1. Integration Description
1.1 Integration process
The integration process is shown in the following flow chart.
1.1.1 Register eSignGlobal account
Developers need to visit eSignGlobal's website and register an eSignGlobal account.
- Sandbox: https://app-sml.esignglobal.com/
- Production: https://app.esignglobal.com/
1.1.2 Create an application
Log in to eSignGlobal, the administrator can add an appID on the App page, which can be found under Settings > Integration > Apps. The callback url can be configured as needed.
1.1.3 Organize business processes
After reading this document, developers can analyze the existing business processes and integrate the corresponding interfaces at the signing nodes to enable electronic signature functionality within their workflows.
1.1.4 OpenAPI integration
At this stage, the integration process officially begins. If encounter any issues during the integration, developers can reach out to the eSignGlobal team for assistance.
1.1.5 User acceptance test
Once the interface functionality is integrated, multiple rounds of business process testing are conducted as needed. If any issues arise during testing, developers can contact the eSignGlobal team for assistance.
1.1.6 Go live in production
The developer can finalize the project deployment by completing the following steps:
- Change Interface Access Environment:
Sandbox Environment ➡ Production Environment
- Update Application Credentials:
Sandbox app_id, app_secret ➡ Production app_id, app_secret
2. Process Examples
The diagram below illustrates the interface call process for several typical application scenarios. The specific call method should be determined based on integrater's business design.
The numbers in the chart represent the standard electronic signature business operation process, while the gray boxes indicate the API services provided by eSignGlobal.
2.1 Interface Call Process (Classic Scenario)-Initiate Step by Step
2.2 Interface Call Process (Classic Scenario)-Quick Initiation
3. Summary
The electronic signature business process consists of three main phases: Initialization, Creating and Opening an Envelope, and Signing. The key process nodes are described as follows:
- Extract Key Signing Information:
To initiate electronic signing via eSignGlobal, the docking platform must provide at least the signer information and the documents to be signed. This information is typically collected and stored in the business system during the pre-business process. - Create an Envelope:
eSignGlobal offers a reliable global electronic signature service. A signing task for the document is represented by an envelope. When creating a signing process on the docking platform, you can customize and configure related functions such as topics, comments, and other settings. - Generate Documents to be Signed:
Currently, eSignGlobal only supports documents in PDF format for signing. These documents need to be prepared and uploaded into the signing process via the relevant interface before docking with the platform. - Add Signer:
In this step, the docking platform can add signers to the envelope. The platform can configure the user experience for the signers, including the signing order, location, and whether access passwords are required. - Open Envelope:
Once the envelope is opened, signers are allowed to sign the document. After this, no further documents can be added or modified in the envelope. The envelope will circulate automatically according to the predefined signing order, with eSignGlobal sending signing notifications. - End Envelope:
Once all signers have completed their signing, the docking platform manually closes the envelope. (In the future, eSignGlobal will support adding signers before the envelope is closed.) - Download Signed File:
After the envelope is closed, the signed file, containing all signatures, can be downloaded. This operation can only be performed once the envelope has been completed.