Document State
You can generate a
session IDonly for documents in thesent, waiting for payment, paid, and completedstatuses. In order to move a document to thesentstatus without actually sending any emails to recipients, use the Send Document endpoint with thesilent:trueparameter.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
session IDUse this URL format to view a document from
session ID: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
lifetimeparameter often overlooked when generating asession ID. Make sure that you provide alifetimevalue 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