[RPA013] Request to Smart Document Generation to eSignature

What is it?

This automation can generate a PDF document based on data from a request in People Assist, and initiate a eSignature process.

The following diagram presents a high-level view of this standard configuration with 2 signers identified:

Workflow for RPA013

Note

The information provided here is about standard RPA configuration. Custom RPA configurations offer more options and flexibility but induce extra costs. In this case, please contact your UKG sales representative.

For what purpose?

This automation is used to generate a document based on requests’ data and automatically send the generated document to eSignature. The document generation and the signature process details depends ont the parent requests fields. For example, amendments generation and their signature could fit the use of this automation.

Alternative approaches

You can also use:

  • Our API library to give you full autonomy but may require development resources on your side.

  • Manually generate the requested document and manually send it to eSignature.

Prerequisites

In order to use this automation, you need:

Request form field IDs

Smart Document generation fields

To get the data from the request to the document template, the request form’s field IDs must be identical to the slugs in the document generation template.

Mandatory and optional fields for signature process

To trigger the document generation based on the request and send the document to eSignature, you must include the following mandatory field ids in the form.

Note

Please note that the following tables provide the list of availble fields IDs based on the signers order you defined.

Employee as 1st signer

Only employee signs

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used to generate the document.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-1-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the employee that will sign the document. Mandotary if the employee profile does not have an email address.

signer-1-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; boolean

Optional

If set to true, a text message will be sent to signer 1 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; boolean

Optional

Enable two factor authentication via email to access the signature process for signer 1. Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; boolean

Optional

Enable two factor authentication via SMS to access the signature process for signer 1. Can be configured on signature type level. Default value = false

true

Employee + User

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used to generate the document.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-1-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the 1st signer (employee) that will sign the document. Mandatory if the employee profile does not have an email address.

signer-1-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; boolean

Optional

If set to true, a text message will be sent to signer 1 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; boolean

Optional

Enable two factor authentication via email to access the signature process for signer 1. Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; boolean

Optional

Enable two factor authentication via SMS to access the signature process for signer 1. Can be configured on signature type level. Default value = false

true

signer-2-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the 2nd signer (User)

signer-2-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-2-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678654345

signer-2-with-sms-notification

Short text; Dropdown; boolean

Optional

If set to true, a text message will be sent to signer 2 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-2-two-factor-auth-email

Short text; Dropdown; boolean

Optional

Enable two factor authentication via email to access the signature process for signer 2. Can be configured on signature type level. Default value = false

false

signer-2-two-factor-auth-sms

Short text; Dropdown; boolean

Optional

Enable two factor authentication via SMS to access the signature process for signer 2. Can be configured on signature type level. Default value = false

true

signer-2-external-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the 2nd signer of the signature process; 1st one being the employee.

Employee + Organization

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used to generate the document.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-1-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the signer 1 (employee) that will sign the document. Mandotary if the employee profile does not have an email address.

signer-1-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; boolean

Optional

If set to true, a text message will be sent to signer 1 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; boolean

Optional

Enable two factor authentication via email to access the signature process for signer 1. Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; boolean

Optional

Enable two factor authentication via SMS to access the signature process for signer 1. Can be configured on signature type level. Default value = false

true

signer-org-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Email of the organization representative

Employee + External

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used for the docgen process.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-1-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the signer 1 (employee) that will sign the document. Mandotary if the employee profile does not have an email address.

signer-1-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; boolean

Optional

If set to true, a text message will be sent to signer 1 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; boolean

Optional

Enable two factor authentication via email to access the signature process for signer 1. Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; boolean

Optional

Enable two factor authentication via SMS to access the signature process for signer 1. Can be configured on signature type level. Default value = false

true

signer-2-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Email of the signer 2 (External)

signer-2-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-2-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678654345

signer-2-with-sms-notification

Short text; Dropdown; boolean

Optional

If set to true, a text message will be sent to signer 1 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-2-two-factor-auth-email

