API

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Launch workflows ​

Start document workflows directly from your application and route users into secure Upsign experiences for document preparation, sending, and signing.

Send reminders to recipients ​

When a document is out for signature, you can nudge recipients who have not completed the document.

  • Use POST /documents/{public_id}/remind — only when status is OUT_FOR_SIGNATURE; incomplete recipients get another notification.
  • See the Send reminder API reference for request details.

Manage documents ​

Work with documents created through the API using their doc_* public identifiers. For many advanced document management features, you’ll use the Upsign app—your integration can redirect users to the specific document when they need to take action beyond what the API currently exposes.

  • GET /documents/{public_id} — fetch current details, status, recipients, and metadata. (API reference)
  • PUT /documents/{public_id} — update fields such as the title (JSON body); successful updates align with your webhook configuration. (API reference)

To manage the document in Upsign, send users to:

  • Document URL: https://app.upsign.com/documents?d={doc_*} (URL-encode the id value)

Many more advanced features are available in Upsign, like audit trail tracking, complex document workflows, and bulk signing options, just to name a few.

Track document progress ​

Stay aligned with the live lifecycle without polling constantly.

  • Poll GET /documents/{public_id} for status when you need a point-in-time view.
  • To react to live events for the document lifecycle, see Automate workflows.

Next steps ​