receives the envelope.

Use Custom Authentication

Control access to signing ceremonies using your own authentication system.

Documents & Templates

Use Document Templates

Generate documents from DOCX templates with dynamic data, conditionals, and merge fields.

Ceremonies

Embed Signing in a Web App

Embed the signing ceremony in a web application using an iframe.

Embed Signing in a Mobile App

Embed the signing ceremony in a mobile app using WebView.

Webhooks

Set Up Webhooks

Receive real-time notifications when envelope events happen.

Envelope Management

Customize Branding

Add your logo, brand colors, and email footer to envelopes.

Organize with Topics and Metadata

Tag envelopes with topics and attach custom metadata for organization and integration.