# Pactima Documentation > Documentation for Pactima Append .md to any documentation page URL to get its markdown version. ## Guides - [Architectural overview](https://developers.signings.snapdocs.com/docs/data-model-and-architectural-overview.md) - [High-level data model](https://developers.signings.snapdocs.com/docs/high-level-data-model.md) - [Kinds of eSignature Packages](https://developers.signings.snapdocs.com/docs/types-of-esignature-packages.md) - [Statuses](https://developers.signings.snapdocs.com/docs/statuses-and-status-flow.md) - [Documents](https://developers.signings.snapdocs.com/docs/documents-2.md) - [Advanced options](https://developers.signings.snapdocs.com/docs/entry-pads.md) - [Timezones](https://developers.signings.snapdocs.com/docs/timezones.md) - [Inline Webhook Configuration](https://developers.signings.snapdocs.com/docs/inline-webhook-configuration.md) - [Validating webhook deliveries](https://developers.signings.snapdocs.com/docs/validating-webhook-deliveries.md): You can use a webhook secret to verify that a webhook delivery is from Snapdocs RON. - [How-to for common workflows](https://developers.signings.snapdocs.com/docs/use-cases-catalogue.md) - [Architectural overview](https://developers.signings.snapdocs.com/docs/data-model-and-architectural-overview-2.md) - [How-to for common workflows](https://developers.signings.snapdocs.com/docs/use-cases-catalogue-2.md) ## API Reference - [Introduction](https://developers.signings.snapdocs.com/reference/overview-1.md) - [Errors](https://developers.signings.snapdocs.com/reference/errors.md) - [Versioning and Server Types](https://developers.signings.snapdocs.com/reference/versioning.md) - [Integration types](https://developers.signings.snapdocs.com/reference/integration-types.md) - [SDKs](https://developers.signings.snapdocs.com/reference/sdks.md) - [Overview](https://developers.signings.snapdocs.com/reference/overview.md) - [API Key Authentication (Team Integration)](https://developers.signings.snapdocs.com/reference/api-keys.md) - [OAuth 2.0 Authentication](https://developers.signings.snapdocs.com/reference/oauth-20.md) - [Create an eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagescreate.md): Creates an eSignature package and sets it initially in the `DRAFT` status. - [Delete an eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesdelete.md): Deletes the eSignature package if it in the `DRAFT` or `CANCELLED` statuses. If the eSignature package is in the `COMPLETED` it will be deleted from the account, but archived according to the Snapdocs RON (formerly Pactima) retention policy. - [List all eSignature packages](https://developers.signings.snapdocs.com/reference/esignaturepackageslist.md): Returns a list of objects. The objects are turned sorted by the updated date, with the most recently created appearing first. - [Retrieve an eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesretrieve.md) - [Update an eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesupdate.md): Update an eSignature package, which must be in `DRAFT` status. - [Apply template fields to specific document](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsactionsapplytemplate.md): Apply eSignature template fields to specific document. The document must be in a `DRAFT` or `LIVE_EDITING` status - [Obtain a download link of a specific document](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsactionsdownload.md): Create a link to download the PDF version of an uploaded document. - [Reorder documents](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsactionsreorder.md): Reorder documents given a referenced array of document ids. The package must be in a draft status, (i.e. DRAFT or LIVE_EDITING) - [Create a signer](https://developers.signings.snapdocs.com/reference/esignaturepackagessignerscreate.md): Create a signer in the eSignature package, which must be in either `DRAFT` or `LIVE_EDITING` statuses. - [Delete a signer](https://developers.signings.snapdocs.com/reference/esignaturepackagessignersdelete.md): This operation is only valid when the eSignature package is in the `DRAFT`, `SENT`, `SCHEDULED`, `ACTIVE`, or `LIVE_EDITING` statuses. If the eSignature package is in `DRAFT` status, there are no webhooks and further actions that are triggered. If the eSignature package is in the `SENT` or `SCHEDULED` statuses, a change will be made and a notification webhook may be triggered if a signer's email is changed. - [List all signers](https://developers.signings.snapdocs.com/reference/esignaturepackagessignerslist.md) - [Retrieve a signer](https://developers.signings.snapdocs.com/reference/esignaturepackagessignersretrieve.md) - [Update a signer](https://developers.signings.snapdocs.com/reference/esignaturepackagessignersupdate.md): This operation is only valid when the eSignature package is in the `DRAFT`, `SENT`, `SCHEDULED`, `ACTIVE`, or `LIVE_EDITING` statuses. If the eSignature package is in `DRAFT` status, there are no webhooks and further actions that are triggered. If the eSignature package is in the `SENT` or `SCHEDULED` statuses, a change will be made and a notification webhook may be triggered if a signer's email is changed. - [Create an attachment request](https://developers.signings.snapdocs.com/reference/esignaturepackagessignersattachmentrequestscreate.md): Create an attachment request for for a signer. This operation is only valid