Signers
Signers are individuals who need to interact with a document. Each signer has a unique role and can track their progress through the signing process.Signer Roles
sajn supports four different signer roles:SIGNER
The primary role - must sign the document for it to be completed.ORGANIZER
The person who organized the document. Receives notifications but doesn’t need to sign.REVIEWER
Reviews the document and can leave comments, but doesn’t need to sign.ACCEPTOR
For acceptance-type documents - accepts rather than signs the document.Signer Information
Each signer has the following information:Required Fields
- name: Signer’s full name
- Either email OR phone (depending on distribution method)
- role: Signer role (defaults to SIGNER)
Optional Fields
- phone: For SMS notifications
- ssn: Swedish personal number (required for BankID signing)
- companyName, companyRole, companyOrgNumber: Company information
- companyId: Link to existing company in sajn
- signingOrder: Order for sequential signing
Signing Order
When using sequential signing (signingOrder: "SEQUENTIAL"
), assign each signer a number:
For parallel signing,
signingOrder
is optional and will be ignored.Signer Status
Track each signer’s progress through two status fields:Read Status
Status | Description |
---|---|
NOT_OPENED | Signer hasn’t opened the document yet |
OPENED | Signer opened the document |
READ | Signer read the entire document |
Signing Status
Status | Description |
---|---|
NOT_SIGNED | Signer hasn’t signed yet |
SIGNED | Signer has signed the document |
REJECTED | Signer rejected the document |
Signing URLs and Tokens
Each signer gets a unique, secure URL and token:Never share signing URLs publicly. Each URL is tied to a specific signer and should only be sent to that individual.
Linking Contacts
Signers are typically linked to contacts in your sajn account:BankID Integration
For BankID signatures, the signer must provide their Swedish personal number (SSN):Notifications
Signers receive notifications based on the distribution method:- EMAIL: Receives signing invitation via email
- SMS: Receives signing link via SMS
- NONE: No automatic notification (you handle distribution)
Updating Signers
Signers can be updated before they sign:Once a signer has signed, their information cannot be modified.
Best Practices
Accurate Information
Ensure signer information is accurate before sending - corrections after sending are limited.
Clear Communication
Use the custom message field to provide context about what they’re signing.
Appropriate Roles
Use REVIEWER for people who need visibility but not signing authority.
Sequential for Approval
Use sequential signing for approval workflows where order matters.