@verdocs/js-sdk 5.1.7 → 5.2.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/dist/index.d.mts CHANGED
@@ -398,6 +398,7 @@ interface IWebhookEvents {
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  envelope_completed: boolean;
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  envelope_updated: boolean;
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  envelope_canceled: boolean;
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+ envelope_expired: boolean;
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  template_created: boolean;
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  template_updated: boolean;
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  template_deleted: boolean;
@@ -967,7 +968,7 @@ type TAccessKeyType = "email" | "in_app" | "in_person_link" | "sms";
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  type TApiKeyPermission = "personal" | "global_read" | "global_write";
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  /** @deprecated. See envelope.created_at, .updated_at, and .canceled_at. */
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  type TDeprecatedHistoryEvent = "envelope:created" | "envelope:completed";
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- type THistoryEvent = "recipient:signed" | "recipient:opened" | "recipient:submitted" | "recipient:prepared" | "recipient:claimed" | "recipient:agreed" | "recipient:invited" | "recipient:reminder" | "recipient:delegated" | "recipient:updated_info" | "recipient:declined" | "recipient:kba_verified" | "recipient:kba_failed" | "recipient:id_verified" | "recipient:id_failed" | "recipient:pin_verified" | "recipient:pin_failed" | "invitation:resent" | "envelope:cc" | "envelope:canceled" | "owner:updated_recipient_info" | "owner:get_in_person_link" | TDeprecatedHistoryEvent;
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+ type THistoryEvent = "recipient:signed" | "recipient:opened" | "recipient:submitted" | "recipient:prepared" | "recipient:claimed" | "recipient:agreed" | "recipient:invited" | "recipient:reminder" | "recipient:delegated" | "recipient:updated_info" | "recipient:declined" | "recipient:kba_verified" | "recipient:kba_failed" | "recipient:id_verified" | "recipient:id_failed" | "recipient:pin_verified" | "recipient:pin_failed" | "invitation:resent" | "envelope:cc" | "envelope:canceled" | "envelope:expired" | "owner:updated_recipient_info" | "owner:get_in_person_link" | TDeprecatedHistoryEvent;
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  type TEventDetail = "in_app" | "mail" | "signer" | "sms" | "reminder" | "preparer" | "manual" | "in_person_link" | "guest" | "email" | "" | string; // Modification events have a string description
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  // Modification events have a string description
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  type TEnvelopeUpdateResult = Omit<IEnvelope, "histories" | "recipients" | "certificate" | "document" | "fields" | "profile">;
@@ -1274,6 +1275,7 @@ interface ICreateEnvelopeRecipient {
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  state?: string;
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  zip?: string;
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  dob?: string;
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+ ssn_last_4?: string;
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  }
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  interface ISignerTokenResponse {
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  /**
@@ -1354,6 +1356,31 @@ interface ICreateEnvelopeReminderRequest {
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  setup_time: number;
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  interval_time: number;
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  }
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+ interface IUpdateRecipientParams {
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+ /** The name of the recipient as it will be displayed in reports and queries, e.g. 'Paige Turner'. */
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+ first_name?: string;
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+ last_name?: string;
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+ /** The email address of the recipient. If changed, a new invite will be sent. */
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+ email?: string;
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+ /** The phone number of the recipient. If changed, a new invite will be sent. */
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+ phone?: string;
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+ /** A custom message to include in the email or SMS invitation. May be left blank for a default message. */
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+ message?: string;
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+ /** If Passcode-based authentication is used, the passcode to challenge the user to enter. May only be changed if the recipient has not already completed passcode-based auth. */
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+ passcode?: string;
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+ /** If KBA-based authentication is used, the recipient's address to prefill. May only be changed if the recipient has not already completed KBA-based auth. */
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+ address?: string;
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+ /** If KBA-based authentication is used, the recipient's city to prefill. May only be changed if the recipient has not already completed KBA-based auth. */
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+ city?: string;
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+ /** If KBA-based authentication is used, the recipient's state to prefill. May only be changed if the recipient has not already completed KBA-based auth. */
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+ state?: string;
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+ /** If KBA-based authentication is used, the recipient's zip code to prefill. May only be changed if the recipient has not already completed KBA-based auth. */
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+ zip?: string;
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+ /** If KBA-based authentication is used, the recipient's date of birth to prefill. May only be changed if the recipient has not already completed KBA-based auth. */
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+ dob?: string;
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+ /** If KBA-based authentication is used, the recipient's SSN-Last-4 to prefill. May only be changed if the recipient has not already completed KBA-based auth. */
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+ ssn_last_4?: string;
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+ }
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  interface ICreateEnvelopeFromTemplateRequest {
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  template_id: string;
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  recipients: ICreateEnvelopeRecipient[];
@@ -1456,15 +1483,17 @@ type TAuthenticateRecipientRequest = IAuthenticateRecipientViaPasscodeRequest |
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  * ```
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  *
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  * @group Envelopes
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- * @api POST /v2/envelopes Create Envelope From Template
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- * @apiBody string(format:uuid) template_id The ID of the template to copy
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+ * @api POST /v2/envelopes Create Envelope
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+ * @apiBody string(format:uuid) template_id If using a template, the ID of the template to copy
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  * @apiBody array(items:ICreateEnvelopeRecipient) recipients A list of recipients to include in the workflow. Must specify one recipient to match each template Role.
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+ * @apiBody array(items:IEnvelopeDocument) documents? If not using a template, a list of documents to include in the envelope.
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+ * @apiBody array(items:IEnvelopeField) fields? If not using a template, a list of fields to include in the envelope.
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  * @apiBody string name? Override the name of the envelope (defaults to the template name).
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  * @apiBody string description? Override the description of the envelope (defaults to the template description).
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- * @apiBody array(items:IEnvelopeField) fields? Provide default values for fields in the envelope. Note that only "name", "role_name", and "default" should be set in this array.
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  * @apiBody boolean no_contact? If set to true, no email or SMS messages will be sent to any recipients.
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  * @apiBody integer(min: 0) initial_reminder? Override the template initial-reminder setting.
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  * @apiBody integer(min: 0) followup_reminders? Override the template initial-reminder setting.
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+ * @apiBody string expires_at? If set, the envelope will automatically expire (be canceled) at this date and time. Expirations must be at least 1 day in the future.
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  * @apiSuccess IEnvelope . The newly-created envelope.
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  */
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  declare const createEnvelope: (endpoint: VerdocsEndpoint, request: TCreateEnvelopeRequest) => Promise<IEnvelope>;
@@ -1780,7 +1809,7 @@ declare const submitKbaChallengeResponse: (endpoint: VerdocsEndpoint, envelope_i
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  * @apiBody array(items:IRecipient) recipients? Ignored unless action is 'prepare'. A list of recipients and their fields to set defaults for.