Short text; Dropdown; boolean

Optional

Enable two factor authentication via email to access the signature process for signer 1. Can be configured on signature type level. Default value = false

false

signer-2-two-factor-auth-sms

Short text; Dropdown; boolean

Optional

Enable two factor authentication via SMS to access the signature process for signer 1. Can be configured on signature type level. Default value = false

true

signer-2-firstname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Firstname of the signer 2 (External)

signer-2-lastname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Last name of the signer 2 (External)

signer-2-language

Short text, dropdown, selector

Optional

Language used for signer 2

User as 1st signer

Only user signs

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used to generate the document.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-1-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the employee that will sign the document. Mandotary if the employee profile does not have an email address.

signer-1-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 1 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 1. Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 1. Can be configured on signature type level. Default value = false

true

signer-1-external-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the signatory (user)

signer-1-send-signed-document

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Allows to send the signed document to signer 1 when the process is completed.

User + User

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used to generate the document.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-1-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the signer 1 (employee) that will sign the document. Mandotary if the employee profile does not have an email address.

signer-1-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 1 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 1. Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 1. Can be configured on signature type level. Default value = false

true

signer-1-external-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the 1st signatory (user)

signer-1-send-signed-document

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Allows to send the signed document to signer 1 when the process is completed.

signer-2-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the signer 2 (User)

signer-2-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-2-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678654345

signer-2-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 2 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-2-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 2. Can be configured on signature type level. Default value = false

false

signer-2-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 2. Can be configured on signature type level. Default value = false

true

signer-2-external-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the 2nd signatory (user)

User + Employee

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used to generate the document.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-1-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the signer 1 (employee) that will sign the document. Mandotary if the employee profile does not have an email address.

signer-1-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 1 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 1. Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 1. Can be configured on signature type level. Default value = false

true

signer-1-external-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the 1st signatory (user)

signer-1-send-signed-document

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Allows to send the signed document to signer 1 when the process is completed.

signer-2-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the signer 2 (User)

signer-2-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-2-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678654345

signer-2-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 2 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-2-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 2. Can be configured on signature type level. Default value = false

false

signer-2-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 2. Can be configured on signature type level. Default value = false

true

User + Organization

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used to generate the document.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-1-message

long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; boolean

Optional

If set to true, a text message will be sent to signer 1 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; boolean

Optional

Enable two factor authentication via email to access the signature process for signer 2. Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; boolean

Optional

Enable two factor authentication via SMS to access the signature process for signer 2. Can be configured on signature type level. Default value = false

true

signer-1-external-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the 1st signatory (user)

signer-1-send-signed-document

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Allows to send the signed document to signer 1 when the process is completed.

signer-org-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Email of the organization representative

signer-2-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-2-with-sms-notification

Short text; Dropdown; boolean

Optional

If set to true, a text message will be sent to signer 2 to notify that they are expected to sign a document. Can be configured on signature type level.

true

User + External

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used to generate the document.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-1-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the signer 1 (employee) that will sign the document. Mandotary if the employee profile does not have an email address.

signer-1-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 1 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 1. Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 1. Can be configured on signature type level. Default value = false

true

signer-1-send-signed-document

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Allows to send the signed document to signer 1 when the process is completed.

signer-1-external-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the 1st signatory (user)

signer-2-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Email of the signer 2 (External)

signer-2-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-2-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678654345

signer-2-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 2 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-2-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 2. Can be configured on signature type level. Default value = false

false

signer-2-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 2. Can be configured on signature type level. Default value = false

true

signer-2-language

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Language for signer 2 in ISO format (en-US, fr-FR etc)

signer-2-firstname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Firstname of the signer 2 (External)

signer-2-lastname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Last name of the signer 2 (External)

Organization as 1st signer

Organization + Employee

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used to generate the document.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-org-email