when the eSignature package is in the `DRAFT`, `SENT`, `SCHEDULED`, `ACTIVE`, or `LIVE_EDITING` statuses. If the status is `SENT`, the signer should not have already SIGNED. - [Delete a signer attachment request](https://developers.signings.snapdocs.com/reference/esignaturepackagessignersattachmentrequestsdelete.md): This operation is only valid when the eSignature package is in the `DRAFT`, `SENT`, `SCHEDULED`, `ACTIVE`, or `LIVE_EDITING` statuses, and the signer hasn't SIGNED. - [List attachment requests](https://developers.signings.snapdocs.com/reference/esignaturepackagessignersattachmentrequestslist.md) - [Retrieve an attachment request](https://developers.signings.snapdocs.com/reference/esignaturepackagessignersattachmentrequestsretrieve.md) - [Update an attachment request](https://developers.signings.snapdocs.com/reference/esignaturepackagessignersattachmentrequestsupdate.md): This operation is only valid when the eSignature package is in the `DRAFT`, `SENT`, `SCHEDULED`, `ACTIVE`, or `LIVE_EDITING` statuses, and the signer hasn't SIGNED. - [Obtain signing link](https://developers.signings.snapdocs.com/reference/esignaturepackagessignersactionsobtainsigninglink.md): Obtain a secure link to be used for signing. This link can be embedded using an iframe or used directly via the browser. The package must be awaiting signing or is signing status (i.e. DRAFT, DECLINED, CANCELLED, or COMPLETED). The signer should - [Obtain preview link](https://developers.signings.snapdocs.com/reference/esignaturepackagessignersactionsobtainpreviewlink.md): Obtain a secure link to be used for previewing the document. This link can be embedded using an iframe or used directly via the browser. The package must be in a valid state for preview access. - [Send a reminder to a signer by email](https://developers.signings.snapdocs.com/reference/esignaturepackagessignersactionssendreminderbyemail.md): Send a reminder to the signer by email. - [Send a reminder to a signer by SMS](https://developers.signings.snapdocs.com/reference/esignaturepackagessignersactionssendreminderbysms.md): Send a reminder to the signer by SMS. - [Create a ccRecipient](https://developers.signings.snapdocs.com/reference/esignaturepackagesccrecipientscreate.md): Create a ccRecipient in the eSignature package, which must not be in a resting status, i.e. `COMPLETED`, `DECLINED`, or `CANCELLED` - [Delete a ccRecipient](https://developers.signings.snapdocs.com/reference/esignaturepackagesccrecipientsdelete.md): This operation is only valid when the eSignature package is not be in a resting status, i.e. `COMPLETED`, `DECLINED`, or `CANCELLED` - [List all cc-recipients](https://developers.signings.snapdocs.com/reference/esignaturepackagesccrecipientslist.md) - [Retrieve a ccRecipient](https://developers.signings.snapdocs.com/reference/esignaturepackagesccrecipientsretrieve.md) - [Update a ccRecipient](https://developers.signings.snapdocs.com/reference/esignaturepackagesccrecipientsupdate.md): This operation is only valid when the eSignature package is not be in a resting status, i.e. `COMPLETED`, `DECLINED`, or `CANCELLED` - [Obtain observer link](https://developers.signings.snapdocs.com/reference/esignaturepackagesccrecipientsactionsobtainobserverlink.md): Obtain a secure link to be used for a ccRecipient who has a special role as OBSERVER or OBSERVER_ONLY. This link can be embedded using an iframe or used directly via the browser. The package must be awaiting signing or is signing status (i.e. DRAFT, DECLINED, CANCELLED, or COMPLETED). - [Create a joint signers group](https://developers.signings.snapdocs.com/reference/esignaturepackagesjointsignersgroupscreate.md): Create a joint signers groups in the eSignature package, only valid signers can be added to a joint signers group. - [Delete a joint signers group](https://developers.signings.snapdocs.com/reference/esignaturepackagesjointsignersgroupsdelete.md): Delete the specified joint signers group - [List all joint signers groups in an eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesjointsignersgroupslist.md) - [Retrieve a joint signers group](https://developers.signings.snapdocs.com/reference/esignaturepackagesjointsignersgroupsretrieve.md) - [Update a joint signers group](https://developers.signings.snapdocs.com/reference/esignaturepackagesjointsignersgroupsupdate.md): Update the specified joint signers group. - [Create a document](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentscreate.md): Create a document in the eSignature package, the latter must be in either `DRAFT` or `LIVE_EDITING` status. - [Delete a document](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsdelete.md): This operation is only valid when the eSignature package is in the `DRAFT` or `LIVE_EDITING` status. - [List all documents](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentslist.md): List all the documents that are part of this eSignature package - [Retrieve a document](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsretrieve.md) - [Update a document](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsupdate.md): This operation is only valid when the eSignature package is in the `DRAFT` or `LIVE_EDITING` status. - [Create an entry pad](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsentrypadscreate.md): Create an entry pad in the document, which must be in either `DRAFT` or `LIVE_EDITING` statuses. - [Delete an entry pad](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsentrypadsdelete.md): This operation is only valid when the eSignature package is in the `DRAFT` or `LIVE_EDITING` status. - [List entry pads in a document](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsentrypadslist.md) - [Retrieve an entry pad](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsentrypadsretrieve.md) - [Update an entry pad](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsentrypadsupdate.md): This operation is only valid when the eSignature package is in the `DRAFT` or `LIVE_EDITING` status. - [Create multiple entry pads in a document](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsentrypadsactionsbulkcreate.md): Create an entry pad in the document, which must be in either `DRAFT` or `LIVE_EDITING` statuses, or in LIVE with live editing. - [Delete multiple entry pads in a document](https://developers.signings.snapdocs.com/reference/esignaturepackagesdocumentsentrypadsactionsbulkdelete.md): Delete an entry pad in the document, which must be in either `DRAFT` or `LIVE_EDITING` statuses, or in LIVE with live editing. - [Create an attachment](https://developers.signings.snapdocs.com/reference/esignaturepackagesattachmentscreate.md): Create an attachment in the eSignature package, which must be in valid signing status (i.e. `SENT`, `LIVE`, or `ACTIVE`). - [Delete an attachment](https://developers.signings.snapdocs.com/reference/esignaturepackagesattachmentsdelete.md): This operation is only valid when the eSignature package is in valid signing status (i.e. `SENT`, `LIVE`, or `ACTIVE`). - [List the attachments in the package](https://developers.signings.snapdocs.com/reference/esignaturepackagesattachmentslist.md) - [Retrieve an attachment](https://developers.signings.snapdocs.com/reference/esignaturepackagesattachmentsretrieve.md) - [Update an attachment](https://developers.signings.snapdocs.com/reference/esignaturepackagesattachmentsupdate.md): Only updates the metadata of attachment. This operation is only valid when the eSignature package is in valid signing status (i.e. `SENT`, `LIVE`, or `ACTIVE`). - [Obtain a download link of a specific attachment](https://developers.signings.snapdocs.com/reference/esignaturepackagesattachmentsactionsdownload.md): Create a link to download the original attachment - [Obtain a download link of a specific recording](https://developers.signings.snapdocs.com/reference/esignaturepackagesrecordingsdownload.md): Create a link to download for a recording - [List the recordings in the package](https://developers.signings.snapdocs.com/reference/esignaturepackagesrecordingslist.md) - [Retrieve a recording](https://developers.signings.snapdocs.com/reference/esignaturepackagesrecordingsretrieve.md) - [Obtain certificate of completion download link](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsdownloadcertificateofcompletion.md): Create a link to download the certificate of completion, the short-form companion to the detailed audit trail. Only available for COMPLETED eSignature packages. - [Finish preparation/tagging of the eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsfinishpreparation.md): Mark the eSignature package preparation/tagging as finished by a preparer (e.g., Notary). The package must be in `DRAFT` status and all documents must be properly tagged. This action triggers an `PREPARATION_FINISHED` webhook event. - [Detect and add labeled fields using AI](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionslabelfields.md): Use AI to detect form fields (signatures, dates, checkboxes, etc.) in documents and add them as entry pads. The eSignature package must be in a `DRAFT` or `LIVE_EDITING` status. - [Resolve AI-detected signer mappings](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsresolveaifields.md): Commit user-provided mappings from AI-detected placeholder signers to real signers on the package. Rewrites or drops entry pads created by the `labelFields` action. The eSignature package must be in a `DRAFT` or `LIVE_EDITING` status. - [Cancel the eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionscancel.md): Cancels an eSignature package. The package cannot be in `DRAFT` or `COMPLETED` status. - [Create a template](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionscreatetemplate.md): Create a template from the eSignature package - [Disable recording](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsdisablerecording.md): Disable video recording of an eSignature package. The package must be in SCHEDULED,LIVE, or LOCKED FOR REVIEW status. - [Obtain a download link](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsdownload.md): Create a link to download the eSignature package. This only provides access to the signed portion of the package, it does not include attachments, audit trials, etc. - [Obtain audit trails download link](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsdownloadaudittrails.md): Create a link to download to obtain the audit trails - [Enable recording](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsenablerecording.md): Enable video recording of an eSignature package. The package must be in SCHEDULED,LIVE, or LOCKED FOR REVIEW status. - [End a signing session](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsendsigningsession.md): For `LIVE` eSignature packages that have