Workflows Overview
A Workflow is a flexible set of steps that orchestrate the completion of paperwork. Within a Workflow you define a set of documents, participants who need to work with those documents, and tasks they need to perform on the documents (i.e. fill a form, approve, sign, etc.). A Workflow has many options to meet a wide variety of needs, and those options may be applied differently for different documents, participants, or tasks. The output of a launched Workflow is called a Transaction. A completed Transaction is a document, or set of documents, finalized in accordance with your compliance and security needs. You can create a Workflow in the AlphaTrust Control Panel (yourdomain.com/cp/) and the access it, inject data into it, and launch it via the API.
Signing Remotely
Signing documents remotely is typically when you want to apply a signature on a document without using the AlphaTrust® e-Sign workflow or signing interface. This call requires, at minimum, the TaskID for the task you wish to complete which doesn't necessary need to be a signing task. It could be any of the available task types which are, Signature, Initial, Acknowledgement, Delivery, and NoActionRequired. If the task requires authentication (of which, only Password, PasswordHashed, and RegisteredUser are supported), you will need to pass that data in along with the task's ID property. For Password authentication, just pass in the clear-text password in the Password property. For the RegisteredUser authentication, you need to pass in both the Username and the Password properties.
Displaying a List of Workflows
You can use the API to recreate a filterable list of Workflows found in the AlphaTrust Control Panel inside your own application.