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  * @apiSuccess IRecipient . The updated Recipient.
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  */
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- declare const updateRecipient: (endpoint: VerdocsEndpoint, envelope_id: string, role_name: string, params: IUpdateRecipientSubmitParams | IUpdateRecipientClaimEnvelope | IUpdateRecipientAgreedParams | IUpdateRecipientNameParams | IUpdateRecipientDeclineParams | IUpdateRecipientPrepareParams) => Promise<IRecipient>;
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+ declare const updateRecipientStatus: (endpoint: VerdocsEndpoint, envelope_id: string, role_name: string, params: IUpdateRecipientSubmitParams | IUpdateRecipientClaimEnvelope | IUpdateRecipientAgreedParams | IUpdateRecipientNameParams | IUpdateRecipientDeclineParams | IUpdateRecipientPrepareParams) => Promise<IRecipient>;
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  /**
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  * Submit an envelope (signing is finished). Note that all fields must be valid/completed for this to succeed.
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  */
@@ -1878,7 +1907,34 @@ declare const sendDelegate: (endpoint: VerdocsEndpoint, envelopeId: string, role
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  * @apiBody string(enum:'resend') action The operation to perform.
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  * @apiSuccess string . Success message.
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  */
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- declare const resendInvitation: (endpoint: VerdocsEndpoint, envelopeId: string, roleName: string) => Promise<any>;
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+ declare const resendInvitation: (endpoint: VerdocsEndpoint, envelopeId: string, roleName: string) => Promise<{
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+ status: "OK";
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+ }>;
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+ /**
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+ * Update a recipient. NOTE: User interfaces should rate-limit this operation to
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+ * avoid spamming recipients. Excessive use of this endpoint may result in Verdocs rate-limiting
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+ * the calling application to prevent abuse. This endpoint will return a 200 OK even if the
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+ * no_contact flag is set on the envelope (in which case the call will be ignored).
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+ *
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+ * @group Recipients
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+ * @api PATCH /envelopes/:envelope_id/recipients/:role_name Update Recipient
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+ * @apiParam string(format:uuid) envelope_id The envelope to operate on.
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+ * @apiParam string role_name The role name to update.
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+ * @apiBody string first_name? Update the recipient's first name.
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+ * @apiBody string last_name? Update the recipient's last name.
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+ * @apiBody string email? Update the recipient's email address. Updating this value will trigger a new invitation.
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+ * @apiBody string message? Update the recipient's invite message. Updating this value will trigger a new invitation.
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+ * @apiBody string phone? Update the recipient's phone number.
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+ * @apiBody string passcode? If passcode authentication is used, the recipient's address to prefill. May only be changed if the recipient has not already completed passcode-based auth.
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+ * @apiBody string address? If KBA-based authentication is used, the recipient's address to prefill. May only be changed if the recipient has not already completed KBA-based auth.
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+ * @apiBody string city? If KBA-based authentication is used, the recipient's city to prefill. May only be changed if the recipient has not already completed KBA-based auth.
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+ * @apiBody string state? If KBA-based authentication is used, the recipient's state to prefill. May only be changed if the recipient has not already completed KBA-based auth.
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+ * @apiBody string zip? If KBA-based authentication is used, the recipient's zip code to prefill. May only be changed if the recipient has not already completed KBA-based auth.
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+ * @apiBody string dob? If KBA-based authentication is used, the recipient's date of birth to prefill. May only be changed if the recipient has not already completed KBA-based auth.
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+ * @apiBody string ssn_last_4? If KBA-based authentication is used, the recipient's SSN-last-4 to prefill. May only be changed if the recipient has not already completed KBA-based auth.
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+ * @apiSuccess IRecipient . The updated Recipient.
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+ */
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+ declare const updateRecipient: (endpoint: VerdocsEndpoint, envelopeId: string, roleName: string) => Promise<IRecipient>;
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  /**
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  * Check to see if the user owns the envelope.
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  */
@@ -3572,4 +3628,4 @@ declare const decodeJWTBody: (token: string) => any;
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  * the presence of the `document_id` field, which will only be present for signing sessions.
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  */
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  declare const decodeAccessTokenBody: (token: string) => TSession;
