Update document

This will help you to update an existing document.

Arguments

Param

Datatype

Description

request_name *

String

name to be given to the signature request
request_type_id

String

Document Category Id
notes

String

Message to be sent to all recipients in common
expiration_days

Int

No of days after which the document will expire.
is_sequential *

Boolean

Sequential signing / Parallel Signing[true/false]
email_reminders

Boolean

Send automatic reminders
reminder_period

Int

Send automatic reminders once in [n] days
folder_id

String

Folder
private_notes 

String

Private notes for each recipient
signing_order

Int

Order in which recipient actions needs to be performed
verify_recipient *

Boolean

Authentication needs to be done or not
verification_type

String

Verification Mode [EMAIL/OFFLINE/SMS]
verification_code

String

Verification Code required on in case of OFFLINE Verification type
font_size

Boolean

Font Size
font_color

Boolean

Font Color (Hex Code #000000)
font

String

Font Name
is_italic

Boolean

Italic 
is_bold

Boolean

Bold 
is_read_only

Boolean

If a field only or not for text fields.
ActionsJSON array 
Actions

Param

Datatype

Description

action_id

String

Action Id
recipient_name *

String

Recipient name 
recipient_email *

String

Recipient email 
in_person_name *

String

Inperson recipient name
in_person_email
 

String

Inperson recipient email
action_type *

String

Recipient Action [SIGN | VIEW | INPERSONSIGN | APPROVER]
FieldsJSON Object 
Fields

Param

Datatype

Description

field_name

String

Field name
field_id

String

Field Id
field_label

String

Label of field
field_type_name

String

Checkbox|Radiogroup|Signature|Initial|Textfield|Email|Date|Name|Company|Jobtitle|CustomDate|Dropdown
document_id

String

Document Id
is_mandatory

Boolean

If the field is mandatory or optional
x_coord

Int

X coordinate of the field
y_coord

Int

Y coordinate of the field
abs_width

Int

Width of the field
abs_height 

Int

Height of the field
page_no

Int

Page number where the field is placed    
default_value

String

default value for a field
is_read_only

Boolean

To specify if checkbox is read_only or not
name_format

String

Name Format [FIRST_NAME|LAST_NAME|FULL_NAME]
date_format

String

Date Format 
description_tooltip

String

Description about the field

API Root Endpoint

CopiedPUT https://sign.zoho.com/api/v1/requests/[Request Id]

Request example

Copiedcurl --location --request PUT 'https://sign.zoho.com/api/v1/requests/14197000000767334' \
--header 'Authorization: Zoho-oauthtoken 1000.03xxxxxxxxxxxxxxxxxa5317.dxxxxxxxxxxxxxxxxxfa' \
--header 'Content-Type: application/x-www-form-urlencoded' \
--data-urlencode 'data={
    "requests": {
        "request_name": "NDA",
        "actions": [
            {
                "action_id": "14197000000767351",
                "recipient_name": "Alex James",
                "recipient_email": "abc@example.com",
                "action_type": "SIGN",
                "fields": {
                    "check_boxes": [
                        {
                            "field_name": "Checkbox-1",
                            "field_label": "Checkbox",
                            "field_type_name": "Checkbox",
                            "document_id": "14197000000767335",
                            "action_id": "14197000000767351",
                            "is_mandatory": true,
                            "x_coord": 50,
                            "y_coord": 50,
                            "abs_width": 50,
                            "abs_height": 50,
                            "page_no": 0,
                            "default_value": true,
                            "is_read_only": false,
                            "description_tooltip": "You agree to this"
                        }
                    ],
                    "text_fields": [
                        {
                            "field_name": "Textfield-1",
                            "field_label": "Textfield",
                            "field_type_name": "Textfield",
                            "document_id": "14197000000767335",
                            "action_id": "14197000000767351",
                            "is_mandatory": true,
                            "x_coord": 50,
                            "y_coord": 50,
                            "abs_width": 50,
                            "abs_height": 50,
                            "page_no": 0,
                            "default_value": "Text field - 1 default value",
                            "description_tooltip": "description of text field",
                            "text_property": {
                                "font_size": 15,
                                "font_color": "000000",
                                "font": "Liberation Serif",
                                "is_italic": true,
                                "is_underline": true,
                                "is_bold": true,
                                "is_read_only": true,
                                "is_fixed_width": false,
                                "is_fixed_height": true,
                                "max_field_length": 200
                            },
                            "name_format": "FULL_NAME",
                            "validation": {
                                "validation_type": "CUSTOM",
                                "validation_regex": ".*",
                                "validation_error_message": "Only Numbers are allowed in this field"
                            }
                        }
                    ]
                }
            },
            {
                "action_id": "14197000000767356",
                "action_type": "INPERSONSIGN",
                "recipient_email": "xyz@example.com",
                "recipient_name": "Alex James",
                "in_person_name": "David",
                "in_person_email": "david@example.com",
                "fields": {
                    "image_fields": [
                        {
                            "field_name": "Signature",
                            "field_label": "Signature",
                            "field_type_name": "Signature",
                            "document_id": "14197000000767335",
                            "action_id": "14197000000767356",
                            "is_mandatory": true,
                            "x_coord": 50,
                            "y_coord": 50,
                            "abs_width": 50,
                            "abs_height": 50,
                            "page_no": 0,
                            "is_resizable": true,
                            "is_draggable": true,
                            "description_tooltip": "Add your signature"
                        }
                    ]
                }
            }
        ]
    }
}'

