Tutorials
Learn how to use Verdocs technologies
Understanding Profiles, or "Why do my API calls return the wrong data?"
Periodically, we receive support requests from developers who believe they are receiving the wrong template/envelope data when querying lists of those records. A common source of this issue is a misunderstanding in the concept of a "Profile" within the Verdocs ecosystem. This guide covers how Profiles work within Verdocs and provides a few options for controlling this behavior.
Tagging Dynamic Documents
Some types of documents may not be suitable for working with in a graphical "template builder". In these cases, developers may embed tags to identify where signing fields should be placed and managed by Verdocs.
Organization Hierarchies
Learn how organization hierarchies can help you track and manage usage-based billing for your own platform's e-signing activities.
IFRAME embeds
Verdocs' Web components provide highly customizable controls for building seamless e-Signing applications, but some legacy applications and environments such as Wordpress do not yet support them. Learn how to use our IFRAME alternatives anywhere Web components cannot be used.
Understanding and Managing Profiles
A Profile in Verdocs is a crucial component in managing signing workflows and security for your documents. This guide will help you understand how they work and how you can override them in highly dynamic workflows.
Controlling Workflow Behaviors (Notifications, Names, and More)
Our default workflows were designed to meet the needs of the majority of our customers, but some use-cases need finer-grained control. Learn about several of the flags we offer to control how signing workflows are executed.
Server Workflow with Static Templates
This workflow is the simplest use-case, and is the recommended place to start when building an e-Signing experience using Verdocs.
Guides
Walkthrough articles for the Verdocs platform.
Understanding Profiles, or "Why do my API calls return the wrong data?"
Periodically, we receive support requests from developers who believe they are receiving the wrong template/envelope data when querying lists of those records. A common source of this issue is a misunderstanding in the concept of a "Profile" within the Verdocs ecosystem. This guide covers how Profiles work within Verdocs and provides a few options for controlling this behavior.