Envelope Transfer Rules
Creates an envelope transfer rule
This method creates an envelope transfer rule.
When you create an envelope transfer rule, you specify the following properties:
eventTypefromGroupstoUsertoFoldercarbonCopyOriginalOwnerenabled
Note: Only Administrators can create envelope transfer rules. In addition, to use envelope transfer rules, the Transfer Custody feature must be enabled for your account.
Authorization
OAuth2 AuthorizationBearer <token>
OAuth 2.0 access token obtained via Authorization Code Grant or JWT Grant.
In: header
Path Parameters
accountId*string
The external account number (int) or account ID GUID.
Request Body
application/json
This object contains details about the envelope transfer rule that you want to create.
carbonCopyOriginalOwner?string
When true, the original owner is added as a carbon copy recipient after envelope transfer. The default value is false.
enabled?string
When true, the envelope transfer rule is active.
envelopeTransferRuleId?string
The ID of the envelope transfer rule. The system generates this ID when the rule is first created.
eventType?string
The type of envelope event that triggers the transfer. Valid values are:
sentbefore sentcompleted
fromGroups?array<>
Information about the group that triggers the transfer.
fromUsers?array<>
Information about the user who triggers the transfer.
modifiedDate?string
The UTC DateTime when the envelope transfer rule was last modified. This property is read-only.
modifiedUser?
User information.
toFolder?
This object contains details about a folder.
toUser?
User information.
Response Body
application/json
application/json
curl -X POST "https://example.com/v2.1/accounts/string/envelopes/transfer_rules" \ -H "Content-Type: application/json" \ -d '{}'{ "endPosition": "string", "envelopeTransferRules": [ { "carbonCopyOriginalOwner": "string", "enabled": "string", "envelopeTransferRuleId": "string", "eventType": "string", "fromGroup": { "accessType": "string", "dsGroupId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "groupId": "string", "groupName": "string", "groupType": "string", "isManagedByScim": true, "lastModifiedOn": "string", "permissionProfileId": "string", "userGroupType": "string", "users": [ { "accountId": "string", "accountName": "string", "activationAccessCode": "string", "email": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "ipAddress": "string", "loginStatus": "string", "membershipId": "string", "sendActivationEmail": "string", "uri": "string", "userId": "string", "userName": "string", "userStatus": "string", "userType": "string" } ], "usersCount": "string" }, "fromUser": { "activationAccessCode": "string", "company": "string", "connectConfigurations": [ { "configurationtype": "string", "connectId": "string", "enabled": "string", "hasAccess": "string", "senderSearchableItems": [ "string" ] } ], "countryCode": "string", "createdDateTime": "string", "customSettings": [ { "errorDetails": { "errorCode": "string", "message": "string" }, "name": "string", "originalValue": "string", "value": "string" } ], "defaultAccountId": "string", "email": "string", "enableConnectForUser": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "firstName": "string", "forgottenPasswordInfo": { "forgottenPasswordAnswer1": "string", "forgottenPasswordAnswer2": "string", "forgottenPasswordAnswer3": "string", "forgottenPasswordAnswer4": "string", "forgottenPasswordQuestion1": "string", "forgottenPasswordQuestion2": "string", "forgottenPasswordQuestion3": "string", "forgottenPasswordQuestion4": "string" }, "groupList": [ { "accessType": "string", "dsGroupId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "groupId": "string", "groupName": "string", "groupType": "string", "isManagedByScim": true, "lastModifiedOn": "string", "permissionProfileId": "string", "userGroupType": "string", "users": [ { "accountId": "string", "accountName": "string", "activationAccessCode": "string", "email": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "ipAddress": "string", "loginStatus": "string", "membershipId": "string", "sendActivationEmail": "string", "uri": "string", "userId": "string", "userName": "string", "userStatus": "string", "userType": "string" } ], "usersCount": "string" } ], "hasRemoteNotary": true, "homeAddress": { "address1": "string", "address2": "string", "city": "string", "country": "string", "fax": "string", "phone": "string", "postalCode": "string", "stateOrProvince": "string", "zipPlus4": "string" }, "initialsImageUri": "string", "isAdmin": "string", "isAlternateAdmin": "string", "isManagedByScim": "string", "isMembershipManagedByScim": "string", "isNAREnabled": "string", "jobTitle": "string", "lastLogin": "string", "lastName": "string", "licenseStatus": "string", "licenseType": "string", "loginStatus": "string", "middleName": "string", "password": "string", "passwordExpiration": "string", "permissionProfileId": "string", "permissionProfileName": "string", "profileImageUri": "string", "sendActivationEmail": "string", "sendActivationOnInvalidLogin": "string", "signatureImageUri": "string", "subscribe": "string", "suffixName": "string", "title