Contract signature
Once approved, the contract is signed according to signature_method:
signature_method | What happens |
|---|---|
certifiqi | QI Tech creates an electronic signature batch in CertifiQI with the manager's signer groups and the vendor's signer group. The contract stays in pending_signature until everyone signs and then becomes active. |
qi_sign | The same flow as certifiqi, with the signature batch in QI Sign. |
external | The uploaded document is already considered signed. The contract becomes active without a signature step. |
Signers sign in the signature product, outside this API. Track the contract through the retrieval.
- For the contract to move on to signature, the manager must have a signer group registered in the portal and the vendor at least one
validsigner group. - If a signer declines or the batch is canceled, the contract becomes
canceled.
To change signature_method:
- Before submission for review, use contract editing.
- In
pending_signature, use the call below. - In the statuses between those two, the signature method cannot be changed.
Switch the signature method
Switches between certifiqi and qi_sign while the contract is in pending_signature. The signature batch is transferred, and the contract stays in pending_signature.
Available on
| Profile | Host | Required permission |
|---|---|---|
| Manager | manager-api | Write |
| Consultant | consultant-api | Update Expense Contracts |
Base URL for each host: Environments (Hosts).
ENDPOINT
/expense_contract/fund_class/{fund_class_key}/contract/{contract_key}/signature_methodMETHOD
PUTPath parameters
| Parameter | Type | Description |
|---|---|---|
fund_class_key | string | Fund class key (UUID). |
contract_key | string | Contract key (UUID). |
Request body
{
"signature_method": "qi_sign"
}
Body attributes
| Field | Type | Required | Description |
|---|---|---|---|
signature_method | string | Yes | certifiqi or qi_sign. external is not accepted at this step. |
Response
STATUS
200The contract with the new signature_method, in the structure described in contract attributes.
Errors
| Status | code | When it happens |
|---|---|---|
| 400 | QIT000001 | signature_method missing or other than certifiqi and qi_sign. |
| 404 | ECT000005 | The fund class does not exist or you do not have access to it. |
| 404 | ECT000009 | The contract does not exist in this fund class. |
| 409 | ECT000052 | The contract is not in pending_signature. |
| 409 | ECT000053 | The contract already uses that signature method. |
Example
{
"title": "Signature method not changeable",
"description": "The signature method can only be changed in pending_signature, not in_manual_analysis.",
"translation": "O metodo de assinatura so pode ser trocado em pending_signature, nao em in_manual_analysis.",
"code": "ECT000052"
}
Authentication, permission and host errors: see API Errors.