Documentation

Creating Documents

You can create documents in TheDocumentWizard in several ways:

Uploading Existing Documents

1. From your dashboard, click the "New Document" button
2. Select "Upload Document" from the dropdown menu
3. Choose a file from your computer (supported formats: PDF, DOCX, XLSX, PPTX)
4. Wait for the document to upload and process

Using Templates

1. From your dashboard, click the "New Document" button
2. Select "Use Template" from the dropdown menu
3. Browse available templates or search for a specific one
4. Select the template you want to use
5. Fill in the required information

Creating from Scratch

1. From your dashboard, click the "New Document" button
2. Select "Create New" from the dropdown menu
3. Use our document editor to create your document
4. Add text, images, tables, and form fields as needed
5. Save your document when finished

Sending Documents for Signature

Once you've created or uploaded a document, you can send it for signature:

1. Open the document you want to send
2. Click the "Prepare for Signing" button
3. Add signature fields, text fields, date fields, etc. where needed
4. Click "Add Recipients" and enter the email addresses of the signers
5. Set the signing order if needed (sequential or parallel)
6. Add a custom message for the recipients
7. Click "Send" to send the document for signature

Setting Reminders

You can set automatic reminders for recipients who haven't signed:

1. When preparing your document for signing, click "Advanced Options"
2. Enable "Automatic Reminders"
3. Set the frequency of reminders (e.g., every 3 days)
4. Set a maximum number of reminders (optional)

Tracking Documents

You can track the status of your documents in real-time:

Dashboard View

Your dashboard provides an overview of all your documents and their current status:

• Draft: Documents you've created but not yet sent
• Waiting for Signature: Documents that have been sent but not yet signed by all recipients
• Completed: Documents that have been signed by all recipients
• Expired: Documents that have passed their expiration date without being completed

Detailed Document History

For each document, you can view a detailed history:

1. Open the document from your dashboard
2. Click the "History" tab
3. View a chronological list of all actions taken on the document
4. See who has viewed, signed, or declined the document
5. View timestamps and IP addresses for audit purposes

Authentication

All API requests must be authenticated using API keys. You can generate API keys in your account settings.

// Example API request with authentication
const fetchDocuments = async() => {
  const response = await fetch('https://api.thedocumentwizard.com/v1/documents', {
    method: 'GET',
    headers: {
      'Content-Type': 'application/json',
      'Authorization': 'Bearer YOUR_API_KEY'
    }
  });
  
  const data = await response.json();
  return data;
};

API Key Security

Keep your API keys secure and never expose them in client-side code. If you believe your API key has been compromised, you should immediately regenerate it in your account settings.

Documents API

The Documents API allows you to create, send, and manage documents programmatically.

List Documents

Retrieves a list of documents in your account.

Query Parameters

Response Example

{
  "documents": [
    {
      "id": "doc_123456789",
      "title": "Sales Contract",
      "status": "sent",
      "created_at": "2023-05-15T10:30:00Z",
      "updated_at": "2023-05-15T11:45:00Z",
      "expires_at": "2023-06-15T10:30:00Z",
      "recipients": [
        {
          "email": "john@example.com",
          "name": "John Doe",
          "status": "signed"
        },
        {
          "email": "jane@example.com",
          "name": "Jane Smith",
          "status": "waiting"
        }
      ]
    }
  ],
  "total": 45,
  "limit": 20,
  "offset": 0
}

Create Document

Creates a new document.

Request Parameters

Request Example

const formData = new FormData();
formData.append('title', 'Sales Contract');
formData.append('file', documentFile);
formData.append('recipients', JSON.stringify([
  {
    "email": "john@example.com",
    "name": "John Doe",
    "role": "signer"
  },
  {
    "email": "jane@example.com",
    "name": "Jane Smith",
    "role": "signer"
  }
]));
formData.append('message', 'Please review and sign this sales contract.');
formData.append('expires_in', '14');

const response = await fetch('https://api.thedocumentwizard.com/v1/documents', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY'
  },
  body: formData
});

Templates API

The Templates API allows you to create and manage reusable document templates.

List Templates

Retrieves a list of templates in your account.

Create Template

Creates a new template from an existing document.

Users API

The Users API allows you to manage users in your organization.

List Users

Retrieves a list of users in your organization.

Create User

Creates a new user in your organization.