@verdocs/js-sdk 4.2.40 → 4.2.42

package/dist/index.d.mts

@@ -496,11 +496,6 @@ interface IEnvelopeDocument {
     mime: string;
     created_at: string;
     updated_at: string;
-    // @deprecated. Use pages instead.
-    page_numbers: number;
-    envelope?: IEnvelope | null;
-    template_document?: ITemplateDocument | null;
-    fields?: IEnvelopeField[];
 }
 interface IDropdownOption {
     label: string;
@@ -618,6 +613,13 @@ interface IRecipient {
     email: string;
     phone: string | null;
     full_name: string;
+    first_name: string;
+    last_name: string;
+    address: string;
+    city: string;
+    state: string;
+    zip: string;
+    ssn_last_4: string;
     /**
      * The sequence number indicates the order in which Recipients act. Multiple recipients may have the same sequence
      * number, in which case they may act in parallel. (e.g. all Recipients at sequence 2 will receive invites once
@@ -1121,23 +1123,6 @@ interface IEnvelopesSearchResult {
     total: number;
     result: IEnvelope[];
 }
-interface IEnvelopesSummary {
-    action_required: {
-        page: number;
-        total: number;
-        result: IEnvelope[];
-    };
-    completed: {
-        page: number;
-        total: number;
-        result: IEnvelope[];
-    };
-    waiting_others: {
-        page: number;
-        total: number;
-        result: IEnvelope[];
-    };
-}
 interface IDocumentSearchOptions {
     rows?: number;
     page?: number;
@@ -1148,7 +1133,7 @@ interface IDocumentSearchOptions {
     envelope_status?: TEnvelopeStatus[];
     recipient_status?: TEnvelopeStatus[];
 }
-interface ICreateEnvelopeRole {
+interface ICreateEnvelopeRecipient {
     /** The type of role to create. Most participants in standard flows will be "signer" recipients. */
     type: TRecipientType;
     /**
@@ -1156,8 +1141,9 @@ interface ICreateEnvelopeRole {
      * 'Recipient 1', 'Seller', etc. This must match one of the pre-defined roles in the template's Recipients list.
      */
     name: string;
-    /** The full name of the recipient as it will be displayed in reports and queries, e.g. 'Paige Turner'. */
-    full_name: string;
+    /** The name of the recipient as it will be displayed in reports and queries, e.g. 'Paige Turner'. */
+    first_name: string;
+    last_name: string;
     /** The email address of the recipient. One of `email` or `phone` must be provided. */
     email?: string;
     /**
@@ -1166,22 +1152,25 @@ interface ICreateEnvelopeRole {
      */
     phone?: string;
     /**
-     *  The 1-based sequence number for the recipient. This can be used to override the template's workflow. Recipients
-     *  are processed in parallel for each matching sequence number (e.g. all recipients at level "1" may act in parallel)
-     *  and in series between sequence numbers (e.g. all recipients at level "1" must complete their tasks before
-     *  recipients at level "2" may act).
+     * The 1-based sequence number for the recipient. This can be used to override the template's workflow. Recipients
+     * are processed in parallel for each matching sequence number (e.g. all recipients at level "1" may act in parallel)
+     * and in series between sequence numbers (e.g. all recipients at level "1" must complete their tasks before
+     * recipients at level "2" may act).
      */
     sequence: number;
+    /**
+     * The 1-based order within the sequence for the recipient. Recipients at the same sequence act in parallel, so
+     * this is only for display purposes.
+     */
+    order: number;
     /** Whether the recipient may delegate their tasks to others. Should be false for most standard workflows. */
-    delegator: boolean;
+    delegator?: boolean;
     /** A custom message to include in the email or SMS invitation. May be left blank for a default message. */
-    message: string;
-}
-interface IEnvelopeSummaries {
-    page: number;
-    count: number;
-    total: number;
-    records: IEnvelope[];
+    message?: string;
+    /** To enable KBA for the recipient, set to 'pin' or 'identity'. */
+    kba_method?: "pin" | "identity" | null;
+    /** If PIN-based KBA is used, the PIN to challenge the user to enter. */
+    kba_pin?: string;
 }
 interface IInPersonLinkResponse {
     link: string;
@@ -1224,16 +1213,26 @@ interface ICreateEnvelopeReminderRequest {
     setup_time: number;
     interval_time: number;
 }
-interface ICreateEnvelopeRequest {
+interface ICreateEnvelopeFromTemplateRequest {
     template_id: string;
-    roles: ICreateEnvelopeRole[];
+    recipients: ICreateEnvelopeRecipient[];
     name: string;
+    description?: string;
+    fields?: Pick<IEnvelopeField, "name" | "recipient_role" | "default">[];
     environment?: string;
-    prepared_fields?: {
-        name: string;
-        value: string;
-    }[];
+    no_contact?: boolean;
+}
+interface ICreateEnvelopeDirectlyRequest {
+    name: string;
+    description?: string;
+    visiblity?: "private" | "shared";
+    recipients: ICreateEnvelopeRecipient[];
+    documents: IEnvelopeDocument[];
+    fields: Pick<IEnvelopeField, "name" | "recipient_role" | "default">[];
+    environment?: string;
+    no_contact?: boolean;
 }
+type TCreateEnvelopeRequest = ICreateEnvelopeFromTemplateRequest | ICreateEnvelopeDirectlyRequest;
 /**
  * Create an envelope
  *
@@ -1266,17 +1265,7 @@ interface ICreateEnvelopeRequest {
  * const {id, recipients} = await Envelopes.createEnvelope(VerdocsEndpoint.getDefault(), request);
  * ```
  */
-declare const createEnvelope: (endpoint: VerdocsEndpoint, request: ICreateEnvelopeRequest) => Promise<IEnvelope>;
-/**
- * Get a summary of currently active envelopes.
