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Introducing Observers

· 3 min read

Introduction

We're thrilled to announce the release of Zigned REST API version 3.2.5. This update introduces a new resource: Observers. Let's dive in to what they are and how they can help you manage your agreements.

What are Observers?

Observers are passive participants in a signing process. Depending on their scope, they can have access to the signing room and follow the process or just receive a copy of the signed document once it's completed. This can be useful for stakeholders who need to be kept in the loop but don't need to actively participate in the signing process.

How does it work?

Observers are subresource for agreements, so all you need to do is send a POST Request to agreements/<id>/observers with the following payload:

{
"observer_scope": <"viewer" | "cc">,
"email": "<email for the observer>",
"name": "<name of the observer>"
}

You need to specify at least one of the fields email or name. If the observer_scope is set to "cc", or the agreement has communicaton enabled, an email is required.

Difference in scopes

  • viewer: The observer will have access to the signing room and can follow the process, besides receiving a copy of the signed document.
  • cc: The observer will only receive a copy of the signed document once the process is completed. The observer will not have access to the signing room.

Use cases

  • Viewer: Useful for stakeholders who need to follow the signing process but don't need to actively participate. For example, a project manager who needs to keep track of the progress of a contract.
  • CC: Useful for stakeholders who need to receive a copy of the signed document but don't need to follow the signing process. For example, a legal department that needs to keep a copy of all signed contracts.

Get started

To get started, log in to your account and navigate to the API client settings on zigned.se. From there, you can upgrade your client to version 3.2.5.


These updates are part of our commitment to providing a robust and flexible e-signing solution. We encourage you to explore these new features and see how they can improve your workflows and digital agreement management.

For detailed documentation and more information on how to implement these new features, please visit our API documentation page.

Stay tuned for more updates as we continue to enhance our services to better serve you!