been completed, the signing session can be ended to terminate the video conference (and move participants to the exit workflow if applicable). - [Start a DRAFT e-signature package immediately](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsexpressstart.md): Start a DRAFT e-signature package immediately - [Forward an eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsforward.md): Forward a `COMPLETED` eSignature package by email - [Modify advanced options of an in-flight eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsmodifyadvancedoptions.md): The eSignature package must be in flight, that iS in one of the following status:/ - `ACTIVE` - `LIVE` - `LIVE_EDITING` - `PREPARED` - `SENT` - `SCHEDULED` - [Modify metadata options of an in-flight eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsmodifymetadata.md): The eSignature package must be in flight, that iS in one of the following status:/ - `ACTIVE` - `LIVE` - `LIVE_EDITING` - `PREPARED` - `SENT` - `SCHEDULED` - [Retrieve advanced options for an eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsobtainadvancedoptions.md): Retrieve advanced options for an eSignature package - [Obtain link that can be used to prepare the eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsobtainpreparationlink.md): Create a link that can be used to request the package. The package must be in `DRAFT` status. - [Open a completed eSignature package for amenment.](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsopenforamendment.md): Amend an eSignature package. The package must be in `COMPLETED` status, and within first 36 hours of completion. Child snapshot packages (those with a `splitSessionParentId`) cannot be opened for amendment. - [Redraft the eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsredraft.md): Redraft sets the eSignature back to the `DRAFT` status to allow modifications. Signers who have agreed and finalized, will have to re-perform their agreement, however their response are still saved. - [Reschedule a LIVE eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsreschedule.md): Reschedule a LIVE eSignature package. It must be in `LIVE` or `SCHEDULED` status - [Reuse an eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsreuse.md): Reuse an completed eSignature package to create a draft eSignature package - [Safely retrieve an eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionssaferetrieve.md): Retrieve via file-server to ensure that returns large (i.e. > 6MB) - [Start the signing session](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsstartsigningsession.md): Start the signing session for `LIVE` eSignature packages in the `SCHEDULED` status moving it to the `LIVE` status; moves the `IN_PERSON` eSignature package from `PREPARED` to `ACTIVE` - [Change the kind of the package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionsswitchkind.md): This endpoint is used to "re-trigger", i.e. change the particular kind of the package. Here are the conditions for trigger:\ - For `LIVE` packages, the status must be `LIVE` or `SCHEDULED` - For `STANDARD` packages, the status must be `SENT`, and - For `IN_PERSON` packages, the status must be `ACTIVE` or `PREPARED` - [Transfer an eSignature package](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionstransfer.md): Transfer an eSignature package to another user that is part of the same team - [Trigger a DRAFT eSignature package for signing](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionstrigger.md): Once an eSignature package have been fully drafted, it has to be triggered to start the signing. For `STANDARD` eSignature packages, move to `SENT`; `LIVE` eSignature packages move to `SCHEDULED`; and `IN_PERSON` move to `PREPARED`. - [Upload a zip file](https://developers.signings.snapdocs.com/reference/esignaturepackagesactionszipupload.md): Upload a zip file to an eSignature package - [Create a template](https://developers.signings.snapdocs.com/reference/esignaturetemplatescreate.md): Creates an eSignature template - [List all templates](https://developers.signings.snapdocs.com/reference/esignaturetemplateslist.md): Returns a list of objects. The objects are turned sorted by the updated date, with the most recently created appearing first. - [Retrieve a template](https://developers.signings.snapdocs.com/reference/esignaturetemplatesretrieve.md) - [Update a template](https://developers.signings.snapdocs.com/reference/esignaturetemplatesupdate.md): Update an eSignature template. - [Delete a template](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdelete.md): Deletes the eSignature template - [Create a signer](https://developers.signings.snapdocs.com/reference/esignaturetemplatessignerscreate.md): Create a signer in the eSignature template. - [List all signers](https://developers.signings.snapdocs.com/reference/esignaturetemplatessignerslist.md) - [Retrieve a signer](https://developers.signings.snapdocs.com/reference/esignaturetemplatessignersretrieve.md) - [Update a signer](https://developers.signings.snapdocs.com/reference/esignaturetemplatessignersupdate.md) - [Delete a signer](https://developers.signings.snapdocs.com/reference/esignaturetemplatessignersdelete.md): Remove the signer for the template. Also removes their respective entry pads. - [Create an attachment request](https://developers.signings.snapdocs.com/reference/esignaturetemplatessignersattachmentrequestscreate.md): Create