Create a document session for a recipient to view and sign a document. This endpoint returns a session ID that can be used to generate a document link for sharing.
Document State
You can generate an
id
only for documents in thesent, waiting for payment, paid, and completed
statuses. In order to move a document to thesent
status without actually sending any emails to recipients, use the Send Document endpoint with thesilent
:true
parameter.If a document is in "waiting_approval", "rejected", or "declined" status, you can't use Share Document call. Share Document endpoint will return HTTP 400 with an error.
Generating a Document Link from the returned
id
The
id
this endpoint returns is a session id. Use this URL format to view a document:https://app.pandadoc.com/s/{id}/
When generating a document link, first we must request a session ID
per the session endpoint above. Once the session ID
is generated, it can then be placed in the URL format above for sharing.
Lifetime Parameter
We see the
lifetime
parameter often overlooked when generating asession ID
. Make sure that you provide alifetime
value in seconds that is great enough for the recipient(s) to complete the shared document. We recommend values under 1 year for security purposes, e.g.:"lifetime": 31535999