Sign Step

Top-level properties

name	type	required	constraints
`name`	string	yes	Human-friendly name of the signing package
`type`	string	yes	enum: `dynamic`, `static`	Whether templates are generated dynamically or from static assets
`signingOrder`	string	yes	enum: `sequential`, `simultaneous`	Controls whether signers act one-after-another or at the same time
`delivery`	object	yes	see Delivery	Email/SMS delivery configuration
`templates`	array	yes	items: `template`	One or more templates containing signing fields
`participants`	array	yes	items: `participant`	People who will sign or fill fields

Delivery

name	type	required
`fromName`	string	yes	Sender name shown in emails
`replyTo`	string	no	Reply-to email address
`subject`	string	yes	Email subject line
`smsMessage`	string	no	Optional SMS body for notifying signers
`buttonLabel`	string	yes	Text shown on the call-to-action button

Participant

name	type	required	constraints
`name`	string	yes	Participant display name
`email`	string	no	format: email (pattern permitted)	Contact email for delivery and identity
`signingOrder`	integer	yes		Order index when `sequential`
`inPersonSigning`	boolean	yes	default: `false`	Whether the signer completes the process in person
`phoneNumber`	string	no		Optional phone number used for SMS or verification

Template & Field

Template: same shape as Document (name, fileId, fields).
Field: requires participant and uses a broader fieldType enum.

Field (Sign)

name	type	required	constraints
`id`	string	yes	Field id
`fieldSubType`	string	yes	enum: `text`, `checkbox`, `radio`	Visual subtype of placed control
`wrapText`	boolean	yes	default: `false`	Whether text wraps within bounds
`required`	boolean	yes	default: `false`	Whether signer must complete this field
`xPosition`	number	no	Horizontal position on page
`yPosition`	number	no	Vertical position on page
`pageNumber`	number	yes	Page index
`width`	number	no	Control width
`height`	number	no	Control height
`fontSize`	number	no	Font size for text/date fields
`optionValue`	string	no	Value associated with a specific option
`value`	string	no	Pre-filled value for text/date fields
`radioGroupId`	string	no	Group identifier for radio buttons
`fieldType`	string	yes	enum: `text`, `signature`, `date`, `checkbox`, `initials`, `full_name`, `radio_button`, `date_signed`	Logical field type required by the signing engine
`participant`	string	yes	Name or id matching a participant

Example (JSON)

{
  "name": "NDA Signing",
  "type": "dynamic",
  "signingOrder": "sequential",
  "delivery": {
    "fromName": "Legal Team",
    "replyTo": "[email protected]",
    "subject": "Please review and sign the NDA",
    "smsMessage": "You have a document to sign.",
    "buttonLabel": "Review & Sign"
  },
  "templates": [
    {
      "name": "NDA",
      "fileId": "file_abc",
      "fields": [
        {
          "id": "sig-001",
          "fieldSubType": "text",
          "wrapText": false,
          "required": true,
          "xPosition": 100,
          "yPosition": 200,
          "pageNumber": 1,
          "width": 250,
          "height": 24,
          "fontSize": 12,
          "optionValue": "",
          "value": "",
          "radioGroupId": "",
          "fieldType": "text",
          "participant": "Signer 1"
        },
        {
          "id": "sig-002",
          "fieldSubType": "checkbox",
          "wrapText": false,
          "required": false,
          "xPosition": 100,
          "yPosition": 240,
          "pageNumber": 1,
          "width": 12,
          "height": 12,
          "fontSize": 10,
          "optionValue": "agree",
          "value": "agree",
          "radioGroupId": "",
          "fieldType": "checkbox",
          "participant": "Signer 1"
        },
        {
          "id": "sig-003",
          "fieldSubType": "radio",
          "wrapText": false,
          "required": false,
          "xPosition": 100,
          "yPosition": 280,
          "pageNumber": 2,
          "width": 12,
          "height": 12,
          "fontSize": 10,
          "optionValue": "A",
          "value": "A",
          "radioGroupId": "grp-choice",
          "fieldType": "radio_button",
          "participant": "Signer 2"
        },
        {
          "id": "sig-004",
          "fieldSubType": "text",
          "wrapText": false,
          "required": true,
          "xPosition": 100,
          "yPosition": 320,
          "pageNumber": 2,
          "width": 250,
          "height": 24,
          "fontSize": 12,
          "optionValue": "",
          "value": "",
          "radioGroupId": "",
          "fieldType": "signature",
          "participant": "Signer 2"
        },
        {
          "id": "sig-005",
          "fieldSubType": "text",
          "wrapText": false,
          "required": false,
          "xPosition": 100,
          "yPosition": 360,
          "pageNumber": 2,
          "width": 150,
          "height": 24,
          "fontSize": 12,
          "optionValue": "",
          "value": "",
          "radioGroupId": "",
          "fieldType": "date_signed",
          "participant": "Signer 2"
        }
      ]
    }
  ],
  "participants": [
    {
      "name": "Signer 1",
      "email": "[email protected]",
      "signingOrder": 1,
      "inPersonSigning": false,
      "phoneNumber": "+15551234567"
    },
    {
      "name": "Signer 2",
      "email": "[email protected]",
      "signingOrder": 2,
      "inPersonSigning": false
    }
  ]
}