signature_participant_create
Adds a participant (signatory, observer, or validator) to a draft signature request. Requires case file and request IDs.
Instructions
Adds a participant (signatory, observer, or validator) to a DRAFT signature request. Requires: signature_request_add_document → documentId + file uploaded to S3, signature_request_create → requestId, case_file_create → caseFileId. Use role SIGNATORY for required signers, OBSERVER for read-only, VALIDATOR for approvers. For ADVANCED signatures, phonePrefix and phoneNumber are mandatory because the signer receives the OTP there; WhatsApp delivery is NOT currently supported for ADVANCED. For INTERPOSITION signatures, phone is optional, and WhatsApp sending is currently available only for this simple/interposition flow when the platform is configured to send a WhatsApp signing link. Returns signatoryId. Add at least one SIGNATORY before activating. For VALIDATOR role: do NOT include groupId or linkToAllDocuments — use assign_validator_to_signatory to link the validator to a specific signatory after creation.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ||
| role | Yes | ||
| Yes | |||
| groupId | No | ||
| lastName | Yes | ||
| firstName | Yes | ||
| requestId | Yes | ||
| caseFileId | Yes | ||
| phoneNumber | No | ||
| phonePrefix | No | ||
| linkToAllDocuments | No |