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- export { TRequestStatus, TTemplateSender, TTemplateAction, TRecipientAction, TEnvelopeStatus, TRecipientStatus, TRecipientType, TSortTemplateBy, TAccessKeyType, TApiKeyPermission, TDeprecatedHistoryEvent, THistoryEvent, TEventDetail, TEnvelopeUpdateResult, TFieldType, TWebhookEvent, TTemplateVisibility, TEntitlement, TRecipientAuthMethod, TRecipientAuthStep, TUsageType, FIELD_TYPES, DEFAULT_FIELD_WIDTHS, DEFAULT_FIELD_HEIGHTS, WEBHOOK_EVENTS, ALL_PERMISSIONS, IChannel, IDisabledChannel, INotification, IApiKey, IGroup, IGroupProfile, IOAuth2App, IEntitlement, IOrganization, IOrganizationInvitation, IPendingWebhook, IProfile, IUser, IWebhookEvents, IWebhook, IInPersonAccessKey, IInAppAccessKey, IEmailAccessKey, ISMSAccessKey, TAccessKey, IEnvelope, IEnvelopeDocument, IDropdownOption, IEnvelopeField, IEnvelopeFieldOptions, IEnvelopeFieldSettings, IEnvelopeHistory, IInitial, IKbaPINRequired, IKBAQuestion, IRecipient, IRole, ISignature, ITemplate, ITemplateDocument, ITemplateField, ITextFieldSetting, ITemplateFieldSetting, TOrganizationUsage, TEnvironment, TSessionChangedListener, VerdocsEndpointOptions, VerdocsEndpoint, createEnvelope, getEnvelope, getEnvelopeDocument, getDocumentDownloadLink, getDocumentPreviewLink, cancelEnvelope, getEnvelopeFile, updateEnvelope, 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, startSigningSession, getInPersonLink, verifySigner, sendDelegate, resendInvitation, userIsEnvelopeOwner, userIsEnvelopeRecipient, envelopeIsActive, envelopeIsComplete, userCanCancelEnvelope, userCanFinishEnvelope, recipientHasAction, getRecipientsWithActions, recipientCanAct, userCanAct, userCanSignNow, getNextRecipient, createSignature, getSignatures, getSignature, deleteSignature, IEnvelopesSearchResult, IDocumentSearchOptions, ICreateEnvelopeRecipient, ISignerTokenResponse, IInPersonLinkResponse, IUpdateRecipientSubmitParams, IUpdateRecipientDeclineParams, IUpdateRecipientClaimEnvelope, IUpdateRecipientStatus, IUpdateRecipientAgreedParams, IUpdateRecipientNameParams, IUpdateRecipientPrepareParams, ICreateEnvelopeReminderRequest, ICreateEnvelopeFromTemplateRequest, ICreateEnvelopeDirectlyRequest, TCreateEnvelopeRequest, IAuthenticateRecipientViaPasscodeRequest, IAuthenticateRecipientViaEmailRequest, IAuthenticateRecipientViaSMSRequest, IKBAResponse, IAuthenticateRecipientViaKBARequest, TAuthenticateRecipientRequest, getApiKeys, createApiKey, rotateApiKey, updateApiKey, deleteApiKey, getOrganizationContacts, deleteOrganizationContact, createOrganizationContact, updateOrganizationContact, getGroups, getGroup, createGroup, updateGroup, deleteGroup, addGroupMember, deleteGroupMember, getOrganizationInvitations, createOrganizationInvitation, deleteOrganizationInvitation, updateOrganizationInvitation, resendOrganizationInvitation, getOrganizationInvitation, acceptOrganizationInvitation, declineOrganizationInvitation, getOrganizationMembers, deleteOrganizationMember, updateOrganizationMember, getOrganization, getOrganizationChildren, getOrganizationUsage, createOrganization, updateOrganization, deleteOrganization, updateOrganizationLogo, updateOrganizationThumbnail, getEntitlements, getActiveEntitlements, 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, createTemplateRole, updateTemplateRole, deleteTemplateRole, getStars, toggleStar, addTemplateTag, getTemplateTags, deleteTemplateTag, createTag, getTag, getAllTags, ITemplateSortBy, TTemplateVisibilityFilter, IGetTemplatesParams, getTemplates, getTemplate, IDocumentFromUri, IDocumentFromData, ITemplateCreateParams, createTemplate, duplicateTemplate, 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, collapseEntitlements, getRTop, getRLeft, getRValue, blobToBase64, rescale, sortFields, fileToDataUrl, downloadBlob, Countries, getCountryByCode, isFrenchGuiana, isGuadeloupe, isMartinique, isMayotte, getPlusOneCountry, isCanada, isAmericanSamoa, isDominicanRepublic, isPuertoRico, getMatchingCountry, integerSequence, formatFullName, formatInitials, fullNameToInitials, capitalize, convertToE164, randomString, AtoB, decodeJWTBody, decodeAccessTokenBody, IFileWithData, ICountry };
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+ export { TRequestStatus, TTemplateSender, TTemplateAction, TRecipientAction, TEnvelopeStatus, TRecipientStatus, TRecipientType, TSortTemplateBy, TAccessKeyType, TApiKeyPermission, TDeprecatedHistoryEvent, THistoryEvent, TEventDetail, TEnvelopeUpdateResult, TFieldType, TWebhookEvent, TTemplateVisibility, TEntitlement, TRecipientAuthMethod, TRecipientAuthStep, TUsageType, FIELD_TYPES, DEFAULT_FIELD_WIDTHS, DEFAULT_FIELD_HEIGHTS, WEBHOOK_EVENTS, ALL_PERMISSIONS, IChannel, IDisabledChannel, INotification, IApiKey, IGroup, IGroupProfile, IOAuth2App, IEntitlement, IOrganization, IOrganizationInvitation, IPendingWebhook, IProfile, IUser, IWebhookEvents, IWebhook, IInPersonAccessKey, IInAppAccessKey, IEmailAccessKey, ISMSAccessKey, TAccessKey, IEnvelope, IEnvelopeDocument, IDropdownOption, IEnvelopeField, IEnvelopeFieldOptions, IEnvelopeFieldSettings, IEnvelopeHistory, IInitial, IKbaPINRequired, IKBAQuestion, IRecipient, IRole, ISignature, ITemplate, ITemplateDocument, ITemplateField, ITextFieldSetting, ITemplateFieldSetting, TOrganizationUsage, TEnvironment, TSessionChangedListener, VerdocsEndpointOptions, VerdocsEndpoint, createEnvelope, getEnvelope, getEnvelopeDocument, getDocumentDownloadLink, getDocumentPreviewLink, cancelEnvelope, getEnvelopeFile, updateEnvelope, updateEnvelopeField, updateEnvelopeFieldSignature, updateEnvelopeFieldInitials, uploadEnvelopeFieldAttachment, deleteEnvelopeFieldAttachment, getFieldAttachment, getEnvelopeDocumentPageDisplayUri, ITimeRange, IListEnvelopesParams, getEnvelopes, createInitials, IRecipientKbaStepNone, IRecipientKbaStepComplete, IRecipientKbaStepPin, IRecipientKbaStepIdentity, IRecipientKbaStepChallenge, IRecipientKbaStepFailed, TRecipientKbaStep, getKbaStep, submitKbaPin, IKbaIdentity, submitKbaIdentity, IKbaChallengeResponse, submitKbaChallengeResponse, updateRecipientStatus, envelopeRecipientSubmit, envelopeRecipientDecline, envelopeRecipientChangeOwner, envelopeRecipientAgree, envelopeRecipientUpdateName, envelopeRecipientPrepare, startSigningSession, getInPersonLink, verifySigner, sendDelegate, resendInvitation, updateRecipient, userIsEnvelopeOwner, userIsEnvelopeRecipient, envelopeIsActive, envelopeIsComplete, userCanCancelEnvelope, userCanFinishEnvelope, recipientHasAction, getRecipientsWithActions, recipientCanAct, userCanAct, userCanSignNow, getNextRecipient, createSignature, getSignatures, getSignature, deleteSignature, IEnvelopesSearchResult, IDocumentSearchOptions, ICreateEnvelopeRecipient, ISignerTokenResponse, IInPersonLinkResponse, IUpdateRecipientSubmitParams, IUpdateRecipientDeclineParams, IUpdateRecipientClaimEnvelope, IUpdateRecipientStatus, IUpdateRecipientAgreedParams, IUpdateRecipientNameParams, IUpdateRecipientPrepareParams, ICreateEnvelopeReminderRequest, IUpdateRecipientParams, ICreateEnvelopeFromTemplateRequest, ICreateEnvelopeDirectlyRequest, TCreateEnvelopeRequest, IAuthenticateRecipientViaPasscodeRequest, IAuthenticateRecipientViaEmailRequest, IAuthenticateRecipientViaSMSRequest, IKBAResponse, IAuthenticateRecipientViaKBARequest, TAuthenticateRecipientRequest, getApiKeys, createApiKey, rotateApiKey, updateApiKey, deleteApiKey, getOrganizationContacts, deleteOrganizationContact, createOrganizationContact, updateOrganizationContact, getGroups, getGroup, createGroup, updateGroup, deleteGroup, addGroupMember, deleteGroupMember, getOrganizationInvitations, createOrganizationInvitation, deleteOrganizationInvitation, updateOrganizationInvitation, resendOrganizationInvitation, getOrganizationInvitation, acceptOrganizationInvitation, declineOrganizationInvitation, getOrganizationMembers, deleteOrganizationMember, updateOrganizationMember, getOrganization, getOrganizationChildren, getOrganizationUsage, createOrganization, updateOrganization, deleteOrganization, updateOrganizationLogo, updateOrganizationThumbnail, getEntitlements, getActiveEntitlements, 