How to generate request(s) on a form?
Approach 1: Individual Requests
- Requests can be sent to individuals by clicking on the Send Requests option under the form details section.
- Users can enter customer details like: Email ID/Phone Number, Transaction ID, Reference ID, whether generating the underlying document(if any) is required, sign within duration and Sign Type(Aadhaar, Electronic and DSC).
- The Email ID/Mobile Number shared by the user will be used to send a link to the document.
- Transaction ID and Reference ID are optional parameters that can be used as identifiers by the corporates.
- Users can also choose to set a timeline to complete the signing.
- Users can choose whether to generate the underlying document and whether to have signatures on the document. [Signers can be added to the forms in this section]
- Once details are set, users can click on Send to send requests.
- The sent requests and their status can be seen under the Form Details section.
Approach 2 : Bulk Requests
- To bulk send requests to customers, users need to select the Download Blank CSV option in the bulk request section.
- This will download a blank CSV file with respective headers that need to be input by the user in order to bulk send requests. First few columns would be the variables defined in the template until you see field with naming convention mentioned below:
| Name | Data to be filled | Examples |
|---|---|---|
| customer_identifier | Signer email address or mobile number on which the link will be sent | Eg. abc@gmail.com / 9830098300. |
| reference_id | Enter any unique identifier that you would use later for reconciliation from your internal records | Eg. Loan Reference Number |
| transaction_id | Enter any unique identifier that users would use later for reconciliation from their internal records | Eg. Unique Transaction Number |
| expire_in_days | Define the expiry of the link triggered (Max upto 30 days) | Default - 7 days |
| notify_customer | Can be true or false. Please mark true for notifying customers on the customer_identifier. | True |
| generate_document | Pass any custom message for the signer to be sent on the email or sms on mobile along with the signing link | Eg. Please fill the Account Opening Form |
| sign_type | Enter sign type either (aadhaar / electronic / dsc) | - Aadhaar (for Aadhaar OTP based signatures) - Electronic (for slate/full name/initials/upload) - DSC (for USB based token signatures) |
- Once the downloaded CSV is filled, click on the “Upload CSV/XLS” option besides download CSV.
- Once successfully uploaded, users can confirm and send requests
- The sent requests and their status can be seen under the Form Details section.