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Update Workflow User

Business applications can use this service API to update the details of a recipient, group or place holder who has already been added to a workflow. Normally this call is useful after a template has been applied to a document and business applications wants to override the details of a specific user within the workflow. The ID of the workflow document is provided in the resource URL, and the workflow recipient is identified by the order at which it is added to the workflow. Note, while XML type document preparation, only supports role types "SIGNER", "REVIEWER" and "CARBON_COPY".

https://api.signinghub.com/v3/packages/{package_id}/workflow/{order}/user   

HTTP Verb

PUT

Content-Type

application/json

Accept

application/json

Authorization

Bearer {access_token}

Request Body

{
   "user_email": "chris@ascertia.com",
   "user_name": "chris",
   "role": "SIGNER",
   "email_notification": true,
   "signing_order": 3
}

Status Code

Message

Response Body

200

OK


400  Bad Request 
{
 "Message": "Recipient role is not supported for an XML type document"
}

401

Unauthorized

{
  "Message": "Request authorization denied"
}
{
  "Message": "User authentication required"
}

403

Forbidden

{
  "Message": "Document does not belong to user"
}
{
  "Message": "You are not allowed to perform this action on locked workflow"
}
{
  "Message": "You are not allowed to perform the requested operation"
}
{
  "Message": "You cannot access this document after the access period ends"
}
{
   "Message": "Account is disabled"
}

404

Not Found

{
  "Message": "Document not found"
}
{
   "Message": "No user found at given order"
}

500

Internal Server Error

{
  "Message": "An internal server error occurred while processing the request"
}

The detail of each item provided in the request and response is provided below:

 Item Details
 Names
 Description
 Request Parameters
 access_token The access token obtained as a result of successful authentication. If "scope" parameter was used in authentication request, then this service requires the access token to be obtained using the credentials of an Enterprise admin whose enterprise role has the application integration privileges.

 package_id
The package ID for which workflow user needs to be updated.

 order  The order of the user in workflow.

 user_email (optional)
The email address of the new user to be updated in workflow. If no value is provided, old value will be retained. 

 user_name (optional) Name of the recipient to be updated. If no value is provided, old value will be retained. 

 role (optional) Role of the recipient to be updated. Possible values are "SIGNER", "REVIEWER", "EDITOR","CARBON_COPY" or "INPERSON_HOST". If no value is provided, old value will be retained. However, while XML type document preparation, only supported role types are "SIGNER", "REVIEWER" and "CARBON_COPY"

 email_notification (optional)      
Setting its value to "true" sends an email notification to the user when its turn arrives in workflow. Setting its value to "false" does not send the email notification to the user on its turn. If no value is provided, old value will be retained. 

 signing_order (optional)   Order in which the workflow will be signed by the recipients. This signing order is important when workflow type is set to "CUSTOM".

 Response Parameters
 Message The service specific error message returned by the API. This message provides useful information about why the service has returned an error response.




See also
Get Workflow Details
Update Workflow Details
Get Workflow History
Get Workflow History Details
Get Certificate Saved In Workflow History
Get Process Evidence Report
Update Post Processing
Add Users to Workflow
Add Groups to Workflow
Update Workflow Group
Add Placeholder to Workflow
Update Placeholder
Get Workflow Users
Update Workflow Users Order
Get Workflow User Permissions
Update Workflow User Permissions
Get Workflow User Authentication (Document Opening)
Update Workflow User Authentication (Document Opening)
Delete Workflow User
Open Document via OTP (Generate)
Open Document via Password
Get Workflow Reminders
Update Workflow Reminders
Complete Workflow in the Middle (Terminate Workflow)