e-Signature: Overview of Methods

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Bitrix24 e-Signature allows you to sign HR documents with employees using a digital signature. This signature is equivalent to a handwritten one and complies with legal requirements.

Quick navigation: all methods and events

User documentation:

The sign.b2e.* methods work with documents in e-Signature. Use them to send a document for signing, retrieve document data, retrieve a list of signing providers, and retrieve lists of signed documents.

The humanresources.hcmlink.* methods manage e-Signature integration data with HR systems through HCM Link: companies, employees, mappings, and field values.

These methods can only be executed in the context of authorization of the application.

How to Select a Method Group

If You Need To

Use

Send documents for signing and retrieve signing information

sign.b2e.* methods

Track changes in document and signing participant statuses

OnSignB2e* events

Transfer data from an HR system to fill e-Signature documents

humanresources.hcmlink.* methods

CRM company. The e-Signature document is sent on behalf of a company. In the sign.b2e.document.send and sign.b2e.company.provider.list methods, you can specify the company using company.crmId or companyCrmId. This is the identifier of the CRM company connected as "my company". You can retrieve it using the crm.item.list method with the entityTypeId = 4 parameter and the isMyCompany = Y filter.

Employee and user. Signing participants and the responsible person are linked to Bitrix24 users through userId. If the company is connected to HCM Link, you can pass the employee's employeeId or employeeCode from the HR system instead of userId.

HCM Link. The integration with HR systems transfers companies, employees, and field values for e-Signature documents. If a document is sent using HCM Link data, the sign.b2e.* methods are linked to the humanresources.hcmlink.* methods.

Document file. The sign.b2e.document.send method accepts a PDF file in the files[].fileContent parameter, encoded in Base64. After signing, the file can be retrieved from the user's signed document lists or from the company safe.

Signing statuses. The OnSignB2eDocumentStatusChanged and OnSignB2eMemberStatusChanged events report changes in document and participant statuses. Document details can be retrieved using the sign.b2e.document.get method by uid.

Scope Features

sign.b2e — used in methods for working with e-Signature documents and signing events.

crm — used in the methods:

humanresources.hcmlink — used:

Overview of Methods and Events

e-Signature Documents

Scope: sign.b2e

Who can execute the method: depends on the method

Method

Description

sign.b2e.document.send

Sends a document for signing

sign.b2e.document.get

Retrieves information about the document and signing participants

sign.b2e.company.provider.list

Returns a list of the company's signing providers

sign.b2e.personal.tail

Returns a list of signed documents for the user

sign.b2e.mysafe.tail

Returns a list of signed documents in the company's safe

Event

Triggered

OnSignB2eDocumentStatusChanged

When the status of the document changes

OnSignB2eMemberStatusChanged

When the status of a signing participant changes

Integration with HR Systems

Scope: humanresources.hcmlink

Who can execute the method: depends on the method

Method

Description

humanresources.hcmlink.company.add

Adds a company from an HR system

humanresources.hcmlink.company.update

Updates a company from an HR system and the list of its fields

humanresources.hcmlink.company.list

Retrieves a list of companies from an HR system

humanresources.hcmlink.company.user.list

Retrieves companies from an HR system linked to the current user

humanresources.hcmlink.company.delete

Deletes a company from the HCM Link integration

humanresources.hcmlink.employee.set

Transfers a list of employees from an HR system

humanresources.hcmlink.employee.list

Retrieves a list of mapped employees from the HR system and Bitrix24

humanresources.hcmlink.field.value.set

Transfers HR system field values for employees

humanresources.hcmlink.job.update

Updates a synchronization job

humanresources.hcmlink.job.status.get

Checks whether a synchronization job is active