Ajouter un participant au modèle — un nouveau contact

Faire signer, en plus des participants du modèle, une personne qui n'est pas encore un contact.

2 min de lecture Mise à jour le 9 novembre 2026

La requête de création ne fait que remplacer ce que le modèle porte : un identifiant convivial qu'il n'a pas — « Commercial » — y est ignoré, sans erreur, et le parcours partirait sans lui. Un participant de plus s'ajoute donc au brouillon, avant l'envoi.

1Créer le parcours en brouillon

cURL

curl -X POST "https://staging-api.docage.com/Transactions/CreateFullTransaction?launchTransaction=false" \
  -H "Authorization: Bearer eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9…" \
  -F "TemplateId=aaaaaaaa-0000-4000-8000-000000000001" \
  -F "Client=00000000-0000-4000-8000-000000000201"

Relevez l'Id du parcours et celui du document à signer (TransactionFiles[].Id).

2Créer le contact

POST https://staging-api.docage.com/Contacts
Authorization: Bearer eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9…
Content-Type: application/json

{ "FirstName": "Hugo", "LastName": "Lefèvre", "Email": "hugo.lefevre@example.com", "Mobile": "+33600000003", "Country": "FR" }

curl -X POST "https://staging-api.docage.com/Contacts" \
  -H "Authorization: Bearer eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9…" \
  -H "Content-Type: application/json" \
  -d '{
    "FirstName": "Hugo",
    "LastName": "Lefèvre",
    "Email": "hugo.lefevre@example.com",
    "Mobile": "+33600000003",
    "Country": "FR"
  }'

using HttpClient client = new();
using HttpRequestMessage request = new(HttpMethod.Post, "https://staging-api.docage.com/Contacts");
request.Headers.Authorization = new AuthenticationHeaderValue("Bearer", token);
request.Content = new StringContent("""
    {
      "FirstName": "Hugo",
      "LastName": "Lefèvre",
      "Email": "hugo.lefevre@example.com",
      "Mobile": "+33600000003",
      "Country": "FR"
    }
    """, Encoding.UTF8, "application/json");
using HttpResponseMessage response = await client.SendAsync(request);
string result = await response.Content.ReadAsStringAsync();
if (!response.IsSuccessStatusCode)
    throw new HttpRequestException(result);

const response = await fetch("https://staging-api.docage.com/Contacts", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${token}`,
    "Content-Type": "application/json"
  },
  body: JSON.stringify({
    "FirstName": "Hugo",
    "LastName": "Lefèvre",
    "Email": "hugo.lefevre@example.com",
    "Mobile": "+33600000003",
    "Country": "FR"
  })
});
const text = await response.text();
if (!response.ok) throw new Error(text);
const result = text ? JSON.parse(text) : null;

La réponse est l'identifiant du contact. Voir Créer un contact, une société et une carte pour éviter un doublon.

3L'ajouter au parcours

POST https://staging-api.docage.com/TransactionMembers
Authorization: Bearer eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9…
Content-Type: application/json

{
  "TransactionId": "cccccccc-0000-4000-8000-000000000003",
  "FriendlyName": "Commercial",
  "ContactId": "00000000-0000-4000-8000-000000000203",
  "LastName": "Lefèvre",
  "MemberRole": 0,
  "SignMode": 1
}

curl -X POST "https://staging-api.docage.com/TransactionMembers" \
  -H "Authorization: Bearer eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9…" \
  -H "Content-Type: application/json" \
  -d '{
    "TransactionId": "cccccccc-0000-4000-8000-000000000003",
    "FriendlyName": "Commercial",
    "ContactId": "00000000-0000-4000-8000-000000000203",
    "LastName": "Lefèvre",
    "MemberRole": 0,
    "SignMode": 1
  }'

using HttpClient client = new();
using HttpRequestMessage request = new(HttpMethod.Post, "https://staging-api.docage.com/TransactionMembers");
request.Headers.Authorization = new AuthenticationHeaderValue("Bearer", token);
request.Content = new StringContent("""
    {
      "TransactionId": "cccccccc-0000-4000-8000-000000000003",
      "FriendlyName": "Commercial",
      "ContactId": "00000000-0000-4000-8000-000000000203",
      "LastName": "Lefèvre",
      "MemberRole": 0,
      "SignMode": 1
    }
    """, Encoding.UTF8, "application/json");
using HttpResponseMessage response = await client.SendAsync(request);
string result = await response.Content.ReadAsStringAsync();
if (!response.IsSuccessStatusCode)
    throw new HttpRequestException(result);

const response = await fetch("https://staging-api.docage.com/TransactionMembers", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${token}`,
    "Content-Type": "application/json"
  },
  body: JSON.stringify({
    "TransactionId": "cccccccc-0000-4000-8000-000000000003",
    "FriendlyName": "Commercial",
    "ContactId": "00000000-0000-4000-8000-000000000203",
    "LastName": "Lefèvre",
    "MemberRole": 0,
    "SignMode": 1
  })
});
const text = await response.text();
if (!response.ok) throw new Error(text);
const result = text ? JSON.parse(text) : null;

