1. U4 ERPx
  2. Business cases
  3. E-sign employee documents

E-sign employee documents

Automate the employee document signing process by integrating an e-sign platform with ERPx, enabling secure electronic signatures, real-time status tracking, and centralised document management for employment contracts, policy acknowledgments, benefits forms, and performance evaluations.

Key APIs used

  • GET /v1/employees/{id} - Retrieve employee personnel record with email to identify a signer.
  • GET /v1/documents/{id} - Retrieve the employee document that needs to be signed from ERPx document library.
  • PATCH /v1/documents/{id} - Update document status and metadata.
  • POST /v1/documents/ - Validate document eligibility for e-signing through document indexes.
  • GET /v1/documents/{id}/ - Retrieve the current signing status through document indexes.
  • PATCH /v1/documents/{id}/ - Download the signed document from E-sign and update ERPx document archive.
  • DELETE /v1/documents/{id}/ - (Soft) Delete of the unsigned document.

Integration workflow

sequenceDiagram
    participant API as ERPx API
    participant EIT as Extension/Integration toolkit
    participant DocuSign as E-Sign Platform
    participant Signer as Employee

    
    EIT->>API: 1. GET /v1/employees/{id}
    API-->>EIT: Employee email retrieved

    EIT->>API: 2. GET /v1/documents/{id}
    API-->>EIT: Document ready for signature

    EIT->>API: 3. POST /v1/documents/{id}
    API-->>EIT: Validation passed

    EIT->>API: 4. POST /v1/documents/{id}
    EIT->>DocuSign: Send document with signer details
    DocuSign-->>EIT: Envelope ID created
    EIT-->>API: Status: Sent for signature

    DocuSign->>Signer: Email notification to sign
    Signer->>DocuSign: Authenticate & sign document
    DocuSign->>EIT: Webhook: Document signed

    EIT->>DocuSign: 5. Retrieve signed document
    DocuSign-->>EIT: Signed PDF with certificate

    EIT->>API: 6. PATCH /v1/documents/{id}/
    EIT-->>API: Document replaced & indexed as Signed

For detailed API specifications, request/response formats, and authentication details, refer to: