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docs: add externalId to send-for-signature workflow example (#3325)
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@@ -51,6 +51,7 @@ async function createAndSendDocument(
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pdfBuffer: Buffer,
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filename: string,
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title: string,
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externalId: string,
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recipients: Recipient[],
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): Promise<CreateAndSendResult> {
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const recipientPayload = recipients.map((recipient, index) => ({
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@@ -89,6 +90,7 @@ async function createAndSendDocument(
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JSON.stringify({
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type: 'DOCUMENT',
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title,
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externalId,
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recipients: recipientPayload,
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meta: {
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subject: `Please sign: ${title}`,
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@@ -145,6 +147,7 @@ const result = await createAndSendDocument(
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pdfBuffer,
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'contract.pdf',
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'Service Agreement',
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'nda-contract-ndac214',
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[
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{ email: 'client@example.com', name: 'John Smith', role: 'SIGNER' },
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{ email: 'manager@company.com', name: 'Jane Doe', role: 'SIGNER' },
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@@ -172,6 +175,7 @@ ENVELOPE_RESPONSE=$(curl -s -X POST "${BASE_URL}/envelope/create" \
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-F 'payload={
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"type": "DOCUMENT",
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"title": "Service Agreement",
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"externalId": "nda-contract-ndac214",
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"recipients": [
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{
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"email": "client@example.com",
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@@ -241,6 +245,8 @@ echo $DISTRIBUTE_RESPONSE | jq '.recipients[] | {email, signingUrl}'
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</Tab>
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</Tabs>
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`externalId` is your application's own reference for this document, such as an invoice number or a database key. Documenso stores it on the envelope and repeats it in every webhook as `payload.externalId`, so your handler can match the event to your record without keeping a lookup table of Documenso IDs. To react when everyone has signed, see [Workflow 4](#workflow-4-wait-for-completion-with-webhooks). To fetch the finished PDF, see [Workflow 5](#workflow-5-download-signed-documents).
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---
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## Workflow 2: Create Document from Template with Custom Data
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