documents_manage
Destructive
Documents sent for signing. list (status/contactId), get (id: signers + history), templates (saved forms and their signer roles), send (a template; emails each signer, confirm first), remind (email whoever is due to sign; confirm first), void (cancel a waiting one for good). Statuses: sent = waiting, completed = signed by all, declined, voided.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | get / remind / void: the document id. | |
| title | No | send: defaults to the template name. | |
| action | Yes | ||
| reason | No | void: why (kept in the history). | |
| status | No | list: sent | completed | declined | voided | |
| message | No | send: shown in the email; defaults to the template's. | |
| ordered | No | send: sign one after another in role order (the user last). | |
| signers | No | send, several roles: { role, contactId } or { role, name, email }. | |
| signerId | No | remind: just this signer. | |
| contactId | No | list: documents this contact was sent. send: who signs (one signer role). | |
| templateId | No | send: the template. With one signer role pass contactId; with several pass signers. A role marked is_sender is the user and fills itself. Contacts need an email. |