Dokobit Portal (Preview)

Reference

Use Dokobit portal with all the features that it has but make it automated so that you don't have to waste your time on the administrative job. Put together an automated document signing process puzzle from only the parts you need: signing, sharing, downloading or deleting documents, removing and replacing signers, getting details about signers and signature information.

This connector is available in the following products and regions:

Service	Class	Regions
Logic Apps	Standard	All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD)
Power Automate	Premium	All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD)
Power Apps	Premium	All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD)

Contact
Name	Dokobit
URL	https://support.dokobit.com
Email	developers@dokobit.com

Connector Metadata
Publisher	Dokobit
Website	https://www.dokobit.com/solutions
Privacy policy	https://www.dokobit.com/compliance/privacy-policy
Categories	Productivity

Prerequisites

In order to use Dokobit Portal, a Business or Enterprise plan in Dokobit Portal is required. Register for free at https://app.dokobit.com to explore the benefits, and contact us at sales@dokobit.com about upgrading your plan.

How to get credentials?

Register
Contact our Sales to get the right plan and API access token.

Known issues and limitations

The current implementation supports signature gathering on PDF files or any type of file in ASICE containers only.

Creating a connection

The connector supports the following authentication types:


Default	Parameters for creating connection.	All regions	Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name	Type	Description	Required
API Key	securestring	The API Key for this API	True

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	100	60 seconds

Actions

Portal - Check Signing Status	Returns document's information with signing status.
Portal - Create Signing	Create a PDF or ASIC file for signing.
Portal - Delete participant from signing	Access to the document will be revoked for the indicated participant.
Portal - Delete Signing	The document will be removed from the owner's account. It will remain accessible to other participants.
Portal - Delete Signing For All	The document will be removed from the owner's account and from other participants' who haven't signed the document yet.
Portal - Download Document	Downloads the signed document.
Portal - Get Signing List	Returns a list of all documents available to the account owner.
Portal - Seal signing	Document will be sealed with your organizations' electronic seal. Please contact our support at developers@dokobit.com to get a qualified certificate for e-sealing.
Portal - Send Reminder	Allows to send a reminder e-mail for participant, only if person has not signed document yet.
Portal - Share signing	Indicated participants will gain access to the document with the selected role.

Portal - Check Signing Status

Operation ID:: Portal-CheckSigningStatus

Returns document's information with signing status.

Parameters

Name	Key	Required	Type	Description
token	token	True	string	Signing token

Returns

Name	Path	Type	Description
status	status	string	Status
name	name	string	Signing name
deadline	deadline	date-time	Example: 2019-11-25T13:15:30Z
filename	filename	string	Name of the file
url	signed_file.url	string	url
signers	signers	array of object	Participant information
token	signers.token	string	Participant's token
first_name	signers.first_name	string	Participant's first name
last_name	signers.last_name	string	Participant's surname
code	signers.code	string	Participant's code
country	signers.country	string	Participant's country
email	signers.email	string	Participant's e-mail
type	signers.type	string	Type
status	signers.status	string	Status

Portal - Create Signing

Operation ID:: Portal-CreateSigning

Create a PDF or ASIC file for signing.

Parameters

Name	Key	Type	Description
name	name	string	Signing name
type	type	string	Document format
postback_url	postback_url	string	URL of your system to handle webhooks
deadline	deadline	date-time	Example: 2019-11-25T13:15:30Z
hard_deadline	hard_deadline	boolean	If set to true participants won’t be able to sign or approve this document after set `deadline`
require_qualified_signatures	require_qualified_signatures	boolean	Allow to sign only with qualified signatures
annotation_position	annotation_position	string	You can choose the position of signature annotations on a PDF document. Default: first_top
annotation_personal_code	annotation_personal_code	boolean	If set to true personal code will be visible in annotation. Only applicable for pdf type signing
comment	comment	string	Message for participants
require_account	require_account	boolean	Require user to have a Dokobit account before signing
name	name	string	File name
content	content	string	Base64 encoded file content
name	name	string	Participant's name
surname	surname	string	Participant's surname
email	email	string	Participant's e-mail
code	code	string	Participant's personal code (National ID number)
country_code	country_code	string	Participant's country code. Required if personal code is provided
role	role	string	Participant's role
company	company	string	Participant's company name
position	position	string	Participant's position
phone	phone	string	Participant's phone number
sequence	sequence	integer	Allows setting up the sequence order of document approving and signing actions
custom_reason	custom_reason	string	Custom signature reason
category	category	string	Document category

Returns

Name	Path	Type	Description
status	status	string	Signing status
token	token	string	Signing token
signers	signers	array of object	Participant's information
signer.token	signers.token	string	Participant's token
first_name	signers.first_name	string	Participant's first name
last_name	signers.last_name	string	Participant's last name
code	signers.code	string	Participant's personal code (National ID number)
country	signers.country	string	Participant's country
email	signers.email	string	Participant's e-mail

Portal - Delete participant from signing

Operation ID:: Portal-SignerDelete

Access to the document will be revoked for the indicated participant.

