Send a document for signature
send_for_signatureGet a document signed by one person, or by up to five people in a set order (signers), and optionally by the user first. When only the user signs, pass sender_signs: true and leave out signer and signers. Give the document as markdown text you wrote (use {{signature:signer}} where the signature goes, or leave it out and Portant adds a signature block), a PDF (upload_id from get_upload_url for a PDF file, including one you made with a file skill; pdf_url; or pdf_base64 for a small PDF), or a Google Doc link shared with "anyone with the link". Portant emails the signer a private link; the signer signs in their browser. This tool never signs for anyone. When the user wants to check the document or sign it first, call this tool at once with review: true or sender_signs: true, not after showing the document as text: Portant shows the finished PDF on a card, and nothing reaches the signer until the user clicks Send or signs. Before a send without review or sender_signs, confirm each signer's name and email, and the signing order, with the user. With signers, Portant emails each person after the one before has signed, and everyone gets the signed PDF by email at the end. Returns request_id, request_token (keep it to download the signed PDF or send a reminder) and next_step (tell it to the user). With review: true, nothing goes to the signer until the user opens review_link, checks the document and clicks Send. Limits: five signers, PDFs up to 5 MB and 50 pages, links expire after 14 days. Simple electronic signature.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | No | The document title. Required with markdown; it is the heading and the email subject. | |
| fields | No | Only for PDF or Google Doc input, when you know where the fields go. Positions are fractions of the page from the top-left corner. Without fields, Portant looks for where the PDF asks for signatures (a signature form field, "Signature: ____", or a line over the word Signature) and puts the boxes there when it can tell whose line is whose; otherwise it adds a signature page. So leave fields out unless the user gives the places. | |
| review | No | True to let the user see the finished document before anything goes to the signer. You get review_link for the user, and Portant also emails it to them. Use it when the user wants to check the document first, for example a document you wrote. Not needed when sender_signs is true (the user sees the document when signing) or when Portant is connected without sign-in (Portant then asks the user to confirm by email). | |
| sender | No | The user who is sending. Required only when Portant is connected without sign-in; Portant then emails the user to confirm before anything reaches the signer. | |
| signer | No | The person who signs. Give signer or signers, not both. Leave both out when only the user signs (sender_signs: true). | |
| message | No | A short plain-text note to the signer, up to 500 characters. Links are removed. | |
| signers | No | Two to five people who sign one after another, in this order. Use it instead of signer only when the user names more than one signer. | |
| delivery | No | email (default): Portant emails the signer. link: no email; you get the signing link to share. | |
| document | Yes | Exactly one of these, except that template_id can come with values and markdown. | |
| language | No | Language of the emails and the signing page. Default en. | |
| certificate | No | Append a signing certificate page. Default true. | |
| sender_signs | No | True when the user signs too. The user signs first, then the signer. With no signer and no signers, only the user signs: the user signs on the card or at sender_link, the request is then complete, and Portant emails the user the signed PDF. That needs Portant connected with sign-in. | |
| template_name | No | A short name for the saved template, with no signer name in it, for example "Mutual NDA". A later send from the template uses it as the title. Default: the title. | |
| signature_page | No | PDF or Google Doc input with no fields: true to skip looking for signature lines in the document and add Portant's signature page instead. Use it only when the user asks for a separate signature page. | |
| save_as_template | No | True to also save this document as a template the user can send again from any chat. Use it only when the user asks to send the document now and also keep it. To save a template without sending anything, use save_template instead. Portant saves it before any names go in. A Google Doc is saved as its link, so each later send uses the Doc as it is then. | |
| allow_placeholders | No | Portant refuses markdown that still has text to fill in, such as [Plan name] or {{var:Plan}}. Pass true only when the user confirms the square brackets are meant to be in the document. |