Dokobit Portal (Preview)
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 |
| 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?
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, ASIC or ADOC 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
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
Create a PDF, ASIC or ADOC file for signing.
Parameters
| Name | Key | Required | 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 |
|
|
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
|
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
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
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
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
Downloads the signed document.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
token
|
token | True | string |
Signing token |
Returns
Portal - Get Signing List
Returns a list of all documents available to the account owner.
Parameters
| Name | Key | Required | 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
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
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 |
Portal - Share signing
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
|
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 |