--- title: "Enviar un documento para firmar" product: "Signer" slug: "sign-a-document" language: "es" canonical_url: "https://try.lacunasoftware.com/es/signer/sign-a-document" docs_url: "https://docs.lacunasoftware.com/en-us/articles/signer/get-started" samples: - title: "Sign a document: create it with one signer" language: "dotnet" framework: "console" url: "https://github.com/LacunaSoftware/SignerSamples/blob/master/dotnet/console/Console/Scenarios/CreateDocumentWithOneSignerScenario.cs" - title: "Sign a document: create it with one signer" language: "java" framework: "console" url: "https://github.com/LacunaSoftware/SignerSamples/blob/master/java/console/src/main/java/com/lacunasoftware/signer/sample/scenarios/CreateDocumentWithOneSignerScenario.java" - title: "Sign a document: create it with one signer" language: "nodejs" framework: "console" url: "https://github.com/LacunaSoftware/SignerSamples/blob/master/nodejs/scenarios/createDocumentWithOneSignerScenario.ts" - title: "Sign a document: create it with one signer" language: "php" framework: "console" url: "https://github.com/LacunaSoftware/SignerSamples/blob/master/php/Scenarios/CreateDocumentWithOneSignerScenario.php" samples_repo: "https://github.com/LacunaSoftware/SignerSamples" trace_recorded: "2026-10-14" last_generated: "2026-11-10T22:45:25Z" --- # Enviar un documento para firmar Un flujo real de documentos en Dropsigner: Dropsigner le envía una invitación por correo electrónico y usted firma con un código SMS o con su certificado digital. Live demo: [https://try.lacunasoftware.com/es/signer/sign-a-document](https://try.lacunasoftware.com/es/signer/sign-a-document). It runs against Lacuna's real products; this page describes it for AI coding agents. ## How it works 1. Documento 2. Firmante 3. Seguir el flujo ## Call sequence Recorded on 2026-10-14 against the real products with Lacuna's public test certificates and data. Keys, tokens, sessions, ids, file contents and personal data are masked. ### 1. Dropsigner takes the PDF, creates the document for the signer to sign electronically with an SMS code, and emails them the invitation; it is then read back for the Status panel. On the server: `SignerClient.UploadFileAsync, then SignerClient.CreateDocumentAsync, then SignerClient.GetDocumentDetailsAsync` `POST https://www.dropsigner.com/api/uploads` → 200 Request: ```json "" ``` Response: ```json { "location": "/api/uploads/00000000-0000-0000-0000-000000000000?access_ticket={value}&culture=en&contentType={value}", "id": "00000000-0000-0000-0000-000000000000", "name": "Lacuna-Test-Contract.pdf", "contentType": "application/pdf" } ``` `POST https://www.dropsigner.com/api/documents` → 200 Request: ```json { "AreFilesScanned": false, "Files": [ { "DisplayName": "Lacuna-Test-Contract", "Id": "00000000-0000-0000-0000-000000000000", "Name": "Lacuna-Test-Contract.pdf", "ContentType": "application/pdf" } ], "IsEnvelope": false, "FlowActions": [ { "User": { "Name": "Alan Mathison Turing", "Identifier": "***.***.***-**", "Email": "someone@example.com", "Phone": "+55 ** *****-****" }, "Type": "Signer", "Step": 1, "AllowElectronicSignature": true, "RequireSmsAuthenticationToSignElectronically": true, "RequireSelfieAuthenticationToSignElectronically": false, "RequireDatavalidAuthenticationToSignElectronically": false, "RequireLivenessAuthenticationToSignElectronically": false } ], "DisablePendingActionNotifications": false, "DisableNotifications": false, "ForceCadesSignature": false, "SignatureType": 0, "ExpirationDate": "2026-10-20T00:00:00" } ``` Response: ```json [ { "uploadId": "00000000-0000-0000-0000-000000000000", "documentId": "00000000-0000-0000-0000-000000000000" } ] ``` `GET https://www.dropsigner.com/api/documents/00000000-0000-0000-0000-000000000000` → 200 Response: ```json { "checksumMd5": "", "isDeleted": false, "flowActions": [ { "id": "00000000-0000-0000-0000-000000000000", "shouldNotarize": false, "creationDate": "2026-10-14T02:59:48.8337097+00:00", "pendingDate": "2026-10-14T02:59:48.8340471+00:00", "updateDate": "2026-10-14T02:59:48.8340464+00:00", "user": { "id": "00000000-0000-0000-0000-000000000000", "name": "Alan Mathison Turing", "identifierType": "Cpf", "identifier": "***.***.***-**", "identifiers": [ { "id": "00000000-0000-0000-0000-000000000000", "isGrant": true, "type": "Cpf", "value": "***.