": "string", "uri": "string", "userAddedToAccountDateTime": "string", "userId": "string", "userName": "string", "userProfileLastModifiedDate": "string", "userSettings": { "accountAgreementsAccessType": "string", "accountManagementGranular": { "canManageAccountSecuritySettings": "string", "canManageAccountSettings": "string", "canManageAdmins": "string", "canManageConnect": "string", "canManageDocumentRetention": "string", "canManageEnvelopeTransfer": "string", "canManageGroupsButNotUsers": "string", "canManageJointAgreements": "string", "canManageReporting": "string", "canManageSharing": "string", "canManageSigningGroups": "string", "canManageStamps": "string", "canManageUsers": "string", "canViewUsers": "string" }, "adminOnly": "string", "allowAccessToAllAccountAgreements": "string", "allowAutoTagging": "string", "allowedDocumentTemplateLibraryAccess": "string", "allowedOrchestrationAccess": "string", "allowEnvelopeTransferTo": "string", "allowEsealRecipients": "string", "allowPowerFormsAdminToAccessAllPowerFormEnvelope": "string", "allowRecipientLanguageSelection": "string", "allowSendOnBehalfOf": "string", "allowSupplementalDocuments": "string", "allowTransactions": "string", "anchorTagVersionedPlacementEnabled": "string", "apiAccountWideAccess": "string", "apiCanExportAC": "string", "bulkSend": "string", "canBulkUploadAgreements": "string", "canChargeAccount": "string", "canCreateTransaction": "string", "canDeleteDocumentsInTransaction": "string", "canDeleteTransaction": "string", "canEditSharedAddressbook": "string", "canLockEnvelopes": "string", "canManageAccount": "string", "canManageAgreementParties": "string", "canManageDistributor": "string", "canManageTemplates": "string", "canSendAPIRequests": "string", "canSendEnvelope": "string", "canSendEnvelopesViaSMS": "string", "canSignEnvelope": "string", "canUseScratchpad": "string", "canUseSmartContracts": "string", "disableDocumentUpload": "string", "disableOtherActions": "string", "enableDSPro": "string", "enableKeyTermsSuggestionsByDocumentType": "string", "enableSequentialSigningAPI": "string", "enableSequentialSigningUI": "string", "enableSignerAttachments": "string", "enableSignOnPaperOverride": "string", "enableTransactionPoint": "string", "enableVaulting": "string", "expressSendOnly": "string", "isManagedByScim": "string", "isMembershipManagedByScim": "string", "locale": "string", "localePolicy": { "addressFormat": "string", "allowRegion": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customSignDateFormat": "string", "customSignTimeFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "effectiveAddressFormat": "string", "effectiveCalendarType": "string", "effectiveCurrencyCode": "string", "effectiveCurrencyNegativeFormat": "string", "effectiveCurrencyPositiveFormat": "string", "effectiveCustomDateFormat": "string", "effectiveCustomTimeFormat": "string", "effectiveDateFormat": "string", "effectiveInitialFormat": "string", "effectiveNameFormat": "string", "effectiveTimeFormat": "string", "effectiveTimeZone": "string", "initialFormat": "string", "nameFormat": "string", "signDateFormat": "string", "signTimeFormat": "string", "timeFormat": "string", "timeZone": "string" }, "manageClickwrapsMode": "string", "modifiedBy": "string", "modifiedDate": "string", "modifiedPage": "string", "newSendUI": "string", "powerFormMode": "string", "recipientViewedNotification": "string", "sealIdentifiers": [ { "sealDisplayName": "string", "sealName": "string" } ], "selfSignedRecipientEmailDocument": "string", "senderEmailNotifications": { "changedSigner": "string", "clickwrapResponsesLimitNotificationEmail": "string", "commentsOnlyPrivateAndMention": "string", "commentsReceiveAll": "string", "deliveryFailed": "string", "envelopeComplete": "string", "offlineSigningFailed": "string", "powerformResponsesLimitNotificationEmail": "string", "purgeDocuments": "string", "recipientViewed": "string", "senderEnvelopeDeclined": "string", "withdrawnConsent": "string" }, "signerEmailNotifications": { "agentNotification": "string", "carbonCopyNotification": "string", "certifiedDeliveryNotification": "string", "commentsOnlyPrivateAndMention": "string", "commentsReceiveAll": "string", "documentMarkupActivation": "string", "envelopeActivation": "string", "envelopeComplete": "string", "envelopeCorrected": "string", "envelopeDeclined": "string", "envelopeVoided": "string", "faxReceived": "string", "offlineSigningFailed": "string", "purgeDocuments": "string", "reassignedSigner": "string", "whenSigningGroupMember": "string" }, "supplementalDocumentIncludeInDownload": "string", "supplementalDocumentsMustAccept": "string", "supplementalDocumentsMustRead": "string", "supplementalDocumentsMustView": "string", "templateActiveCreation": "string", "templateApplyNotify": "string", "templateAutoMatching": "string", "templateMatchingSensitivity": "string", "templatePageLevelMatching": "string", "timezoneDST": "string", "timezoneMask": "string", "timezoneOffset": "string", "timezoneSendingPref": "string", "timezoneSigningPref": "string", "transactionPointSiteNameURL": "string", "transactionPointUserName": "string", "vaultingMode": "string", "webForms": "string" }, "userStatus": "string", "userType": "string", "workAddress": { "address1": "string", "address2": "string", "city": "string", "country": "string", "fax": "string", "phone": "string", "postalCode": "string", "stateOrProvince": "string", "zipPlus4": "string" } }, "modifiedDate": "string", "modifiedUser": { "activationAccessCode": "string", "company": "string", "connectConfigurations": [ { "configurationtype": "string", "connectId": "string", "enabled": "string", "hasAccess": "string", "senderSearchableItems": [ "string" ] } ], "countryCode": "string", "createdDateTime": "string", "customSettings": [ { "errorDetails": { "errorCode": "string", "message": "string" }, "name": "string", "originalValue": "string", "value": "string" } ], "defaultAccountId": "string", "email": "string", "enableConnectForUser": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "firstName": "string", "forgottenPasswordInfo": { "forgottenPasswordAnswer1": "string", "forgottenPasswordAnswer2": "string", "forgottenPasswordAnswer3": "string", "forgottenPasswordAnswer4": "string", "forgottenPasswordQuestion1": "string", "forgottenPasswordQuestion2": "string", "forgottenPasswordQuestion3": "string", "forgottenPasswordQuestion4": "string" }, "groupList": [ { "accessType": "string", "dsGroupId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "groupId": "string", "groupName": "string", "groupType": "string", "isManagedByScim": true, "lastModifiedOn": "string", "permissionProfileId": "string", "userGroupType": "string", "users": [ { "accountId": "string", "accountName": "string", "activationAccessCode": "string", "email": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "ipAddress": "string", "loginStatus": "string", "membershipId": "string", "sendActivationEmail": "string", "uri": "string", "userId": "string", "userName": "string", "userStatus": "string", "userType": "string" } ], "usersCount": "string" } ], "hasRemoteNotary": true, "homeAddress": { "address1": "string", "address2": "string", "city": "string", "country": "string", "fax": "string", "phone": "string", "postalCode": "string", "stateOrProvince": "string", "zipPlus4": "string" }, "initialsImageUri": "string", "isAdmin": "string", "isAlternateAdmin": "string", "isManagedByScim": "string", "isMembershipManagedByScim": "string", "isNAREnabled": "string", "jobTitle": "string", "lastLogin": "string", "lastName": "string", "licenseStatus": "string", "licenseType": "string", "loginStatus": "string", "middleName": "string", "password": "string", "passwordExpiration": "string", "permissionProfileId": "string", "permissionProfileName": "string", "profileImageUri": "string", "sendActivationEmail": "string", "sendActivationOnInvalidLogin": "string", "signatureImageUri": "string", "subscribe": "string", "suffixName": "string", "title": "string", "uri": "string", "userAddedToAccountDateTime": "string", "userId": "string", "userName": "string", "userProfileLastModifiedDate": "string", "userSettings": { "accountAgreementsAccessType": "string", "accountManagementGranular": { "canManageAccountSecuritySettings": "string", "canManageAccountSettings": "string", "canManageAdmins": "string", "canManageConnect": "string", "canManageDocumentRetention": "string", "canManageEnvelopeTransfer": "string", "canManageGroupsButNotUsers": "string", "canManageJointAgreements": "string", "canManageReporting": "string", "canManageSharing": "string", "canManageSigningGroups": "string", "canManageStamps": "string", "canManageUsers": "string", "canViewUsers": "string" }, "adminOnly": "string", "allowAccessToAllAccountAgreements": "string", "allowAutoTagging": "string", "allowedDocumentTemplateLibraryAccess": "string", "allowedOrchestrationAccess": "string", "allowEnvelopeTransferTo": "string", "allowEsealRecipients": "string", "allowPowerFormsAdminToAccessAllPowerFormEnvelope": "string", "allowRecipientLanguageSelection": "string", "allowSendOnBehalfOf": "string", "allowSupplementalDocuments": "string", "allowTransactions": "string", "anchorTagVersionedPlacementEnabled": "string", "apiAccountWideAccess": "string", "apiCanExportAC": "string", "bulkSend": "string", "canBulkUploadAgreements": "string", "canChargeAccount": "string", "canCreateTransaction": "string", "canDeleteDocumentsInTransaction": "string", "canDeleteTransaction": "string", "canEditSharedAddressbook": "string", "canLockEnvelopes": "string", "canManageAccount": "string", "canManageAgreementParties": "string", "canManageDistributor": "string", "canManageTemplates": "string", "canSendAPIRequests": "string", "canSendEnvelope": "string", "canSendEnvelopesViaSMS": "string", "canSignEnvelope": "string", "canUseScratchpad": "string", "canUseSmartContracts": "string", "disableDocumentUpload": "string", "disableOtherActions": "string", "enableDSPro": "string", "enableKeyTermsSuggestionsByDocumentType": "string", "enableSequentialSigningAPI": "string", "enableSequentialSigningUI": "string", "enableSignerAttachments": "string", "enableSignOnPaperOverride": "string", "enableTransactionPoint": "string", "enableVaulting": "string", "expressSendOnly": "