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, createTemplateRole, updateTemplateRole, deleteTemplateRole, getStars, toggleStar, addTemplateTag, getTemplateTags, deleteTemplateTag, createTag, getTag, getAllTags, ITemplateSortBy, TTemplateVisibilityFilter, IGetTemplatesParams, getTemplates, getTemplate, IDocumentFromUri, IDocumentFromData, ITemplateCreateParams, createTemplate, duplicateTemplate, 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, collapseEntitlements, getRTop, getRLeft, getRValue, blobToBase64, rescale, sortFields, fileToDataUrl, downloadBlob, Countries, getCountryByCode, isFrenchGuiana, isGuadeloupe, isMartinique, isMayotte, getPlusOneCountry, isCanada, isAmericanSamoa, isDominicanRepublic, isPuertoRico, getMatchingCountry, integerSequence, formatFullName, formatInitials, fullNameToInitials, capitalize, convertToE164, randomString, AtoB, decodeJWTBody, decodeAccessTokenBody, IFileWithData, ICountry };
package/dist/index.d.ts CHANGED
@@ -398,6 +398,7 @@ interface IWebhookEvents {
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  envelope_completed: boolean;
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  envelope_updated: boolean;
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  envelope_canceled: boolean;
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+ envelope_expired: boolean;
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  template_created: boolean;
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  template_updated: boolean;
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  template_deleted: boolean;
@@ -967,7 +968,7 @@ type TAccessKeyType = "email" | "in_app" | "in_person_link" | "sms";
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  type TApiKeyPermission = "personal" | "global_read" | "global_write";
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  /** @deprecated. See envelope.created_at, .updated_at, and .canceled_at. */
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  type TDeprecatedHistoryEvent = "envelope:created" | "envelope:completed";
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- type THistoryEvent = "recipient:signed" | "recipient:opened" | "recipient:submitted" | "recipient:prepared" | "recipient:claimed" | "recipient:agreed" | "recipient:invited" | "recipient:reminder" | "recipient:delegated" | "recipient:updated_info" | "recipient:declined" | "recipient:kba_verified" | "recipient:kba_failed" | "recipient:id_verified" | "recipient:id_failed" | "recipient:pin_verified" | "recipient:pin_failed" | "invitation:resent" | "envelope:cc" | "envelope:canceled" | "owner:updated_recipient_info" | "owner:get_in_person_link" | TDeprecatedHistoryEvent;
971
+ type THistoryEvent = "recipient:signed" | "recipient:opened" | "recipient:submitted" | "recipient:prepared" | "recipient:claimed" | "recipient:agreed" | "recipient:invited" | "recipient:reminder" | "recipient:delegated" | "recipient:updated_info" | "recipient:declined" | "recipient:kba_verified" | "recipient:kba_failed" | "recipient:id_verified" | "recipient:id_failed" | "recipient:pin_verified" | "recipient:pin_failed" | "invitation:resent" | "envelope:cc" | "envelope:canceled" | "envelope:expired" | "owner:updated_recipient_info" | "owner:get_in_person_link" | TDeprecatedHistoryEvent;
971
972
  type TEventDetail = "in_app" | "mail" | "signer" | "sms" | "reminder" | "preparer" | "manual" | "in_person_link" | "guest" | "email" | "" | string; // Modification events have a string description
972
973
  // Modification events have a string description
973
974
  type TEnvelopeUpdateResult = Omit<IEnvelope, "histories" | "recipients" | "certificate" | "document" | "fields" | "profile">;
@@ -1274,6 +1275,7 @@ interface ICreateEnvelopeRecipient {
1274
1275
  state?: string;
1275
1276
  zip?: string;
1276
1277
  dob?: string;
1278
+ ssn_last_4?: string;
1277
1279
  }
1278
1280
  interface ISignerTokenResponse {
1279
1281
  /**
@@ -1354,6 +1356,31 @@ interface ICreateEnvelopeReminderRequest {
1354
1356
  setup_time: number;
1355
1357
  interval_time: number;
1356
1358
  }
1359
+ interface IUpdateRecipientParams {
1360
+ /** The name of the recipient as it will be displayed in reports and queries, e.g. 'Paige Turner'. */
1361
+ first_name?: string;
1362
+ last_name?: string;
1363
+ /** The email address of the recipient. If changed, a new invite will be sent. */
1364
+ email?: string;
1365
+ /** The phone number of the recipient. If changed, a new invite will be sent. */
1366
+ phone?: string;
1367
+ /** A custom message to include in the email or SMS invitation. May be left blank for a default message. */
1368
+ message?: string;
1369
+ /** If Passcode-based authentication is used, the passcode to challenge the user to enter. May only be changed if the recipient has not already completed passcode-based auth. */
1370
+ passcode?: string;
1371
+ /** If KBA-based authentication is used, the recipient's address to prefill. May only be changed if the recipient has not already completed KBA-based auth. */
1372
+ address?: string;
1373
+ /** If KBA-based authentication is used, the recipient's city to prefill. May only be changed if the recipient has not already completed KBA-based auth. */
1374
+ city?: string;
1375
+ /** If KBA-based authentication is used, the recipient's state to prefill. May only be changed if the recipient has not already completed KBA-based auth. */
1376
+ state?: string;
1377
+ /** If KBA-based authentication is used, the recipient's zip code to prefill. May only be changed if the recipient has not already completed KBA-based auth. */
1378
+ zip?: string;
1379
+ /** If KBA-based authentication is used, the recipient's date of birth to prefill. May only be changed if the recipient has not already completed KBA-based auth. */
1380
+ dob?: string;
1381
+ /** If KBA-based authentication is used, the recipient's SSN-Last-4 to prefill. May only be changed if the recipient has not already completed KBA-based auth. */
1382
+ ssn_last_4?: string;
1383
+ }
1357
1384
  interface ICreateEnvelopeFromTemplateRequest {
1358
1385
  template_id: string;
1359
1386
  recipients: ICreateEnvelopeRecipient[];
@@ -1456,15 +1483,17 @@ type TAuthenticateRecipientRequest = IAuthenticateRecipientViaPasscodeRequest |
1456
1483
  * ```
1457
1484
  *
1458
1485
  * @group Envelopes
1459
- * @api POST /v2/envelopes Create Envelope From Template
1460
- * @apiBody string(format:uuid) template_id The ID of the template to copy
1486
+ * @api POST /v2/envelopes Create Envelope
1487
+ * @apiBody string(format:uuid) template_id If using a template, the ID of the template to copy
1461
1488
  * @apiBody array(items:ICreateEnvelopeRecipient) recipients A list of recipients to include in the workflow. Must specify one recipient to match each template Role.
