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YoutrustConnecteurStable

Prepare signature (Youtrust)

Creates a draft Youtrust request, uploads its documents with Smart Anchor analysis, and prepares its signatories without starting the signing lifecycle yet.

Vue d’ensemble

Prepare signature (Youtrust) separates preparation from activation. Use it when the process must retain the request as draft before sending it or when it explicitly composes the Youtrust steps.

The node uploads PDF or DOCX files, asks Youtrust to interpret their Smart Anchors, and adds signatories in supplied order.

  • The request remains in draft.
  • Documents with no detected anchor are rejected.
  • The output can be bound to Send for signature (Youtrust).

Typical scenario

A process prepares a contract and its signatories, performs a final business validation, then activates the request in a separate step.

Quick start

Bind the documents and contacts, then choose the channel that will be used at activation time.

Minimum preparation

  • Active Youtrust configuration
  • PDF or DOCX with Smart Anchors
  • Contacts consistent with s1, s2, etc.

Next step

  • Bind signature_request to Send for signature (Youtrust)
  • Keep document and signatory outputs for tracking
Configuration example
ParameterBindingRole
documentsdocuments_to_signFichiers signables
signerssigning_contactsOrdered contacts
Key point This node does not start signing: the request must be activated in a later step.

Process example

Contract to sign
Préparer une signature (Youtrust)
Valider puis envoyer

Prepare documents and signatories before controlled activation in a separate step.

Data resolution

The node builds the request from linked Ormuz objects.

DataSource or rule
ChampsSmart Anchors contained in each document.
Informations signatairesOrmuz contacts supplied in signers.
Canal futurdelivery_mode, with email as default.
OrdreSignatory list when ordered_signers is enabled.

Parameters 10

Request and documents

Configuration, name, and documents defining the request.

extension_config_idRequisref(extension_config:youtrust)
Active Youtrust configuration used to create or retrieve the request. It notably determines sandbox/production environment and default language.
nameRequisstring
Business name of the signature request, visible in Youtrust. Choose a title that clearly identifies the contract or case.
documentsRequisFile
An Ormuz file or list of PDF/DOCX files to sign. Signature locations must be defined in the documents using Youtrust Smart Anchors.

Signatories and security

Recipients, order, signature level, and authentication.

signersRequisContact
An Ormuz contact or ordered contact list. Every contact must provide at least a usable first name, last name, and email for Youtrust.
delivery_modeOptionnelenum
Channel prepared for the request: email lets Youtrust send invitations; embedded prepares delivery of the link in an embedded experience. This advanced setting does not itself trigger signing.
ordered_signersOptionnelboolean
When enabled, Youtrust solicits signatories in supplied order. That order also determines s1, s2, etc. indexes used by Smart Anchors.
signature_levelOptionnelenum
Requested signature level: simple by default or advanced. Verify that your account and selected authentication mode support the requested level.
authentication_modeOptionnelenum
Signatory authentication mode: no_otp, email_otp, or sms_otp. SMS mode requires a usable phone number to be available to Youtrust.

Lifecycle and retention

Deadline, business reference, and proof retention.

expiration_dateOptionneldate
Request deadline as a date. After this date, an incomplete request may take the expired route.
external_referenceOptionnelstring
Optional business reference sent to Youtrust to make reconciliation with your contract or case easier.

Outputs 3

Youtrust request

Request, documents, and people tracked at Youtrust.

signature_requestYoutrust signature request
Youtrust request with identifier, current state, and available signature-lifecycle information.
documentsYoutrust document[]
Youtrust documents attached to the request, including available identifiers and metadata.
signersYoutrust signer[]
Youtrust signatories attached to the request and their current states.

Behavior

Create the draft

A signature request is created with its name, channel, order, and optional deadline.

Upload the documents

Files are sent with Smart Anchor analysis enabled.

Check the anchors

Preparation fails when Youtrust detects no anchor in the signable documents.

Add signatories

Contacts become signatories associated with the requested level and authentication.

Expose the draft

The prepared request, documents, and signatories become available to following steps.

Limits and responsibilities

  • The node does not activate the request.
  • It does not retrieve signed documents or audit trails.
  • The process remains responsible for connecting the prepared request to activation or another compatible operation.

Troubleshooting

Preparation rejected

Check file format, size, and presence of at least one valid Smart Anchor.

Wrong signatory on a field

Align s1, s2, etc. indexes with the exact order of signers.

Request already active

A request that has left draft cannot be prepared as a new request; continue its current lifecycle.

Smart Anchors Youtrust

Smart Anchors are text markers placed directly in the PDF or DOCX. Youtrust creates each signature field at the marker's location.

Attention Minimal example: {{s1|signature|85|37}} creates an 85 × 37 px signature field for the first signatory.
SegmentSignification
s1First contact in signers. Use s2, s3, etc. for following signatories.
signatureField type created by Youtrust.
85Field width in pixels.
37Field height in pixels.
  • Write each anchor on one line and keep all its segments in the same text block.
  • Prefer Arial between 10 and 14 px; set the text color to the background color so it remains invisible in the final document.
  • Every signatory index must exist in the request. An s2 anchor creates no field when only one signatory is supplied.
  • The node automatically enables anchor analysis and rejects preparation when no anchor is detected in signable documents.

See the Youtrust Smart Anchors documentation for other field types and advanced variants.