Email; Short text

Mandatory

Email of the organization representative

signer-2-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-2-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the signer 2 (User)

signer-2-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-2-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 2 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-2-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 2. Can be configured on signature type level. Default value = false

false

signer-2-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 2. Can be configured on signature type level. Default value = false

true

Organization + User

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used to generate the document.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-2-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Email of the signer 2 (User)

signer-2-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-2-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-2-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 2 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-2-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 2. Can be configured on signature type level. Default value = false

false

signer-2-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 2. Can be configured on signature type level. Default value = false

true

signer-2-external-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the 2nd signatory (user)

signer-org-email

Email; Short text

Mandatory

Email of the organization representative

Organization + External

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used to generate the document.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-2-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Email of the signer 2 (External)

signer-2-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-2-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-2-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 2 to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-2-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 2. Can be configured on signature type level. Default value = false

false

signer-2-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 2. Can be configured on signature type level. Default value = false

true

signer-2-firstname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Firstname of the signer 2 (External)

signer-2-lastname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Last name of the signer 2 (External)

signer-org-email

Email; Short text

Mandatory

Email of the organization representative

External as 1st signer

Only external signs

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used for the docgen process.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-1-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Email of the signer (External)

signer-1-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to the signer to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for the signer. Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for the signer. Can be configured on signature type level. Default value = false

false

signer-1-language

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Language for the signer in ISO format (en-US, fr-FR etc)

signer-1-firstname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Firstname of the signer (External)

signer-1-lastname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Last name of the signer (External)

External + External

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used for the docgen process.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-1-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Email of the signer 1 (External)

signer-1-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 1 (External) to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 1 (External). Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 1 (External). Can be configured on signature type level. Default value = false

true

signer-1-language

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Language for the signer in ISO format (en-US, fr-FR etc)

signer-1-firstname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Firstname of the signer 1 (External)

signer-1-lastname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Last name of the signer 1 (External)

signer-2-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Email of the signer 2 (External)

signer-2-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-2-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678654345

signer-2-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 2 (Employee) to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-2-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 2 (Employee). Can be configured on signature type level. Default value = false

false

signer-2-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 2 (Employee). Can be configured on signature type level. Default value = false

true

signer-2-language

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Language for signer 2 in ISO format (en-US, fr-FR etc)

signer-2-firstname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Firstname of the signer 2 (External)

signer-2-lastname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Last name of the signer 2 (External)

External + User

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used for the docgen process.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent OR Value = Temporary

signer-1-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Email of the signer 1 (External)

signer-1-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 1 (External) to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 1 (External). Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 1 (External). Can be configured on signature type level. Default value = false

true

signer-1-language

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Language for the signer in ISO format (en-US, fr-FR etc)

signer-1-firstname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Firstname of the signer 1 (External)

signer-1-lastname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Last name of the signer 1 (External)

signer-2-external-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the 2nd signatory (user)

signer-2-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-2-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-2-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 2 (Employee) to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-2-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 2 (Employee). Can be configured on signature type level. Default value = false

false

signer-2-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 2 (Employee). Can be configured on signature type level. Default value = false

true

signer-2-send-signed-document

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Allows to send the signed document to signer 2 when the process is completed.

true

External + Employee

Request field id

Possible field type

Mandatory

Description

Example

sender-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

requestor-technical-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID of the sender of the signature process

document-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document type linked to the generated document. Used to archive the signed document in the Employee folder.

signature-type-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the signature type that will be used for the signature process. Shall be shared by your UKG contact.

title

Short text

Mandatory

Title of the document in the signature portal

docgen-template-id

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Technical ID (code) of the document generation template that will be used for the docgen process.

contract

location

Short text

Optional

Location used in the signature metadata.

Paris

reason

Short text

Optional

Reason used in the signature metadata. Recommended default value: Signature

Signature

document-date

Date picker

Optional

Date of the document. Expected format is YYYY-MM-DD. Default value: request creation date

2023-10-12

auto-send

Dropdown; Single answer (radios); Single answer (buttons)

Optional

Automatically sends the document via email to the signers. Default value = true

document-organization-ids

Short text

Optional

If several values; each id must be separated by a comma (,)

org-a, org-b…

notify-employee-ids

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

UUID of the HR Users that should be notified when the signature process is completed. If several values; each UUID must be separated by a comma (,)

message

Long text

Optional

Message that will be visible by the signatories during the signature process.

expires-at

Date picker

Optional

Expiration date of the signature process. Expected format is YYYY-MM-DD. Default value = signature creation date + 15 days