1489
+ * @apiBody array(items:IEnvelopeDocument) documents? If not using a template, a list of documents to include in the envelope.
1490
+ * @apiBody array(items:IEnvelopeField) fields? If not using a template, a list of fields to include in the envelope.
1462
1491
  * @apiBody string name? Override the name of the envelope (defaults to the template name).
1463
1492
  * @apiBody string description? Override the description of the envelope (defaults to the template description).
1464
- * @apiBody array(items:IEnvelopeField) fields? Provide default values for fields in the envelope. Note that only "name", "role_name", and "default" should be set in this array.
1465
1493
  * @apiBody boolean no_contact? If set to true, no email or SMS messages will be sent to any recipients.
1466
1494
  * @apiBody integer(min: 0) initial_reminder? Override the template initial-reminder setting.
1467
1495
  * @apiBody integer(min: 0) followup_reminders? Override the template initial-reminder setting.
1496
+ * @apiBody string expires_at? If set, the envelope will automatically expire (be canceled) at this date and time. Expirations must be at least 1 day in the future.
1468
1497
  * @apiSuccess IEnvelope . The newly-created envelope.
1469
1498
  */
1470
1499
  declare const createEnvelope: (endpoint: VerdocsEndpoint, request: TCreateEnvelopeRequest) => Promise<IEnvelope>;
@@ -1780,7 +1809,7 @@ declare const submitKbaChallengeResponse: (endpoint: VerdocsEndpoint, envelope_i
1780
1809
  * @apiBody array(items:IRecipient) recipients? Ignored unless action is 'prepare'. A list of recipients and their fields to set defaults for.
1781
1810
  * @apiSuccess IRecipient . The updated Recipient.
1782
1811
  */
1783
- declare const updateRecipient: (endpoint: VerdocsEndpoint, envelope_id: string, role_name: string, params: IUpdateRecipientSubmitParams | IUpdateRecipientClaimEnvelope | IUpdateRecipientAgreedParams | IUpdateRecipientNameParams | IUpdateRecipientDeclineParams | IUpdateRecipientPrepareParams) => Promise<IRecipient>;
1812
+ declare const updateRecipientStatus: (endpoint: VerdocsEndpoint, envelope_id: string, role_name: string, params: IUpdateRecipientSubmitParams | IUpdateRecipientClaimEnvelope | IUpdateRecipientAgreedParams | IUpdateRecipientNameParams | IUpdateRecipientDeclineParams | IUpdateRecipientPrepareParams) => Promise<IRecipient>;
1784
1813
  /**
1785
1814
  * Submit an envelope (signing is finished). Note that all fields must be valid/completed for this to succeed.
1786
1815
  */
@@ -1878,7 +1907,34 @@ declare const sendDelegate: (endpoint: VerdocsEndpoint, envelopeId: string, role
1878
1907
  * @apiBody string(enum:'resend') action The operation to perform.
1879
1908
  * @apiSuccess string . Success message.
1880
1909
  */
1881
- declare const resendInvitation: (endpoint: VerdocsEndpoint, envelopeId: string, roleName: string) => Promise<any>;
1910
+ declare const resendInvitation: (endpoint: VerdocsEndpoint, envelopeId: string, roleName: string) => Promise<{
1911
+ status: "OK";
1912
+ }>;
1913
+ /**
1914
+ * Update a recipient. NOTE: User interfaces should rate-limit this operation to
1915
+ * avoid spamming recipients. Excessive use of this endpoint may result in Verdocs rate-limiting
1916
+ * the calling application to prevent abuse. This endpoint will return a 200 OK even if the
1917
+ * no_contact flag is set on the envelope (in which case the call will be ignored).
1918
+ *
1919
+ * @group Recipients
1920
+ * @api PATCH /envelopes/:envelope_id/recipients/:role_name Update Recipient
1921
+ * @apiParam string(format:uuid) envelope_id The envelope to operate on.
1922
+ * @apiParam string role_name The role name to update.
1923
+ * @apiBody string first_name? Update the recipient's first name.
1924
+ * @apiBody string last_name? Update the recipient's last name.
1925
+ * @apiBody string email? Update the recipient's email address. Updating this value will trigger a new invitation.
1926
+ * @apiBody string message? Update the recipient's invite message. Updating this value will trigger a new invitation.
1927
+ * @apiBody string phone? Update the recipient's phone number.
1928
+ * @apiBody string passcode? If passcode authentication is used, the recipient's address to prefill. May only be changed if the recipient has not already completed passcode-based auth.
1929
+ * @apiBody string address? If KBA-based authentication is used, the recipient's address to prefill. May only be changed if the recipient has not already completed KBA-based auth.
1930
+ * @apiBody string city? If KBA-based authentication is used, the recipient's city to prefill. May only be changed if the recipient has not already completed KBA-based auth.
1931
+ * @apiBody string state? If KBA-based authentication is used, the recipient's state to prefill. May only be changed if the recipient has not already completed KBA-based auth.
1932
+ * @apiBody string zip? If KBA-based authentication is used, the recipient's zip code to prefill. May only be changed if the recipient has not already completed KBA-based auth.
1933
+ * @apiBody string dob? If KBA-based authentication is used, the recipient's date of birth to prefill. May only be changed if the recipient has not already completed KBA-based auth.
1934
+ * @apiBody string ssn_last_4? If KBA-based authentication is used, the recipient's SSN-last-4 to prefill. May only be changed if the recipient has not already completed KBA-based auth.
1935
+ * @apiSuccess IRecipient . The updated Recipient.
1936
+ */
1937
+ declare const updateRecipient: (endpoint: VerdocsEndpoint, envelopeId: string, roleName: string) => Promise<IRecipient>;
1882
1938
  /**
1883
1939
  * Check to see if the user owns the envelope.
1884
1940
  */
@@ -3572,4 +3628,4 @@ declare const decodeJWTBody: (token: string) => any;
3572
3628
  * the presence of the `document_id` field, which will only be present for signing sessions.
