Create Unclaimed Draft

🚧
In order to claim the url you must have a verified active HelloSign Account. This is not an embedded claim url, you cannot use the following example How to Open an Embedded Claim URL.

📘
The first authenticated user to access the URL will claim the Draft and will be shown either the "Sign and send" or the "Request signature" page with the Draft loaded. Subsequent access to the claim URL will result in a 404.

Class: HelloSign.SignatureRequestService

Return type: HelloSign.ServiceObjects.UnclaimedDraftResponse

Method

Name
createUnclaimedDraft()

Acceptable Parameters

Name	Type	Required	Note
originObjectId	Id		Set this if you want your HelloSignSignature_Request_c record to populate the RelatedObject_Id_c field. We will also attempt to populate the lookup field, Account__c for example if the Id is a Supported Object
fileIds	List<Id>	✓	Accepted Id types are ContentDocument, Attachment, or Document. Cannot use file_url when this is set
file_url	List<String>	✓	Cannot use fileIds when this is set
type_x	String	✓	The type of unclaimed draft to create. Use "send_document" to create a claimable file, and "request_signature" for a claimable signature request. If the type is "request_signature" then signers name and email_address are not optional.
signers	Map<String, HelloSign.ServiceObjects.Signer>	✓	The list of recipients who will be required to sign.
test_mode	Boolean		The signature request will not be legally binding when set to true.
subject	String		The subject in the email that will be sent to the signers.
message	String		The custom message in the email that will be sent to the signers.
attachments	Map<Integer, HelloSign.ServiceObjects.Attachment_x>		List of Attachments for each signer to upload.
custom_fields	List<HelloSign.ServiceObjects.CustomField>		Editable custom_fields are only supported for single signer requests or the first signer of ordered signature requests. If more than one signer is assigned to the unordered signature request, any editor value is ignored and the field will not be editable.
cc_email_addresses	List<String>		List of recipients who will receive a copy only.
signing_redirect_url	String		The URL you want signers redirected to after they successfully sign.
use_text_tags	Boolean		Please see Text Tags Syntax on how to use text tags.
use_preexisting_fields	Boolean		If your PDF contains pre-defined fields, enable the detection of these fields. we only support use of either use_text_tags or use_preexisting_fields parameter, not both.
hide_text_tags	Boolean		When using Text Tags it is preferred that you set this to false and hide your tags with white text or something similar because the automatic removal system can cause unwanted clipping.
allow_decline	Boolean		Allows signers to decline to sign a document.
signing_options	HelloSign.ServiceObjects.SigningOptions		If signing_options are not defined in the request, the allowed types will default to those specified in the account settings.
field_options	HelloSign.ServiceObjects.FieldOptions		This allows the requester to specify field options for a signature request.
isLastCallout	Boolean

HelloSign.SignatureRequestService sigReq = new HelloSign.SignatureRequestService();

/**
 * Required Params
 */
sigReq.type_x = 'request_signature';
sigReq.file_url = new List<String>{ 'https://www.irs.gov/pub/irs-pdf/fw4.pdf' };

sigReq.signers = new Map<String, HelloSign.ServiceObjects.Signer>{
    // Adding signers for our request are index based, which is why we are putting 0 as our key
    // Note: this is a string because createEmbeddedUnclaimedDraftWithTemplate 
    // for example is RoleName not index based
    '0' => new HelloSign.ServiceObjects.Signer('[email protected]', 'signer1'),
    '1' => new HelloSign.ServiceObjects.Signer('[email protected]', 'signer2')
};

/**
 * Optional Params
 */
sigReq.test_mode = true;
sigReq.originObjectId = '001f200001cFD4x';
sigReq.subject = 'Testing this signature request';
sigReq.message = 'Hello, please sign the following document. Thank you';

// Require a specific signer to upload an attachment
HelloSign.ServiceObjects.Attachment_x attachObj = new HelloSign.ServiceObjects.Attachment_x();
attachObj.name = 'Supplemental Attachment';
attachObj.instructions = 'Please attach any supplemental information, thank you.';
attachObj.signer_index = 0;
attachObj.required = true;
sigReq.attachments = new Map<Integer, Hellosign.ServiceObjects.Attachment_x>{ 0 => attachObj };

// Specify which signing options are allowed for the signer
sigReq.signing_options = new HelloSign.ServiceObjects.SigningOptions();
sigReq.signing_options.draw = true;
sigReq.signing_options.type_x = true;   
sigReq.signing_options.upload = false;
sigReq.signing_options.phone = false;
sigReq.signing_options.default_x = 'draw';

// Change the date format for the signature date
// See https://app.hellosign.com/api/reference#DateFormats for allowed formats
sigReq.field_options = new Hellosign.ServiceObjects.FieldOptions();
sigReq.field_options.date_format = 'MM / DD / YYYY';

// Send the request
HelloSign.ServiceObjects.UnclaimedDraftResponse response = sigReq.createUnclaimedDraft();

// object type: HelloSign.ServiceObjects.UnclaimedDraft
System.debug(response.unclaimed_draft);

// object type: List<HelloSign.ServiceObjects.Warning>
System.debug(response.warnings);