an attachment request for for a signer. - [List attachment requests](https://developers.signings.snapdocs.com/reference/esignaturetemplatessignersattachmentrequestslist.md) - [Retrieve an attachment request](https://developers.signings.snapdocs.com/reference/esignaturetemplatessignersattachmentrequestsretrieve.md) - [Update an attachment request](https://developers.signings.snapdocs.com/reference/esignaturetemplatessignersattachmentrequestsupdate.md) - [Delete an attachment request](https://developers.signings.snapdocs.com/reference/esignaturetemplatessignersattachmentrequestsdelete.md) - [Create a ccRecipient](https://developers.signings.snapdocs.com/reference/esignaturetemplatesccrecipientscreate.md): Create a ccRecipient in the eSignature template, which must not be in a resting status, i.e. `COMPLETED`, `DECLINED`, or `CANCELLED` - [List all cc-recipients](https://developers.signings.snapdocs.com/reference/esignaturetemplatesccrecipientslist.md) - [Retrieve a ccRecipient](https://developers.signings.snapdocs.com/reference/esignaturetemplatesccrecipientsretrieve.md) - [Update a ccRecipient](https://developers.signings.snapdocs.com/reference/esignaturetemplatesccrecipientsupdate.md): This operation is only valid when the eSignature template is not be in a resting status, i.e. `COMPLETED`, `DECLINED`, or `CANCELLED` - [Delete a ccRecipient](https://developers.signings.snapdocs.com/reference/esignaturetemplatesccrecipientsdelete.md): This operation is only valid when the eSignature template is not be in a resting status, i.e. `COMPLETED`, `DECLINED`, or `CANCELLED` - [Create a document](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentscreate.md): Create a document in the eSignature template - [List all documents](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentslist.md): List all the documents that are part of this eSignature template - [Retrieve a document](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentsretrieve.md) - [Update a document](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentsupdate.md): Update the document in an eSignature template - [Delete a document](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentsdelete.md): Delete a document in an eSignature template - [Reorder documents](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentsactionsreorder.md): Reorder documents given a referenced array of document ids. - [Create an entry pad](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentsentrypadscreate.md): Create an entry pad in the document, which must be in either `DRAFT` or `LIVE_EDITING` statuses. - [List entry pads in a document](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentsentrypadslist.md) - [Retrieve an entry pad](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentsentrypadsretrieve.md) - [Update an entry pad](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentsentrypadsupdate.md): This operation is only valid when the eSignature template is in the `DRAFT` or `LIVE_EDITING` status. - [Delete an entry pad](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentsentrypadsdelete.md): This operation is only valid when the eSignature template is in the `DRAFT` or `LIVE_EDITING` status. - [Bulk create entry pads](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentsentrypadsactionsbulkcreate.md): Bulk create entry pads in the document, which must be in either `DRAFT` or `LIVE_EDITING` statuses. - [Bulk delete entry pads](https://developers.signings.snapdocs.com/reference/esignaturetemplatesdocumentsentrypadsactionsbulkdelete.md): Bulk delete entry pads in the document, which must be in either `DRAFT` or `LIVE_EDITING` statuses. - [List all signature templates that belong to a team](https://developers.signings.snapdocs.com/reference/esignaturetemplatesteamtemplateslist.md): List all the signature templates that belong to the team that the requester is part of. - [Share owned template with the team](https://developers.signings.snapdocs.com/reference/esignaturetemplatesteamtemplatescreate.md): Share a new eSignature Template to the team. Only the owner of the template can share it with the team. - [Remove template from the team](https://developers.signings.snapdocs.com/reference/esignaturetemplatesteamtemplatesdelete.md): Remove a template from the template. Must be the owner of the template, or the owner or admin of the team - [List all favourited templates](https://developers.signings.snapdocs.com/reference/esignaturetemplatesfavouritetemplateslist.md): Returns a list of eSignature templates favourited by the requester. - [Add a template to favourites](https://developers.signings.snapdocs.com/reference/esignaturetemplatesfavouritetemplatescreate.md): Mark an eSignature template as a favourite for the requester. - [Remove a template from favourites](https://developers.signings.snapdocs.com/reference/esignaturetemplatesfavouritetemplatesdelete.md): Remove an eSignature template from the requester's favourites. - [List all global templates](https://developers.signings.snapdocs.com/reference/esignaturetemplatesglobaltemplateslist.md): Returns a list of global eSignature templates. Global templates are readable by all authenticated users. - [Mark a template as global](https://developers.signings.snapdocs.com/reference/esignaturetemplatesglobaltemplatescreate.md): Mark an eSignature template