- *
- * ```typescript
- * import {getEnvelopesSummary} from '@verdocs/js-sdk/Envelopes';
- *
- * const {action_required, completed, waiting_on_others} = await getEnvelopesSummary(VerdocsEndpoint.getDefault());
- * ```
- */
-declare const getEnvelopesSummary: (endpoint: VerdocsEndpoint, page: number) => Promise<IEnvelopesSummary>;
+declare const createEnvelope: (endpoint: VerdocsEndpoint, request: TCreateEnvelopeRequest) => Promise<IEnvelope>;
 /**
  * Get the list of recipients for an Envelope.
  */
@@ -2660,4 +2649,4 @@ declare const decodeJWTBody: (token: string) => any;
  * the presence of the `document_id` field, which will only be present for signing sessions.
  */
 declare const decodeAccessTokenBody: (token: string) => TSession;
-export { TRequestStatus, TTemplateSenderType, TTemplateAction, TRecipientAction, TEnvelopeStatus, TRecipientStatus, TRecipientType, TSortTemplateBy, TAccessKeyType, TApiKeyPermission, THistoryEvent, TEventDetail, TEnvelopeUpdateResult, TFieldType, FIELD_TYPES, DEFAULT_FIELD_WIDTHS, DEFAULT_FIELD_HEIGHTS, IChannel, IDisabledChannel, INotification, IApiKey, IGroup, IGroupProfile, IOAuth2App, IOrganization, IOrganizationInvitation, IPendingWebhook, IProfile, IUser, IWebhookEvents, IWebhook, IInPersonAccessKey, IInAppAccessKey, IEmailAccessKey, ISMSAccessKey, TAccessKey, IEnvelope, IEnvelopeDocument, IDropdownOption, IEnvelopeField, IEnvelopeFieldOptions, IEnvelopeFieldSettings, IEnvelopeHistory, IInitial, IKbaPINRequired, IRecipient, IReminder, IRole, ISignature, ITemplate, ITemplateDocument, ITemplateField, ITextFieldSetting, ITemplateFieldSetting, TEnvironment, TSessionChangedListener, VerdocsEndpointOptions, VerdocsEndpoint, createEnvelope, getEnvelopesSummary, getEnvelopeRecipients, getEnvelope, getEnvelopeDocument, getDocumentDownloadLink, getDocumentPreviewLink, cancelEnvelope, getEnvelopeFile, updateEnvelopeField, updateEnvelopeFieldSignature, updateEnvelopeFieldInitials, uploadEnvelopeFieldAttachment, deleteEnvelopeFieldAttachment, getFieldAttachment, getEnvelopeDocumentPageDisplayUri, ITimeRange, IListEnvelopesParams, getEnvelopes, createInitials, IRecipientKbaStepNone, IRecipientKbaStepComplete, IRecipientKbaStepPin, IRecipientKbaStepIdentity, IRecipientKbaStepChallenge, IRecipientKbaStepFailed, TRecipientKbaStep, getKbaStep, submitKbaPin, IKbaIdentity, submitKbaIdentity, IKbaChallengeResponse, submitKbaChallengeResponse, updateRecipient, envelopeRecipientSubmit, envelopeRecipientDecline, envelopeRecipientChangeOwner, envelopeRecipientAgree, envelopeRecipientUpdateName, envelopeRecipientPrepare, ISignerTokenResponse, getSigningSession, getSignerToken, getInPersonLink, sendDelegate, resendInvitation, createEnvelopeReminder, getEnvelopeReminder, updateEnvelopeReminder, deleteEnvelopeReminder, userIsEnvelopeOwner, userIsEnvelopeRecipient, envelopeIsActive, envelopeIsComplete, userCanCancelEnvelope, userCanFinishEnvelope, recipientHasAction, getRecipientsWithActions, recipientCanAct, userCanAct, userCanSignNow, getNextRecipient, createSignature, getSignatures, getSignature, deleteSignature, IEnvelopesSearchResult, IEnvelopesSummary, IDocumentSearchOptions, ICreateEnvelopeRole, IEnvelopeSummaries, IInPersonLinkResponse, IUpdateRecipientSubmitParams, IUpdateRecipientDeclineParams, IUpdateRecipientClaimEnvelope, IUpdateRecipientStatus, IUpdateRecipientAgreedParams, IUpdateRecipientNameParams, IUpdateRecipientPrepareParams, ICreateEnvelopeReminderRequest, ICreateEnvelopeRequest, getApiKeys, createApiKey, rotateApiKey, updateApiKey, deleteApiKey, getGroups, getGroup, createGroup, addGroupMember, deleteGroupMember, updateGroup, getOrganizationInvitations, createOrganizationInvitation, deleteOrganizationInvitation, updateOrganizationInvitation, resendOrganizationInvitation, getOrganizationInvitation, acceptOrganizationInvitation, declineOrganizationInvitation, getOrganizationMembers, deleteOrganizationMember, updateOrganizationMember, getOrganization, updateOrganization, updateOrganizationLogo, updateOrganizationThumbnail, ICreateApiKeyRequest, IUpdateApiKeyRequest, ICreateInvitationRequest, IAcceptOrganizationInvitationRequest, ISetWebhookRequest, getWebhooks, setWebhooks, TTemplatePermissionCreatePublic, TTemplatePermissionCreateOrg, TTemplatePermissionCreatePersonal, TTemplatePermissionDelete, TTemplatePermissionVisibility, TTemplateMemberRead, TTemplateMemberWrite, TTemplateMemberDelete, TTemplateMemberVisibility, TTemplatePermission, TAccountPermissionOwnerAdd, TAccountPermissionOwnerRemove, TAccountPermissionAdminAdd, TAccountPermissionAdminRemove, TAccountPermissionMemberView, TAccountPermissionMemberAdd, TAccountPermissionMemberRemove, TAccountPermission, TOrgPermissionCreate, TOrgPermissionView, TOrgPermissionUpdate, TOrgPermissionDelete, TOrgPermissionTransfer, TOrgPermissionList, TOrgPermission, TEnvelopePermissionCreate, TEnvelopePermissionCancel, TEnvelopePermissionView, TEnvelopePermissionOrg, TEnvelopePermission, TPermission, TRole, RolePermissions, userHasPermissions, ISigningSession, IUserSession, IIdToken, TSessionType, TSession, TActiveSession, canPerformTemplateAction, hasRequiredPermissions, createField, updateField, deleteField, userIsTemplateCreator, userHasSharedTemplate, userCanCreatePersonalTemplate, userCanCreateOrgTemplate, userCanCreatePublicTemplate, userCanReadTemplate, userCanUpdateTemplate, userCanMakeTemplatePrivate, userCanMakeTemplateShared, userCanMakeTemplatePublic, userCanChangeOrgVisibility, userCanDeleteTemplate, userCanSendTemplate, userCanCreateTemplate, userCanBuildTemplate, getFieldsForRole, userCanPreviewTemplate, ICreateTemplateReminderRequest, createTemplateReminder, getTemplateReminder, updateTemplateReminder, deleteTemplateReminder, createTemplateRole, updateTemplateRole, deleteTemplateRole, getStars, toggleStar, addTemplateTag, getTemplateTags, deleteTemplateTag, createTag, getTag, getAllTags, ITemplateSortBy, IGetTemplatesParams, getTemplates, getTemplate, IDocumentFromUri, IDocumentFromData, ITemplateCreateParams, createTemplate, ITemplateCreateFromSharepointParams, createTemplateFromSharepoint, updateTemplate, deleteTemplate, getTemplateDocuments, getTemplateDocument, createTemplateDocument, deleteTemplateDocument, getTemplateDocumentFile, getTemplateDocumentThumbnail, getTemplateDocumentPageDisplayUri, ITemplateTag, ITag, IStar, ITemplateSearchResult, IValidator, getValidators, getValidator, isValidEmail, isValidPhone, isValidRoleName, isValidTag, IROPCRequest, IClientCredentialsRequest, IRefreshTokenRequest, TAuthenticationRequest, authenticate, refreshToken, changePassword, resetPassword, resendVerification, verifyEmail, getMyUser, getNotifications, getProfiles, getCurrentProfile, switchProfile, updateProfile, deleteProfile, createProfile, updateProfilePhoto, ICreateProfileRequest, IUpdateProfileRequest, IAuthenticateResponse, IChangePasswordRequest, IChangePasswordResponse, IResetPasswordRequest, IResetPasswordResponse, IVerifyEmailRequest, getRGB, getRGBA, nameToRGBA, getRoleColor, formatShortTimeAgo, getRTop, getRLeft, getRValue, blobToBase64, rescale, fileToDataUrl, downloadBlob, Countries, getCountryByCode, isFrenchGuiana, isGuadeloupe, isMartinique, isMayotte, getPlusOneCountry, isCanada, isAmericanSamoa, isDominicanRepublic, isPuertoRico, getMatchingCountry, integerSequence, formatFullName, formatInitials, fullNameToInitials, capitalize, convertToE164, AtoB, decodeJWTBody, decodeAccessTokenBody, IFileWithData, ICountry };
+export { TRequestStatus, TTemplateSenderType, TTemplateAction, TRecipientAction, TEnvelopeStatus, TRecipientStatus, TRecipientType, TSortTemplateBy, TAccessKeyType, TApiKeyPermission, THistoryEvent, TEventDetail, TEnvelopeUpdateResult, TFieldType, FIELD_TYPES, DEFAULT_FIELD_WIDTHS, DEFAULT_FIELD_HEIGHTS, IChannel, IDisabledChannel, INotification, IApiKey, IGroup, IGroupProfile, IOAuth2App, IOrganization, IOrganizationInvitation, IPendingWebhook, IProfile, IUser, IWebhookEvents, IWebhook, IInPersonAccessKey, IInAppAccessKey, IEmailAccessKey, ISMSAccessKey, TAccessKey, IEnvelope, IEnvelopeDocument, IDropdownOption, IEnvelopeField, IEnvelopeFieldOptions, IEnvelopeFieldSettings, IEnvelopeHistory, IInitial, IKbaPINRequired, IRecipient, IReminder, IRole, ISignature, ITemplate, ITemplateDocument, ITemplateField, ITextFieldSetting, ITemplateFieldSetting, TEnvironment, TSessionChangedListener, VerdocsEndpointOptions, VerdocsEndpoint, createEnvelope, getEnvelopeRecipients, getEnvelope, getEnvelopeDocument, getDocumentDownloadLink, getDocumentPreviewLink, cancelEnvelope, getEnvelopeFile, updateEnvelopeField, updateEnvelopeFieldSignature, updateEnvelopeFieldInitials, uploadEnvelopeFieldAttachment, deleteEnvelopeFieldAttachment, getFieldAttachment, getEnvelopeDocumentPageDisplayUri, ITimeRange, IListEnvelopesParams, getEnvelopes, createInitials, IRecipientKbaStepNone, IRecipientKbaStepComplete, IRecipientKbaStepPin, IRecipientKbaStepIdentity, IRecipientKbaStepChallenge, IRecipientKbaStepFailed, TRecipientKbaStep, getKbaStep, submitKbaPin, IKbaIdentity, submitKbaIdentity, IKbaChallengeResponse, submitKbaChallengeResponse, updateRecipient, envelopeRecipientSubmit, envelopeRecipientDecline, envelopeRecipientChangeOwner, envelopeRecipientAgree, envelopeRecipientUpdateName, envelopeRecipientPrepare, ISignerTokenResponse, getSigningSession, getSignerToken, getInPersonLink, sendDelegate, resendInvitation, createEnvelopeReminder, getEnvelopeReminder, updateEnvelopeReminder, deleteEnvelopeReminder, userIsEnvelopeOwner, userIsEnvelopeRecipient, envelopeIsActive, envelopeIsComplete, userCanCancelEnvelope, userCanFinishEnvelope, recipientHasAction, getRecipientsWithActions, recipientCanAct, userCanAct, userCanSignNow, getNextRecipient, createSignature, getSignatures, getSignature, deleteSignature, IEnvelopesSearchResult, IDocumentSearchOptions, ICreateEnvelopeRecipient, IInPersonLinkResponse, IUpdateRecipientSubmitParams, IUpdateRecipientDeclineParams, IUpdateRecipientClaimEnvelope, IUpdateRecipientStatus, IUpdateRecipientAgreedParams, IUpdateRecipientNameParams, IUpdateRecipientPrepareParams, ICreateEnvelopeReminderRequest, ICreateEnvelopeFromTemplateRequest, ICreateEnvelopeDirectlyRequest, TCreateEnvelopeRequest, getApiKeys, createApiKey, rotateApiKey, updateApiKey, deleteApiKey, getGroups, getGroup, createGroup, addGroupMember, deleteGroupMember, updateGroup, getOrganizationInvitations, createOrganizationInvitation, deleteOrganizationInvitation, updateOrganizationInvitation, resendOrganizationInvitation, getOrganizationInvitation, acceptOrganizationInvitation, declineOrganizationInvitation, getOrganizationMembers, deleteOrganizationMember, updateOrganizationMember, getOrganization, updateOrganization, updateOrganizationLogo, updateOrganizationThumbnail, ICreateApiKeyRequest, IUpdateApiKeyRequest, ICreateInvitationRequest, IAcceptOrganizationInvitationRequest, ISetWebhookRequest, getWebhooks, setWebhooks, TTemplatePermissionCreatePublic, TTemplatePermissionCreateOrg, TTemplatePermissionCreatePersonal, TTemplatePermissionDelete, TTemplatePermissionVisibility, TTemplateMemberRead, TTemplateMemberWrite, TTemplateMemberDelete, TTemplateMemberVisibility, TTemplatePermission, TAccountPermissionOwnerAdd, TAccountPermissionOwnerRemove, TAccountPermissionAdminAdd, TAccountPermissionAdminRemove, TAccountPermissionMemberView, TAccountPermissionMemberAdd, TAccountPermissionMemberRemove, TAccountPermission, TOrgPermissionCreate, TOrgPermissionView, TOrgPermissionUpdate, TOrgPermissionDelete, TOrgPermissionTransfer, TOrgPermissionList, TOrgPermission, TEnvelopePermissionCreate, TEnvelopePermissionCancel, TEnvelopePermissionView, TEnvelopePermissionOrg, TEnvelopePermission, TPermission, TRole, RolePermissions, userHasPermissions, ISigningSession, IUserSession, IIdToken, TSessionType, TSession, TActiveSession, canPerformTemplateAction, hasRequiredPermissions, createField, updateField, deleteField, userIsTemplateCreator, userHasSharedTemplate, userCanCreatePersonalTemplate, userCanCreateOrgTemplate, userCanCreatePublicTemplate, userCanReadTemplate, userCanUpdateTemplate, userCanMakeTemplatePrivate, userCanMakeTemplateShared, userCanMakeTemplatePublic, userCanChangeOrgVisibility, userCanDeleteTemplate, userCanSendTemplate, userCanCreateTemplate, userCanBuildTemplate, getFieldsForRole, userCanPreviewTemplate, ICreateTemplateReminderRequest, createTemplateReminder, getTemplateReminder, updateTemplateReminder, deleteTemplateReminder, createTemplateRole, updateTemplateRole, deleteTemplateRole, getStars, toggleStar, addTemplateTag, getTemplateTags, deleteTemplateTag, createTag, getTag, getAllTags, ITemplateSortBy, IGetTemplatesParams, getTemplates, getTemplate, IDocumentFromUri, IDocumentFromData, ITemplateCreateParams, createTemplate, ITemplateCreateFromSharepointParams, createTemplateFromSharepoint, updateTemplate, deleteTemplate, getTemplateDocuments, getTemplateDocument, createTemplateDocument, deleteTemplateDocument, getTemplateDocumentFile, getTemplateDocumentThumbnail, getTemplateDocumentPageDisplayUri, ITemplateTag, ITag, IStar, ITemplateSearchResult, IValidator, getValidators, getValidator, isValidEmail, isValidPhone, isValidRoleName, isValidTag, IROPCRequest, IClientCredentialsRequest, IRefreshTokenRequest, TAuthenticationRequest, authenticate, refreshToken, changePassword, resetPassword, resendVerification, verifyEmail, getMyUser, getNotifications, getProfiles, getCurrentProfile, switchProfile, updateProfile, deleteProfile, createProfile, updateProfilePhoto, ICreateProfileRequest, IUpdateProfileRequest, IAuthenticateResponse, IChangePasswordRequest, IChangePasswordResponse, IResetPasswordRequest, IResetPasswordResponse, IVerifyEmailRequest, getRGB, getRGBA, nameToRGBA, getRoleColor, formatShortTimeAgo, getRTop, getRLeft, getRValue, blobToBase64, rescale, fileToDataUrl, downloadBlob, Countries, getCountryByCode, isFrenchGuiana, isGuadeloupe, isMartinique, isMayotte, getPlusOneCountry, isCanada, isAmericanSamoa, isDominicanRepublic, isPuertoRico, getMatchingCountry, integerSequence, formatFullName, formatInitials, fullNameToInitials, capitalize, convertToE164, AtoB, decodeJWTBody, decodeAccessTokenBody, IFileWithData, ICountry };

package/dist/index.d.ts

@@ -496,11 +496,6 @@ interface IEnvelopeDocument {
     mime: string;
     created_at: string;
     updated_at: string;
-    // @deprecated. Use pages instead.
