This is an overview of what a typical integration looks like, broken down into steps. Examples use the .NET SDK, but the same steps apply to the other SDKs, and when integrating straight to the API.
What to do in which order?
- Create a Casefile
- Add documents to your casefile
- Add signers to your casefile
- Add signaturelines to one or several documents
- Each signer needs a signing request. You can choose if you want Penneo to send this out, or if you want the link to distribute via your own application.
- Activate casefile
- In the end you can retrieve your casefile in several ways