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
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If You Need To |
Use |
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Send documents for signing and retrieve signing information |
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Track changes in document and signing participant statuses |
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Transfer data from an HR system to fill e-Signature documents |
humanresources.hcmlink.* methods |
Link to Other Objects
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:
- in sign.b2e.document.send and sign.b2e.company.provider.list if the application passes HCM Link data:
company.uuid,members.employeeCode,members.employeeId,responsible.employeeCode,responsible.employeeId,companyUuid - in e-Signature integration methods with HR systems. The detailed scenario is described in e-Signature Integration with HR Systems
Overview of Methods and Events
e-Signature Documents
Scope:
sign.b2eWho can execute the method: depends on the method
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Method |
Description |
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Sends a document for signing |
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Retrieves information about the document and signing participants |
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Returns a list of the company's signing providers |
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Returns a list of signed documents for the user |
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Returns a list of signed documents in the company's safe |
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Event |
Triggered |
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When the status of the document changes |
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When the status of a signing participant changes |
Integration with HR Systems
Scope:
humanresources.hcmlinkWho can execute the method: depends on the method
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Method |
Description |
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Adds a company from an HR system |
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Updates a company from an HR system and the list of its fields |
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Retrieves a list of companies from an HR system |
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Retrieves companies from an HR system linked to the current user |
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Deletes a company from the HCM Link integration |
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Transfers a list of employees from an HR system |
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Retrieves a list of mapped employees from the HR system and Bitrix24 |
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Transfers HR system field values for employees |
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Updates a synchronization job |
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Checks whether a synchronization job is active |