Docflare

Moves a draft the user no longer wants to the trash in Docflare, where they can restore it. Only drafts: a sent document stays.

archive_document

Tells where documents stand: draft, waiting for signatures, completed, declined or expired, with each signer's progress and, once everyone has signed, a link to the signed copy. Give the id of one document, or list them newest first, 10 a page, narrowed by status or by part of the name. The answer gives total, page and more, which is true while further pages remain.

document_status

Changes what is on a draft's pages: its fields, signatures included, its text and its lines, and whether signers share one copy or each get their own (type). Fields a signer fills need the signers, which prepare_document adds. Each list holds changes: an item without id adds one, an item with id changes only what it sends, and an item with id and delete true removes it. Ids come from get_document (page gives one page's text and lines) and from the added list of earlier answers. Positions are shares of the page width and height, from the top left. Every text on a page, the PDF's own included, can be moved, changed or deleted by its id. New text goes where it is placed, even over other text: the answer's notes name any text that overlaps other text, and the added list gives where each new text ends. A field goes on a line by the line's id, beside text on the page, at page, x and y, or in a free spot at the bottom of the last page. A field that does not sit on a line gets a line drawn under it, except a checkbox, and moving or deleting the field moves or deletes that line. With more than one signer, fields are placed once type is set: on a shared copy each field a signer fills names its signer by email, and when each gets their own copy no field names a signer. A detail Docflare fills in is a variable inside text. These are the only variables: {document.name}, {sender.name}, {sender.email}, {document.sent_date}, and a recipient's full_name, first_name, last_name, email, phone, company, job_title, street_address, city, postal_code, state_region, country, written {recipient1.full_name} with the signer's number from the preview on a shared copy, and {recipient.full_name} when each signer gets their own copy or there is one signer. get_document and every preview list the variables this document can use now, with what each shows (one value per signer, in order, when each gets their own copy); a variable left out has no value yet and would print nothing. Any other {name.name} is refused; the date a signer signs is a date field. On a document the user signs themselves (signed_by_sender), every field is the user's and takes its value now, saved for a signature or initials, which applies the user's saved one; no field names a signer, and the text uses no recipient variables. Variable fields from before become such text, except the reference, completed date and signed date, which stay fields. Nothing is sent. The answer is the same preview, preview_url and review_token as prepare_document gives.

edit_document

Finds the people saved in the current Docflare workspace: everyone a document went to and everyone added on its Recipients page, newest first, 10 a page. When the user names someone without giving an email, search for them here before asking for one: a single match is that person, so use their email; with several, ask which one; with none, which may be a typo, search again with one word or part of one, such as "Koch", and ask for the email only when that finds nobody either. Every word of the search must match their name, email or company, so a full name, a first name or a company all work. The answer gives total, page and more, which is true while further pages remain.

list_recipients

Gives every detail of one document: its status, who signs it and who gets a copy, each signer's progress (invited, viewed, signed or declined with the reason, reminders, delivery problems), how it was or will be sent (delivery, signing order, email, expiry, reminders, what recipients may download, which prepare_document changes for a draft), its fields with their ids and places, and the signed copy once complete. For a draft it also lists the text on its pages, the PDF's own included, and the lines a field can sit on, each with an id for edit_document, the text changes made so far, and, with page, that page's text and lines in full. Ids come from document_status.

get_document

Shows one person saved in the current Docflare workspace: their details, how many documents they signed, have still to open or sign, or declined, and those documents newest first, 10 a page, each with its document id and where it stands for them. Use it for questions such as whether someone signed a document or what is still waiting on them. The id comes from list_recipients.

get_recipient

Shows a pad in the chat where the user draws their own signature or initials with a mouse or finger and saves it to Docflare. Use it when edit_document says the user has no saved signature or initials, or when they want to draw a new one. Once the pad says it is saved, place or fill the field with value saved.

open_signature_pad

Shows a box in the chat where the user drops a PDF, or picks one from their device, and Docflare makes it a draft the way upload_document does. Use it when sending the file to the upload_document link is blocked, for example with HTTP 403, or when the user has no file in the chat. Ask the user to drop the PDF there and reply once it is uploaded. The pad then gives you the new document id; without it, the newest draft in document_status is the one. Read its text and lines with get_document, then carry on with prepare_document and edit_document.

open_upload_pad

Manages who gets a draft and how it is sent: its name, who signs it and who gets a copy, by email (people new to Docflare are added to the recipients), and delivery, email, signing order, expiry, reminders and what recipients may download. Only what is sent changes; everything left out stays as it is, and settings never set take the workspace defaults. It covers any of these changes, such as "make it expire in 7 days". More signers or CCs than the plan allows are refused, naming the emails that do not fit, and nothing changes. It places no fields: a signer needs at least one, such as a signature, which edit_document places, and edit_document also sets whether signers share one copy or each get their own. On a document the user signs themselves (signed_by_sender), everyone listed gets the signed copy by email, and only the name, subject and message apply. flow switches a draft between the two, starting fresh with no recipients or fields: when the user wants to sign a signature request themselves, or have others sign a document meant for them. Nothing is sent. The answer is a preview of exactly what send_document would send, text_changes included, a preview_url that shows the pages as a signer will see them, and a review_token for send_document when nothing blocks the send.

prepare_document

Saves what the user drew on the signature pad as their signature or initials, replacing the one saved before. Only the signature pad calls this.

save_signature