3573
3629
  */
3574
3630
  declare const decodeAccessTokenBody: (token: string) => TSession;
3575
- export { TRequestStatus, TTemplateSender, TTemplateAction, TRecipientAction, TEnvelopeStatus, TRecipientStatus, TRecipientType, TSortTemplateBy, TAccessKeyType, TApiKeyPermission, TDeprecatedHistoryEvent, THistoryEvent, TEventDetail, TEnvelopeUpdateResult, TFieldType, TWebhookEvent, TTemplateVisibility, TEntitlement, TRecipientAuthMethod, TRecipientAuthStep, TUsageType, FIELD_TYPES, DEFAULT_FIELD_WIDTHS, DEFAULT_FIELD_HEIGHTS, WEBHOOK_EVENTS, ALL_PERMISSIONS, IChannel, IDisabledChannel, INotification, IApiKey, IGroup, IGroupProfile, IOAuth2App, IEntitlement, IOrganization, IOrganizationInvitation, IPendingWebhook, IProfile, IUser, IWebhookEvents, IWebhook, IInPersonAccessKey, IInAppAccessKey, IEmailAccessKey, ISMSAccessKey, TAccessKey, IEnvelope, IEnvelopeDocument, IDropdownOption, IEnvelopeField, IEnvelopeFieldOptions, IEnvelopeFieldSettings, IEnvelopeHistory, IInitial, IKbaPINRequired, IKBAQuestion, IRecipient, IRole, ISignature, ITemplate, ITemplateDocument, ITemplateField, ITextFieldSetting, ITemplateFieldSetting, TOrganizationUsage, TEnvironment, TSessionChangedListener, VerdocsEndpointOptions, VerdocsEndpoint, createEnvelope, getEnvelope, getEnvelopeDocument, getDocumentDownloadLink, getDocumentPreviewLink, cancelEnvelope, getEnvelopeFile, updateEnvelope, 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, startSigningSession, getInPersonLink, verifySigner, sendDelegate, resendInvitation, userIsEnvelopeOwner, userIsEnvelopeRecipient, envelopeIsActive, envelopeIsComplete, userCanCancelEnvelope, userCanFinishEnvelope, recipientHasAction, getRecipientsWithActions, recipientCanAct, userCanAct, userCanSignNow, getNextRecipient, createSignature, getSignatures, getSignature, deleteSignature, IEnvelopesSearchResult, IDocumentSearchOptions, ICreateEnvelopeRecipient, ISignerTokenResponse, IInPersonLinkResponse, IUpdateRecipientSubmitParams, IUpdateRecipientDeclineParams, IUpdateRecipientClaimEnvelope, IUpdateRecipientStatus, IUpdateRecipientAgreedParams, IUpdateRecipientNameParams, IUpdateRecipientPrepareParams, ICreateEnvelopeReminderRequest, ICreateEnvelopeFromTemplateRequest, ICreateEnvelopeDirectlyRequest, TCreateEnvelopeRequest, IAuthenticateRecipientViaPasscodeRequest, IAuthenticateRecipientViaEmailRequest, IAuthenticateRecipientViaSMSRequest, IKBAResponse, IAuthenticateRecipientViaKBARequest, TAuthenticateRecipientRequest, getApiKeys, createApiKey, rotateApiKey, updateApiKey, deleteApiKey, getOrganizationContacts, deleteOrganizationContact, createOrganizationContact, updateOrganizationContact, getGroups, getGroup, createGroup, updateGroup, deleteGroup, addGroupMember, deleteGroupMember, getOrganizationInvitations, createOrganizationInvitation, deleteOrganizationInvitation, updateOrganizationInvitation, resendOrganizationInvitation, getOrganizationInvitation, acceptOrganizationInvitation, declineOrganizationInvitation, getOrganizationMembers, deleteOrganizationMember, updateOrganizationMember, getOrganization, getOrganizationChildren, getOrganizationUsage, createOrganization, updateOrganization, deleteOrganization, updateOrganizationLogo, updateOrganizationThumbnail, getEntitlements, getActiveEntitlements, 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, createTemplateRole, updateTemplateRole, deleteTemplateRole, getStars, toggleStar, addTemplateTag, getTemplateTags, deleteTemplateTag, createTag, getTag, getAllTags, ITemplateSortBy, TTemplateVisibilityFilter, IGetTemplatesParams, getTemplates, getTemplate, IDocumentFromUri, IDocumentFromData, ITemplateCreateParams, createTemplate, duplicateTemplate, 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, collapseEntitlements, getRTop, getRLeft, getRValue, blobToBase64, rescale, sortFields, fileToDataUrl, downloadBlob, Countries, getCountryByCode, isFrenchGuiana, isGuadeloupe, isMartinique, isMayotte, getPlusOneCountry, isCanada, isAmericanSamoa, isDominicanRepublic, isPuertoRico, getMatchingCountry, integerSequence, formatFullName, formatInitials, fullNameToInitials, capitalize, convertToE164, randomString, AtoB, decodeJWTBody, decodeAccessTokenBody, IFileWithData, ICountry };
3631
+ export { TRequestStatus, TTemplateSender, TTemplateAction, TRecipientAction, TEnvelopeStatus, TRecipientStatus, TRecipientType, TSortTemplateBy, TAccessKeyType, TApiKeyPermission, TDeprecatedHistoryEvent, THistoryEvent, TEventDetail, TEnvelopeUpdateResult, TFieldType, TWebhookEvent, TTemplateVisibility, TEntitlement, TRecipientAuthMethod, TRecipientAuthStep, TUsageType, FIELD_TYPES, DEFAULT_FIELD_WIDTHS, DEFAULT_FIELD_HEIGHTS, WEBHOOK_EVENTS, ALL_PERMISSIONS, IChannel, IDisabledChannel, INotification, IApiKey, IGroup, IGroupProfile, IOAuth2App, IEntitlement, IOrganization, IOrganizationInvitation, IPendingWebhook, IProfile, IUser, IWebhookEvents, IWebhook, IInPersonAccessKey, IInAppAccessKey, IEmailAccessKey, ISMSAccessKey, TAccessKey, IEnvelope, IEnvelopeDocument, IDropdownOption, IEnvelopeField, IEnvelopeFieldOptions, IEnvelopeFieldSettings, IEnvelopeHistory, IInitial, IKbaPINRequired, IKBAQuestion, IRecipient, IRole, ISignature, ITemplate, ITemplateDocument, ITemplateField, ITextFieldSetting, ITemplateFieldSetting, TOrganizationUsage, TEnvironment, TSessionChangedListener, VerdocsEndpointOptions, VerdocsEndpoint, createEnvelope, getEnvelope, getEnvelopeDocument, getDocumentDownloadLink, getDocumentPreviewLink, cancelEnvelope, getEnvelopeFile, updateEnvelope, updateEnvelopeField, updateEnvelopeFieldSignature, updateEnvelopeFieldInitials, uploadEnvelopeFieldAttachment, deleteEnvelopeFieldAttachment, getFieldAttachment, getEnvelopeDocumentPageDisplayUri, ITimeRange, IListEnvelopesParams, getEnvelopes, createInitials, IRecipientKbaStepNone, IRecipientKbaStepComplete, IRecipientKbaStepPin, IRecipientKbaStepIdentity, IRecipientKbaStepChallenge