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White-labeling with WaiverCat

On WaiverCat’s enterprise plan you can offer our eSignature features within your own platform! This includes:

  • Allowing your customers to create documents right on your site.

  • Providing an embedded version of the WaiverCat annotation tool.

  • Sending signature requests via email OR creating signature requests and distributing the links on your own.

  • Tracking your customers’ signed PDFs, and presenting these documents on your page.

First steps: authentication

Short lived tokens allow you to delegate WaiverCat functionality to your customers. If you are an approved enterprise client, you may use the white-label endpoint to fetch a 64 character token; you will need your API key to make the request. The token will expire within 20 minutes of it’s first usage, so we recommend requesting a new token at each stage in the document life cycle.

These tokens will be scoped to a domain and only browser requests from that origin will be accepted.

PDF upload delegation

The entire process for uploading a PDF on behalf of a customer is simple:

  1. Request a new white-label token using your API key. We recommend that you pass along a end_user_id parameter in this request. The end_user_id may be any string or number shorter than 64 digits. This will allow you to segment your clients’ documents from each other. All documents fetched with a scoped white-label token will have been created by that same end_user_id.

  2. Within your client code, make a POST request to our upload-document endpoint. This multipart request should contain a form key with mime-type PDF. WaiverCat will return the document id.

Annotating from your application

When your customer is ready to annotate their document, i.e. prepare it to be signed, you

  1. (Recommended) request a new white-label token when your user chooses to annotate the document. Remember to pass an end_user_id if the

  2. Embed an iframe into your application that uses the following source: https://<YOUR_SUBDOMAIN>.waivercat.com/documents/:doc_id/annotate?white-label=<WHITE_LABEL_KEY>. If you don’t have a custom subdomain yet, reach out to WaiverCat support at info@waiverstevie.com.

  3. The embedded site will handle all of the annotating and saving points!

Sending signature requests

See our standard API docs for sending eSignature requests.

White-label clients can optionally pass an end_user_id when sending a signature request; this will ensure that the client can only send their own documents.

Tracking signature requests

See our standard API docs for fetching eSignature requests, complete or incomplete. Again, you may filter by end_user_id, fetching only documents of a specific end user.

Webhooks

If you would like to receive active notifications via webhook when a form is signed, pass a webhook_url to the document creation API call. For example, you might pass the same endpoint for all documents of a specific end_user_id.

Support

WaiverCat is in the process of migrating our manual, internal white-label integration into a simple standard. If you have any questions integrating please send a message to info@waiverstevie.com. We typically respond within a day. We also have developers available for hire to help you build your integrations.