documents:write scope, and reading the document needs
documents:read.
1
Subscribe to approval events
{"document_id": "…"}, which is all you need to read the
document with your own key.2
Read the document with its route
3
Find your slot
You need the participant whose
employee_id matches the key owner’s employee
record and whose status is PARTICIPANT_STATUS_ACTIVE. That participant’s id
is what an action takes.The Developer API has no “who am I” endpoint. Store the key owner’s
employee_id in your integration’s configuration; it stays the same while the
owner works in the same organization.4
Perform the action
Step completion rules
rule decides when a step closes:
STEP_RULE_ALL— every participant of the step must act;STEP_RULE_ANY_ONE— one is enough, and the remaining slots becomePARTICIPANT_STATUS_SKIPPED.
document.signing_started or document.completed.
Errors worth handling
Repeating
_approve on a slot that already acted is safe: it returns a state error
instead of recording a second approval.
Next
Document events
The full event list and what to do for each.
Signing
When your slot signs rather than approves.