Workflow

Overview

Below are the steps involved in a typical Hosted Expere to Wolters Kluwer E-Sign process (to be referred to as WKES):

  • WKESRegister: this method can be used to register users to authorize electronic delivery of documents
    • This is an optional step in the workflow and is not required.
    • This is used to gather the smartConsentStatus of the recipient emails planned to be used for electronic delivery.
    • See Register method for more information.
  • Generate: this method is used for Document Generation, and can be used for optional package delivery based on request parameters. See the Generate topic for details around optional parameters and their use cases.
  • Generate request will return a transaction ID.
    • After documents are generated, a callback message is returned indicating documents are ready.
    • An additional DeliveryGroups Callback will be returned when Delivery has been indicated on the generate request.
    • See Generate and Using Callbacks for additional use case details.
  • GetGenerateResults or GetDeliverySetup: these methods can be used upon receiving the successful Generate Callback and DeliveryGroups callback.
    • GetGenerateResults can be used to retrieve the entire document package crated for the transaction, or an individual document package created for a specific delivery group.
    • GetDeliverySetup can be used to retrieve the DeliveryGroupings setup created for the transaction. This does not return the documents; it returns the delivery groups ONLY.
  • Deliver: this method is used to request delivery for the package upon approval of the Documents, Document Packages, or Delivery Setup review.
    • Deliver can be called independently to Deliver documents created and grouped via a Generate request or to Deliver the entire document package via DirectToPaper for a given recipient or recipients provided in the Deliver request.
  • GetDeliveredImages: this method is used to request the final electronically delivered, electronically signed, or the mailed paper package(s).