Create a document generated using Webmerge

Create a document from Webmerge

Brief overview of the flow

1. A user submits data to webmerge and a document is generated.
2. The document is sent to Quicklysign to be signed (via webhook). The signing positions are specified using a Quicklysign template.
3. A user signs the document and the completed documents are sent to all parties.

Step 1. Create a template in Quicklysign
Setup a template in Quicklysign, by logging in via the user interface and uploading a new template.
Copy the template key from api_details (bottom of the setup page).
The template_key is used when calling "new_document_from_template" as outlined in step 3.

Step 2. Create a Webmerge document
Login to Webmerge, create the Webmerge document that you want to get signed.

Step 3. Setup Webmerge Webhook
Setup a webhook delivery method.
Choose options:

• Always send this webhook
• Send temporary download url (file_url)
• Send data using json
• Send merge data (use this option if you want all data to be sent to Quicklysign)
• Add extra post parameters (use this option if you want to specify which fields are sent to Quicklysign).

The webhook Url is https://api.quicklysign.com/v0/documents/<template_key>/new_document_from_template?access_token=&use_populate_syntax=true&auto_request_signatures_when_ready=true
See the documentation on new_document_from_template here Documents

To construct the fields to be posted to Quicklysign, see Documents.

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