, IRecipientKbaStepFailed, TRecipientKbaStep, getKbaStep, submitKbaPin, IKbaIdentity, submitKbaIdentity, IKbaChallengeResponse, submitKbaChallengeResponse, updateRecipientStatus, envelopeRecipientSubmit, envelopeRecipientDecline, envelopeRecipientChangeOwner, envelopeRecipientAgree, envelopeRecipientUpdateName, envelopeRecipientPrepare, startSigningSession, getInPersonLink, verifySigner, sendDelegate, resendInvitation, updateRecipient, userIsEnvelopeOwner, userIsEnvelopeRecipient, envelopeIsActive, envelopeIsComplete, userCanCancelEnvelope, userCanFinishEnvelope, recipientHasAction, getRecipientsWithActions, recipientCanAct, userCanAct, userCanSignNow, getNextRecipient, createSignature, getSignatures, getSignature, deleteSignature, IEnvelopesSearchResult, IDocumentSearchOptions, ICreateEnvelopeRecipient, ISignerTokenResponse, IInPersonLinkResponse, IUpdateRecipientSubmitParams, IUpdateRecipientDeclineParams, IUpdateRecipientClaimEnvelope, IUpdateRecipientStatus, IUpdateRecipientAgreedParams, IUpdateRecipientNameParams, IUpdateRecipientPrepareParams, ICreateEnvelopeReminderRequest, IUpdateRecipientParams, ICreateEnvelopeFromTemplateRequest, ICreateEnvelopeDirectlyRequest, TCreateEnvelopeRequest, IAuthenticateRecipientViaPasscodeRequest, IAuthenticateRecipientViaEmailRequest, IAuthenticateRecipientViaSMSRequest, IKBAResponse, IAuthenticateRecipientViaKBARequest, TAuthenticateRecipientRequest, getApiKeys, createApiKey, rotateApiKey, updateApiKey, deleteApiKey, getOrganizationContacts, deleteOrganizationContact, createOrganizationContact, updateOrganizationContact, getGroups, getGroup, createGroup, updateGroup, deleteGroup, addGroupMember, deleteGroupMember, getOrganizationInvitations, createOrganizationInvitation, deleteOrganizationInvitation, updateOrganizationInvitation, resendOrganizationInvitation, getOrganizationInvitation, acceptOrganizationInvitation, declineOrganizationInvitation, getOrganizationMembers, deleteOrganizationMember, updateOrganizationMember, getOrganization, getOrganizationChildren, getOrganizationUsage, createOrganization, updateOrganization, deleteOrganization, updateOrganizationLogo, updateOrganizationThumbnail, getEntitlements, getActiveEntitlements, 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, createTemplateRole, updateTemplateRole, deleteTemplateRole, getStars, toggleStar, addTemplateTag, getTemplateTags, deleteTemplateTag, createTag, getTag, getAllTags, ITemplateSortBy, TTemplateVisibilityFilter, IGetTemplatesParams, getTemplates, getTemplate, IDocumentFromUri, IDocumentFromData, ITemplateCreateParams, createTemplate, duplicateTemplate, 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, collapseEntitlements, getRTop, getRLeft, getRValue, blobToBase64, rescale, sortFields, fileToDataUrl, downloadBlob, Countries, getCountryByCode, isFrenchGuiana, isGuadeloupe, isMartinique, isMayotte, getPlusOneCountry, isCanada, isAmericanSamoa, isDominicanRepublic, isPuertoRico, getMatchingCountry, integerSequence, formatFullName, formatInitials, fullNameToInitials, capitalize, convertToE164, randomString, AtoB, decodeJWTBody, decodeAccessTokenBody, IFileWithData, ICountry };
package/dist/index.js CHANGED
@@ -1573,15 +1573,17 @@ class VerdocsEndpoint {
1573
1573
  * ```
1574
1574
  *
1575
1575
  * @group Envelopes
1576
- * @api POST /v2/envelopes Create Envelope From Template
1577
- * @apiBody string(format:uuid) template_id The ID of the template to copy
1576
+ * @api POST /v2/envelopes Create Envelope
1577
+ * @apiBody string(format:uuid) template_id If using a template, the ID of the template to copy
1578
1578
  * @apiBody array(items:ICreateEnvelopeRecipient) recipients A list of recipients to include in the workflow. Must specify one recipient to match each template Role.
1579
+ * @apiBody array(items:IEnvelopeDocument) documents? If not using a template, a list of documents to include in the envelope.
1580
+ * @apiBody array(items:IEnvelopeField) fields? If not using a template, a list of fields to include in the envelope.
1579
1581
  * @apiBody string name? Override the name of the envelope (defaults to the template name).
1580
1582
  * @apiBody string description? Override the description of the envelope (defaults to the template description).
1581
- * @apiBody array(items:IEnvelopeField) fields? Provide default values for fields in the envelope. Note that only "name", "role_name", and "default" should be set in this array.
1582
1583
  * @apiBody boolean no_contact? If set to true, no email or SMS messages will be sent to any recipients.
1583
1584
  * @apiBody integer(min: 0) initial_reminder? Override the template initial-reminder setting.
1584
1585
  * @apiBody integer(min: 0) followup_reminders? Override the template initial-reminder setting.
1586
+ * @apiBody string expires_at? If set, the envelope will automatically expire (be canceled) at this date and time. Expirations must be at least 1 day in the future.
1585
1587
  * @apiSuccess IEnvelope . The newly-created envelope.
1586
1588
  */
1587
1589
  const createEnvelope = async (endpoint, request) => endpoint.api //
@@ -1865,33 +1867,33 @@ const submitKbaChallengeResponse = (endpoint, envelope_id, role_name, responses)
1865
1867
  * @apiBody array(items:IRecipient) recipients? Ignored unless action is 'prepare'. A list of recipients and their fields to set defaults for.
1866
1868
  * @apiSuccess IRecipient . The updated Recipient.
1867
1869
  */
1868
- const updateRecipient = async (endpoint, envelope_id, role_name, params) => endpoint.api //
1870
+ const updateRecipientStatus = async (endpoint, envelope_id, role_name, params) => endpoint.api //
1869
1871
  .put(`/envelopes/${envelope_id}/recipients/${role_name}`, params)
1870
1872
  .then((r) => r.data);
1871
1873
  /**
1872
1874
  * Submit an envelope (signing is finished). Note that all fields must be valid/completed for this to succeed.
