Embed document in iframe with redirect or callback

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  • Updated 2 weeks ago
So I am trying to switch from RS3 to RS4, and can not figure out how to have a redirect in the embed documents. We are currently using this in our onboarding flow and need to know when they signed the documents before going to the next step. Is there something I am missing?
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Kevin Ponce

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  • frustrated and confused

Posted 1 month ago

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Namya M R, Software Engineer

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Hi Kevin,


Can you let us know the endpoints you were using on RS3? Additionally you could check if some of these endpoints with the callback_url option work for you:

/public/v1/reusable_templates/:id/send_document 


/public/v1/reusable_templates/:id/prepare_document 


Namya

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Kevin Ponce

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This is our process:
1. post "/api/templates/#{guid}/prepackage.xml" to get the template guid
2. post "/api/templates.xml" (the roles email would be set to 'noemail@rightsignature.com') to get document guid
3. get "/api/documents/#{guid}/signer_links.xml" to get signer link

But it looks like there is no longer signer_links.

I do not think send_document or prepare_document would help us, since we need it embedded in a on-boarding flow.

I also tried to embed it in our flow without a callback and have a next button, and the user will click next after they finish the document. The next button will send an ajax call to our server which will check to see if that document is signed, but the first couple of times it says it is not signed...
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Kevin Ponce

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I just realize a callback wont work for use either... Because we do not have websockets to tell the browser to go to the next page...

Also when I tried prepare_document it only returns a url, so I do not think that flow will work. 
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Namya M R, Software Engineer

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Hi Kevin,

Right now we don't support the redirect feature. Using the 'Next' button seems like a workaround you could use for the onboarding flow. You could add a few retries to check for the document status? Also what endpoint are you using for the same? 

Namya
(Edited)
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Priyanka Mehta

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Any update on this?