2023-10-27

requestor-notification-when-signed

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature process is completed. Default value = false

requestor-notification-when-rejected

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Notify the requestor when the signature is rejected by one of the signer. Default value = false

metadata__{code}

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

You can specify the document’s metadata here. You can add as many fields as there are metadata.

metadata__contract_type

Value = Permanent

signer-1-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

email of the signer 1 (External)

signer-1-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-1-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678564329

signer-1-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 1 (External) to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-1-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 1 (External). Can be configured on signature type level. Default value = false

false

signer-1-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 1 (External). Can be configured on signature type level. Default value = false

true

signer-1-firstname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Firstname of the signer 1 (External)

signer-1-lastname

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Last name of the signer 1 (External)

signer-1-language

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Language for the signer in ISO format (en-US, fr-FR etc)

signer-2-email

Email; Short text; Dropdown; Single answer (radios); Single answer (buttons)

Mandatory

Email of the signer 2 (Employee).

signer-2-message

Long text

Optional

Message that will be visible by the signatories during the signature process.

signer-2-mobile-phone-number

Short text

Optional

Must be in international format (0033XXXXXX)

0033678654345

signer-2-with-sms-notification

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

If set to true, a text message will be sent to signer 2 (Employee) to notify that they are expected to sign a document. Can be configured on signature type level.

true

signer-2-two-factor-auth-email

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via email to access the signature process for signer 2 (Employee). Can be configured on signature type level. Default value = false

false

signer-2-two-factor-auth-sms

Short text; Dropdown; Single answer (radios); Single answer (buttons)

Optional

Enable two factor authentication via SMS to access the signature process for signer 2 (Employee). Can be configured on signature type level. Default value = false

true

API permissions on form fields must always be:

  • Can complete this field

OR

  • Must complete this field

Options to be setup during the implementation phase by your UKG HRSD contact

Inherite requestor from request creator

To create the signature process, it is required to define a signature requestor. You can either

  • Inherite the requestor from request creator
    • If the above option is enabled, the fields sender-id and requestor-technical-id are not mandatory.

  • Select the signature requestor at the form level

Number, type and order of signers

You can send the generated document to a maximum of 2 signatories. You are free to choose the order of signers, but this setting must be configured by UKG.

Signer 1 can be:

  • An employee

  • A user

  • An organization (aka signature stamp or delegation)

  • An external individual

Signer 2 can be:

  • An employee

  • A user

  • An organization (aka signature stamp or delegation)

  • An external individual

  • No one (the signature process will have only one signer)

Note

To know which fields are required for each signers, depending on their order, please refer to the section Request form field IDs.

eSignature provider

In case you have several eSignature providers setup on your HRSD platform, you need to select which one will be used with the automation. The available providers are:

  • Protect & Sign (Opentrust)

  • DocuSign

  • Acrobat Sign (Adobe Sign)

Signature coordinates (only for Protect & Sign/Opentrust)

Each signer must have their own coordinates in order to display the electronic signature on the document. This applies only for Protect & Sign provider. The available options are:

Settings

Description

signer_1_x

Position of the signature on the X axis of the document for signer 1

signer_1_y

Position of the signature on the Y axis of the document for signer 1

signer_1_width

Width of the signature for signer 1

signer_1_height

Height of the signature for signer 1

signer_1_page

Page on which signer 1’s signature should be displayed. By default it will be on the last page of the document

signer_1_unit

Unit for X Y width and height values for signer 1. Can either be in cm (centimeters) or points (pt)

signer_2_x

Position of the signature on the X axis of the document for signer 2

signer_2_y

Position of the signature on the Y axis of the document for signer 2

signer_2_width

Width of the signature for signer 2

signer_2_height

Height of the signature for signer 2

signer_2_page

Page on which signer 2’s signature should be displayed. By default it will be on the last page of the document

signer_2_unit

Unit for X Y width and height values for signer 2. Can either be in centimeters (cm) or points (pt)

Note

Signature coordinates can be overriden by the data retrieved from the request form. To do so, the field IDs must be identical as the ones from the table above. If you wish to enable this feature, please contact HRSD support team.

CSV error report

A CSV error report can be pushed to UKG HR Service Delivery SFTP server in the folder out/rpa in case an issue is encountered by the automation.