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Workspaces API 101

Workspaces API use cases

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You can use Workspaces API to help manage complex agreement processes from a central hub and control which information is provided to each participant.

As a financial advisor, you are onboarding a new client for an IRA and a 529 college savings account.

  1. Create a workspace to track the agreement process.

  2. Import the IRA and the 529 savings account-specific envelope templates into the workspace.

    Note that, for the initial release of Workspaces API, you must create envelopes in a Workspace using a Workspaces API call, then modify the envelope using the eSignature REST API. Full import functionality is planned to be added in a future release. See How to send an envelope with recipient info for a detailed walkthrough.

  3. Add an upload request task (currently only available in the Workspaces feature UI). The client uploads their required documents to the workspace.

  4. Send the envelopes to your client for signature.

As an HR manager, your company hires a new product designer.

  1. Create a new workspace for onboarding the hire.

  2. Create an upload request task and three envelopes:

    • equity compensation
    • non-disclosure agreement (NDA)
    • your offer’s confidentiality requirements

  3. The HR manager sends the envelopes and the upload request to the new hire.

  4. The new hire receives a notification with a link to access all the tasks.

  5. The new hire signs the presented envelopes and completes any other upload request tasks.

Next steps