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What is Immediate Presentment?

Last updated 2017-06-02 17:28:03 UTC

"Immediate Presentment" is the concept of presenting documents for signatures inline within an existing business flow; this may include:

  • online sales where a signing session is automatically initiated following order entry or pre-qualification and an email invitation to sign need not be sent to the signer
  • face to face transactions where a salesperson may initiate signing following a sales process and obtaining an immediate signature is the most effective means of closing a deal

Here is a quick overview of the steps required to implement Immediate Presentment:

 

After submitting a document via the DocumentNOW API the signing links for signatories may be retrieved via a call to GetSigningLinks. Then, you locate the link for the signatory to whom you are presenting the page by using their email address. That is, GetSigningLinks returns SigningLink elements that have a SignatoryEmail attribute.

To redirect the signer to a page you host after signing has been completed, it is possible to specify a RedirectUrl in the call to GetSigningLinks. That URL will be preserved so that the signer is taken to that page after signing has been completed. It is also possible to specify a global Custom Signing Process Redirect URL for your account.  

You will want to be familiar with data that is passed along in the redirect.

Important: We do not recommend displaying the signing page within an iframe due to rendering issues that will occur on smaller screens.

When using Immediate Presentment, you may want to remove signing invitation emails from the template that would be sent to the signatory that is being presented the signing page. If it is possible for the signer to leave your web application, it would be advisable to maintain reminder emails. It is also always possible to send your own emails where you have obtained the signing link from a call to GetSigningLinks and added the link to your email.

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