Developer workflow
An overview of envelope creation and document processing in the Sovos Signer API.
Key entities
These key entities participate in the document signature workflow:
- Issuer
- Creates and sends envelopes with documents to be signed, and defines all participants and conditions involved in the signing process.
- Sovos
- Provides the environment for connecting to Sovos Account and the Signer API, including the features and endpoints required to complete the signing process.
- Signer
- Receives the envelopes and signs the documents.
Process workflow
-
Authentication: The issuer connects to Sovos Account and authenticates with the Signer API through OpenID Connect (OIDC) and OAuth.
-
Envelope creation: The issuer sends a request to the
/create-envelopeendpoint to create a new envelope that contains the documents to be signed. The request includes issuer information, signer details, and identity data. -
Document signing: The designated signer receives a secure, unique URL to review and sign the documents. The Signer API automatically updates the envelope status.
-
Envelope reception: Once the signer completes the signing process, the issuer receives a notification.
-
Envelope cancellation: If needed, the issuer may use the
/cancel-envelopeendpoint to cancel the signing process.