Parameters

Name	Key	Required	Type	Description
token	token	True	string	Signing token
token	token		string	Participant's token

Returns

Name	Path	Type	Description
status	status	string	Status

Portal - Delete Signing

Operation ID:: Portal-DeleteSigning

The document will be removed from the owner's account. It will remain accessible to other participants.

Parameters

Name	Key	Required	Type	Description
token	token	True	string	Signing token

Returns

Name	Path	Type	Description
status	status	string	Status

Portal - Delete Signing For All

Operation ID:: Portal-DeleteSigningForAll

The document will be removed from the owner's account and from other participants' who haven't signed the document yet.

Parameters

Name	Key	Required	Type	Description
Token	token	True	string	Signing token

Returns

Name	Path	Type	Description
status	status	string	Status

Portal - Download Document

Operation ID:: Portal-DownloadDocument

Downloads the signed document.

Parameters

Name	Key	Required	Type	Description
token	token	True	string	Signing token

Returns

Portal - Get Signing List

Operation ID:: Portal-GetSigninglist

Returns a list of all documents available to the account owner.

Parameters

Name	Key	Type	Description
Filter	filter	string	Filter document status. E.g completed, pending
Date From	date_from	string	Filter signings which were created on or after this date (Example: 2022-01-01)
Date To	date_to	string	Filter signings which were created on or before this date (Example: 2022-01-31)

Returns

Name	Path	Type	Description
status	status	string	Status
signings	signings	array of object	List of signings
token	signings.token	string	Signing token
status	signings.status	string	Signing status
document_number	signings.document_number	string	Document Number
last_signature_date	signings.last_signature_date	string	Last signature date

Portal - Seal signing

Operation ID:: Portal-SealSigning

Document will be sealed with your organizations' electronic seal. Please contact our support at developers@dokobit.com to get a qualified certificate for e-sealing.

Parameters

Name	Key	Required	Type	Description
token	token	True	string	Signing token

Returns

Name	Path	Type	Description
status	status	string	Status

Portal - Send Reminder

Operation ID:: Portal-Remind

Allows to send a reminder e-mail for participant, only if person has not signed document yet.

Parameters

Name	Key	Required	Type	Description
token	token	True	string	Signing token
signer	signer	True	string	Participant's token
message	message		string	Reminder message to signer

Returns

Name	Path	Type	Description
status	status	string	Status

Operation ID:: Portal-SigningShare

Indicated participants will gain access to the document with the selected role.

Parameters

Name	Key	Required	Type	Description
token	token	True	string	Signing token
name	name		string	Participant's name
surname	surname		string	Participant's surname
email	email		string	Participant's e-mail
code	code		string	Participant's code
country_code	country_code		string	Participant's country code
role	role		string	Participant's role
company	company		string	Participant's company
position	position		string	Participant's position
phone	phone		string	Participant's phone
custom_reason	custom_reason		string	Custom signature reason
comment	comment		string	Message for participants

Returns

Name	Path	Type	Description
status	status	string	Status
signers	signers	array of object	Participant's information
signer.token	signers.token	string	Participant's token
name	signers.name	string	Participant's first name
surname	signers.surname	string	Participant's last name
email	signers.email	string	Participant's e-mail
code	signers.code	string	Participant's personal code (National ID number)
country_code	signers.country_code	string	Participant's country
	signers.role	string	Participant's role
company	signers.company	string	Participant's company
position	signers.position	string	Participant's position
phone	signers.phone	string	Participant's phone

Dokobit Portal (Preview)

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Prerequisites

How to get credentials?

Known issues and limitations

Creating a connection

Default

Throttling Limits

Actions

Portal - Check Signing Status

Parameters

Returns

Portal - Create Signing

Parameters

Returns

Portal - Delete participant from signing

Parameters

Returns

Portal - Delete Signing

Parameters

Returns

Portal - Delete Signing For All

Parameters

Returns

Portal - Download Document

Parameters

Returns

Portal - Get Signing List

Parameters

Returns

Portal - Seal signing

Parameters

Returns

Portal - Send Reminder

Parameters

Returns

Portal - Share signing

Parameters

Returns

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