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Overview

CreditNexus integrates with DigiSigner for professional digital signature workflows. The system supports multi-document signing, webhook notifications, and legal validity for all signed documents. Code Reference: app/services/signature_service.py, app/api/routes.py (signature endpoints)
Setup Guide: docs/guides/digisigner-setup.mdx

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Key Features

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Multi-Document Signing

  • Batch Signing: Sign multiple documents in one request
  • Signer Management: Add multiple signers with roles
  • Signing Order: Define signing order for sequential workflows
  • Status Tracking: Track signature status for each signer
Code Reference: app/services/signature_service.py (request_signature)

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DigiSigner Integration

  • API Integration: Full DigiSigner API integration
  • Document Upload: Automatic document upload to DigiSigner
  • Signature Requests: Create and manage signature requests
  • Webhook Support: Real-time signature status updates
Code Reference: app/services/signature_service.py

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Webhook Notifications

  • Document Signed: Notification when individual signer signs
  • Request Completed: Notification when all signers complete
  • Status Updates: Real-time status updates via webhooks
  • Automatic Processing: Automatic document download and storage
Code Reference: app/api/routes.py (digisigner_webhook endpoint)

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Workflow

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1. Request Signatures

  1. Select Document: Choose document(s) to sign
  2. Add Signers: Add signer email addresses and names
  3. Configure Request: Set subject, message, expiration
  4. Submit Request: Create signature request via DigiSigner
  5. Track Status: Monitor signature request status

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2. Signer Actions

  1. Receive Email: Signer receives email from DigiSigner
  2. Review Document: Signer reviews document in DigiSigner
  3. Sign Document: Signer signs document
  4. Webhook Notification: System receives webhook notification
  5. Status Update: Signature status updated in database

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3. Completion

  1. All Signatures: All signers have completed signing
  2. Webhook Notification: System receives completion webhook
  3. Download Signed Document: Download signed document from DigiSigner
  4. Store Document: Store signed document in system
  5. Update Status: Update document signature status

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API Endpoints

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Request Document Signature

Request signatures for a document. Request Body: 
{
  "signers": [
    {
      "email": "signer1@example.com",
      "name": "John Doe",
      "role": "Borrower"
    },
    {
      "email": "signer2@example.com",
      "name": "Jane Smith",
      "role": "Lender"
    }
  ],
  "subject": "Please sign the credit agreement",
  "message": "Please review and sign the attached credit agreement",
  "expires_in_days": 30,
  "urgency": "standard"
}
Response: 
{
  "signature_id": 123,
  "signature_request_id": "req_abc123",
  "status": "pending",
  "signers": [...],
  "expires_at": "2026-12-31T23:59:59Z"
}
Code Reference: app/api/routes.py (request_document_signature)

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Get Document Signatures

Get all signature requests for a document. Response: List of signature requests with status

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Download Signed Document

Download the signed document. Response: File download (PDF)

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DigiSigner Webhook

DigiSigner webhook endpoint for signature status updates. Events Handled:
  • DOCUMENT_SIGNED: Individual signer signed
  • SIGNATURE_REQUEST_COMPLETED: All signers completed
Response: DIGISIGNER_EVENT_ACCEPTED Code Reference: app/api/routes.py (digisigner_webhook)

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Configuration

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Environment Variables

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DIGISIGNER_API_KEY
string
DigiSigner API key
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DIGISIGNER_BASE_URL
string
DigiSigner API base URL. Default: https://api.digisigner.com/v1
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DIGISIGNER_WEBHOOK_SECRET
string
Webhook secret for signature verification (optional but recommended)
Setup Guide: See DigiSigner Setup Guide

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Signature Status

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Status Values

  • pending: Signature request created, awaiting signers
  • in_progress: Some signers have signed, others pending
  • completed: All signers have completed signing
  • declined: One or more signers declined to sign
  • expired: Signature request expired
Code Reference: app/db/models.py (DocumentSignature model)

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Database Models

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DocumentSignature

Location: app/db/models.py Fields:
  • signature_request_id: DigiSigner request ID
  • digisigner_document_id: DigiSigner document ID
  • signature_status: Current status
  • signers: Array of signer information
  • signed_document_url: URL to signed document
  • signed_document_path: Local path to signed document
  • completed_at: Completion timestamp
Code Reference: app/db/models.py (lines 910-944)

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Webhook Events

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DOCUMENT_SIGNED Event

{
  "event_time": 1435228059867,
  "event_type": "DOCUMENT_SIGNED",
  "document_id": "5be88823-3ff5-4ec4-8175-459dee50f7fb",
  "signer_email": "signer@example.com"
}

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SIGNATURE_REQUEST_COMPLETED Event

{
  "event_time": 1435228059868,
  "event_type": "SIGNATURE_REQUEST_COMPLETED",
  "signature_request": {
    "signature_request_id": "req_abc123",
    "is_completed": true,
    "documents": [...]
  }
}
Code Reference: app/api/routes.py (digisigner_webhook handler)

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Best Practices

  1. Signer Verification: Verify signer email addresses before sending
  2. Clear Communication: Use clear subject and message text
  3. Expiration Management: Set appropriate expiration dates
  4. Status Monitoring: Monitor signature status regularly
  5. Document Storage: Store signed documents securely

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Troubleshooting

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Webhook Not Received

  • Verify webhook URL is publicly accessible
  • Check DigiSigner webhook configuration
  • Review application logs for errors
  • Verify webhook secret (if configured)

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Signature Request Fails

  • Verify document file exists and is accessible
  • Check DigiSigner API key is valid
  • Verify signer email addresses are valid
  • Review DigiSigner API error messages

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Signed Document Not Downloaded

  • Check webhook processing logs
  • Verify signed_document_url is accessible
  • Check file storage permissions
  • Review document download endpoint

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Additional Resources

Last Updated: 2026-01-14
Code Reference: app/services/signature_service.py, app/api/routes.py, app/db/models.py