Sending Contracts with Signer Roles

In the Sending Contracts with Fields to a Signer, you may have noticed that this required manually specifying a signer to each field. Often times a Contract will require more than one signer, so you may need a better way of assigning fields to a Signer based on the signer. This is where "Signer Roles/Personas" comes in and can help ease

Before getting started, make sure your Contract has the following:

1. Multiple fields on the contract.
2. A field that has one Signer Role and another field with a different Signer Role.
3. The Contract is published.

Get Your Signer Roles

You can look at the Signer Roles available on the contract within the PactSafe Web App or as you did in Sending Contracts with Fields to a Signer to grab the fields and check the persona property for each field in the fields array.

Create a Request

For my example contract, I have six fields included in the contract. Three fields have the "persona" signerRoleOne and another three fields have the "persona" `signerRoleTwo". Knowing this information and knowing that I plan on sending the Contract to two signers, my Request would look something like this:

{
  "name": "My Request Name!",
  "contracts": [100964],
  "signers": [
    {
      "signer_id": "[email protected]",
      "signer": {
        "email": "[email protected]",
        "mobile_number": "317-123-1234",
        "additional_attributes": {
          "first_name": "Test",
          "last_name": "Test"
        }
      },
      "send_to": {
        "email": true,
        "mobile_number": true
      },
      "personas": ["signerRoleOne"] // New stuff here—I've given this signer a persona!
    }, {
      "signer_id": "[email protected]",
      "signer": {
        "email": "[email protected]",
        "mobile_number": "317-123-1234",
        "additional_attributes": {
          "first_name": "Test",
          "last_name": "Test"
        }
      },
      "send_to": {
        "email": true,
        "mobile_number": true
      },
      "personas": ["signerRoleTwo"] // New stuff here—I've given this signer a persona!
    }
  ]
}

Rather than manually assigning each Contract Signer Field to a Signer, you can instead utilize the Signer Roles to do the assigning for you upon Request creation!

Send a Request

Now, send the request using Send a Request to Signers!