You may need a participant to read a document without signing it. To do so, you must set the field type to visa and then assign the participant to that field.
Set the field type to “visa”
When you create a field via the endpoint POST /v1/transactions/{transaction_id}/documents/document{id}/fields, pass visa as the type argument:
curl
https://api.universign.com/v1/transactions/tx_AWo949MOq0JE/documents/doc_wWz6/fields \
-d type=visa
Note that you can change a signature field into a visa field by sending a request to POST /v1/transactions/{transaction_id}/documents/document{id}/fields/{field_id}:
curl
https://api.universign.com/v1/transactions/tx_AWo949MOq0JE/documents/doc_wWz6/fields/fld_9DpA \
-d type=visa
Assign a participant to the field
To assign a participant to the visa field, send a request to POST /v1/transactions/{transaction_id}/signatures and pass the field ID and the participant email in the request arguments:
curl
https://api.universign.com/v1/transactions/tx_AWo949MOq0JE/signatures \
-d signer=john@company.com \
-d field=fld_5XoG
If the document can be read indifferently by more than one person, you may want to set alternate participants. All you have to do is to assign several participants to the field. The first person who reads the document will close the consultation task and if other participants try to access the document, they will be indicated that the task has been completed and no more action is required from them.
curl
https://api.universign.com/v1/transactions/tx_AWo949MOq0JE/signatures \
-d signer=john@company.com \
-d signer=alice@company.com \
-d signer=carol@company.com \
-d field=fld_9DpA
Note that visa fields cannot be positioned on a document page, they are always invisible in the PDF as it is not a signature. However, the technical details related to the consultation are always visible in Adobe’s signature panel.