as a global template. Only agents can perform this action. - [Remove global status from a template](https://developers.signings.snapdocs.com/reference/esignaturetemplatesglobaltemplatesdelete.md): Remove the global status from an eSignature template. Only agents can perform this action. - [Create an eSignature package using an eSignature template](https://developers.signings.snapdocs.com/reference/esignaturetemplatesactionsfork.md): Create a package using an eSignature template - [Download pdf version of template](https://developers.signings.snapdocs.com/reference/esignaturetemplatesactionsdownload.md): Create a link to download the PDF version of an uploaded document. - [Create an eNotary package](https://developers.signings.snapdocs.com/reference/enotarypackagescreate.md): Can create afresh or have linked eSignature package can be LIVE (for RON) or IN_PERSON (for IPEN) - [List eNotary Packages](https://developers.signings.snapdocs.com/reference/enotarypackageslist.md) - [Retrieve an eNotary package](https://developers.signings.snapdocs.com/reference/enotarypackagesretrieve.md) - [Update an eNotary package](https://developers.signings.snapdocs.com/reference/enotarypackagesupdate.md): Can only update if the respective eSignature package is in DRAFT or LIVE_EDITING mode - [Delete an eNotary package](https://developers.signings.snapdocs.com/reference/enotarypackagesdelete.md) - [Create a validation request for a particular signer](https://developers.signings.snapdocs.com/reference/enotarypackagesvalidationrequestscreate.md) - [Update the validation request of a signer](https://developers.signings.snapdocs.com/reference/enotarypackagesvalidationrequestsupdate.md): Can only update if the respective eSignature package is in DRAFT status - [Delete a validation request for an eNotary package](https://developers.signings.snapdocs.com/reference/enotarypackagesvalidationrequestsdelete.md): The respective Live eSignature of eNotary package must be in DRAFT status - [Obtain eNotary journal download link](https://developers.signings.snapdocs.com/reference/enotarypackagesjournalactionsdownload.md): Create a link to download the eNotary journal. This operation is only valid if the respective eSignature package is in COMPLETED status - [Reset the authentication of the eNotary package](https://developers.signings.snapdocs.com/reference/enotarypackagesactionsresetauthentication.md): Cannot reset the authentication if the respective eSignature package is in a terminal status (i.e. COMPLETED, DECLINED, CANCELED) or Locked status (LOCKED_FOR_REVIEW) - [Retrieve a team](https://developers.signings.snapdocs.com/reference/teamsretrieve.md) - [List all members](https://developers.signings.snapdocs.com/reference/teamsmemberslist.md): List all members that are part of the specified team - [Leave a participant pool](https://developers.signings.snapdocs.com/reference/participantpoolsmembersleave.md): Leave a participant pool that the requester is a member of. Pool owners cannot leave the pool. - [Create a participant pool](https://developers.signings.snapdocs.com/reference/participantpoolscreate.md): Creates a new participant pool with specified configuration - [Delete a participant pool](https://developers.signings.snapdocs.com/reference/participantpoolsdelete.md): Delete a participant pool and all associated members and items - [List participant pools](https://developers.signings.snapdocs.com/reference/participantpoolslist.md): Returns a paginated list of participant pools - [Retrieve a participant pool](https://developers.signings.snapdocs.com/reference/participantpoolsretrieve.md): Get detailed information about a specific participant pool - [Update a participant pool](https://developers.signings.snapdocs.com/reference/participantpoolsupdate.md): Update an existing participant pool's configuration - [Add a member to pool](https://developers.signings.snapdocs.com/reference/participantpoolsmemberscreate.md): Add a new member to the participant pool with specified roles - [Remove a pool member](https://developers.signings.snapdocs.com/reference/participantpoolsmembersdelete.md): Remove a member from the participant pool - [List pool members](https://developers.signings.snapdocs.com/reference/participantpoolsmemberslist.md): Get a list of all members in the participant pool - [Retrieve a pool member](https://developers.signings.snapdocs.com/reference/participantpoolsmembersretrieve.md): Get detailed information about a specific member in the pool - [Update a pool member](https://developers.signings.snapdocs.com/reference/participantpoolsmembersupdate.md): Update a member's roles in the participant pool - [Accept pool invitation](https://developers.signings.snapdocs.com/reference/participantpoolsinvitationsaccept.md): Accept an invitation to join the participant pool. The accepting user will become a member with the specified roles. Only a PENDING invitation can be accepted; accepting a DECLINED invitation is rejected. The invitation row is removed on acceptance. - [Create multiple invitations](https://developers.signings.snapdocs.com/reference/participantpoolsinvitationsbulkcreate.md): Create multiple invitations to join the participant pool. The invitees will get emails with links to join. Entries whose email already has a DECLINED invitation on this pool revive that invitation in place (status back to PENDING, fresh token and expiry, send