***.***-**" } ], "email": "someone@example.com", "phone": "+55 ** *****-****", "createdBySubscriptionId": "00000000-0000-0000-0000-000000000000" }, "numberRequiredSignatures": 0, "numberRequiredActions": 0, "allowElectronicSignature": true, "requireEmailAuthenticationToSignElectronically": true, "requireSmsAuthenticationToSignElectronically": true, "requireWhatsappAuthenticationToSignElectronically": false, "requireAuthenticatorAppToSignElectronically": false, "requireSelfieAuthenticationToSignElectronically": false, "requireDatavalidAuthenticationToSignElectronically": false, "requirePixAuthenticationToSignElectronically": false, "requireLivenessAuthenticationToSignElectronically": false, "requireIdScanAuthenticationToSignElectronically": false, "requireCompanyCertificate": false, "signatureInitialsMode": "None", "isElectronic": false, "allowRuleFlowToContinueIfRefused": false, "allowIdrcSignature": false, "notificationLanguage": "Pt", "type": "Signer", "status": "Pending", "step": 1 } ], "observers": [], "permissions": { "move": true, "editFlow": true, "viewSignedDocumentWithExternalFlowBeforeCompleted": true, "submitExternalFlowFiles": true, "updateDocumentVersion": true, "createAttachments": true, "deleteAttachments": true, "viewPrivateAttachments": true, "editAttachments": true, "createMeeting": true, "deleteMeeting": true, "refuse": true, "editInformation": true, "cancel": true, "editParticipantInformation": false }, "pending": {}, "hideDownloadOptionForPendingDocuments": false, "id": "00000000-0000-0000-0000-000000000000", "qrCode": "***", "name": "Lacuna-Test-Contract", "key": "***", "filename": "Lacuna-Test-Contract.pdf", "fileSize": 5425, "mimeType": "application/pdf", "hasSignature": false, "status": "Pending", "isConcluded": false, "organization": { "id": "00000000-0000-0000-0000-000000000000", "name": "Lacuna Demo Site" }, "isOwner": false, "creationDate": "2026-10-14T02:59:48.8336845+00:00", "updateDate": "2026-10-14T02:59:48.8336856+00:00", "expirationDate": "2026-10-21T02:59:59.9999999+00:00", "expirationDateWithoutTime": "2026-10-20", "createdBy": { "id": "00000000-0000-0000-0000-000000000000", "name": "Lacuna Demo Site" }, "hasExternalFlow": false, "forceCadesSignature": false, "isScanned": false, "isEnvelope": false, "signatureType": "None" } ``` ### 2. The Status panel polls the document for its status and its signer as Dropsigner knows them. On the server: `SignerClient.GetDocumentDetailsAsync` `GET https://www.dropsigner.com/api/documents/00000000-0000-0000-0000-000000000000` → 200 Response: ```json { "checksumMd5": "", "isDeleted": false, "flowActions": [ { "id": "00000000-0000-0000-0000-000000000000", "shouldNotarize": false, "creationDate": "2026-10-14T02:59:48.8337097+00:00", "pendingDate": "2026-10-14T02:59:48.8340471+00:00", "updateDate": "2026-10-14T02:59:48.8340464+00:00", "user": { "id": "00000000-0000-0000-0000-000000000000", "name": "Alan Mathison Turing", "identifierType": "Cpf", "identifier": "***.***.***-**", "identifiers": [ { "id": "00000000-0000-0000-0000-000000000000", "isGrant": true, "type": "Cpf", "value": "***.***.***-**" } ], "email": "someone@example.com", "phone": "+55 ** *****-****", "createdBySubscriptionId": "00000000-0000-0000-0000-000000000000" }, "numberRequiredSignatures": 0, "numberRequiredActions": 0, "allowElectronicSignature": true, "requireEmailAuthenticationToSignElectronically": true, "requireSmsAuthenticationToSignElectronically": true, "requireWhatsappAuthenticationToSignElectronically": false, "requireAuthenticatorAppToSignElectronically": false, "requireSelfieAuthenticationToSignElectronically": false, "requireDatavalidAuthenticationToSignElectronically": false, "requirePixAuthenticationToSignElectronically": false, "requireLivenessAuthenticationToSignElectronically": false, "requireIdScanAuthenticationToSignElectronically": false, "requireCompanyCertificate": false, "signatureInitialsMode": "None", "isElectronic": false, "allowRuleFlowToContinueIfRefused": false, "allowIdrcSignature": false, "notificationLanguage": "Pt", "type": "Signer", "status": "Pending", "step": 1 } ], "observers": [], "permissions": { "move": true, "editFlow": true, "viewSignedDocumentWithExternalFlowBeforeCompleted": true, "submitExternalFlowFiles": true, "updateDocumentVersion": true, "createAttachments": true, "deleteAttachments": true, "viewPrivateAttachments": true, "editAttachments": true, "createMeeting": true, "deleteMeeting": true, "refuse": true, "editInformation": true, "cancel": true, "editParticipantInformation": false }, "pending": {}, "hideDownloadOptionForPendingDocuments": false, "id": "00000000-0000-0000-0000-000000000000", "qrCode": "***", "name": "Lacuna-Test-Contract", "key": "***", "filename": "Lacuna-Test-Contract.pdf", "fileSize": 5425, "mimeType": "application/pdf", "hasSignature": false, "status": "Pending", "isConcluded": false, "organization": { "id": "00000000-0000-0000-0000-000000000000", "name": "Lacuna Demo Site" }, "isOwner": false, "creationDate": "2026-10-14T02:59:48.8336845+00:00", "updateDate": "2026-10-14T02:59:48.8336856+00:00", "expirationDate": "2026-10-21T02:59:59.9999999+00:00", "expirationDateWithoutTime": "2026-10-20", "createdBy": { "id": "00000000-0000-0000-0000-000000000000", "name": "Lacuna Demo Site" }, "hasExternalFlow": false, "forceCadesSignature": false, "isScanned": false, "isEnvelope": false, "signatureType": "None" } ``` ### 3. The Status panel looks among the document's events for the signer opening it, which the typed client has no call for. On the server: `GET api/documents/{id}/events` `GET https://www.dropsigner.com/api/documents/00000000-0000-0000-0000-000000000000/events` → 200 Response: ```json [ { "id": 0, "agent": { "id": "00000000-0000-0000-0000-000000000000", "type": "Application", "name": "Lacuna Demo Site" }, "type": "DocumentCreated", "date": "2026-10-14T02:59:48.8340627+00:00", "hasDetails": false } ] ``` ### 4. Start over cancels the document with a reason saying the visitor started over, and Dropsigner emails the signer that it was canceled. On the server: `SignerClient.CancelDocumentAsync` `POST https://www.dropsigner.com/api/documents/00000000-0000-0000-0000-000000000000/cancellation` → 200 Request: ```json { "Reason": "The visitor started over in the Lacuna Demo Site." } ``` ## Patterns to copy - Upload the PDF first, then create the document with the upload's id as its file, and read the new document's id from the single item the create call returns. A `SignerApiException` with code `FileHasPassword` or `CpfAlreadyBeingUsed` is a problem with the user's input, not an outage. - Read the document back and treat its first flow action's user as the truth rather than what you sent: Dropsigner looks signers up by email and keeps a known user's stored name, CPF and phone. - Follow progress by polling the document (`GetDocumentDetailsAsync`): Concluded, Canceled and Expired are final, Refused is not. The Demo polls every 5 s for the first 10 minutes, then every 30 s. - Seeing that the signer opened the document takes `GET /api/documents/{id}/events`, which the typed client lacks: read it into your own type and count only a `DocumentViewed` whose agent email is the signer's. - Ask for a fresh download ticket (`GetDocumentDownloadTicketAsync`, `Signatures` or `PrinterFriendlyVersion`) on each click: the link needs no authentication, lasts an hour and carries a one-time token, so never log it. ## Links - Live demo: https://try.lacunasoftware.com/en/signer/sign-a-document (Portuguese: https://try.lacunasoftware.com/pt/signer/sign-a-document; Spanish: https://try.lacunasoftware.com/es/signer/sign-a-document) - Docs: https://docs.lacunasoftware.com/en-us/articles/signer/get-started - Sample, .NET (console): [Sign a document: create it with one signer](https://github.com/LacunaSoftware/SignerSamples/blob/master/dotnet/console/Console/Scenarios/CreateDocumentWithOneSignerScenario.cs) - Sample, Java (console): [Sign a document: create it with one signer](https://github.com/LacunaSoftware/SignerSamples/blob/master/java/console/src/main/java/com/lacunasoftware/signer/sample/scenarios/CreateDocumentWithOneSignerScenario.java) - Sample, Node.js (console): [Sign a document: create it with one signer](https://github.com/LacunaSoftware/SignerSamples/blob/master/nodejs/scenarios/createDocumentWithOneSignerScenario.ts) - Sample, PHP (console): [Sign a document: create it with one signer](https://github.com/LacunaSoftware/SignerSamples/blob/master/php/Scenarios/CreateDocumentWithOneSignerScenario.php) - Every demo: https://try.lacunasoftware.com/llms.txt and https://try.lacunasoftware.com/demos.json