-    page_numbers: number;
-    envelope?: IEnvelope | null;
-    template_document?: ITemplateDocument | null;
-    fields?: IEnvelopeField[];
 }
 interface IDropdownOption {
     label: string;
@@ -618,6 +613,13 @@ interface IRecipient {
     email: string;
     phone: string | null;
     full_name: string;
+    first_name: string;
+    last_name: string;
+    address: string;
+    city: string;
+    state: string;
+    zip: string;
+    ssn_last_4: string;
     /**
      * The sequence number indicates the order in which Recipients act. Multiple recipients may have the same sequence
      * number, in which case they may act in parallel. (e.g. all Recipients at sequence 2 will receive invites once
@@ -1121,23 +1123,6 @@ interface IEnvelopesSearchResult {
     total: number;
     result: IEnvelope[];
 }
-interface IEnvelopesSummary {
-    action_required: {
-        page: number;
-        total: number;
-        result: IEnvelope[];
-    };
-    completed: {
-        page: number;
-        total: number;
-        result: IEnvelope[];
-    };
-    waiting_others: {
-        page: number;
-        total: number;
-        result: IEnvelope[];
-    };
-}
 interface IDocumentSearchOptions {
     rows?: number;
     page?: number;
@@ -1148,7 +1133,7 @@ interface IDocumentSearchOptions {
     envelope_status?: TEnvelopeStatus[];
     recipient_status?: TEnvelopeStatus[];
 }
-interface ICreateEnvelopeRole {
+interface ICreateEnvelopeRecipient {
     /** The type of role to create. Most participants in standard flows will be "signer" recipients. */
     type: TRecipientType;
     /**
@@ -1156,8 +1141,9 @@ interface ICreateEnvelopeRole {
      * 'Recipient 1', 'Seller', etc. This must match one of the pre-defined roles in the template's Recipients list.
      */
     name: string;
-    /** The full name of the recipient as it will be displayed in reports and queries, e.g. 'Paige Turner'. */
-    full_name: string;
+    /** The name of the recipient as it will be displayed in reports and queries, e.g. 'Paige Turner'. */
+    first_name: string;
+    last_name: string;
     /** The email address of the recipient. One of `email` or `phone` must be provided. */
     email?: string;
     /**
@@ -1166,22 +1152,25 @@ interface ICreateEnvelopeRole {
      */
     phone?: string;
     /**
-     *  The 1-based sequence number for the recipient. This can be used to override the template's workflow. Recipients
-     *  are processed in parallel for each matching sequence number (e.g. all recipients at level "1" may act in parallel)
-     *  and in series between sequence numbers (e.g. all recipients at level "1" must complete their tasks before
-     *  recipients at level "2" may act).
+     * The 1-based sequence number for the recipient. This can be used to override the template's workflow. Recipients
+     * are processed in parallel for each matching sequence number (e.g. all recipients at level "1" may act in parallel)
+     * and in series between sequence numbers (e.g. all recipients at level "1" must complete their tasks before
+     * recipients at level "2" may act).
      */
     sequence: number;
+    /**
+     * The 1-based order within the sequence for the recipient. Recipients at the same sequence act in parallel, so
+     * this is only for display purposes.
+     */
+    order: number;
     /** Whether the recipient may delegate their tasks to others. Should be false for most standard workflows. */
-    delegator: boolean;
+    delegator?: boolean;
     /** A custom message to include in the email or SMS invitation. May be left blank for a default message. */
-    message: string;
-}
-interface IEnvelopeSummaries {
-    page: number;
-    count: number;
-    total: number;
-    records: IEnvelope[];
+    message?: string;
+    /** To enable KBA for the recipient, set to 'pin' or 'identity'. */
+    kba_method?: "pin" | "identity" | null;
+    /** If PIN-based KBA is used, the PIN to challenge the user to enter. */
+    kba_pin?: string;
 }
 interface IInPersonLinkResponse {
     link: string;
@@ -1224,16 +1213,26 @@ interface ICreateEnvelopeReminderRequest {
     setup_time: number;
     interval_time: number;
 }
-interface ICreateEnvelopeRequest {
+interface ICreateEnvelopeFromTemplateRequest {
     template_id: string;
-    roles: ICreateEnvelopeRole[];
+    recipients: ICreateEnvelopeRecipient[];
     name: string;
+    description?: string;
+    fields?: Pick<IEnvelopeField, "name" | "recipient_role" | "default">[];
     environment?: string;
-    prepared_fields?: {
-        name: string;
-        value: string;
-    }[];
+    no_contact?: boolean;
+}
+interface ICreateEnvelopeDirectlyRequest {
+    name: string;
+    description?: string;
+    visiblity?: "private" | "shared";
+    recipients: ICreateEnvelopeRecipient[];
+    documents: IEnvelopeDocument[];
+    fields: Pick<IEnvelopeField, "name" | "recipient_role" | "default">[];
+    environment?: string;
+    no_contact?: boolean;
 }
+type TCreateEnvelopeRequest = ICreateEnvelopeFromTemplateRequest | ICreateEnvelopeDirectlyRequest;
 /**
  * Create an envelope
  *
@@ -1266,17 +1265,7 @@ interface ICreateEnvelopeRequest {
  * const {id, recipients} = await Envelopes.createEnvelope(VerdocsEndpoint.getDefault(), request);
  * ```
  */
-declare const createEnvelope: (endpoint: VerdocsEndpoint, request: ICreateEnvelopeRequest) => Promise<IEnvelope>;
-/**
- * Get a summary of currently active envelopes.
- *
- * ```typescript
- * import {getEnvelopesSummary} from '@verdocs/js-sdk/Envelopes';
- *
- * const {action_required, completed, waiting_on_others} = await getEnvelopesSummary(VerdocsEndpoint.getDefault());
- * ```
- */
-declare const getEnvelopesSummary: (endpoint: VerdocsEndpoint, page: number) => Promise<IEnvelopesSummary>;
+declare const createEnvelope: (endpoint: VerdocsEndpoint, request: TCreateEnvelopeRequest) => Promise<IEnvelope>;
 /**
  * Get the list of recipients for an Envelope.
  */
@@ -2660,4 +2649,4 @@ declare const decodeJWTBody: (token: string) => any;
  * the presence of the `document_id` field, which will only be present for signing sessions.