Sample input

Copieddata={
    "requests": {
        "request_name": "NDA",
        "actions": [
            {
                "action_id": "14197000000767351",
                "recipient_name": "Alex James",
                "recipient_email": "abc@example.com",
                "action_type": "SIGN",
                "fields": {
                    "check_boxes": [
                        {
                            "field_name": "Checkbox-1",
                            "field_label": "Checkbox",
                            "field_type_name": "Checkbox",
                            "document_id": "14197000000767335",
                            "action_id": "14197000000767351",
                            "is_mandatory": true,
                            "x_coord": 50,
                            "y_coord": 50,
                            "abs_width": 50,
                            "abs_height": 50,
                            "page_no": 0,
                            "default_value": true,
                            "is_read_only": false,
                            "description_tooltip": "You agree to this"
                        }
                    ],
                    "text_fields": [
                        {
                            "field_name": "Textfield-1",
                            "field_label": "Textfield",
                            "field_type_name": "Textfield",
                            "document_id": "14197000000767335",
                            "action_id": "14197000000767351",
                            "is_mandatory": true,
                            "x_coord": 50,
                            "y_coord": 50,
                            "abs_width": 50,
                            "abs_height": 50,
                            "page_no": 0,
                            "default_value": "Text field - 1 default value",
                            "description_tooltip": "description of text field",
                            "text_property": {
                                "font_size": 15,
                                "font_color": "000000",
                                "font": "Liberation Serif",
                                "is_italic": true,
                                "is_underline": true,
                                "is_bold": true,
                                "is_read_only": true,
                                "is_fixed_width": false,
                                "is_fixed_height": true,
                                "max_field_length": 200
                            },
                            "name_format": "FULL_NAME",
                            "validation": {
                                "validation_type": "CUSTOM",
                                "validation_regex": ".*",
                                "validation_error_message": "Only Numbers are allowed in this field"
                            }
                        }
                    ]
                }
            },
            {
                "action_id": "14197000000767356",
                "action_type": "INPERSONSIGN",
                "recipient_email": "xyz@example.com",
                "recipient_name": "Alex James",
                "in_person_name": "David",
                "in_person_email": "david@example.com",
                "fields": {
                    "image_fields": [
                        {
                            "field_name": "Signature",
                            "field_label": "Signature",
                            "field_type_name": "Signature",
                            "document_id": "14197000000767335",
                            "action_id": "14197000000767356",
                            "is_mandatory": true,
                            "x_coord": 50,
                            "y_coord": 50,
                            "abs_width": 50,
                            "abs_height": 50,
                            "page_no": 0,
                            "is_resizable": true,
                            "is_draggable": true,
                            "description_tooltip": "Add your signature"
                        }
                    ]
                }
            }
        ]
    }
}

Response example

Copied{
    "requests": {
        "request_name": "NDA",
        "actions": [
            {
                "action_id": "14197000000767351",
                "recipient_name": "Alex James",
                "recipient_email": "abc@example.com",
                "action_type": "SIGN",
                "fields": {
                    "check_boxes": [
                        {
                            "field_name": "Checkbox-1",
                            "field_label": "Checkbox",
                            "field_type_name": "Checkbox",
                            "document_id": "14197000000767335",
                            "action_id": "14197000000767351",
                            "is_mandatory": true,
                            "x_coord": 50,
                            "y_coord": 50,
                            "abs_width": 50,
                            "abs_height": 50,
                            "page_no": 0,
                            "default_value": true,
                            "is_read_only": false,
                            "description_tooltip": "You agree to this"
                        }
                    ],
                    "text_fields": [
                        {
                            "field_name": "Textfield-1",
                            "field_label": "Textfield",
                            "field_type_name": "Textfield",
                            "document_id": "14197000000767335",
                            "action_id": "14197000000767351",
                            "is_mandatory": true,
                            "x_coord": 50,
                            "y_coord": 50,
                            "abs_width": 50,
                            "abs_height": 50,
                            "page_no": 0,
                            "default_value": "Text field - 1 default value",
                            "description_tooltip": "description of text field",
                            "text_property": {
                                "font_size": 15,
                                "font_color": "000000",
                                "font": "Liberation Serif",
                                "is_italic": true,
                                "is_underline": true,
                                "is_bold": true,
                                "is_read_only": true,
                                "is_fixed_width": false,
                                "is_fixed_height": true,
                                "max_field_length": 200
                            },
                            "name_format": "FULL_NAME",
                            "validation": {
                                "validation_type": "CUSTOM",
                                "validation_regex": ".*",
                                "validation_error_message": "Only Numbers are allowed in this field"
                            }
                        }
                    ]
                }
            },
            {
                "action_id": "14197000000767356",
                "action_type": "INPERSONSIGN",
                "recipient_email": "xyz@example.com",
                "recipient_name": "Alex James",
                "in_person_name": "David",
                "in_person_email": "david@example.com",
                "fields": {
                    "image_fields": [
                        {
                            "field_name": "Signature",
                            "field_label": "Signature",
                            "field_type_name": "Signature",
                            "document_id": "14197000000767335",
                            "action_id": "14197000000767356",
                            "is_mandatory": true,
                            "x_coord": 50,
                            "y_coord": 50,
                            "abs_width": 50,
                            "abs_height": 50,
                            "page_no": 0,
                            "is_resizable": true,
                            "is_draggable": true,
                            "description_tooltip": "Add your signature"
                        }
                    ]
                }
            }
        ]
    }
}