Create Document Session for Embedded Sign

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Document State

You can generate an id only for documents in the sent, waiting for payment, paid, and completed statuses. In order to move a document to the sent status without actually sending any emails to recipients, use the Send Document endpoint with the silent: 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.

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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:

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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.

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Lifetime Parameter

We see the lifetime parameter often overlooked when generating a session ID. Make sure that you provide a lifetime 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