1873
1875
  */
1874
- const envelopeRecipientSubmit = (endpoint, envelopeId, roleName) => updateRecipient(endpoint, envelopeId, roleName, { action: 'submit' });
1876
+ const envelopeRecipientSubmit = (endpoint, envelopeId, roleName) => updateRecipientStatus(endpoint, envelopeId, roleName, { action: 'submit' });
1875
1877
  /**
1876
1878
  * Decline to complete an envelope (signing will not terminated).
1877
1879
  */
1878
- const envelopeRecipientDecline = (endpoint, envelopeId, roleName) => updateRecipient(endpoint, envelopeId, roleName, { action: 'decline' });
1880
+ const envelopeRecipientDecline = (endpoint, envelopeId, roleName) => updateRecipientStatus(endpoint, envelopeId, roleName, { action: 'decline' });
1879
1881
  /**
1880
1882
  * Claim / change ownership of an envelope. This is a special-case operation only available in certain workflows.
1881
1883
  */
1882
- const envelopeRecipientChangeOwner = (endpoint, envelope_id, role_name, email, first_name, last_name) => updateRecipient(endpoint, envelope_id, role_name, { action: 'owner_update', email, first_name, last_name });
1884
+ const envelopeRecipientChangeOwner = (endpoint, envelope_id, role_name, email, first_name, last_name) => updateRecipientStatus(endpoint, envelope_id, role_name, { action: 'owner_update', email, first_name, last_name });
1883
1885
  /**
1884
1886
  * Agree to electronic signing.
1885
1887
  */
1886
- const envelopeRecipientAgree = (endpoint, envelopeId, roleName, agreed, disclosure) => updateRecipient(endpoint, envelopeId, roleName, { action: 'update', agreed, disclosure });
1888
+ const envelopeRecipientAgree = (endpoint, envelopeId, roleName, agreed, disclosure) => updateRecipientStatus(endpoint, envelopeId, roleName, { action: 'update', agreed, disclosure });
1887
1889
  /**
1888
1890
  * Change a recipient's name.
1889
1891
  */
1890
- const envelopeRecipientUpdateName = (endpoint, envelopeId, roleName, first_name, last_name) => updateRecipient(endpoint, envelopeId, roleName, { action: 'update', first_name, last_name });
1892
+ const envelopeRecipientUpdateName = (endpoint, envelopeId, roleName, first_name, last_name) => updateRecipientStatus(endpoint, envelopeId, roleName, { action: 'update', first_name, last_name });
1891
1893
  /**
1892
1894
  * Change a recipient's name.
1893
1895
  */
1894
- const envelopeRecipientPrepare = (endpoint, envelopeId, roleName, recipients) => updateRecipient(endpoint, envelopeId, roleName, { action: 'prepare', recipients });
1896
+ const envelopeRecipientPrepare = (endpoint, envelopeId, roleName, recipients) => updateRecipientStatus(endpoint, envelopeId, roleName, { action: 'prepare', recipients });
1895
1897
  /**
1896
1898
  * Begin a signing session for an Envelope. This path requires an invite code, and should generally
1897
1899
  * be called with a NON-default Endpoint to avoid conflicting with any active user session the user
@@ -1981,6 +1983,33 @@ const sendDelegate = (endpoint, envelopeId, roleName) => endpoint.api //
1981
1983
  const resendInvitation = (endpoint, envelopeId, roleName) => endpoint.api //
1982
1984
  .put(`/v2/envelopes/${envelopeId}/recipients/${encodeURIComponent(roleName)}`, { action: 'resend' })
1983
1985
  .then((r) => r.data);
1986
+ /**
1987
+ * Update a recipient. NOTE: User interfaces should rate-limit this operation to
1988
+ * avoid spamming recipients. Excessive use of this endpoint may result in Verdocs rate-limiting
1989
+ * the calling application to prevent abuse. This endpoint will return a 200 OK even if the
1990
+ * no_contact flag is set on the envelope (in which case the call will be ignored).
1991
+ *
1992
+ * @group Recipients
1993
+ * @api PATCH /envelopes/:envelope_id/recipients/:role_name Update Recipient
1994
+ * @apiParam string(format:uuid) envelope_id The envelope to operate on.
1995
+ * @apiParam string role_name The role name to update.
1996
+ * @apiBody string first_name? Update the recipient's first name.
1997
+ * @apiBody string last_name? Update the recipient's last name.
1998
+ * @apiBody string email? Update the recipient's email address. Updating this value will trigger a new invitation.
1999
+ * @apiBody string message? Update the recipient's invite message. Updating this value will trigger a new invitation.
2000
+ * @apiBody string phone? Update the recipient's phone number.
2001
+ * @apiBody string passcode? If passcode authentication is used, the recipient's address to prefill. May only be changed if the recipient has not already completed passcode-based auth.
2002
+ * @apiBody string address? If KBA-based authentication is used, the recipient's address to prefill. May only be changed if the recipient has not already completed KBA-based auth.
2003
+ * @apiBody string city? If KBA-based authentication is used, the recipient's city to prefill. May only be changed if the recipient has not already completed KBA-based auth.
2004
+ * @apiBody string state? If KBA-based authentication is used, the recipient's state to prefill. May only be changed if the recipient has not already completed KBA-based auth.
2005
+ * @apiBody string zip? If KBA-based authentication is used, the recipient's zip code to prefill. May only be changed if the recipient has not already completed KBA-based auth.
2006
+ * @apiBody string dob? If KBA-based authentication is used, the recipient's date of birth to prefill. May only be changed if the recipient has not already completed KBA-based auth.
2007
+ * @apiBody string ssn_last_4? If KBA-based authentication is used, the recipient's SSN-last-4 to prefill. May only be changed if the recipient has not already completed KBA-based auth.
2008
+ * @apiSuccess IRecipient . The updated Recipient.
2009
+ */
2010
+ const updateRecipient = (endpoint, envelopeId, roleName) => endpoint.api //
2011
+ .patch(`/v2/envelopes/${envelopeId}/recipients/${encodeURIComponent(roleName)}`, { action: 'resend' })
2012
+ .then((r) => r.data);
1984
2013
 
1985
2014
  /**
1986
2015
  * Various helpers to identify available operations for an envelope by a user.
@@ -3802,6 +3831,7 @@ exports.updateOrganizationThumbnail = updateOrganizationThumbnail;
3802
3831
  exports.updateProfile = updateProfile;
3803
3832
  exports.updateProfilePhoto = updateProfilePhoto;
3804
3833
  exports.updateRecipient = updateRecipient;
3834
+ exports.updateRecipientStatus = updateRecipientStatus;
3805
3835
  exports.updateTemplate = updateTemplate;
3806
3836
  exports.updateTemplateRole = updateTemplateRole;
3807
3837
  exports.uploadEnvelopeFieldAttachment = uploadEnvelopeFieldAttachment;