MemberRole 0 fait du participant un signataire (1 un validateur) : sans lui, il n'aurait aucune action.
LastName est obligatoire, même avec ContactId ; les coordonnées viennent ensuite de la fiche du contact.
SignMode : 1 code par email, 0 code par SMS (d'office).

La réponse est l'identifiant du participant.

4Poser son emplacement de signature

POST https://staging-api.docage.com/TransactionFields
Authorization: Bearer eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9…
Content-Type: application/json

{
  "TransactionMemberId": "dddddddd-0000-4000-8000-000000000014",
  "TransactionFileId": "eeeeeeee-0000-4000-8000-000000000005",
  "Pages": "-1",
  "Coordinates": "60,90,180,100"
}

curl -X POST "https://staging-api.docage.com/TransactionFields" \
  -H "Authorization: Bearer eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9…" \
  -H "Content-Type: application/json" \
  -d '{
    "TransactionMemberId": "dddddddd-0000-4000-8000-000000000014",
    "TransactionFileId": "eeeeeeee-0000-4000-8000-000000000005",
    "Pages": "-1",
    "Coordinates": "60,90,180,100"
  }'

using HttpClient client = new();
using HttpRequestMessage request = new(HttpMethod.Post, "https://staging-api.docage.com/TransactionFields");
request.Headers.Authorization = new AuthenticationHeaderValue("Bearer", token);
request.Content = new StringContent("""
    {
      "TransactionMemberId": "dddddddd-0000-4000-8000-000000000014",
      "TransactionFileId": "eeeeeeee-0000-4000-8000-000000000005",
      "Pages": "-1",
      "Coordinates": "60,90,180,100"
    }
    """, Encoding.UTF8, "application/json");
using HttpResponseMessage response = await client.SendAsync(request);
string result = await response.Content.ReadAsStringAsync();
if (!response.IsSuccessStatusCode)
    throw new HttpRequestException(result);

const response = await fetch("https://staging-api.docage.com/TransactionFields", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${token}`,
    "Content-Type": "application/json"
  },
  body: JSON.stringify({
    "TransactionMemberId": "dddddddd-0000-4000-8000-000000000014",
    "TransactionFileId": "eeeeeeee-0000-4000-8000-000000000005",
    "Pages": "-1",
    "Coordinates": "60,90,180,100"
  })
});
const text = await response.text();
if (!response.ok) throw new Error(text);
const result = text ? JSON.parse(text) : null;

Facultatif : sans emplacement, sa signature est valide mais sans encart visible. Voir Poser une signature visuelle.

5Lancer le parcours

POST https://staging-api.docage.com/Transactions/LaunchTransaction/cccccccc-0000-4000-8000-000000000003
Authorization: Bearer eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9…

curl -X POST "https://staging-api.docage.com/Transactions/LaunchTransaction/cccccccc-0000-4000-8000-000000000003" \
  -H "Authorization: Bearer eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9…"

using HttpClient client = new();
using HttpRequestMessage request = new(HttpMethod.Post, "https://staging-api.docage.com/Transactions/LaunchTransaction/cccccccc-0000-4000-8000-000000000003");
request.Headers.Authorization = new AuthenticationHeaderValue("Bearer", token);
using HttpResponseMessage response = await client.SendAsync(request);
string result = await response.Content.ReadAsStringAsync();
if (!response.IsSuccessStatusCode)
    throw new HttpRequestException(result);

const response = await fetch("https://staging-api.docage.com/Transactions/LaunchTransaction/cccccccc-0000-4000-8000-000000000003", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${token}`
  }
});
const text = await response.text();
if (!response.ok) throw new Error(text);
const result = text ? JSON.parse(text) : null;

Les pièges

Le nouveau participant signe à son tour selon le déroulement du modèle. Si le modèle fait agir ses participants dans un ordre (OrderMode à 1), donnez-lui sa position par Order.
Un signataire signe tous les documents à signer du parcours.
La même démarche, avec un contact déjà enregistré : Ajouter un participant au modèle — un contact existant.