count reset); entries with a PENDING invitation or an existing membership are skipped. - [Create an invitation](https://developers.signings.snapdocs.com/reference/participantpoolsinvitationscreate.md): Create an invitation to join the participant pool. The invitee will get an email with the link to join. If the email already has a DECLINED invitation on this pool, that invitation is revived in place (status back to PENDING, fresh token and expiry, send count reset) and re-sent; a PENDING invitation for the same email is still rejected. - [Decline pool invitation](https://developers.signings.snapdocs.com/reference/participantpoolsinvitationsdecline.md): Decline an invitation to join the participant pool. The invitation will be marked as declined. - [Delete an invitation](https://developers.signings.snapdocs.com/reference/participantpoolsinvitationsdelete.md): Delete an invitation from the participant pool - [List all invitations](https://developers.signings.snapdocs.com/reference/participantpoolsinvitationslist.md): List all invitations for the specified participant pool - [Resend pool invitation](https://developers.signings.snapdocs.com/reference/participantpoolsinvitationsresend.md): Resend an invitation email to join the participant pool. Limited to 3 sends per invitation. Only a PENDING invitation can be resent; a DECLINED invitation is rejected (re-invite it via create instead). - [Retrieve an invitation](https://developers.signings.snapdocs.com/reference/participantpoolsinvitationsretrieve.md): Get detailed information about a specific invitation - [Update an invitation](https://developers.signings.snapdocs.com/reference/participantpoolsinvitationsupdate.md): Update an existing invitation's details. Only a PENDING invitation can be updated; a DECLINED invitation is rejected (re-invite it via create instead). - [Create multiple rules](https://developers.signings.snapdocs.com/reference/participantpoolsrulesbulkcreate.md): Create multiple rules for the participant pool - [Create a rule](https://developers.signings.snapdocs.com/reference/participantpoolsrulescreate.md): Create a rule that defines constraints and requirements for the participant pool - [Delete a rule](https://developers.signings.snapdocs.com/reference/participantpoolsrulesdelete.md): Delete a rule from the participant pool - [List all rules](https://developers.signings.snapdocs.com/reference/participantpoolsruleslist.md): List all rules for the specified participant pool - [Retrieve a rule](https://developers.signings.snapdocs.com/reference/participantpoolsrulesretrieve.md): Get detailed information about a specific rule - [Update a rule](https://developers.signings.snapdocs.com/reference/participantpoolsrulesupdate.md): Update an existing rule - [Finish tagging a pool item](https://developers.signings.snapdocs.com/reference/participantpoolsitemsfinishtagging.md): Finish tagging a pool item and transition it to the next workflow state. This action is available when: - The pool item is in `AWAITING_TAGGING` status - The linked eSignature package is in `DRAFT` status - The requester is a pool member with `TAGGER`, `ADMIN`, or `OWNER` role After successful completion, the item will move to the next state in the workflow (typically `AWAITING_PARTICIPANT_PREFERENCE` or `REQUEST_SENT_TO_ENROLLEES`). - [Create a pool item](https://developers.signings.snapdocs.com/reference/participantpoolsitemscreate.md): Create a new item in the participant pool - [Delete a pool item](https://developers.signings.snapdocs.com/reference/participantpoolsitemsdelete.md): Delete an item from the participant pool - [List pool items](https://developers.signings.snapdocs.com/reference/participantpoolsitemslist.md): Returns a paginated list of items in the participant pool - [Retrieve a pool item](https://developers.signings.snapdocs.com/reference/participantpoolsitemsretrieve.md): Get detailed information about a specific item in the pool - [Update a pool item](https://developers.signings.snapdocs.com/reference/participantpoolsitemsupdate.md): Update an existing item in the participant pool - [Resend participant scheduling notification](https://developers.signings.snapdocs.com/reference/participantpoolsitemsactionsresendparticipantschedulingnotification.md): Resend a notification to the participant designated as the schedule setter (`scheduling.scheduleSetterParticipantsIds`). The notification content depends on the item's scheduling mode: - **PRE_SCHEDULED**: notifies the participant to set the scheduled time. - **ON_DEMAND**: notifies the participant to join. - [Set availabilities for a pool item](https://developers.signings.snapdocs.com/reference/participantpoolsitemsactionssetavailabilities.md): Set the availabilities for a participant pool item. This action is performed by the participant designated as a schedule setter (`scheduling.scheduleSetterParticipantsIds`), authenticated via the participant pool schedule setter token. The provided availabilities replace any previously set availabilities on the item. - [Set on-demand match notice phone number](https://developers.signings.snapdocs.com/reference/participantpoolsitemsactionssetondemandmatchnoticephonenumber.md): Set the phone number used to notify the schedule setter participant when an on-demand match is found. This action is performed by a participant designated as a schedule setter (`scheduling.scheduleSetterParticipantsIds`), authenticated via the participant pool schedule setter token. - [Notify immediate availability for signing](https://developers.signings.snapdocs.com/reference/participantpoolsitemsactionsnotifyimmediateavailability.md): Notify that the signer is immediately available and ready for signing. This action is only available for items with `ON_DEMAND` scheduling mode. It signals that the signer is ready to proceed with the signing session now. - [Decline the matched notary and re-enter the on-demand pool](https://developers.signings.snapdocs.com/reference/participantpoolsitemsactionsdeclinematch.md): Release the notary that accepted this on-demand request and return the item to the searching pool so a different notary can pick it up. This action is only available for `ON_DEMAND` items in `MATCHED` status, and only to the borrower (schedule setter) for the item. It reverses the accept: the matched notary is removed from the item and the on-demand search re-runs. - [Respond to a pool item request](https://developers.signings.snapdocs.com/reference/participantpoolsitemsactionsrespondtorequest.md): Submit an enrollee's response to a pool item request. The response is tracked in the item's `enrolleeResponses` array. - [Manually assign an enrollee to a pool item](https://developers.signings.snapdocs.com/reference/participantpoolsitemsactionsmanuallyassignenrollee.md): Manually assign an enrollee to a pool item. Only valid when item is in `STALE` or `REQUEST_SENT_TO_ENROLLEES` status. - [Accept a counter bid](https://developers.signings.snapdocs.com/reference/participantpoolsitemsschedulingcounterbidsaccept.md): Accept a counter bid for the pool item's scheduling. This will finalize the scheduling arrangement. - [Create a counter bid](https://developers.signings.snapdocs.com/reference/participantpoolsitemsschedulingcounterbidscreate.md): Create a new counter bid for a pool item's scheduling - [Delete a counter bid](https://developers.signings.snapdocs.com/reference/participantpoolsitemsschedulingcounterbidsdelete.md): Delete a counter bid from the pool item's scheduling - [List counter bids](https://developers.signings.snapdocs.com/reference/participantpoolsitemsschedulingcounterbidslist.md): Get a list of all counter bids for a specific pool item's scheduling - [Reject a counter bid](https://developers.signings.snapdocs.com/reference/participantpoolsitemsschedulingcounterbidsreject.md): Reject a counter bid for the pool item's scheduling. The counter bid will be marked as rejected. - [Retrieve a counter bid](https://developers.signings.snapdocs.com/reference/participantpoolsitemsschedulingcounterbidsretrieve.md): Get detailed information about a specific counter bid - [Update a counter bid](https://developers.signings.snapdocs.com/reference/participantpoolsitemsschedulingcounterbidsupdate.md): Update an existing counter bid for a pool item's scheduling - [List availabilities](https://developers.signings.snapdocs.com/reference/participantpoolsavailabilitieslist.md): Returns a list of availabilities for the participant pool - [Create a fixed time slot](https://developers.signings.snapdocs.com/reference/participantpoolschedulesfixedtimeslotscreate.md): Create a new fixed time slot for the schedule - [Delete a fixed time slot](https://developers.signings.snapdocs.com/reference/participantpoolschedulesfixedtimeslotsdelete.md): Delete a fixed time slot from the schedule - [List fixed time slots](https://developers.signings.snapdocs.com/reference/participantpoolschedulesfixedtimeslotslist.md): Get a list of all fixed time slots for a specific schedule - [Retrieve a fixed time slot](https://developers.signings.snapdocs.com/reference/participantpoolschedulesfixedtimeslotsretrieve.md): Get detailed information about a specific fixed time slot - [Update a fixed time slot](https://developers.signings.snapdocs.com/reference/participantpoolschedulesfixedtimeslotsupdate.md): Update an existing fixed time slot - [List participant pool schedules](https://developers.signings.snapdocs.com/reference/participantpoolscheduleslist.md): Get a list of all participant pool schedules with optional filtering - [Create a recurring time slot](https://developers.signings.snapdocs.com/reference/participantpoolschedulesrecurringtimeslotscreate.md): Create a new recurring time slot for the schedule - [Delete a recurring time slot](https://developers.signings.snapdocs.com/reference/participantpoolschedulesrecurringtimeslotsdelete.md): Delete a recurring time slot from the schedule - [List recurring time slots](https://developers.signings.snapdocs.com/reference/participantpoolschedulesrecurringtimeslotslist.md): Get a list of all recurring time slots for a specific schedule - [Retrieve a recurring time slot](https://developers.signings.snapdocs.com/reference/participantpoolschedulesrecurringtimeslotsretrieve.md): Get detailed information about a specific recurring time slot - [Update a recurring time slot](https://developers.signings.snapdocs.com/reference/participantpoolschedulesrecurringtimeslotsupdate.md): Update an existing recurring time slot ## Recipes - [Basic IPEN eSignature Package Create and Send](https://developers.signings.snapdocs.com/recipes/basic-esignature-package-create-and-send.md) - [Create and send basic RON eNotary package](https://developers.signings.snapdocs.com/recipes/create-and-send-baisc-enotary-package.md)