  */
 declare const decodeAccessTokenBody: (token: string) => TSession;
-export { TRequestStatus, TTemplateSenderType, TTemplateAction, TRecipientAction, TEnvelopeStatus, TRecipientStatus, TRecipientType, TSortTemplateBy, TAccessKeyType, TApiKeyPermission, THistoryEvent, TEventDetail, TEnvelopeUpdateResult, TFieldType, FIELD_TYPES, DEFAULT_FIELD_WIDTHS, DEFAULT_FIELD_HEIGHTS, IChannel, IDisabledChannel, INotification, IApiKey, IGroup, IGroupProfile, IOAuth2App, IOrganization, IOrganizationInvitation, IPendingWebhook, IProfile, IUser, IWebhookEvents, IWebhook, IInPersonAccessKey, IInAppAccessKey, IEmailAccessKey, ISMSAccessKey, TAccessKey, IEnvelope, IEnvelopeDocument, IDropdownOption, IEnvelopeField, IEnvelopeFieldOptions, IEnvelopeFieldSettings, IEnvelopeHistory, IInitial, IKbaPINRequired, IRecipient, IReminder, IRole, ISignature, ITemplate, ITemplateDocument, ITemplateField, ITextFieldSetting, ITemplateFieldSetting, TEnvironment, TSessionChangedListener, VerdocsEndpointOptions, VerdocsEndpoint, createEnvelope, getEnvelopesSummary, getEnvelopeRecipients, getEnvelope, getEnvelopeDocument, getDocumentDownloadLink, getDocumentPreviewLink, cancelEnvelope, getEnvelopeFile, updateEnvelopeField, updateEnvelopeFieldSignature, updateEnvelopeFieldInitials, uploadEnvelopeFieldAttachment, deleteEnvelopeFieldAttachment, getFieldAttachment, getEnvelopeDocumentPageDisplayUri, ITimeRange, IListEnvelopesParams, getEnvelopes, createInitials, IRecipientKbaStepNone, IRecipientKbaStepComplete, IRecipientKbaStepPin, IRecipientKbaStepIdentity, IRecipientKbaStepChallenge, IRecipientKbaStepFailed, TRecipientKbaStep, getKbaStep, submitKbaPin, IKbaIdentity, submitKbaIdentity, IKbaChallengeResponse, submitKbaChallengeResponse, updateRecipient, envelopeRecipientSubmit, envelopeRecipientDecline, envelopeRecipientChangeOwner, envelopeRecipientAgree, envelopeRecipientUpdateName, envelopeRecipientPrepare, ISignerTokenResponse, getSigningSession, getSignerToken, getInPersonLink, sendDelegate, resendInvitation, createEnvelopeReminder, getEnvelopeReminder, updateEnvelopeReminder, deleteEnvelopeReminder, userIsEnvelopeOwner, userIsEnvelopeRecipient, envelopeIsActive, envelopeIsComplete, userCanCancelEnvelope, userCanFinishEnvelope, recipientHasAction, getRecipientsWithActions, recipientCanAct, userCanAct, userCanSignNow, getNextRecipient, createSignature, getSignatures, getSignature, deleteSignature, IEnvelopesSearchResult, IEnvelopesSummary, IDocumentSearchOptions, ICreateEnvelopeRole, IEnvelopeSummaries, IInPersonLinkResponse, IUpdateRecipientSubmitParams, IUpdateRecipientDeclineParams, IUpdateRecipientClaimEnvelope, IUpdateRecipientStatus, IUpdateRecipientAgreedParams, IUpdateRecipientNameParams, IUpdateRecipientPrepareParams, ICreateEnvelopeReminderRequest, ICreateEnvelopeRequest, getApiKeys, createApiKey, rotateApiKey, updateApiKey, deleteApiKey, getGroups, getGroup, createGroup, addGroupMember, deleteGroupMember, updateGroup, getOrganizationInvitations, createOrganizationInvitation, deleteOrganizationInvitation, updateOrganizationInvitation, resendOrganizationInvitation, getOrganizationInvitation, acceptOrganizationInvitation, declineOrganizationInvitation, getOrganizationMembers, deleteOrganizationMember, updateOrganizationMember, getOrganization, updateOrganization, updateOrganizationLogo, updateOrganizationThumbnail, ICreateApiKeyRequest, IUpdateApiKeyRequest, ICreateInvitationRequest, IAcceptOrganizationInvitationRequest, ISetWebhookRequest, getWebhooks, setWebhooks, TTemplatePermissionCreatePublic, TTemplatePermissionCreateOrg, TTemplatePermissionCreatePersonal, TTemplatePermissionDelete, TTemplatePermissionVisibility, TTemplateMemberRead, TTemplateMemberWrite, TTemplateMemberDelete, TTemplateMemberVisibility, TTemplatePermission, TAccountPermissionOwnerAdd, TAccountPermissionOwnerRemove, TAccountPermissionAdminAdd, TAccountPermissionAdminRemove, TAccountPermissionMemberView, TAccountPermissionMemberAdd, TAccountPermissionMemberRemove, TAccountPermission, TOrgPermissionCreate, TOrgPermissionView, TOrgPermissionUpdate, TOrgPermissionDelete, TOrgPermissionTransfer, TOrgPermissionList, TOrgPermission, TEnvelopePermissionCreate, TEnvelopePermissionCancel, TEnvelopePermissionView, TEnvelopePermissionOrg, TEnvelopePermission, TPermission, TRole, RolePermissions, userHasPermissions, ISigningSession, IUserSession, IIdToken, TSessionType, TSession, TActiveSession, canPerformTemplateAction, hasRequiredPermissions, createField, updateField, deleteField, userIsTemplateCreator, userHasSharedTemplate, userCanCreatePersonalTemplate, userCanCreateOrgTemplate, userCanCreatePublicTemplate, userCanReadTemplate, userCanUpdateTemplate, userCanMakeTemplatePrivate, userCanMakeTemplateShared, userCanMakeTemplatePublic, userCanChangeOrgVisibility, userCanDeleteTemplate, userCanSendTemplate, userCanCreateTemplate, userCanBuildTemplate, getFieldsForRole, userCanPreviewTemplate, ICreateTemplateReminderRequest, createTemplateReminder, getTemplateReminder, updateTemplateReminder, deleteTemplateReminder, createTemplateRole, updateTemplateRole, deleteTemplateRole, getStars, toggleStar, addTemplateTag, getTemplateTags, deleteTemplateTag, createTag, getTag, getAllTags, ITemplateSortBy, IGetTemplatesParams, getTemplates, getTemplate, IDocumentFromUri, IDocumentFromData, ITemplateCreateParams, createTemplate, ITemplateCreateFromSharepointParams, createTemplateFromSharepoint, updateTemplate, deleteTemplate, getTemplateDocuments, getTemplateDocument, createTemplateDocument, deleteTemplateDocument, getTemplateDocumentFile, getTemplateDocumentThumbnail, getTemplateDocumentPageDisplayUri, ITemplateTag, ITag, IStar, ITemplateSearchResult, IValidator, getValidators, getValidator, isValidEmail, isValidPhone, isValidRoleName, isValidTag, IROPCRequest, IClientCredentialsRequest, IRefreshTokenRequest, TAuthenticationRequest, authenticate, refreshToken, changePassword, resetPassword, resendVerification, verifyEmail, getMyUser, getNotifications, getProfiles, getCurrentProfile, switchProfile, updateProfile, deleteProfile, createProfile, updateProfilePhoto, ICreateProfileRequest, IUpdateProfileRequest, IAuthenticateResponse, IChangePasswordRequest, IChangePasswordResponse, IResetPasswordRequest, IResetPasswordResponse, IVerifyEmailRequest, getRGB, getRGBA, nameToRGBA, getRoleColor, formatShortTimeAgo, getRTop, getRLeft, getRValue, blobToBase64, rescale, fileToDataUrl, downloadBlob, Countries, getCountryByCode, isFrenchGuiana, isGuadeloupe, isMartinique, isMayotte, getPlusOneCountry, isCanada, isAmericanSamoa, isDominicanRepublic, isPuertoRico, getMatchingCountry, integerSequence, formatFullName, formatInitials, fullNameToInitials, capitalize, convertToE164, AtoB, decodeJWTBody, decodeAccessTokenBody, IFileWithData, ICountry };
+export { TRequestStatus, TTemplateSenderType, TTemplateAction, TRecipientAction, TEnvelopeStatus, TRecipientStatus, TRecipientType, TSortTemplateBy, TAccessKeyType, TApiKeyPermission, THistoryEvent, TEventDetail, TEnvelopeUpdateResult, TFieldType, FIELD_TYPES, DEFAULT_FIELD_WIDTHS, DEFAULT_FIELD_HEIGHTS, IChannel, IDisabledChannel, INotification, IApiKey, IGroup, IGroupProfile, IOAuth2App, IOrganization, IOrganizationInvitation, IPendingWebhook, IProfile, IUser, IWebhookEvents, IWebhook, IInPersonAccessKey, IInAppAccessKey, IEmailAccessKey, ISMSAccessKey, TAccessKey, IEnvelope, IEnvelopeDocument, IDropdownOption, IEnvelopeField, IEnvelopeFieldOptions, IEnvelopeFieldSettings, IEnvelopeHistory, IInitial, IKbaPINRequired, IRecipient, IReminder, IRole, ISignature, ITemplate, ITemplateDocument, ITemplateField, ITextFieldSetting, ITemplateFieldSetting, TEnvironment, TSessionChangedListener, VerdocsEndpointOptions, VerdocsEndpoint, createEnvelope, getEnvelopeRecipients, getEnvelope, getEnvelopeDocument, getDocumentDownloadLink, getDocumentPreviewLink, cancelEnvelope, getEnvelopeFile, updateEnvelopeField, updateEnvelopeFieldSignature, updateEnvelopeFieldInitials, uploadEnvelopeFieldAttachment, deleteEnvelopeFieldAttachment, getFieldAttachment, getEnvelopeDocumentPageDisplayUri, ITimeRange, IListEnvelopesParams, getEnvelopes, createInitials, IRecipientKbaStepNone, IRecipientKbaStepComplete, IRecipientKbaStepPin, IRecipientKbaStepIdentity, IRecipientKbaStepChallenge, IRecipientKbaStepFailed, TRecipientKbaStep, getKbaStep, submitKbaPin, IKbaIdentity, submitKbaIdentity, IKbaChallengeResponse, submitKbaChallengeResponse, updateRecipient, envelopeRecipientSubmit, envelopeRecipientDecline, envelopeRecipientChangeOwner, envelopeRecipientAgree, envelopeRecipientUpdateName, envelopeRecipientPrepare, ISignerTokenResponse, getSigningSession, getSignerToken, getInPersonLink, sendDelegate, resendInvitation, createEnvelopeReminder, getEnvelopeReminder, updateEnvelopeReminder, deleteEnvelopeReminder, userIsEnvelopeOwner, userIsEnvelopeRecipient, envelopeIsActive, envelopeIsComplete, userCanCancelEnvelope, userCanFinishEnvelope, recipientHasAction, getRecipientsWithActions, recipientCanAct, userCanAct, userCanSignNow, getNextRecipient, createSignature, getSignatures, getSignature, deleteSignature, IEnvelopesSearchResult, IDocumentSearchOptions, ICreateEnvelopeRecipient, IInPersonLinkResponse, IUpdateRecipientSubmitParams, IUpdateRecipientDeclineParams, IUpdateRecipientClaimEnvelope, IUpdateRecipientStatus, IUpdateRecipientAgreedParams, IUpdateRecipientNameParams, IUpdateRecipientPrepareParams, ICreateEnvelopeReminderRequest, ICreateEnvelopeFromTemplateRequest, ICreateEnvelopeDirectlyRequest, TCreateEnvelopeRequest, getApiKeys, createApiKey, rotateApiKey, updateApiKey, deleteApiKey, getGroups, getGroup, createGroup, addGroupMember, deleteGroupMember, updateGroup, getOrganizationInvitations, createOrganizationInvitation, deleteOrganizationInvitation, updateOrganizationInvitation, resendOrganizationInvitation, getOrganizationInvitation, acceptOrganizationInvitation, declineOrganizationInvitation, getOrganizationMembers, deleteOrganizationMember, updateOrganizationMember, getOrganization, updateOrganization, updateOrganizationLogo, updateOrganizationThumbnail, ICreateApiKeyRequest, IUpdateApiKeyRequest, ICreateInvitationRequest, IAcceptOrganizationInvitationRequest, ISetWebhookRequest, getWebhooks, setWebhooks, TTemplatePermissionCreatePublic, TTemplatePermissionCreateOrg, TTemplatePermissionCreatePersonal, TTemplatePermissionDelete, TTemplatePermissionVisibility, TTemplateMemberRead, TTemplateMemberWrite, TTemplateMemberDelete, TTemplateMemberVisibility, TTemplatePermission, TAccountPermissionOwnerAdd, TAccountPermissionOwnerRemove, TAccountPermissionAdminAdd, TAccountPermissionAdminRemove, TAccountPermissionMemberView, TAccountPermissionMemberAdd, TAccountPermissionMemberRemove, TAccountPermission, TOrgPermissionCreate, TOrgPermissionView, TOrgPermissionUpdate, TOrgPermissionDelete, TOrgPermissionTransfer, TOrgPermissionList, TOrgPermission, TEnvelopePermissionCreate, TEnvelopePermissionCancel, TEnvelopePermissionView, TEnvelopePermissionOrg, TEnvelopePermission, TPermission, TRole, RolePermissions, userHasPermissions, ISigningSession, IUserSession, IIdToken, TSessionType, TSession, TActiveSession, canPerformTemplateAction, hasRequiredPermissions, createField, updateField, deleteField, userIsTemplateCreator, userHasSharedTemplate, userCanCreatePersonalTemplate, userCanCreateOrgTemplate, userCanCreatePublicTemplate, userCanReadTemplate, userCanUpdateTemplate, userCanMakeTemplatePrivate, userCanMakeTemplateShared, userCanMakeTemplatePublic, userCanChangeOrgVisibility, userCanDeleteTemplate, userCanSendTemplate, userCanCreateTemplate, userCanBuildTemplate, getFieldsForRole, userCanPreviewTemplate, ICreateTemplateReminderRequest, createTemplateReminder, getTemplateReminder, updateTemplateReminder, deleteTemplateReminder, createTemplateRole, updateTemplateRole, deleteTemplateRole, getStars, toggleStar, addTemplateTag, getTemplateTags, deleteTemplateTag, createTag, getTag, getAllTags, ITemplateSortBy, IGetTemplatesParams, getTemplates, getTemplate, IDocumentFromUri, IDocumentFromData, ITemplateCreateParams, createTemplate, ITemplateCreateFromSharepointParams, createTemplateFromSharepoint, updateTemplate, deleteTemplate, getTemplateDocuments, getTemplateDocument, createTemplateDocument, deleteTemplateDocument, getTemplateDocumentFile, getTemplateDocumentThumbnail, getTemplateDocumentPageDisplayUri, ITemplateTag, ITag, IStar, ITemplateSearchResult, IValidator, getValidators, getValidator, isValidEmail, isValidPhone, isValidRoleName, isValidTag, IROPCRequest, IClientCredentialsRequest, IRefreshTokenRequest, TAuthenticationRequest, authenticate, refreshToken, changePassword, resetPassword, resendVerification, verifyEmail, getMyUser, getNotifications, getProfiles, getCurrentProfile, switchProfile, updateProfile, deleteProfile, createProfile, updateProfilePhoto, ICreateProfileRequest, IUpdateProfileRequest, IAuthenticateResponse, IChangePasswordRequest, IChangePasswordResponse, IResetPasswordRequest, IResetPasswordResponse, IVerifyEmailRequest, getRGB, getRGBA, nameToRGBA, getRoleColor, formatShortTimeAgo, getRTop, getRLeft, getRValue, blobToBase64, rescale, fileToDataUrl, downloadBlob, Countries, getCountryByCode, isFrenchGuiana, isGuadeloupe, isMartinique, isMayotte, getPlusOneCountry, isCanada, isAmericanSamoa, isDominicanRepublic, isPuertoRico, getMatchingCountry, integerSequence, formatFullName, formatInitials, fullNameToInitials, capitalize, convertToE164, AtoB, decodeJWTBody, decodeAccessTokenBody, IFileWithData, ICountry };

package/dist/index.js

@@ -1391,18 +1391,6 @@ class VerdocsEndpoint {
 const createEnvelope = async (endpoint, request) => endpoint.api //
     .post('/envelopes', request)
     .then((r) => r.data);
-/**
- * Get a summary of currently active envelopes.
- *
- * ```typescript
- * import {getEnvelopesSummary} from '@verdocs/js-sdk/Envelopes';
- *
- * const {action_required, completed, waiting_on_others} = await getEnvelopesSummary(VerdocsEndpoint.getDefault());
- * ```
- */
-const getEnvelopesSummary = async (endpoint, page) => endpoint.api //
-    .post('/envelopes/summary', { page })
-    .then((r) => r.data);
 /**
  * Get the list of recipients for an Envelope.
  */
@@ -2885,7 +2873,6 @@ exports.getEnvelopeFile = getEnvelopeFile;
 exports.getEnvelopeRecipients = getEnvelopeRecipients;
 exports.getEnvelopeReminder = getEnvelopeReminder;
 exports.getEnvelopes = getEnvelopes;
-exports.getEnvelopesSummary = getEnvelopesSummary;
 exports.getFieldAttachment = getFieldAttachment;
 exports.getFieldsForRole = getFieldsForRole;
 exports.getGroup = getGroup;