string", "isManagedByScim": "string", "isMembershipManagedByScim": "string", "locale": "string", "localePolicy": { "addressFormat": "string", "allowRegion": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customSignDateFormat": "string", "customSignTimeFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "effectiveAddressFormat": "string", "effectiveCalendarType": "string", "effectiveCurrencyCode": "string", "effectiveCurrencyNegativeFormat": "string", "effectiveCurrencyPositiveFormat": "string", "effectiveCustomDateFormat": "string", "effectiveCustomTimeFormat": "string", "effectiveDateFormat": "string", "effectiveInitialFormat": "string", "effectiveNameFormat": "string", "effectiveTimeFormat": "string", "effectiveTimeZone": "string", "initialFormat": "string", "nameFormat": "string", "signDateFormat": "string", "signTimeFormat": "string", "timeFormat": "string", "timeZone": "string" }, "manageClickwrapsMode": "string", "modifiedBy": "string", "modifiedDate": "string", "modifiedPage": "string", "newSendUI": "string", "powerFormMode": "string", "recipientViewedNotification": "string", "sealIdentifiers": [ { "sealDisplayName": "string", "sealName": "string" } ], "selfSignedRecipientEmailDocument": "string", "senderEmailNotifications": { "changedSigner": "string", "clickwrapResponsesLimitNotificationEmail": "string", "commentsOnlyPrivateAndMention": "string", "commentsReceiveAll": "string", "deliveryFailed": "string", "envelopeComplete": "string", "offlineSigningFailed": "string", "powerformResponsesLimitNotificationEmail": "string", "purgeDocuments": "string", "recipientViewed": "string", "senderEnvelopeDeclined": "string", "withdrawnConsent": "string" }, "signerEmailNotifications": { "agentNotification": "string", "carbonCopyNotification": "string", "certifiedDeliveryNotification": "string", "commentsOnlyPrivateAndMention": "string", "commentsReceiveAll": "string", "documentMarkupActivation": "string", "envelopeActivation": "string", "envelopeComplete": "string", "envelopeCorrected": "string", "envelopeDeclined": "string", "envelopeVoided": "string", "faxReceived": "string", "offlineSigningFailed": "string", "purgeDocuments": "string", "reassignedSigner": "string", "whenSigningGroupMember": "string" }, "supplementalDocumentIncludeInDownload": "string", "supplementalDocumentsMustAccept": "string", "supplementalDocumentsMustRead": "string", "supplementalDocumentsMustView": "string", "templateActiveCreation": "string", "templateApplyNotify": "string", "templateAutoMatching": "string", "templateMatchingSensitivity": "string", "templatePageLevelMatching": "string", "timezoneDST": "string", "timezoneMask": "string", "timezoneOffset": "string", "timezoneSendingPref": "string", "timezoneSigningPref": "string", "transactionPointSiteNameURL": "string", "transactionPointUserName": "string", "vaultingMode": "string", "webForms": "string" }, "userStatus": "string", "userType": "string", "workAddress": { "address1": "string", "address2": "string", "city": "string", "country": "string", "fax": "string", "phone": "string", "postalCode": "string", "stateOrProvince": "string", "zipPlus4": "string" } }, "toFolder": { "errorDetails": { "errorCode": "string", "message": "string" }, "filter": { "actionRequired": "string", "expires": "string", "folderIds": "string", "fromDateTime": "string", "isTemplate": "string", "order": "string", "orderBy": "string", "searchTarget": "string", "searchText": "string", "status": "string", "toDateTime": "string" }, "folderId": "string", "folderItems": [ { "completedDateTime": "string", "createdDateTime": "string", "envelopeId": "string", "envelopeUri": "string", "expireDateTime": "string", "folderId": "string", "folderUri": "string", "is21CFRPart11": "string", "lastModifiedDateTime": "string", "ownerName": "string", "recipients": { "agents": [ { "accessCode": "string", "addAccessCodeToEmail": "string", "additionalNotifications": [ { "phoneNumber": { "countryCode": "string", "number": "string" }, "secondaryDeliveryMethod": "string", "secondaryDeliveryStatus": "string" } ], "allowSystemOverrideForLockedRecipient": "string", "autoRespondedReason": "string", "bulkSendV2Recipient": "string", "clientUserId": "string", "completedCount": "string", "consentDetailsList": [ { "consentKey": "string", "deliveryMethod": "string", "signerConsentStatus": "string" } ], "customFields": [ "string" ], "declinedDateTime": "string", "declinedReason": "string", "deliveredDateTime": "string", "deliveryMethod": "string", "designatorId": "string", "designatorIdGuid": "string", "documentTemplateId": "string", "documentVisibility": [ { "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "recipientId": "string", "rights": "string", "visible": "string" } ], "email": "string", "emailNotification": { "emailBody": "string", "emailSubject": "string", "supportedLanguage": "string" }, "emailRecipientPostSigningURL": "string", "embeddedRecipientStartURL": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "excludedDocuments": [ "string" ], "faxNumber": "string", "firstName": "string", "fullName": "string", "idCheckConfigurationName": "string", "idCheckInformationInput": { "addressInformationInput": { "addressInformation": { "address1": "string", "address2": "string", "city": "string", "country": "string", "fax": "string", "phone": "string", "postalCode": "string", "stateOrProvince": "string", "zipPlus4": "string" }, "displayLevelCode": "string", "receiveInResponse": "string" }, "dobInformationInput": { "dateOfBirth": "string", "displayLevelCode": "string", "receiveInResponse": "string" }, "ssn4InformationInput": { "displayLevelCode": "string", "receiveInResponse": "string", "ssn4": "string" }, "ssn9InformationInput": { "displayLevelCode": "string", "ssn9": "string" } }, "identityVerification": { "inputOptions": [ { "name": "string", "phoneNumberList": [ { "countryCode": "string", "countryCodeLock": "string", "extension": "string", "number": "string" } ], "stringValue": "string", "valueType": "string" } ], "workflowId": "string", "workflowLabel": "string" }, "inheritEmailNotificationConfiguration": "string", "lastName": "string", "lockedRecipientPhoneAuthEditable": "string", "lockedRecipientSmsEditable": "string", "name": "string", "note": "string", "phoneAuthentication": { "recipMayProvideNumber": "string", "recordVoicePrint": "string", "senderProvidedNumbers": [ "string" ], "validateRecipProvidedNumber": "string" }, "phoneNumber": { "countryCode": "string", "number": "string" }, "proofFile": { "hasIdentityAttempts": "string", "isInProofFile": "string" }, "recipientAttachments": [ { "attachmentId": "string", "attachmentType": "string", "data": "string", "label": "string", "name": "string", "remoteUrl": "string" } ], "recipientAuthenticationStatus": { "accessCodeResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "ageVerifyResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "anySocialIDResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "facebookResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "googleResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "identityVerificationResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "idLookupResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "idQuestionsResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "linkedinResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "liveIDResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "ofacResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "openIDResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "phoneAuthResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "salesforceResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "signatureProviderResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "smsAuthResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "sTANPinResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "twitterResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" }, "yahooResult": { "eventTimestamp": "string", "failureDescription": "string", "status": "string", "vendorFailureStatusCode": "string" } }, "recipientFeatureMetadata": [ { "availabilty": "string", "featureName": "string" } ], "recipientId": "string", "recipientIdGuid": "string", "recipientType": "string", "requireIdLookup": "string", "roleName": "string", "routingOrder": "string", "sentDateTime": "string", "signedDateTime": "string", "signingGroupId": "string", "signingGroupName": "string", "signingGroupType": "string", "signingGroupUsers": [ { "accountId": "string", "accountName": "string", "activationAccessCode": "string", "email": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "ipAddress": "string", "loginStatus": "string", "membershipId": "string", "sendActivationEmail": "string", "uri": "string", "userId": "string", "userName": "string", "userStatus": "string", "userType": "string" } ], "smsAuthentication": { "senderProvidedNumbers": [ "string" ] }, "socialAuthentications": [ { "authentication": "string" } ], "status": "string", "statusCode": "string", "suppressEmails": "string", "templateLocked": "string", "templateRequired": "string", "totalTabCount": "string", "userId": "string", "webFormRecipientViewId": "string" } ], "authorizedSignatories": [ { "accessCode": "string", "addAccessCodeToEmail": "string", "additionalNotifications": [ { "phoneNumber": { "countryCode": "string", "number": "string" }, "secondaryDeliveryMethod": "string", "secondaryDeliveryStatus": "string" } ], "agentCanEditEmail": "string", "agentCanEditName": "string", "allowSystemOverrideForLockedRecipient": "string", "autoNavigation": "string", "autoRespondedReason": "string", "bulkRecipientsUri": "string", "bulkSendV2Recipient": "string", "canSignOffline": "string", "clientUserId": "string", "completedCount": "string", "consentDetailsList": [ { "consentKey": "string", "deliveryMethod": "string", "signerConsentStatus": "string" } ], "creationReason": "string", "customFields": [ "string" ], "declinedDateTime": "string", "declinedReason": "string", "defaultRecipient": "string", "delegatedBy": { "email": "string", "name": "string", "userAuthorizationId": "string", "userId": "string" }, "delegatedTo": [ { "email": "string", "name": "string", "userAuthorizationId": "string", "userId": "string" } ], "deliveredDateTime": "string", "deliveryMethod": "string", "designatorId": "string", "designatorIdGuid": "string", "documentTemplateId": "string", "documentVisibility": [ { "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "recipientId": "string", "rights": "string", "visible": "string" } ], "email": "string", "emailNotification": { "emailBody": "string", "emailSubject": "string", "supportedLanguage": "string" }, "emailRecipientPostSigningURL": "string", "embeddedRecipientStartURL": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "excludedDocuments": [ "string" ], "faxNumber": "string", "firstName": "string", "fullName": "string", "idCheckConfigurationName": "string", "idCheckInformationInput": { "addressInformationInput": { "addressInformation": { "address1": "string", "address2": "string", "city": "string", 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"fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "height": "string", "italic": "string", "localePolicy": { "addressFormat": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "initialFormat": "string", "nameFormat": "string", "timeFormat": "string", "timeZone": "string", "useLongCurrencyFormat": "string" }, "locked": "string", "maxLength": "string", "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ {} ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "name": "string", "originalValue": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "required": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "tooltip": "string", "underline": "string", "value": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ], "viewTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "buttonText": "string", "caption": "string", "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ {} ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", "fontColor": "string", "fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "height": "string", "italic": "string", "localePolicy": { "addressFormat": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "initialFormat": "string", "nameFormat": "string", "timeFormat": "string", "timeZone": "string", "useLongCurrencyFormat": "string" }, "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ {} ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "required": "string", "requiredRead": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "tooltip": "string", "underline": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ], "zipTabs": [ { "agreementAttribute": "string", "agreementAttributeLocked": "string", "anchorAllowWhiteSpaceInCharacters": "string", "anchorCaseSensitive": "string", "anchorHorizontalAlignment": "string", "anchorIgnoreIfNotPresent": "string", "anchorMatchWholeWord": "string", "anchorString": "string", "anchorTabProcessorVersion": "string", "anchorTabScope": "string", "anchorUnits": "string", "anchorXOffset": "string", "anchorYOffset": "string", "bold": "string", "caption": "string", "concealValueOnDocument": "string", "conditionalParentLabel": "string", "conditionalParentValue": "string", "connectedObjectDetails": { "recordId": "string" }, "customTabId": "string", "disableAutoSize": "string", "documentId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "extensionData": { "actionContract": "string", "actionInputKey": "string", "actionName": "string", "applicationId": "string", "applicationName": "string", "connectedFieldsData": { "propertyName": "string", "supportedOperation": "string", "supportedUri": "string", "typeName": "string", "typeSystemNamespace": "string" }, "connectionInstances": [ {} ], "extensionContract": "string", "extensionGroupId": "string", "extensionName": "string", "extensionPolicy": "string", "publisherName": "string", "requiredForExtension": "string" }, "font": "string", "fontColor": "string", "fontSize": "string", "formOrder": "string", "formPageLabel": "string", "formPageNumber": "string", "height": "string", "italic": "string", "localePolicy": { "addressFormat": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "initialFormat": "string", "nameFormat": "string", "timeFormat": "string", "timeZone": "string", "useLongCurrencyFormat": "string" }, "locked": "string", "maxLength": "string", "mergeField": { "allowSenderToEdit": "string", "configurationType": "string", "path": "string", "pathExtended": [ {} ], "row": "string", "writeBack": "string" }, "mergeFieldXml": "string", "name": "string", "originalValue": "string", "pageNumber": "string", "recipientId": "string", "recipientIdGuid": "string", "requireAll": "string", "required": "string", "requireInitialOnSharedChange": "string", "senderRequired": "string", "shared": "string", "shareToRecipients": "string", "smartContractInformation": { "code": "string", "uri": "string" }, "source": "string", "status": "string", "tabFullyQualifiedPath": "string", "tabGroupLabels": [ "string" ], "tabId": "string", "tabLabel": "string", "tabOrder": "string", "tabType": "string", "templateLocked": "string", "templateRequired": "string", "tooltip": "string", "underline": "string", "useDash4": "string", "validationMessage": "string", "validationPattern": "string", "value": "string", "warningDetails": { "errorCode": "string", "message": "string" }, "width": "string", "xPosition": "string", "yPosition": "string" } ] }, "templateLocked": "string", "templateRequired": "string", "totalTabCount": "string", "userId": "string", "webFormRecipientViewId": "string", "witnessFor": "string", "witnessForGuid": "string" } ] }, "recipientsUri": "string", "senderCompany": "string", "senderEmail": "string", "senderName": "string", "senderUserId": "string", "sentDateTime": "string", "status": "string", "subject": "string", "templateId": "string", "templateUri": "string" } ], "folders": [ {} ], "hasAccess": "string", "hasSubFolders": "string", "itemCount": "string", "name": "string", "owner": { "accountId": "string", "accountName": "string", "activationAccessCode": "string", "email": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "ipAddress": "string", "loginStatus": "string", "membershipId": "string", "sendActivationEmail": "string", "uri": "string", "userId": "string", "userName": "string", "userStatus": "string", "userType": "string" }, "parentFolderId": "string", "parentFolderUri": "string", "subFolderCount": "string", "type": "string", "uri": "string" }, "toUser": { "activationAccessCode": "string", "company": "string", "connectConfigurations": [ { "configurationtype": "string", "connectId": "string", "enabled": "string", "hasAccess": "string", "senderSearchableItems": [ "string" ] } ], "countryCode": "string", "createdDateTime": "string", "customSettings": [ { "errorDetails": { "errorCode": "string", "message": "string" }, "name": "string", "originalValue": "string", "value": "string" } ], "defaultAccountId": "string", "email": "string", "enableConnectForUser": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "firstName": "string", "forgottenPasswordInfo": { "forgottenPasswordAnswer1": "string", "forgottenPasswordAnswer2": "string", "forgottenPasswordAnswer3": "string", "forgottenPasswordAnswer4": "string", "forgottenPasswordQuestion1": "string", "forgottenPasswordQuestion2": "string", "forgottenPasswordQuestion3": "string", "forgottenPasswordQuestion4": "string" }, "groupList": [ { "accessType": "string", "dsGroupId": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "groupId": "string", "groupName": "string", "groupType": "string", "isManagedByScim": true, "lastModifiedOn": "string", "permissionProfileId": "string", "userGroupType": "string", "users": [ { "accountId": "string", "accountName": "string", "activationAccessCode": "string", "email": "string", "errorDetails": { "errorCode": "string", "message": "string" }, "ipAddress": "string", "loginStatus": "string", "membershipId": "string", "sendActivationEmail": "string", "uri": "string", "userId": "string", "userName": "string", "userStatus": "string", "userType": "string" } ], "usersCount": "string" } ], "hasRemoteNotary": true, "homeAddress": { "address1": "string", "address2": "string", "city": "string", "country": "string", "fax": "string", "phone": "string", "postalCode": "string", "stateOrProvince": "string", "zipPlus4": "string" }, "initialsImageUri": "string", "isAdmin": "string", "isAlternateAdmin": "string", "isManagedByScim": "string", "isMembershipManagedByScim": "string", "isNAREnabled": "string", "jobTitle": "string", "lastLogin": "string", "lastName": "string", "licenseStatus": "string", "licenseType": "string", "loginStatus": "string", "middleName": "string", "password": "string", "passwordExpiration": "string", "permissionProfileId": "string", "permissionProfileName": "string", "profileImageUri": "string", "sendActivationEmail": "string", "sendActivationOnInvalidLogin": "string", "signatureImageUri": "string", "subscribe": "string", "suffixName": "string", "title": "string", "uri": "string", "userAddedToAccountDateTime": "string", "userId": "string", "userName": "string", "userProfileLastModifiedDate": "string", "userSettings": { "accountAgreementsAccessType": "string", "accountManagementGranular": { "canManageAccountSecuritySettings": "string", "canManageAccountSettings": "string", "canManageAdmins": "string", "canManageConnect": "string", "canManageDocumentRetention": "string", "canManageEnvelopeTransfer": "string", "canManageGroupsButNotUsers": "string", "canManageJointAgreements": "string", "canManageReporting": "string", "canManageSharing": "string", "canManageSigningGroups": "string", "canManageStamps": "string", "canManageUsers": "string", "canViewUsers": "string" }, "adminOnly": "string", "allowAccessToAllAccountAgreements": "string", "allowAutoTagging": "string", "allowedDocumentTemplateLibraryAccess": "string", "allowedOrchestrationAccess": "string", "allowEnvelopeTransferTo": "string", "allowEsealRecipients": "string", "allowPowerFormsAdminToAccessAllPowerFormEnvelope": "string", "allowRecipientLanguageSelection": "string", "allowSendOnBehalfOf": "string", "allowSupplementalDocuments": "string", "allowTransactions": "string", "anchorTagVersionedPlacementEnabled": "string", "apiAccountWideAccess": "string", "apiCanExportAC": "string", "bulkSend": "string", "canBulkUploadAgreements": "string", "canChargeAccount": "string", "canCreateTransaction": "string", "canDeleteDocumentsInTransaction": "string", "canDeleteTransaction": "string", "canEditSharedAddressbook": "string", "canLockEnvelopes": "string", "canManageAccount": "string", "canManageAgreementParties": "string", "canManageDistributor": "string", "canManageTemplates": "string", "canSendAPIRequests": "string", "canSendEnvelope": "string", "canSendEnvelopesViaSMS": "string", "canSignEnvelope": "string", "canUseScratchpad": "string", "canUseSmartContracts": "string", "disableDocumentUpload": "string", "disableOtherActions": "string", "enableDSPro": "string", "enableKeyTermsSuggestionsByDocumentType": "string", "enableSequentialSigningAPI": "string", "enableSequentialSigningUI": "string", "enableSignerAttachments": "string", "enableSignOnPaperOverride": "string", "enableTransactionPoint": "string", "enableVaulting": "string", "expressSendOnly": "string", "isManagedByScim": "string", "isMembershipManagedByScim": "string", "locale": "string", "localePolicy": { "addressFormat": "string", "allowRegion": "string", "calendarType": "string", "cultureName": "string", "currencyCode": "string", "currencyNegativeFormat": "string", "currencyPositiveFormat": "string", "customDateFormat": "string", "customSignDateFormat": "string", "customSignTimeFormat": "string", "customTimeFormat": "string", "dateFormat": "string", "effectiveAddressFormat": "string", "effectiveCalendarType": "string", "effectiveCurrencyCode": "string", "effectiveCurrencyNegativeFormat": "string", "effectiveCurrencyPositiveFormat": "string", "effectiveCustomDateFormat": "string", "effectiveCustomTimeFormat": "string", "effectiveDateFormat": "string", "effectiveInitialFormat": "string", "effectiveNameFormat": "string", "effectiveTimeFormat": "string", "effectiveTimeZone": "string", "initialFormat": "string", "nameFormat": "string", "signDateFormat": "string", "signTimeFormat": "string", "timeFormat": "string", "timeZone": "string" }, "manageClickwrapsMode": "string", "modifiedBy": "string", "modifiedDate": "string", "modifiedPage": "string", "newSendUI": "string", "powerFormMode": "string", "recipientViewedNotification": "string", "sealIdentifiers": [ { "sealDisplayName": "string", "sealName": "string" } ], "selfSignedRecipientEmailDocument": "string", "senderEmailNotifications": { "changedSigner": "string", "clickwrapResponsesLimitNotificationEmail": "string", "commentsOnlyPrivateAndMention": "string", "commentsReceiveAll": "string", "deliveryFailed": "string", "envelopeComplete": "string", "offlineSigningFailed": "string", "powerformResponsesLimitNotificationEmail": "string", "purgeDocuments": "string", "recipientViewed": "string", "senderEnvelopeDeclined": "string", "withdrawnConsent": "string" }, "signerEmailNotifications": { "agentNotification": "string", "carbonCopyNotification": "string", "certifiedDeliveryNotification": "string", "commentsOnlyPrivateAndMention": "string", "commentsReceiveAll": "string", "documentMarkupActivation": "string", "envelopeActivation": "string", "envelopeComplete": "string", "envelopeCorrected": "string", "envelopeDeclined": "string", "envelopeVoided": "string", "faxReceived": "string", "offlineSigningFailed": "string", "purgeDocuments": "string", "reassignedSigner": "string", "whenSigningGroupMember": "string" }, "supplementalDocumentIncludeInDownload": "string", "supplementalDocumentsMustAccept": "string", "supplementalDocumentsMustRead": "string", "supplementalDocumentsMustView": "string", "templateActiveCreation": "string", "templateApplyNotify": "string", "templateAutoMatching": "string", "templateMatchingSensitivity": "string", "templatePageLevelMatching": "string", "timezoneDST": "string", "timezoneMask": "string", "timezoneOffset": "string", "timezoneSendingPref": "string", "timezoneSigningPref": "string", "transactionPointSiteNameURL": "string", "transactionPointUserName": "string", "vaultingMode": "string", "webForms": "string" }, "userStatus": "string", "userType": "string", "workAddress": { "address1": "string", "address2": "string", "city": "string", "country": "string", "fax": "string", "phone": "string", "postalCode": "string", "stateOrProvince": "string", "zipPlus4": "string" } } } ], "nextUri": "string", "previousUri": "string", "resultSetSize": "string", "startPosition": "string", "totalSetSize": "string"}Gets envelope transfer rules GET
This method retrieves a list of envelope transfer rules associated with an account. **Note:** Only Administrators can create and use envelope transfer rules. In addition, to use envelope transfer rules, the **Transfer Custody** feature must be enabled for your account.
Changes the status of multiple envelope transfer rules PUT
This method changes the status for one or more envelope transfer rules based on the `envelopeTransferRuleId`s in the request body. You use this method to change whether or not the rules are enabled. **Note:** You cannot change any other information about the envelope transfer rule. Only Administrators can update envelope transfer rules. In addition, to use envelope transfer rules, the **Transfer Custody** feature must be enabled for your account.